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

In this course, you practice building segments using Customer Insights - Data. The skills validated include building a segment from profiles, generating insights and suggested segments, and managing segments. As prerequisites, students will ingest a dataset and build a simple customer profile.

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 data sets
• Refresh data sources
• Check your knowledge
• Summary

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
• Check your knowledge
• Summary

Module 3: Work with Dynamics 365 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

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
• Knowledge check
• Summary

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

This course is designed for Business Analyst and Functional Consultant roles.