- Course overview
- Course details
- Prerequisites
Course overview
About this course
In this course, you will learn how to create, manage, and analyze segments effectively using Dynamics 365 Customer Insights. The primary learning objectives include understanding segment definitions, utilizing data sources, and applying filters to target specific customer groups. By the end of the course, participants will be able to leverage these concepts to enhance customer engagement strategies, improve marketing efforts, and drive business growth.
Audience profile
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Data Analysts
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CRM Administrators
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Marketing Analysts
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IT Professionals
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Digital Marketing Specialists
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Business Analysts
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Solutions Architects
Course details
Module 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
Module 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
Module 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
Module 4: Guided project - Create and manage segments with Dynamics 365 Customer Insights - Data
Prerequisites
- Familiarity with the basic features of Dynamics 365 Customer Insights - Data and basic data modeling principles.
Enquiry
Course : MB-7006: Create and manage segments in Dynamics 365 Customer Insights – Data
Enquiry
request for : MB-7006: Create and manage segments in Dynamics 365 Customer Insights – Data
