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

Master segment creation and management with Dynamics 365 Customer Insights â€“ Data. Learn to ingest and unify data, create customer profiles, and generate actionable insights. Gain hands-on experience through labs and guided projects focused on building and managing segments. Unlock the power of customer data to drive personalized experiences and informed decision-making.

Course Details

Price:

$675.00

Days:

Location:

Virtual

Course Overview

• Ingest data into Dynamics 365 Customer Insights – Data using various tools and connectors.
• Create unified customer profiles through data unification techniques.
• Configure search and filter indexes for effective data management.
• Define relationships and activities within Dynamics 365 Customer Insights – Data.
• Build customer segments using profiles and generate insights.
• Manage and refine customer segments for targeted marketing strategies.
• Gain hands-on experience through guided projects and labs for practical understanding.

No specific prerequisites are required for this course. Basic computer literacy and familiarity with fundamental concepts in the subject area are recommended for the best learning experience.

• Ingest data into Customer Insights – Data
• Ingest data using Power Query
• Connect to an Azure Data Lake
• Connect to a Microsoft Dataverse
• Work with data sets
• Learn about data refreshes
• Export data

• Create a unified customer profile in Dynamics 365 Customer Insights – Data
• Learn how to create a Customer Insights – Data instance
• Learn how to ingest data
• Learn about data unification

• Work with Dynamics 365 Customer Insights – Data
• Configure searching and filtering indexes
• Define relationships and activities
• Work with measures
• Use Customer Insights – Data

• Guided project – Create and manage segments with Dynamics 365 Customer Insights – Data
• Create a segment using customer profiles in Dynamics 365 Customer Insights – Data
• Generate insights on a segment
• Manage segments
• Lab: Create unified customer profiles
• Lab: Create measures
• Lab: Create segments
• Lab: Generate segment insights

Class Dates & Times


6/10/2025 Virtual 09:00:00-17:00:00 CST Enroll Now $675.00
8/13/2025 Virtual 09:00:00-17:00:00 CST Enroll Now $675.00
10/17/2025 Virtual 09:00:00-17:00:00 CST Enroll Now $675.00
12/16/2025 Virtual 09:00:00-17:00:00 CST Enroll Now $675.00

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