MB-280T03 Design and deliver powerful customer experiences with Dynamics 365 Customer Insights

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Course Overview

Dynamics 365 Customer Insights helps organizations deliver exceptional experiences personalized to every customer. In this course, students will learn how to work with key features of Customer Insights – Data and Customer Insights – Journeys. First, students will learn about the business value of using a customer data platform. They will ingest data into Customer Insights – Data, create unified customer profiles, and create segments to help target specific audiences. Then, students will build impactful and personal experiences using Customer Insights – Journeys. They will create marketing assets like emails and text messages and deliver them via segment- and trigger-based journeys. This course is part of a four-course series (MB-280T01-T04) aligning to the MB-280 certification exam.

Who Should Attend

This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Customer Insights for their organizations. Students should have knowledge in basic marketing principles. Students should be familiar with the Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights. They should also have basic model-driven application configuration experience.

Course Outline

1 - 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

2 - Create text messages and push notifications in Dynamics 365 Customer Insights - Journeys

  • Create text messages
  • Create push notifications

3 - Create forms in Dynamics 365 Customer Insights - Journeys

  • Create and manage forms
  • Edit and publish forms

4 - Manage consent in Dynamics 365 Customer Insights - Journeys

  • Manage consent for email and text messages
  • View and manage consent records

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 - Manage leads and scoring in Customer Insights - Journeys

  • Generate leads
  • Create sales activities from lead signals
  • Create scoring models

7 - Extend real-time marketing capabilities within Dynamics 365 Customer Insights - Journeys

  • Collaborate using built-in Microsoft Teams chat
  • Create Dataverse triggers
  • Create custom triggers
  • Trigger an action outside a journey
  • Move custom triggers between environments

8 - Get started with Dynamics 365 Customer Insights - Data

  • Dynamics 365 Customer Insights - Data
  • Customer Insights architecture
  • Work with demo data
  • Get started
  • Consume Customer Insights data

9 - Ingest data into Customer Insights - Data

  • Import data sources using Power Query
  • Clean, transform, and load data
  • Connect to an Azure Data Lake
  • Connect to a Microsoft Dataverse
  • Work with data sets
  • Refresh data sources

10 - Create a unified customer profile in Dynamics 365 Customer Insights - Data

  • Define source columns
  • Define duplicate record settings
  • Define matching rules
  • Create a unified customer profile

11 - Work with Dynamics 365 Customer Insights - Data

  • Configure searching and filtering indexes
  • Define activities
  • Work with measures
  • Segmentation
  • Get suggested segments
  • Segment insights
  • Use Customer Insights - Data for a complete solution

12 - Enrich data and predictions with Customer Insights - Data

  • Enrich data
  • Brand and interest enrichment
  • Use enrichment services
  • Work with predictions
  • Predict subscription churn
  • Use machine-learning models

13 - Manage external connections with Customer Insights - Data

  • Export Customer Insights data
  • Display customer data in Dynamics 365 applications
  • Use Customer Insights - Data with Microsoft Power Platform
  • Use Customer Insights - Data with Azure Synapse
  • Use Customer Insights APIs

14 - Configure and administer Customer Insights - Data

  • Create and set up environments
  • System process status
  • Schedule system refreshes
  • Set up user permissions

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Class Dates & Times

Class times are listed Mountain time

This is a 1-day class

Price (CAD): $952.15

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