MB-7008: Create and Manage Segments in Dynamics 365 Customer Insights

MB-7008

$780.00

Description

In this 1-Day learning path, participants gain hands-on experience building and managing segments using Dynamics 365 Customer Insights – Data. You’ll practise creating segments based on unified customer profiles, generating insights and suggested segments, and administering segmentation strategies. Prerequisites include ingesting a dataset and creating a basic customer profile.

Learning Outcomes

By the end of this course, participants will be able to:

  • Build segments from unified customer profiles
  • Generate segment insights and suggested (AI-driven) segments
  • Manage existing segments—activate, refresh, edit rules, and delete
  • Configure segment refresh schedules and monitoring
  • Integrate segments into broader analytics or marketing workflows

Audience Profile

This course is intended for data professionals, analytics specialists, and functional consultants who wish to deepen their skills in customer segmentation. Ideal participants should have foundational experience with Customer Insights – Data and a basic grasp of data modelling principles.

Prerequisites

  • Familiarity with core features of Dynamics 365 Customer Insights – Data
  • Basic understanding of data modelling principles
  • Prior exposure to ingesting datasets and constructing unified customer profiles

Cancellation Policy

To cancel or, reschedule please contact us 10 days before the course

Contact Details

0410077106

fusman@new.technisaur.com.au.au

Melbourne VIC, Australia

Modules

Ingest data into Customer Insights – Data

Understand how to gather, clean, and load data from various sources into Customer Insights.

Create a unified customer profile in Dynamics 365 Customer Insights – Data

Learn how to define matching rules, deduplicate records, and form a comprehensive customer profile.

Work with Dynamics 365 Customer Insights – Data

Explore deeper functionality—filtering, measures, segmentation, indexing, and insights.

Guided project: Create and manage segments with Dynamics 365 Customer Insights – Data

Apply everything you’ve learned in a practical, scenario-based project involving segment creation, rule management, insights generation, and administration.

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This 1-Day course teaches you how to create and manage customer segments using Dynamics 365 Customer Insights – Data, helping you generate insights and deliver targeted, personalised customer experiences.

  • From 9 am - 5 pm