Create and manage segments in Dynamics 365 Customer Insights - Data (MB-7006) - Training Courses | Afi U.

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Create and manage segments in Dynamics 365 Customer Insights - Data (MB-7006)

Microsoft Partner

Private session

This training is available in a private or personalized format. It can be provided in one of our training centres or at your offices. Call one of our consultants of submit a request online.

Call now at 1 877 624.2344

Duration: 1 day
Regular price: On request

Course outline

Reference : MB-7006

Duration : 1 day

© AFI par Edgenda inc.
In this Microsoft Dynamics 365 course, MB-7006, learners build a segment from profiles, generate insights and suggested segments, and manage segments. In addition, students will ingest a dataset and build a simple customer profile.
Audience	Business Analysts Data Analysts Marketing Professionals Customer Insights Specialists CRM Administrators Consultants working with Microsoft Dynamics 365 Customer Insights
Prerequisites	Familiarity with the basic features of Dynamics 365 Customer Insights, including data and basic data modeling principles.
Objectives	Ingest data from various sources into Dynamics 365 Customer Insights - Data to create a unified customer profile. Build customer profiles by defining source columns, duplicate record settings, and matching rules. Configure searching and filtering indexes to optimize data retrieval and analysis. Define and utilize measures to gain deeper insights into customer behavior and trends. Create and manage customer segments based on specific criteria and attributes. Generate segment insights to understand customer preferences and tailor marketing campaigns.
Contents	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 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 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 Guided Project - Create and Manage Segments with Dynamics 365 Customer Insights - Data Prepare for the guided project Exercise - Create unified customer profiles Exercise - Create measures Exercise - Create segments Exercise - Generate segment insights