MB-7006 – Create and Manage Segments in Dynamics 365 Customer Insights – Data

Unlock the power of precise customer targeting with MB-7006: Create and Manage Segments in Dynamics 365 Customer Insights – Data. This focused course equips marketers, analysts, and Dynamics 365 professionals with the skills to build, manage, and optimize customer segments using the rich data unification and AI-driven insights available in Dynamics 365 Customer Insights – Data.

Learn how to unify data from multiple sources, craft dynamic and static segments based on customer attributes and behavior, and utilize advanced segmentation techniques to improve personalization and engagement across marketing, sales, and service channels. This course empowers you to drive targeted campaigns that deliver measurable business impact.

Audience Profile

This course is ideal for:

• Marketing professionals and customer experience analysts specializing in data-driven segmentation

• CRM administrators and Dynamics 365 consultants responsible for managing customer data platforms

• Business analysts and data strategists focused on customer insights and personalization

• Anyone preparing to implement or optimize customer segmentation in Dynamics 365 Customer Insights

Familiarity with Dynamics 365 basics and customer data management concepts is recommended.

Course Outline

Module 1: Introduction to Customer Segmentation in Dynamics 365 Customer Insights

• Overview of Dynamics 365 Customer Insights – Data platform

• The importance of segmentation for personalized customer experiences

• Navigating the segmentation workspace and key concepts

Module 2: Data Unification and Preparation for Segmentation

• Connecting and ingesting data sources

• Managing data mapping, identity resolution, and profile unification

• Preparing and cleansing data for accurate segmentation

Module 3: Creating Static and Dynamic Segments

• Building static segments based on fixed criteria

• Designing dynamic segments that update in real time based on behavior

• Using filters, measures, and calculated fields to refine segments

Module 4: Advanced Segmentation Techniques

• Leveraging AI and machine learning-driven recommendations

• Using behavioral and engagement data for predictive segmentation

• Creating complex segment rules with nested logic and hierarchies

Module 5: Segment Activation and Integration

• Exporting segments to marketing and sales applications

• Activating segments across Dynamics 365 Marketing, Sales, and Service

• Integrating segments with Power Platform and external tools

Module 6: Managing Segment Lifecycle and Performance

• Monitoring segment membership and refresh schedules

• Evaluating segment performance with analytics and reports

• Optimizing segments for campaign effectiveness and ROI

Module 7: Governance, Compliance, and Best Practices

• Ensuring data privacy and regulatory compliance in segmentation

• Implementing role-based access and data security controls

• Following best practices for maintainable and scalable segmentation

Hands-on Experience

This course includes 40% to 50% hands-on activities, allowing participants to practice creating, managing, and activating customer segments in real-world scenarios using Dynamics 365 Customer Insights – Data.