MB-7006 – Create and Manage Segments in Dynamics 365 Customer Insights
Build practical skills in creating, validating, analyzing, and activating customer segments in Dynamics 365 Customer Insights using profiles, attributes, behaviors, measures, and governance through four structured lessons with demonstrations, hands-on activities, troubleshooting, validation checklists, and an applied improvement plan.
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-by SkillDynamo
- 0 Students
- Last updated
Course Description
This SkillDynamo course develops practical, role-relevant capability in creating, validating, analyzing, and activating customer segments in Dynamics 365 Customer Insights using profiles, attributes, behaviors, measures, and governance. The learning path progresses from essential concepts and planning to implementation, validation, troubleshooting, and operational use.
Learners work through realistic scenarios, guided demonstrations, applied exercises, and evidence-based reviews. Every topic is connected to workplace responsibilities, common risks, quality controls, and measurable outcomes.
The course helps professionals make informed decisions, identify failure points, communicate results, and create an actionable improvement plan for future projects.
What You Will Learn
- Explain Customer Insights data sources, mappings, unification, profiles, activities, measures, consent, and refresh
- Assess data quality, identifiers, attributes, relationships, privacy, ownership, and segment readiness
- Create segments with attribute filters, related tables, exclusions, nested groups, operators, and time conditions
- Use preview, estimates, sample members, query logic, naming, descriptions, and reusable design standards
- Build behavioral, event-based, measure-based, static, dynamic, and real-time segments
- Apply priorities, refresh schedules, dependencies, audience overlap, suppression, and lifecycle controls
- Validate counts, member accuracy, consent, business rules, performance, activation, and downstream use
- Troubleshoot data, query, refresh, permission, activation, privacy, documentation, and optimization issues
SkillDynamo Training Approach
SkillDynamo delivers this course through demonstrations, hands-on exercises, scenario analysis, validation checklists, structured troubleshooting, solution reviews, and a final improvement plan. Learners repeatedly practice planning, implementation, evidence collection, testing, correction, and communication so the skills transfer confidently into real workplace situations.
Curriculum
- 1 Section
- 4 Lessons
- 8 Hours
- Course Curriculum4 Items
- 1.1MB-7006 – Create and Manage Segments in Dynamics 365 Customer Insights — Lesson 1: Customer Data, Unified Profiles and Segment Readiness2 hours
- 1.2MB-7006 – Create and Manage Segments in Dynamics 365 Customer Insights — Lesson 2: Segment Definitions, Filters and Query Logic2 hours
- 1.3MB-7006 – Create and Manage Segments in Dynamics 365 Customer Insights — Lesson 3: Behavioral, Measure-Based and Real-Time Segments2 hours
- 1.4MB-7006 – Create and Manage Segments in Dynamics 365 Customer Insights — Lesson 4: Validation, Activation, Governance and Optimization2 hours
SkillDynamo Expert Team
Instructor-led delivery focused on MB-7006 – Create and Manage Segments in Dynamics 365 Customer Insights with practical demonstrations, implementation guidance, validation, and troubleshooting.
- Structured explanations and role-focused demonstrations
- Applied exercises, scenario analysis, and solution reviews
- Course-specific validation, support, and improvement guidance
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