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

MB-7006 – Create and Manage Segments in Dynamics 365 Customer Insights equips data analysts and marketing professionals with skills to build precise customer segments using unified profiles, driving targeted campaigns and personalization. Learners solve the critical pain point of fragmented customer data, which 83% of marketers cite as a barrier to personalization (Microsoft, 2024). The course covers segment creation, rule-based segmentation, insight generation, and lifecycle management within Dynamics 365 Customer Insights - Data.

This course prepares learners for the Microsoft Applied Skills credential in Customer Insights, enhancing credibility in data-driven marketing roles. Koenig Solutions provides official vendor-authorized courseware and 30-day lab access, ensuring hands-on mastery. Graduates gain the ability to improve campaign ROI through AI-powered segmentation and advance into senior analytics or customer experience positions.

8 Hours (1 Days)
Live Online / Classroom
0+ professionals trained

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1-on-1 USD 850
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Public Batch USD 650
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Self-Paced On Request
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Course Overview

The Microsoft course MB-7006 – Create and Manage Segments in Dynamics 365 Customer Insights is designed for data analysts, marketing professionals, and customer experience managers who aim to leverage unified customer data for targeted engagement. This training supports skills measured in the broader Dynamics 365 Customer Insights certification path, focusing specifically on segment creation and lifecycle management. Learners will gain expertise in building dynamic customer segments using behavioral, transactional, and demographic attributes within the Customer Insights - Data environment. With over 80% of Fortune 500 companies using Microsoft Dynamics 365 for customer engagement, mastering segmentation directly aligns with high-demand roles in digital transformation and CRM strategy.

Students engage with core Microsoft tools including Dynamics 365 Customer Insights - Data, Azure Dataverse, Power BI, and the Customer Insights - Journeys integration layer within a cloud-based lab environment accessible through the Azure Portal. The hands-on labs guide learners through real-world scenarios such as ingesting multi-source customer data, constructing complex segments using rule hierarchies, and configuring refresh schedules for static and dynamic segments. A key project involves creating a targeted marketing segment based on purchase behavior and customer lifetime value, then validating segment performance through AI-driven insights and exporting results to downstream applications. These practical exercises ensure proficiency in managing segment lifecycles, troubleshooting sync issues with Dataverse, and optimizing system performance by auditing inactive segments.

This course prepares learners for Microsoft’s Dynamics 365 Customer Insights certifications, which are recognized globally for enabling data-driven personalization at scale. Certified professionals report average salary increases of up to 25%, with roles like Customer Data Platform Specialist commanding median salaries over $110,000 in North America. Koenig Solutions enhances this learning path with Guaranteed-to-Run batches, official Microsoft courseware, and access to expert-led 1-on-1 coaching sessions that clarify advanced segmentation logic and exam readiness. Upon completion, participants are equipped to design intelligent customer segmentation strategies that fuel personalized marketing automation, improve campaign ROI, and advance careers in CRM analytics and customer experience management.

What You'll Learn

Ingest data into Customer Insights - Data to build comprehensive customer profiles and improve segmentation accuracy.
Create a unified customer profile to enable personalized marketing and enhance customer engagement.
Configure searching and filtering indexes to optimize data retrieval and segment creation efficiency.
Build segments from customer profiles to enable precise audience targeting and refine campaign performance.
Generate segment insights using Measures to uncover valuable customer trends and improve decision-making.
Manage segments and export to Power BI integration to streamline audience management and maximize marketing ROI.

Prerequisites

Recommended knowledge before taking this course
  • Familiarity with the Dynamics 365 Customer Insights data interface and navigation, essential for efficiently managing segments in Microsoft Customer Insights.
  • Understanding of fundamental data modeling principles, including entities, attributes, and relationships, to build effective customer segments in Microsoft Customer Insights.
  • Experience ingesting and transforming data using Power Query, enabling seamless data preparation for segmentation in Microsoft Customer Insights.
  • Ability to create and manage unified customer profiles within Customer Insights data, crucial for accurate segmentation and targeted marketing.
  • Knowledge of configuring matching rules and duplicate record settings, vital for maintaining data quality in Microsoft Customer Insights segmentation.
  • Hands-on experience with segmentation logic and measure definitions in Customer Insights data, empowering you to craft precise customer segments in Microsoft Customer Insights.
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Certification Exam

Everything you need to know about the MB-7006 certification exam

Exam Details
Exam Name
Format
Multiple choice, labs & case studies
Questions
Duration
Passing Score
Validity
Retake Policy
Not applicable
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MB-7006 – Create and Manage Segments in Dynamics 365 Customer Insights

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What's Included in Your Training

Every enrollment comes packed with resources to maximise your learning and exam success

Career Outcomes

78%

of MB-7006 certified professionals report career advancement within 6 months

Salary Impact

+22%

Average salary increase reported after obtaining the MB-7006 certification

Typical Salary Range (Global)
Entry$90,000–$115,000
Mid$115,000–$145,000
Senior$145,000–$180,000

*Source: Glassdoor / LinkedIn 2025

Job Roles

6
  • Dynamics 365 Customer Insights Specialist
  • Customer Data Analyst
  • Marketing Insights Manager
  • CRM Segmentation Consultant
  • Business Intelligence Analyst
  • Customer Experience Analyst

Companies Hiring

5,000+
Microsoft Accenture Deloitte Infosys Wipro TCS Capgemini EY PwC Salesforce

and 5,000+ organizations worldwide seeking MB-7006 certified professionals

Real Transformations

Course Student Reviews

Real results from IT professionals who trained with Koenig — rated 4.9/5 from 18,400+ verified reviews.

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  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

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  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified

Frequently Asked Questions

Everything you need to know about the MB-7006 training course

Is the certification exam included in the MB-7006 – Create and Manage Segments in Dynamics 365 Customer Insights course fee?
The Microsoft MB-7006 course does not include a standalone exam. It aligns with applied skills assessments on Microsoft Learn. No separate fee applies, as this training validates practical segment creation competencies rather than requiring a formal proctored test.
What training formats are available for MB-7006 – Create and Manage Segments in Dynamics 365 Customer Insights?
Koenig offers this Microsoft course in live online, 1-on-1, classroom, and self-paced Flexi formats. All sessions are Guaranteed-to-Run regardless of enrollment. This ensures your training proceeds as scheduled, providing maximum flexibility for global participants across all time zones.
How long is lab access provided for the MB-7006 – Create and Manage Segments in Dynamics 365 Customer Insights course?
You receive 30 days of lab access via Koenig’s LET Platform using Microsoft-hosted cloud sandboxes. These real-world environments allow secure, guided practice in Dynamics 365 Customer Insights – Data without needing any complex local software setup.
What is Koenig's rescheduling policy for the MB-7006 – Create and Manage Segments in Dynamics 365 Customer Insights course?
Koenig permits one free reschedule if requested over 10 days before the start date. Changes within 10 days incur a 50% fee. Cancellations follow this same policy, and written notice is required for all administrative processing.
What is the format and time limit for the MB-7006 – Create and Manage Segments in Dynamics 365 Customer Insights assessment?
MB-7006 uses Microsoft Learn’s applied skills assessment rather than a traditional exam. This performance-based evaluation includes interactive labs and case studies. It is unproctored and requires you to complete specific tasks within approximately 45 minutes.
How long is the MB-7006 – Create and Manage Segments in Dynamics 365 Customer Insights credential valid?
This Microsoft training supports the Dynamics 365 Customer Experience Analyst Associate certification. This credential requires annual renewal through a free, unproctored online assessment on Microsoft Learn to ensure your skills remain current with platform updates.
What post-training support does Koenig provide after the MB-7006 – Create and Manage Segments in Dynamics 365 Customer Insights course?
Koenig provides 30 days of support, including lab access, session recordings, and 6 hours of free trainer consultation. Students also receive curated practice materials and expert mentorship to reinforce critical segment management skills effectively.
What prerequisites are recommended for the MB-7006 – Create and Manage Segments in Dynamics 365 Customer Insights course?
Learners should understand Dynamics 365 Customer Insights – Data, basic data modeling, and segmentation concepts. Prior marketing or CRM experience and foundational data analysis skills are highly recommended to maximize your learning outcomes and professional growth.
What career benefits can professionals expect after mastering MB-7006 – Create and Manage Segments in Dynamics 365 Customer Insights?
Skilled professionals can pursue roles like Data Analyst or Functional Consultant. Average salaries range from $75,000 to $95,000 annually in the U.S., reflecting the high market demand for specialized customer data platform expertise.
How does instructor-led MB-7006 – Create and Manage Segments in Dynamics 365 Customer Insights training improve effectiveness?
Instructor-led training offers real-time doubt resolution, structured labs, and expert insights, significantly improving retention over self-study. Live sessions include guided projects that simulate real-world scenarios, accelerating your practical mastery of Microsoft Dynamics 365.
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