- Course overview
- Course details
- Prerequisites
Course overview
About this course
In this course, you will explore key learning objectives such as setting up customer service features, managing customer data, and streamlining processes for improved user experience. You will gain hands-on experience in creating tailored solutions that meet business needs. By the end of the course, you’ll be equipped with the knowledge to effectively leverage Dynamics 365, enhancing both your career prospects and organizational outcomes.
Audience profile
This course is designed for IT or marketing professionals who want to learn how to leverage model-driven applications, Dynamics 365 Sales, Dynamics 365 Customer Insights, and Microsoft 365 Copilot for Sales for their organizations.
Course details
Module 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
Module 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
Module 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
Module 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
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: Challenge project - Configure a Dynamics 365 customer experience solution
• Get to know your customer experience scenario
Prerequisites
- Familiarity with Microsoft Power Apps.
- Familiarity with basic data modelling principles and Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights.
- Basic model-driven application configuration experience.
Enquiry
Course : MB-280T04: Configure a Dynamics 365 Customer Experience Solution
Enquiry
request for : MB-280T04: Configure a Dynamics 365 Customer Experience Solution
