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Create and manage segments in Dynamics 365 Customer Insights - Data
Duration
1 Day
Course
MOC-MB-7006
Available Formats
Classroom Training, Online Training
Course Description
Overview
In this learning path, you practice building segments using Customer Insights - Data. The skills validated include building a segment from profiles, generating insights and suggested segments, and managing segments. As prerequisites, students will ingest a dataset and build a simple customer profile.Objectives
After completing this course, students will be able to:
- Configure searching and filtering indexes.
- Define relationships and activities.
- Work with measures.
- Use Customer Insights - Data.
- Create a segment using customer profiles in Dynamics 365 Customer Insights - Data
- Generate insights on a segment
- Manage segments
Audience
Data Analyst, Functional Consultant
Prerequisites
-
You should be familiar with the basic features of Dynamics 365 Customer Insights - Data and basic data modeling principles.
Topics
Ingest data into Customer Insights - Data
- Introduction
- Import data sources using Power Query
- Clean, transform, and load data
- Connect to an Azure Data Lake
- Connect to a Microsoft Dataverse
- Work with data sets
- Refresh data sources
- Check your knowledge
- Introduction
- Define source columns
- Define duplicate record settings
- Define matching rules
- Create a unified customer profile
- Check your knowledge
- Introduction
- Configure searching and filtering indexes
- Define activities
- Work with measures
- Segmentation
- Get suggested segments
- Segment insights
- Use Copilot in Dynamics 365 Customer Insights - Data
- Use Customer Insights - Data for a complete solution
- Check your knowledge
- Introduction
- Prepare for the guided project
- Exercise - Create unified customer profiles
- Exercise - Create measures
- Exercise - Create segments
- Exercise - Generate segment insights
- Module assessment
Related Courses
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Microsoft 365 Fundamentals
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- Delivery Format: Classroom Training, Online Training
- Price: 595.00 USD
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Microsoft Dynamics 365 Finance
MOC-MB-310T00- Duration: 4 Days
- Delivery Format: Classroom Training, Online Training
- Price: 2,380.00 USD
Self-Paced Training Info
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- Same in-demand topics as instructor-led public and private classes.
- Standalone learning or supplemental reinforcement.
- e-Learning content varies by course and technology.
- View the Self-Paced version of this outline and what is included in the SPVC course.
- Learn more about e-Learning
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title
Please take a moment to fill out this form. We will get back to you as soon as possible.
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