Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Microsoft

Create and manage segments in Dynamics 365 Customer Insights - Data

Microsoft via Microsoft Learn

Overview

Coursera Flash Sale
40% Off Coursera Plus for 3 Months!
Grab it
  • 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.
  • 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

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

Reviews

Start your review of Create and manage segments in Dynamics 365 Customer Insights - Data

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.

Someone learning on their laptop while sitting on the floor.