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MB-280T04 Configure a Dynamics 365 customer experience solution

$295 - $695

Upgrade your tech skills with this , training course. Launch your career to the stars with AstraTech IT Certification Training!

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    • Microsoft Dynamics 365
    • Microsoft Technical

    Course Highlights
    ILT DURATION: 1 Day(s)
    SKILL LEVEL: 
    • Intermediate
    BRAND/TECHNOLOGY: 
    TOPICS: 

    MB-280T04 Configure a Dynamics 365 customer experience solution Course Outline

    This learning path prepares you to complete the Dynamics 365 customer experience analyst challenge project and validate your skills. You should have already completed the following modules as part of the MB-280: Dynamics 365 Customer Experience Analyst course series. If you haven’t, it’s recommended that you take some time to complete these modules before beginning the challenge project.

    You should be familiar with the basic features of Dynamics 365 Sales and Dynamics 365 Customer Insights and how to configure them.

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    1 – Manage leads with Dynamics 365 Sales

    • Dynamics 365 leads overview
    • Create Dynamics 365 leads
    • Lead management lifecycle
    • Lead qualification
    • Use Copilot with leads
    • Lead data management tools

    2 – Manage opportunities with Dynamics 365 Sales

    • Dynamics 365 opportunity overview
    • Create Dynamics 365 opportunities
    • Account and team selling
    • Opportunity management lifecycle
    • Use Copilot with opportunities

    3 – Manage and organize your product catalog with Dynamics 365 Sales

    • Dynamics 365 product catalog overview
    • Currencies and currency management
    • Define products
    • Product families
    • Price lists
    • Product catalog settings

    4 – Create emails in Dynamics 365 Customer Insights – Journeys

    • Manage assets
    • Create marketing emails
    • Personalize content
    • Use brand profiles
    • Use Copilot to generate email content ideas
    • Style emails with AI-assisted themes
    • Create content blocks
    • Preview and test emails
    • Check your message for errors and publish
    • Send emails without building a journey
    • Edit a live email
    • Prevent sending emails to duplicated email addresses

    5 – Build journeys with Dynamics 365 Customer Insights – Journeys

    • Create and manage segments
    • Work with triggers
    • Create a journey
    • Add messages to the journey
    • Add activities to the journey
    • Add other elements to the journey
    • Publish journeys

    6 – Challenge project – Configure a Dynamics 365 customer experience solution

    • Get to know your customer experience scenario

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