Create and manage segments in Dynamics 365 Customer Insights - Data

Overview

Module 1:

Learn how to ingest data into Customer Insights - Data.This module explains how to:

Ingest data using Power Query. Connect to an Azure Data Lake.

Connect to a Microsoft Dataverse. Work with data sets.

Learn about data refreshes. Export data.

Module 2:

Learn about creating a unified customer profile in Customer Insights - Data.In this module, you will:

Learn how to create a Customer Insights - Data instance. Learn how to ingest data.

Learn about data unification. Module 3:

Learn about working with Customer Insights - Data.This module explains how to:

Configure searching and filtering indexes.

Define relationships and activities. Work with measures.

Use Customer Insights - Data. Module 4:

This guided project will validate your skills in configuring Dynamics 365 Customer Insights - Data to meet the business requirements of an organization.In this module, you'll demonstrate your ability to:

Create a segment using customer profiles in Dynamics 365 Customer Insights - Data Generate insights on a segment Manage segments

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

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Subjects

Business