In this Microsoft Dynamics 365 course, MB-7006, learners build a segment from profiles, generate insights and suggested segments, and manage segments. In addition, students will ingest a dataset and build a simple customer profile.
Skills Gained
- Ingest data from various sources into Dynamics 365 Customer Insights - Data to create a unified customer profile.
- Build customer profiles by defining source columns, duplicate record settings, and matching rules.
- Configure searching and filtering indexes to optimize data retrieval and analysis.
- Define and utilize measures to gain deeper insights into customer behavior and trends.
- Create and manage customer segments based on specific criteria and attributes.
- Generate segment insights to understand customer preferences and tailor marketing campaigns.
Prerequisites
Familiarity with the basic features of Dynamics 365 Customer Insights, including data and basic data modeling principles.
Course Outline
Ingest Data into Customer Insights - Data
- 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
Create a Unified Customer Profile in Dynamics 365 Customer Insights - Data
- Define source columns
- Define duplicate record settings
- Define matching rules
- Create a unified customer profile
Work with Dynamics 365 Customer Insights - Data
- Configure searching and filtering indexes
- Define activities
- Work with measures
- Segmentation
- Get suggested segments
- Segment insights
- Use Customer Insights - Data for a complete solution
Guided Project - Create and Manage Segments with Dynamics 365 Customer Insights - Data
- Prepare for the guided project
- Exercise - Create unified customer profiles
- Exercise - Create measures
- Exercise - Create segments
- Exercise - Generate segment insights
