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.
What you’ll learn
After completing this course, students will be able to:
- Configure searching and filtering indexes.
- Define relationships and activities.
- Work with measures.
- Use Customer Insights – Data.
- Create a segment using customer profiles in Dynamics 365 Customer Insights – Data
- Generate insights on a segment
- Manage segments
Requirements
- You should be familiar with the basic features of Dynamics 365 Customer Insights - Data and basic data modeling principles.
Target audiences
- Data Analyst, Functional Consultant
Curriculum
- 1 Section
- 4 Lessons
- 1 Day
Expand all sectionsCollapse all sections
- Topics4
- 1.1Ingest data into Customer Insights – Data 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
- 1.2Create a unified customer profile in Dynamics 365 Customer Insights – Data Introduction Define source columns Define duplicate record settings Define matching rules Create a unified customer profile Check your knowledge
- 1.3Work with Dynamics 365 Customer Insights – Data Introduction Configure searching and filtering indexes Define activities Work with measures Segmentation Get suggested segments Segment insights Use Copilot in Dynamics 365 Customer Insights – Data Use Customer Insights – Data for a complete solution Check your knowledge
- 1.4Guided project – Create and manage segments with Dynamics 365 Customer Insights – Data Introduction Prepare for the guided project Exercise – Create unified customer profiles Exercise – Create measures Exercise – Create segments Exercise – Generate segment insights Module assessment
Instructor
