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 using 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 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
  
• Setting up search and filter indexes
  
• Define activities
  
• Working with measurements
  
• Segmentation
  
• Get suggested segments
  
• Segment information
  
• 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 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, learners must demonstrate the ability to solve business problems by building canvas apps using Microsoft Power Platform.

Applied Skills: Explore all credentials in one guide