Darum lohnt sich der Kurs
Hier lernen Sie, Kundensegmente in Dynamics 365 Customer Insights effizient zu erstellen und zu verwalten – von schnellen Segmenten bis zu komplexen Regeln und Zielgruppenanalysen. Das Training umfasst Datenimport, Transformation, Profil-Erstellung sowie die Anwendung von Segmentierungs- und Analysefeatures für gezielte Kundenansprache.Seminarinhalt
In this course, students will learn the ability to create and manage customer segments in Customer Insights – Data. Concepts include building a quick segment from a profile, building segments with multiple rules, generating suggested segments and insights on segments, building segments based on similar customers, and managing segments.
Programm
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
- Check your knowledge
- Define source columns
- Define duplicate record settings
- Define matching rules
- Create a unified customer profile
- Configure searching and filtering indexes
- Define activities
- Work with measures
- Segmentation
- Get suggested segments
- Segment insights
- Use Customer Insights - Data for a complete solution
- Prepare for the guided project
Zielgruppen
Students should be familiar with Customer Insights – Data and have an interest in building segments that target unified profiles. Some segmentation/marketing experience and some simple data analysis experience is recommended.
Vorkenntnisse
As prerequisites, students will ingest a dataset and build a simple customer profile.
You should be familiar with the basic features of Dynamics 365 Customer Insights - Data and basic data modeling principles.
You should be familiar with the basic features of Dynamics 365 Customer Insights - Data and basic data modeling principles.
