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

MB-7006 Course: 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 suggested insights and 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 looking to personalize and optimize customer journeys using intelligent data.
• Customer experience managers: Individuals who want to make the most of Dynamics 365 tools to drive customer loyalty and engagement.

MB-7006 training objectives

• Fundamentals of segmentation in Dynamics 365 Customer Insights: Understand how segmentation based on unified data works and its impact on personalizing experiences.
• Creation of dynamic and static segments: Learn to configure segments based on specific attributes, customer behaviors, and real-time data.
• Use of enriched data for personalization: Discover how to use data such as transactions, interactions, and preferences to create more relevant segments.
• Application of advanced filters and rules: Master the use of complex filters and customized criteria to segment audiences with greater precision.
• Integration with marketing and sales workflows: Learn to connect your segments with Dynamics 365 tools to launch campaigns, automate processes, and improve customer interaction.
• Monitoring and analysis of 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: Ingest 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
• Work 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 settings
• Define matching rules
• Create a unified customer profile

Module 3: Work with Dynamics 365 Customer Insights: data

• Introduction
• Configure search 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

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

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

This course is part of the Microsoft Applied Skills Credentials.

Applied Skills: Explore all credentials in one guide