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.
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
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.
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
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.
