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

Microsoft will retire MB-7006: Create and manage segments in Customer Insights – Data on January 30, 2026. Replacement not yet determined.

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

In this course, students will practice creating segments using Customer Insights Data . Validated skills include creating segments from profiles, generating insights and suggested segments, and managing segments. As prerequisites, students will ingest a dataset and create a simple customer profile.

Intermediate - Data Analyst - Functional Consultant - Customer Insights - Data

Course aimed at

• Data analysts: Professionals interested in improving data-driven decision-making and creating customer-centric strategies.
• Marketing specialists: Those who seek to personalize and optimize customer journeys using intelligent data.
• Customer experience managers: People who want to make the most of Dynamics 365 tools to drive customer loyalty and engagement.

Objectives of the MB-7006 training

• Fundamentals of segmentation in Dynamics 365 Customer Insights: Understanding how segmentation based on unified data works and its impact on personalizing experiences.
• Creating dynamic and static segments: Learn how to configure segments based on specific attributes, customer behaviors, and real-time data.
• Using enriched data for personalization: Discover how to use data such as transactions, interactions, and preferences to create more relevant segments.
• Applying advanced filters and rules: Mastering the use of complex filters and custom criteria to segment audiences more accurately 1.
  Integration with marketing and sales workflows: Learn how to connect your segments with Dynamics 365 tools to launch campaigns, automate processes, and improve customer engagement.
• Monitoring and analyzing segment performance: Discover how to measure the effectiveness of your segments and adjust strategies based on the insights obtained.

MB-7006 Course Content

Module 1: Ingesting 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
  
• Working with datasets
• Update data sources

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

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

Module 3: Working with Dynamics 365 Customer Insights: data

• Introduction
  
• Configure search and filtering indexes
  
• Define activities
  
• Working with measures
  
• Segmentation
  
• Get suggested segments
  
• Information about segments
  
• Use Customer Insights: data for a complete solution
  
  

Module 4: Guided Project: Creating and Managing Segments with Dynamics 365 Customer Insights - Data

• Introduction
• Prepare for the guided project
  
• Exercise - Create unified customer profiles
  
• Exercise - Create measures
  
• Exercise - Create segments
  
• Exercise: Generate information about segments

Prerequisites

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

Language

• Course: English / Spanish
  

Microsoft Applied Skills - Applied Skills

This course is part of the Microsoft Applied Skills Credentials.

To earn this Microsoft Applied Skills credential, students must demonstrate the ability to solve business problems by creating canvas apps with Microsoft Power Platform.

Applied Skills: Explore all credentials in one guide