Join

Create and manage segments in Dynamics 365 Customer Insights - Data

via Microsoft Learn

Microsoft Learn

222 Courses

course image

Overview

Master data unification and customer segmentation in Dynamics 365 Customer Insights through hands-on practice with data ingestion, profile creation, relationship management, and advanced analytics.

Syllabus

    - Module 1: Module 1: Ingest data into Customer Insights - DataIntroductionImport data sources using Power QueryClean, transform, and load dataConnect to an Azure Data LakeConnect to a Microsoft DataverseWork with data setsRefresh data sourcesCheck your knowledgeSummary - Module 2: Module 2: Create a unified customer profile in Dynamics 365 Customer Insights - DataIntroductionDefine source columnsDefine duplicate record settingsDefine matching rulesCreate a unified customer profileCheck your knowledgeSummary - Module 3: Module 3: Work with Dynamics 365 Customer Insights - DataIntroductionConfigure searching and filtering indexesDefine activitiesWork with measuresSegmentationGet suggested segmentsSegment insightsUse Customer Insights - Data for a complete solutionCheck your knowledgeSummary - Module 4: Module 4: Guided project - Create and manage segments with Dynamics 365 Customer Insights - DataIntroductionPrepare for the guided projectExercise - Create unified customer profilesExercise - Create measuresExercise - Create segmentsExercise - Generate segment insightsKnowledge checkSummary

Taught by

Tags

sessions On-Demand

Found in

Artificial Intelligence Courses Business Courses

Related courses

Browse courses
Create and manage segments in Dynamics 365 Customer Insights - Data

Create and manage segments in Dynamics 365 Customer Insights - Data
Create and manage segments in Dynamics 365 Customer Insights - Data

Create and manage segments in Dynamics 365 Customer Insights - Data
Create and manage segments in Dynamics 365 Customer Insights - Data

Create and manage segments in Dynamics 365 Customer Insights - Data
Create and manage segments in Dynamics 365 Customer Insights - Data

Create and manage segments in Dynamics 365 Customer Insights - Data
Create and manage segments in Dynamics 365 Customer Insights - Data

Create and manage segments in Dynamics 365 Customer Insights - Data
Create and manage segments in Dynamics 365 Customer Insights - Data

Create and manage segments in Dynamics 365 Customer Insights - Data