Curriculum
- 1 Section
- 4 Lessons
- 1 Day
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- 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
Create 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
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