Business Applications Category Banner Image

Microsoft MB-7006 - Create and Manage Segments in Customer Insights - Data

Length 1 day
Price $990 inc GST

Course overview

View dates &
book now

Why study this course

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.

Request Course Information

What you’ll learn

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

Microsoft Dynamics 365 at Lumify Work

Lumify Work has been delivering effective training across all Microsoft products for over 30 years. We are proud to be both Australia's and New Zealand’s first Microsoft Gold Learning Solutions Partner and the winner of the Microsoft MCT Superstars Award for FY24, which formally recognises us as having the highest quality Microsoft Certified Trainers (MCTs) in ANZ. All Lumify Work Microsoft Dynamics 365 courses follow Microsoft Official Curriculum (MOC) and are led by MCTs.

View all Microsoft Dynamics 365 at Lumify Work courses

Who is the course for?

Data Analysts
Functional Consultants

Course subjects

Ingest data into Customer Insights - Data
Create a unified customer profile in Dynamics 365 Customer Insights - Data
Work with Dynamics 365 Customer Insights - Data
Guided project - Create and manage segments with Dynamics 365 Customer Insights - Data

Prerequisites

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

Microsoft - Training Solutions Partner - Microsoft Certified Trainers - MCT Superstars Award FY24

Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.

Request Course Information

Looking for more course options?

View all Microsoft Dynamics 365 courses View all Business Applications courses

Offers

Accelerate Copilot adoption with up to 50% off training

The promise of AI and Microsoft 365 Copilot in particular is clear. Microsoft research demonstrates that Copilot adoption results in: Significant time savings across departments Improved efficiency in document creation and communication Enhanced employee satisfaction and reduced repetitive tasks Copilot boosts creativity and makes data-driven insights more accessible than ever before. But how can businesses realise these benefits at scale? As the 2024 Work Trend Annual Report noted: “We’ve come to the hard part of any tech disruption: moving past experimentation to business transformation. Just as we saw with the advent of the internet or the PC, business transformation comes with broad adoption.” Training drives effective AI adoption Key findings of a recent Australian Government trial of Microsoft 365 Copilot highlight the importance of AI skilling: Capability challenges were a key barrier to adoption; participants needed both tailored training that provided agency-specific use cases and general generative AI training in prompt engineering. 75% of participants who received three or more forms of training were confident in their ability to use Copilot -- 28 points higher than those who received just one form of training. Training enhanced confidence in Copilot use and was most effective when tailored to an agency’s specific context. Identifying specific use cases for Copilot could lead to greater use of Copilot. Lumify is here to help Setting up a Copilot trial? Rolling out this incredible technology across your business or within a specific team? Talk to us! We can design a tailored training plan for you. Unlock the offer code by 30 September 2025 and access these limited-time discounts: 50% off private, customised training for 10 or more students 25% off seats on our publicly scheduled training courses Terms and Conditions Offers valid only on Microsoft Authorised courses booked by 30 September 2025 and delivered by 31 December 2025. To redeem, the customer must unlock the code on the offer page and mention this to their Lumify Work Account Manager or a customer service representative during booking. Not applicable in conjunction with any other Lumify Work special offers or packages. All other standard Lumify Work Terms and Conditions apply. Lumify Work reserves the right to modify or terminate this promotion at any time.

Find out more