651-905-3729 Microsoft Silver Learning Partner EC Counsel Reseller compTIA Authorized Partner

Create and manage segments in Customer Insights – Data (MB-7006)

1 Day

Description

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.

Upcoming Classes

Virtual Classroom Live
January 09, 2026

$525.00
1 Day    9 AM ET - 5 PM ET
view class details and enroll
Virtual Classroom Live
April 10, 2026

$525.00
1 Day    9 AM ET - 5 PM ET
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

Course Overview

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

Upcoming Classes

Virtual Classroom Live
January 09, 2026

$525.00
1 Day    9 AM ET - 5 PM ET
view class details and enroll
Virtual Classroom Live
April 10, 2026

$525.00
1 Day    9 AM ET - 5 PM ET
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

Prerequisites

You should be familiar with the basic features of Dynamics 365 Customer Insights - Data and basic data modeling principles.

Upcoming Classes

Virtual Classroom Live
January 09, 2026

$525.00
1 Day    9 AM ET - 5 PM ET
view class details and enroll
Virtual Classroom Live
April 10, 2026

$525.00
1 Day    9 AM ET - 5 PM ET
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date