MB-280T03: Design and deliver powerful customer experiences with Dynamics 365 Customer Insights Duration: 1 Day

Course details

Module 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

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

Module 3: Create forms in Dynamics 365 Customer Insights - Journeys
• Create and manage forms
• Edit and publish forms

Module 4: Manage consent in Dynamics 365 Customer Insights - Journeys
• Manage consent for email and text messages
• View and manage consent records

Module 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

Module 6: Manage leads and scoring in Customer Insights - Journeys
• Generate leads
• Create sales activities from lead signals
• Create scoring models

Module 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

Module 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

Module 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

Module 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

Module 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

Module 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

Module 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

Module 14: Configure and administer Customer Insights - Data
• Create and set up environments
• System process status
• Schedule system refreshes
• Set up user permissions