MB-7006 Create and manage segments in Customer Insights – Data

Price
$695.00 USD

Duration
1 Day

 

Delivery Methods
Virtual Instructor Led
Private Group

Course 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.
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  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

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Course Prerequisites

You should be familiar with the basic features of Dynamics 365 Customer Insights - Data and basic data modeling principles.

Agenda

1 - Ingest data into Customer Insights - Data

  • 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

2 - Create a unified customer profile in Dynamics 365 Customer Insights - Data

  • Define source columns
  • Define duplicate record settings
  • Define matching rules
  • Create a unified customer profile

3 - Work with Dynamics 365 Customer Insights - Data

  • Configure searching and filtering indexes
  • Define activities
  • Work with measures
  • Segmentation
  • Get suggested segments
  • Segment insights
  • Use Customer Insights - Data for a complete solution

4 - Guided project - Create and manage segments with Dynamics 365 Customer Insights - Data

  • Prepare for the guided project
 

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We can enroll multiple students in an upcoming class or schedule a dedicated private training event designed to meet your organization’s needs.

 



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