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Course Overview
In this learning path, 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.
Course Outline
1 - Ingest data into Customer Insights - Data
- 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
2 - Create a unified customer profile in Dynamics 365 Customer Insights - Data
- Define source columns
- Define duplicate record settings
- Define matching rules
- Create a unified customer profile
3 - Work with Dynamics 365 Customer Insights - Data
- Configure searching and filtering indexes
- Define activities
- Work with measures
- Segmentation
- Get suggested segments
- Segment insights
- Use Customer Insights - Data for a complete solution
4 - Guided project - Create and manage segments with Dynamics 365 Customer Insights - Data
- Prepare for the guided project