Create and manage segments in Customer Insights - Data - Applied Skills Workshop Training in South Africa

In this applied skills workshop, 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.

• Learn to import, clean, transform, and load data from various sources into Customer Insights - Data.
• Understand how to define source columns, duplicate record settings, and matching rules to create a unified customer profile.
• Gain skills in configuring searching and filtering indexes, defining activities, working with measures, and segmentation.
• Practice creating segments from profiles, generating segment insights, and managing segments in Customer Insights - Data.
• Engage in interactive exercises to create unified customer profiles, measures, and segments, and generate segment insights.

• 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
• Check your knowledge
• Summary

• Introduction
• Define source columns
• Define duplicate record settings
• Define matching rules
• Create a unified customer profile
• Check your knowledge
• Summary

• Configure searching and filtering indexes
• Define activities
• Work with measures
• Segmentation
• Get suggested segments
• Segment insights
• Use Customer Insights - Data for a complete solution
• Check your knowledge
• Summary

• Introduction
• Prepare for the guided project
• Exercise - Create unified customer profiles
• Exercise - Create measures
• Exercise - Create segments
• Exercise - Generate segment insights
• Knowledge check
• Summary

Certification

This applied skills workshop helps prepare you for the seperate practicum assessment.