In today’s business landscape, where data drives decisions and customer expectations evolve rapidly, personalised engagement is a key differentiator. The course MB-7006: Create and Manage Segments in Customer Insights – Data, offered by Nanfor, is designed to empower analysts, marketing professionals and CX leads with the skills to extract meaningful segments from unified customer data and use them to deliver personalised experiences.
Why this course matters
Organisations are increasingly using unified customer-profiles and actionable insights to tailor outreach, anticipate behaviour and thus boost acquisition, retention and loyalty. The MB-7006 course centres on segmentation using the advanced capabilities of Dynamics 365 Customer Insights – Data: creating both dynamic and static segments, applying filters and rules based on behaviours, transactions and preferences, and integrating with marketing and sales workflows. For professionals who want to move from raw data to targeted action, this learning path fills a critical gap.
Who should enrol
The course is ideal for data-analysts who want to elevate their impact by moving beyond descriptive analytics into actionable customer segmentation. It’s also a great fit for marketing specialists looking to refine and personalise customer journeys, and for customer-experience managers seeking to leverage the tools within Dynamics 365 for improved loyalty and engagement. Prior knowledge of the basic features of Customer Insights – Data and core data-modelling principles is required.
What you’ll learn
MB-7006 covers several key areas:
Fundamentals of segmentation in Customer Insights —- how unified profiles and rich data lakes form the basis of strategic segmentation.
Creation of dynamic and static segments using attributes, behaviour data and real-time inputs.
Advanced filter and rule construction to define high-precision segments.
Linking segments with marketing and sales workflows in Dynamics 365 — enabling activation of segments for campaigns, automations and customer journeys.
Monitoring and analysing segment performance — adjusting strategies based on insights and ensuring continual refinement.
Plus, the curriculum includes modules on data ingestion, cleaning and transformation using Power Query, connecting to Azure data lakes and Microsoft Dataverse — all prerequisites for building effective unified profiles.
Format & practical edge
Delivered virtually (45 hours) or in a “virtual bonificada” mode (50 hours) by Nanfor Ibérica, the training combines official Microsoft content with hands-on guided projects. Participants will experience a capstone project that walks them through ingesting data, creating unified profiles, setting up measures and ultimately building and managing segments in Customer Insights – Data. The bilingual availability (English/Spanish) broadens access for international learners.
Conclusion
For organisations seeking to move beyond generic marketing lists and tap into truly data-driven, buyer-centric segmentation strategies, the MB-7006 course provides the skillset to unlock value from their customer data assets. Whether you are a data analyst, marketer or CX professional, mastering segment creation and management in Customer Insights – Data positions you to drive personalised experiences, smarter campaigns and measurable outcomes.
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