What’s Included?
High-Quality Video, E-book & Audiobook
Modules Quizzes
AI Mentor
Access for Tablet & Phone
Prerequisites
- Basic understanding of customer data and marketing concepts
- Familiarity with Dynamics 365 Customer Insights environment is helpful but not required
- General knowledge of data management principles
Self Study Materials Included
Videos
Engaging visual content to enhance understanding and learning experience.
Podcasts
Insightful audio sessions featuring expert discussions and real-world cases.
Audiobooks
Listen and learn anytime with convenient audio-based knowledge sharing.
E-Books
Comprehensive digital guides offering in-depth knowledge and learning support.
Module Wise Quizzes
Interactive assessments to reinforce learning and test conceptual clarity.
Additional Resources
Supplementary references and list of tools to deepen knowledge and practical application.
What You’ll Learn
Creating Dynamic and Static Segments
How to create both dynamic and static segments in Customer Insights to tailor marketing strategies and customer engagement.
Segment Management and Refinement Techniques
Techniques for managing, refining, and evolving segments to improve targeting precision and campaign effectiveness.
Applying Data-Driven Segmentation Criteria
How to apply segmentation criteria based on customer data attributes such as behavior, demographics, and interactions.
Best Practices for Segment Utilization
Best practices for maintaining and using segments effectively in marketing campaigns and analytics workflows.
Course Modules
Lesson 1: Ingest Data Into Customer Insights - Data
Module 1.1: Ingest data into Customer Insights – Data
Module 1.2: Create a unified customer profile in Dynamics 365 Customer Insights – Data
Module 1.3: Work with Dynamics 365 Customer Insights – Data
Module 1.4: Guided project – Create and manage segments with Dynamics 365 Customer Insights – Data
Frequently Asked Questions
This course is designed for marketing professionals, data analysts, and business users who want to leverage customer data to create effective customer segments in Dynamics 365 Customer Insights.
No prior experience is required, though basic familiarity with customer data concepts will help you follow along more easily.
While this course focuses on Dynamics 365 Customer Insights, many segmentation principles and best practices are applicable across different marketing platforms.
You can use various customer attributes, behavioral data, transaction history, and other data points available within Dynamics 365 Customer Insights.
Yes, all the materials in this learning path are available online and can be accessed at your convenience for self-paced learning.