MB-280T04 Configure a Dynamics 365 customer experience solution

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Course Overview

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.

Who Should Attend

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

Course Outline

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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Class Dates & Times

Class times are listed Mountain time

This is a 1-day class

Price: $695.00

Class dates not listed.
Please contact us for available dates and times.