This course runs for a duration of 1 Day.
The class will run daily from 8 AM CT to 4 PM CT.
Class Location: Virtual LIVE Instructor Led - Virtual Live Classroom.
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.
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
