Create and manage segments in Dynamics 365 Customer Insights – Data is a course for data analysts and marketing technologists who use the customer data platform (CDP) capabilities of Dynamics 365 Customer Insights. Students learn to ingest and unify customer data from multiple sources, create segments based on profile attributes and behavioural data, and export segments to downstream marketing and CRM systems.
What You Will Learn
- Connect and ingest customer data from multiple sources including CRM, e-commerce, and web analytics
- Map, match, and merge data to build unified customer profiles using Customer Insights – Data
- Create static and dynamic segments based on customer attributes, activities, and measures
- Configure exports to push segments to Dynamics 365 Marketing, Azure, and third-party platforms
- Build customer measures and KPIs to enrich profiles for segmentation and personalization
Who Should Attend
Data analysts, marketing technologists, and CDP administrators responsible for unifying customer data and building audience segments in Dynamics 365 Customer Insights.
Prerequisites
Understanding of data concepts and basic familiarity with Microsoft Power Platform or Dynamics 365. SQL knowledge is helpful.
