Overview

In this applied skills workshop, you practice building segments using Customer Insights - Data. The skills validated include building a segment from profiles, generating insights and suggested segments, and managing segments. As prerequisites, students will ingest a dataset and build a simple customer profile.

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Prerequisites

You should be familiar with the basic features of Dynamics 365 Customer Insights - Data and basic data modeling principles.
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Delegates will learn how to

  • Learn to import, clean, transform, and load data from various sources into Customer Insights - Data.
  • Understand how to define source columns, duplicate record settings, and matching rules to create a unified customer profile.
  • Gain skills in configuring searching and filtering indexes, defining activities, working with measures, and segmentation.
  • Practice creating segments from profiles, generating segment insights, and managing segments in Customer Insights - Data.
  • Engage in interactive exercises to create unified customer profiles, measures, and segments, and generate segment insights.
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Outline

Ingest data into Customer Insights - Data
Customer Insights - Data ingests data from all your different data sources and unifies them into a single customer profile. From within the customer profile, you can track data across different demographics, and identify trends based on key data you want to track.
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
Dynamics 365 Customer Insights - Data is an intuitive and flexible customer data platform (CDP) that helps you unlock insights and build a deeper understanding of your customers. In this module, you'll learn about creating a unified customer profile in 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
Customer Insights - Data ingests data from all of your different data sources and unifies them into a single customer profile. In this module, learn about working with Customer Insights - Data.
Introduction
  • Configure searching and filtering indexes
  • Define activities
  • Work with measures
  • Segmentation
  • Get suggested segments
  • Segment insights
  • Use Customer Insights - Data for a complete solution
  • Check your knowledge
  • Summary
Guided project - Create and manage segments with Dynamics 365 Customer Insights - Data
In this module, practice building segments in Dynamics 365 Customer Insights - Data, including creating segments from profiles, creating segments with multiple rules, generating segment insights, and managing segments.
  • Introduction
  • Prepare for the guided project
  • Exercise - Create unified customer profiles
  • Exercise - Create measures
  • Exercise - Create segments
  • Exercise - Generate segment insights
  • Knowledge check
  • Summary

Certification

This applied skills workshop helps prepare you for the seperate practicum assessment.

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Why choose QA

Need to know

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Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.

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