Create and manage segments in Customer Insights – Data

Microsoft Applied Skills

    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
    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

    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.
     

    Downloads

      Trainings-ID:
      MB-7006
      Wissensgarantie:
      12 Monate
      MOC:
      MB-7006

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