Create and manage segments in Dynamics 365 Customer Insights – Data (MB-7006) M-MB7006

Ingest data into Customer Insights - Data

Customer Insights - Data ingests data from all your different data sources and unifies them into a single customer profile. From within the customer profile, you can track data across different demographics, and identify trends based on key data you want to track.

• • 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
• • Summary

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

Dynamics 365 Customer Insights - Data is an intuitive and flexible customer data platform (CDP) that helps you unlock insights and build a deeper understanding of your customers. In this module, you'll learn about creating a unified customer profile in Customer Insights - Data.

• • Introduction
• • Define source columns
• • Define duplicate record settings
• • Define matching rules
• • Create a unified customer profile
• • Check your knowledge
• • Summary

Work with Dynamics 365 Customer Insights - Data

Customer Insights - Data ingests data from all of your different data sources and unifies them into a single customer profile. In this module, learn about working with Customer Insights - Data.

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

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

In this module, practice building segments in Dynamics 365 Customer Insights - Data, including creating segments from profiles, creating segments with multiple rules, generating segment insights, and managing segments.

• • Introduction
• • Prepare for the guided project
• • Exercise - Create unified customer profiles
• • Exercise - Create measures
• • Exercise - Create segments
• • Exercise - Generate segment insights
• • Knowledge check
• • Summary