The
Dynamics 365 customer experience suite includes Dynamics 365 Sales and Dynamics
365 Customer Insights. These powerful applications allow organizations to build
relationships with their customers and deliver impactful, personalized
experiences.
In this one-day, hands-on Applied Workshop,
students will practice their Customer Experience Analyst skills by creating an
end-to-end solution to solve a problem for a fictitious company. The solution
will include Dynamics 365 Sales, Dynamics 365 Customer Insights – Data, and
Dynamics 365 Customer Insights – Journeys.
This course is part of a four-course series (MB-280T01-T04) aligning to the MB-280 certification exam.
Audience Profile
This
course is designed for IT, sales, or marketing professionals who want to learn
how to leverage the Dynamics 365 customer experience product suite for their
organizations.
Students
should have hands-on experience with the Dynamics 365 customer experience
suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights. To be
successful in this workshop, students should be aware of the key features in
each application and how to leverage them as users.
They
should also have model-driven application configuration experience, including
table and column management, user experience design, and data import/export.
This is a hands-on, lab-based workshop. Students
should be comfortable working in groups and demonstrating their work to a
classroom audience.
Skills Gained
- Describe the features of Dynamics 365 Sales and Customer Insights
- Create leads and opportunities in Dynamics 365 Sales
- Manage and organize a product catalog in Dynamics 365 Sales
- Create emails in Dynamics 365 Customer Insights
- Build a customer journey in Dynamics 365 Customer Insights
- Apply knowledge by configuring a Dynamics 365 customer experience solution
Outline
- 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
- Exercise - 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
- Exercise - 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
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
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
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
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
Challenge project - Configure a Dynamics 365 customer experience solution
- Get to know your customer experience scenario