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
Skills You’ll Gain
- Segment Creation
- Segment Refinement
- Data-Based Targeting
- Campaign Segmentation
- Personalized Engagement
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.
Tools You’ll Master
Dynamics 365
What You’ll Learn
Create Dynamic and Static Segments
Build audience segments in Customer Insights based on behavior and attributes.
Manage and Refine Segments
Apply techniques to enhance targeting and improve campaign precision.
Apply Segmentation Criteria
Use customer data attributes to define meaningful audience groups.
Maintain Segments for Marketing and Analytics
Follow best practices to keep segments relevant and actionable.
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.