In this one-day training 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.

• Data Analysts
• Functional Consultants

• 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

After completing this course, students will be able 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 how to create a Customer Insights - Data instance
• Learn how to ingest data
• Learn about data unification
• Configure searching and filtering indexes
• Define relationships and activities
• Work with measures
• Use Customer Insights - Data
• Create a segment using customer profiles in Dynamics 365 Customer Insights - Data
• Generate insights on a segment
• Manage segments

• 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

• Define source columns
• Define duplicate record settings
• Define matching rules
• Create a unified customer profile

• Configure searching and filtering indexes
• Define activities
• Work with measures
• Segmentation
• Get suggested segments
• Segment insights
• Use Customer Insights - Data for a complete solution

• Prepare for the guided project