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한국어Dynamics 365 Customer Insights: Master Advanced Segmentation
2026-10-31 · 5 views
Description
Are your marketing lists missing the mark because you are relying on basic demographic data? In this video, we explore how to move beyond simple filters like age and location to master advanced segmentation in Dynamics 365 Customer Insights. Discover how combining behavioral and transactional data can transform your targeting strategy and drive real results for your organization.
Most marketing teams start with demographics because they are easy to report, but this approach often misses the nuance of actual buying intent. We dive into why behavioral data is the real key to boosting conversion rates and how to unify disconnected data silos from your CRM, ERP, and web analytics into a single, 360-degree customer view. You will learn the critical differences between static and dynamic segments and how to use calculated measures to score engagement effectively.
We also cover the practical side of data hygiene, including how to avoid common pitfalls like duplicate records and outdated sync schedules. Finally, we show you how to activate these segments across the Microsoft ecosystem, using Power Automate and Dynamics 365 Sales to ensure your frontline teams are reaching the right people at the right time. Whether you are an IT pro or a business leader, these insights will help you stop guessing and start performing.
Chapters
0:00 M365Con Event Announcement 0:52 Beyond Demographics in Marketing 3:15 The Impact of Behavioral Segmentation 5:26 Connecting Data Silos to Customer Insights 8:10 Managing Data Hygiene and Duplicates 10:24 Static vs Dynamic Segments 13:45 Scoring Engagement with Calculated Measures 15:40 Activating Segments in the Microsoft Ecosystem 18:15 Automating Sales and Marketing Workflows 20:30 Common Pitfalls to Avoid in Activation
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