M-MB7006 Create and manage segments in Dynamics 365 Customer Insights – Data (MB-7006)

COURSE OBJECTIVE:
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TARGET AUDIENCE:
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COURSE PREREQUISITES:
• You should be familiar with the basic features of Dynamics 365 Customer Insights – Data and basic data modeling principles.

COURSE CONTENT:
Ingest data into Customer Insights – DataCustomer Insights – Data ingests data from all your different data sources and unifies them into a single customer profile. From within the customer profile, you can track data across different demographics, and identify trends based on key data you want to track. • 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 • SummaryCreate a unified customer profile in Dynamics 365 Customer Insights – DataDynamics 365 Customer Insights – Data is an intuitive and flexible customer data platform (CDP) that helps you unlock insights and build a deeper understanding of your customers. In this module, you'll learn about creating a unified customer profile in Customer Insights – Data. • Introduction • Define source columns • Define duplicate record settings • Define matching rules • Create a unified customer profile • Check your knowledge • SummaryWork with Dynamics 365 Customer Insights – DataCustomer Insights – Data ingests data from all of your different data sources and unifies them into a single customer profile. In this module, learn about working with 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 • SummaryGuided project – Create and manage segments with Dynamics 365 Customer Insights – DataIn this module, practice building segments in Dynamics 365 Customer Insights – Data, including creating segments from profiles, creating segments with multiple rules, generating segment insights, and managing segments. • Introduction • Prepare for the guided project • Exercise – Create unified customer profiles • Exercise – Create measures • Exercise – Create segments • Exercise – Generate segment insights • Knowledge check • Summary

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