Create and manage segments in Customer Insights – Data

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.

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.

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.
 

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