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Create and manage segments in Dynamics 365 Customer Insights - Data (MB-7006)

The Create and Manage Segments in Dynamics 365 Customer Insights – Data (MB-7006) course teaches professionals how to segment customers effectively using AI-driven insights. Gain skills in audience targeting, data management, and personalization strategies to maximize engagement.

course: Create and manage segments in Dynamics 365 Customer Insights - Data (MB-7006)

Duration: 1 day

Format: Virtual or Classroom

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Overview

This course focuses on audience segmentation within Dynamics 365 Customer Insights – Data. Participants will explore data unification, customer profiling, and advanced segmentation techniques to improve marketing campaigns and customer interactions. By leveraging AI and machine learning, businesses can create precise and impactful customer segments.

This course includes
  • intructor-icon Instructor-led training
  • intructor-icon Practice test
  • intructor-icon Pre-reading
  • intructor-icon Personal Learning Path
  • intructor-icon Certification Guarantee
  • intructor-icon Email, chat and phone support

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Who is this course for?

Who is the Create and manage segments in Dynamics 365 Customer Insights - Data (MB-7006) course for?

This course is designed for data analysts, CRM specialists, and marketing professionals who want to leverage AI-driven segmentation in Dynamics 365 Customer Insights. It is also ideal for business intelligence professionals and customer experience managers focused on audience targeting and data-driven marketing strategies.

Curriculum

What you will learn during our Create and manage segments in Dynamics 365 Customer Insights - Data (MB-7006) course.

  • Customer Insights Data ingests data from all your different data sources and unifies them into a single customer profile. From within the customer profile, you can track data across different demographics, and identify trends based on key data you want to track.
  • 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
  • Dynamics 365 Customer Insights Data is an intuitive and flexible customer data platform (CDP) that helps you unlock insights and build a deeper understanding of your customers. In this module, you'll learn about creating a unified customer profile in Customer Insights Data.
  • Define source columns
  • Define duplicate record settings
  • Define matching rules
  • Create a unified customer profile
  • Customer Insights Data ingests data from all of your different data sources and unifies them into a single customer profile. In this module, learn about working with 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
  • In this module, practice building segments in Dynamics 365 Customer Insights Data, including creating segments from profiles, creating segments with multiple rules, generating segment insights, and managing segments.
  • Prepare for the guided project
  • Exercise Create unified customer profiles
  • Exercise Create measures
  • Exercise Create segments
  • Exercise Generate segment insights

Preparation

How to best be prepared for our Create and manage segments in Dynamics 365 Customer Insights - Data (MB-7006) course.

  • Orange-check Familiarity with Dynamics 365 Customer Insights – Data.
  • Orange-check Understanding of customer segmentation and data analytics.
  • Orange-check Experience with CRM systems and audience targeting.

Meet our instructors

Meet some of the Readynez Instructors you can meet on your course. They are experts, passionate about what they do, and dedicated to give back to their industry, their field, and those who want to learn, explore, and advance in their careers.

Julian Sharp

Julian Sharp delivers high-quality, LIVE instructor-led training in Microsoft Dynamics 365 and Power Platform for professionals seeking real-world skills and certification readiness. With decades of industry experience and deep technical expertise, he helps learners master complex solutions efficiently.

Meet the Instructor: Julian Sharp
MCT | MVP | Solution Architect | Dynamics 365 & Power Platform Expert

With 20+ years of experience and over 16 years specializing in Dynamics CRM/365 and Power Platform, Julian has trained thousands of professionals and helped organizations solve real business challenges using Microsoft technologies.

A Microsoft Certified Trainer since 2007 and a Microsoft MVP, Julian brings a rare combination of deep technical knowledge and a practical, business-first mindset.

He’s not just an instructor - he’s a community leader, consultant, and solution architect trusted by enterprises across the globe.

  • Microsoft MVP – Business Applications

  • Specialist in Dynamics 365, Power Platform & Azure

  • Developer of Microsoft courseware
  • Speaker & mentor at Microsoft community events

Ready to build solutions with one of the best in the field?

Explore upcoming courses with Julian Sharp to get started.

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FAQ

FAQs for the Create and manage segments in Dynamics 365 Customer Insights - Data (MB-7006) course.

This course is for marketing and CRM professionals looking to improve customer segmentation using Dynamics 365 Customer Insights – Data.

Familiarize yourself with Dynamics 365 Customer Insights and segmentation strategies. Basic knowledge of data analytics will be helpful.

Participants should have experience with CRM, customer data analysis, and audience segmentation.

The course is priced at €705, including live instruction and hands-on labs.

Key topics include customer data unification, AI-driven segmentation, audience targeting, and personalization strategies.

Yes, expertise in customer segmentation enhances marketing effectiveness and customer engagement strategies.

The course builds skills but does not offer a certification.

Yes, the course is available in an interactive online format.

The course is designed for intermediate learners with marketing and data analytics experience.

Professionals specializing in customer segmentation can earn between €65,000 and €110,000 annually.

Reviews

Feedback from our delegates.

Johan Andersson

Johan Andersson

Easy to attend over Teams and an excellent instructor gave me great value for the time I invested.

Stephen Ridgway

Readynez is the best training provider I've used for many years. Their customer service is first class, prices are very competitive and instruction excellent.

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