- Learn how to ingest and prepare data in Dynamics 365 Customer Insights - Data so your organization can create high-quality unified profiles and AI-ready insights.
This module explains how to:
- Ingest data by using Power Query and attached data source connectors.
- Connect to Azure Data Lake and Microsoft Dataverse data sources.
- Prepare data for unification and downstream segmentation and analytics.
- Manage data sets and refresh behavior for reliable, current insights.
- Apply ingestion practices that improve confidence in AI-assisted outcomes.
- 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.
- 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.
- 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
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Syllabus
- Ingest 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
- Summary
- 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
- Summary
- Work 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
- Summary
- Guided 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
- Summary