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

In this learning path, 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.
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Course Overview

In this learning path, 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.
  • Scroll right to view Objectives, Prerequisites, and Agenda

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

1 – 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

2 – 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

3 – 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

4 – Guided project – Create and manage segments with Dynamics 365 Customer Insights – Data

  • Prepare for the guided project
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