Dynamics 365 Customer Experience Analyst course series

Outline

• Create and manage environments in Dataverse
  • Environments in Microsoft Dataverse
  • Developer environments
  • Create and manage an environment
  • Create an instance of a Microsoft Dataverse database
  • Add users and roles within an environment
  • Manage settings in an environment
  • Environment operations
  • Check your knowledge
• Create tables in Dataverse
  • Introduction to Microsoft Dataverse
  • Table characteristics
  • Exercise - Create a Microsoft Dataverse table
  • Exercise - Import data into your Microsoft Dataverse database
  • Table relationships
  • Exercise - Create table relationships
  • Dataverse logic and security
  • Exercise - Create a custom table and import data
  • Dataverse auditing
  • Dual-write vs. virtual tables
  • Check your knowledge
• Manage tables in Dataverse
  • Identify tables and table types in Dataverse
  • Create a custom table
  • Enable attachments within a table
  • Licensing requirements for each table type
  • Exercise - Create a new custom table and enable attachments
  • Check your knowledge
• Create and manage columns within a table in Dataverse
  • Define columns in Microsoft Dataverse
  • Column types in Microsoft Dataverse
  • Add a column to a table
  • Primary column
  • Restrictions that apply to columns in a table
  • Create an auto numbering column
  • Create an alternate key
  • Exercises
  • Check your knowledge
• Work with choices in Dataverse
  • Define choice column
  • Choice columns
  • Standard choices column
  • Exercise - Create a new choice or modify an existing choice
  • Check your knowledge
• Load/export data and create data views in Dataverse
  • View data in a table
  • Create or edit views of data in a table
  • Dataverse data import options
  • Load data into a table
  • Dataverse data export options
  • Export
  • Add, update, or delete data in a table by using Excel
  • Import data using Power Query
  • Check your knowledge
• Connect to other data in a Power Apps canvas app
  • Overview of the different data sources
  • Work with action data
  • Power Automate is a companion to Power Apps
  • Module assessment
• Create a relationship between tables in Dataverse
  • Relate one or more tables - Introduction
  • Relationship types that are available in Microsoft Dataverse
  • Create a one-to-many relationship between tables
  • Create a many-to-many relationship between tables
  • Edit or delete relationships
  • Exercise - Create two tables and relate them by using a one-to-many relationship
  • Check your knowledge
• Define and create business rules in Dataverse
  • Define business rules - Introduction
  • Define the components of a business rule
  • Create a business rule
  • Exercise - Create a business rule
  • Check your knowledge
• Create and define calculation or rollup columns in Dataverse
  • Introduction to roll up columns
  • Create a rollup column
  • Introduction to calculated columns
  • Create a calculation column
  • Exercise - Create a rollup column
  • Exercise - Create a calculated column
  • Introduction to Power Fx formula columns
  • Check your knowledge
• How to build your first model-driven app with Dataverse
  • Introduction to Dataverse
  • Introduction to model-driven apps
  • Model-driven apps, powered by Microsoft Dataverse
  • Explore sample apps
  • Check your knowledge
• Create tables in Dataverse
  • Introduction to Microsoft Dataverse
  • Table characteristics
  • Exercise - Create a Microsoft Dataverse table
  • Exercise - Import data into your Microsoft Dataverse database
  • Table relationships
  • Exercise - Create table relationships
  • Dataverse logic and security
  • Exercise - Create a custom table and import data
  • Dataverse auditing
  • Dual-write vs. virtual tables
  • Check your knowledge
• Get started with model-driven apps in Power Apps
  • Introducing model-driven apps
  • Components of model-driven apps
  • Design model-driven apps
  • Exercise
  • Exercise - Control security when sharing model-driven apps
  • Incorporate business process flows
  • Exercise - Create a model-driven app
  • Module assessment
• Configure forms, charts, and dashboards in model-driven apps
  • Forms overview
  • Form elements
  • Configure multiple forms
  • Use specialized form components
  • Configure views overview
  • Configure grids
  • Create and edit views
  • Configure charts overview
  • Dashboards overview
  • Use interactive streams and tiles
  • Module assessment
• Customize the command bar
  • Create or edit modern commands
  • Work with classic commands
  • Use Power Fx
  • Exercise - Customize the command bar
  • Check your knowledge
• Common command bar scenarios
  • Scenario - Duplicate a row
  • Scenario - Use multiple data sources
  • Scenario - Use data source and record information
  • Scenario - Notify and confirm
  • Exercise - Launch an external site and navigate to views
  • Check your knowledge
• Advanced command bar concepts
  • Command bar application lifecycle management
  • Understand AutoSave
  • Using JavaScript for commands
  • Command scope
  • Exercise - Use custom pages with commands
  • Check your knowledge
• Visualize data with Dataverse views
  • Create and edit views in Power Apps maker portal
  • Exercise - Add columns to a view
  • Filter and sort data for Dataverse views
  • Exercise - List your accounts
  • Check your knowledge
• Use Power Query to load data in Dataverse
  • Import static data by using Power Query
  • Exercise – Add new accounts from a text file
  • Import dynamic data by using Power Query
  • Exercise – Transfer an attendee list to a contact table
  • Check your knowledge
• Use Microsoft Word and Excel templates with Dataverse
  • Create a dynamic Word template
  • Exercise – Create a work order template
  • Create a dynamic Excel template
  • Exercise – Create a sales forecasting template
  • Check your knowledge
• Export data from Dataverse and use Microsoft Excel to edit records
  • Export data to Excel
  • Exercise - Create an editable Excel file for bulk validation
  • Edit and update data in Excel
  • Exercise - Edit account information in Excel and visualize updates in Dataverse
  • Check your knowledge
• Use Azure and external tools to manipulate data
  • Use Dataverse community tools for data manipulation
  • Review Power BI integration with Dataverse
  • Check your knowledge
• Create powerful customer experiences for organizations with Dynamics 365 apps
  • Dynamics 365 customer experience apps in an organization’s journey
  • Work with the other Dynamics 365 apps as part of a customer engagement solution
  • Work with Copilot in the Dynamics 365 customer engagement apps
  • Check your knowledge
• Get started with Dynamics 365 Sales
  • Overview of Sales products
  • Navigate in Dynamics 365 Sales
  • Manage customers
  • Copilot in Dynamics 365 Sales
  • Use agents in Dynamics 365 Sales
  • In-app marketing
  • Check your knowledge
• Set up and configure Dynamics 365 Sales
  • Set up and configure the application
  • Use customization options
  • Document management
  • Set up security roles
  • Configure Copilot in Sales
  • Check your knowledge
• Manage leads with Dynamics 365 Sales
  • Dynamics 365 leads overview
  • Create Dynamics 365 leads
  • Lead management lifecycle
  • Lead qualification
  • Use the Sales qualification agent
  • Use Copilot with leads
  • Lab - Work with Dynamics 365 leads
  • Lead data management tools
  • Module assessment
• Manage opportunities with Dynamics 365 Sales
  • Dynamics 365 opportunity overview
  • Create Dynamics 365 opportunities
  • Account and team selling
  • Opportunity management lifecycle
  • Use the Opportunity Research Agent
  • Use Copilot with opportunities
  • Lab - Manage opportunities in Dynamics 365
  • Module assessment
• 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
  • Exercise - Set up the product catalog
  • Module assessment
• Process sales orders with Dynamics 365 Sales
  • Sales order processing overview
  • Quotes and quote management
  • Orders and invoices
  • Exercise - Sales order processing lifecycle
  • Module assessment
• Configure forecasts in Dynamics 365 Sales
  • Build forecasts
  • Manage forecasts
  • Configure advanced features
  • Premium features
  • Check your knowledge
• Manage relationships with relationship selling in Dynamics 365 Sales
  • Overview
  • Sales accelerator
  • Manage relationship health with Sales Insights
  • Sales Navigator
  • Module assessment
• Analyze Dynamics 365 sales data
  • Analytical options overview
  • Search tools
  • Out-of-box tools
  • Power BI
  • Lab - Analyze data
  • Module assessment
• Set up Sales accelerator in Dynamics 365 Sales
  • Set up Sales accelerator
  • Manage record types and forms
  • Customize the Sales accelerator workspace
  • Manage filter options
  • Manage sorting options
  • Add the Up next widget to forms
  • Sales acceleration reporting
  • Check your knowledge
• Create sales sequences with Sales Insights
  • Get started with the work list
  • Tutorial 1 - Build a sales sequence
  • Tutorial 2 - Connect sequence to a record
  • Tutorial 3 - Disconnect sequence from record
  • Tutorial 4 - Editing sales sequence
  • Check your knowledge
• Work with segments in Dynamics 365 Sales accelerator
  • Create and activate a segment
  • Connect a segment to a sequence
  • View details of a segment
  • Manage segments
  • Check your knowledge
• Work with assignment rules in Dynamics 365 Sales accelerator
  • Assignment overview
  • Define users
  • Manage seller attributes in assignment rules
  • Create and activate assignment rules
  • Manage assignment rules
  • View and manage unassigned records
  • Check your knowledge
• Engage with customers through text messages in Dynamics 365 Sales
  • Set up the text messaging provider
  • Edit phone numbers
  • Add a text message option to custom forms
  • Manage text message conversations
  • Check your knowledge
• Define and track individual goals in Dynamics 365 Sales and Customer Service
  • Overview of goals
  • Defining individual goals
  • Parent and child goals
  • Exercise - Measuring customer success using goals
  • Module assessment
• Use goal metrics in Dynamics 365 Sales and Customer Service
  • Overview
  • Fiscal year settings
  • Goal metrics
  • Exercise - Defining goal metrics
  • Module assessment
• Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
  • Set up mailboxes
  • Server-side sync
  • Document management options
  • Document management
  • Deploy the app for Outlook
  • Set up Dynamics 365 App for Outlook
  • Integrate with Microsoft Teams
  • Check your knowledge
• Get started with the Dynamics 365 Sales mobile app
  • Deploy the mobile app
  • Use the mobile app
  • Manage records
  • Customize form views
  • Set up push notifications
  • Check your knowledge
• Boost sales performance with Microsoft 365 Copilot for Sales
  • View and update CRM data in the flow of work
  • Use AI to supercharge sales communication
  • Drive AI-powered sales meetings
  • Use collaboration spaces for sales teams
  • Customize Microsoft Copilot for Sales
  • Check your knowledge
• Deploy and configure Microsoft 365 Copilot for Sales
  • Copilot for Sales architecture
  • Install Copilot for Sales in Outlook
  • Customize forms and fields
  • Turn on Copilot AI features
  • Configure for Microsoft 365 Apps
  • Extend Copilot for Sales
  • Check your knowledge
• 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
  • Check your knowledge
• Create text messages and push notifications in Dynamics 365 Customer Insights - Journeys
  • Create text messages
  • Create push notifications
  • Check your knowledge
• Create forms in Dynamics 365 Customer Insights - Journeys
  • Create and manage forms
  • Edit and publish forms
  • Check your knowledge
• Manage consent in Dynamics 365 Customer Insights - Journeys
  • Manage consent for email and text messages
  • View and manage consent records
  • Improve engagement and compliance with double opt-in
  • Check your knowledge
• Build journeys with Dynamics 365 Customer Insights - Journeys
  • Create and manage segments
  • Work with triggers
  • Create a journey
  • Add messages to the journey
  • Add AI powered action to the journey
  • Add conditions to the journey
  • Add activities to the journey
  • Add connectors to the journey
  • Publish journeys
  • Check your knowledge
• Manage leads and scoring in Customer Insights - Journeys
  • Generate leads
  • Create sales activities from lead signals
  • Create scoring models
  • Check your knowledge
• 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
  • Check your knowledge
• 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
  • Copilot in Customer Insights-Data
  • Check your knowledge
• 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
  • Check your knowledge
• 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
  • Check your knowledge
• Work with Dynamics 365 Customer Insights - Data
  • Configure searching and filtering indexes
  • Define activities
  • Work with measures
  • Segmentation
  • Get suggested segments
  • Segment insights
  • Use Copilot in Dynamics 365 Customer Insights - Data
  • Use Customer Insights - Data for a complete solution
  • Check your knowledge
• Data enrichment in Dynamics 365 Customer Insights - Data
  • Get started with enriching data
  • Brand and interest enrichment
  • Use enrichment services
  • Check your knowledge
• Predictions in Dynamics 365 Customer Insights - Data
  • Work with predictions
  • Predict subscription churn
  • Predict transaction churn
  • Use machine-learning models
  • Add a workflow for a custom model
  • Check your knowledge
• 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
  • Check your knowledge
• Configure and administer Customer Insights - Data
  • Create and set up environments
  • System process status
  • Schedule system refreshes
  • Set up user permissions
  • Check your knowledge
• Manage leads with Dynamics 365 Sales
  • Dynamics 365 leads overview
  • Create Dynamics 365 leads
  • Lead management lifecycle
  • Lead qualification
  • Use the Sales qualification agent
  • Use Copilot with leads
  • Lab - Work with Dynamics 365 leads
  • Lead data management tools
  • Module assessment
• Manage opportunities with Dynamics 365 Sales
  • Dynamics 365 opportunity overview
  • Create Dynamics 365 opportunities
  • Account and team selling
  • Opportunity management lifecycle
  • Use the Opportunity Research Agent
  • Use Copilot with opportunities
  • Lab - Manage opportunities in Dynamics 365
  • Module assessment
• 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
  • Exercise - Set up the product catalog
  • Module assessment
• 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
  • Check your knowledge
• Build journeys with Dynamics 365 Customer Insights - Journeys
  • Create and manage segments
  • Work with triggers
  • Create a journey
  • Add messages to the journey
  • Add AI powered action to the journey
  • Add conditions to the journey
  • Add activities to the journey
  • Add connectors to the journey
  • Publish journeys
  • Check your knowledge
• Challenge project - Configure a Dynamics 365 customer experience solution
  • Get to know your customer experience scenario
  • Exercise - Customize the sales process
  • Exercise - Configure the product catalog
  • Exercise - Design a campaign
  • Module assessment