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

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

In this course, students will practice creating segments with Customer Insights - Data . Validated skills include creating a segment 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.
• Marketers: Those looking 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.

MB-7006 Training Objectives

• Segmentation Fundamentals in Dynamics 365 Customer Insights: Understand how unified data-driven segmentation works and its impact on experience personalization.
• Creating Dynamic and Static Segments: Learn how to set up segments based on specific attributes, customer behaviors, and real-time data.
• Using Rich Data for Personalization: Learn how to use data like transactions, interactions, and preferences to create more relevant segments.
• Applying Advanced Filters and Rules: Master the use of complex filters and custom criteria to segment audiences more precisely 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.
• Segment Performance Monitoring and Analysis: Learn how to measure the effectiveness of your segments and adjust strategies based on the insights gained.

Course content MB-7006

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 data sets
• Update data sources

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

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

Module 3: Working with Dynamics 365 Customer Insights: Data

• Introduction
  
• Configure search and filter indexes
  
• Define activities
  
• Working with measurements
  
• Segmentation
  
• Get suggested segments
  
• Information about segments
  
• Use Customer Insights: Data for a Complete Solution
  
  

Module 4: Guided Project: Create and Manage 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: Generating information about segments

Prerequisites

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

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 building canvas apps with the Microsoft Power Platform.

Applied Skills: Explore all credentials in one guide