microsoft partner logo color
8574  Reviews star_rate star_rate star_rate star_rate star_half

Configure a Dynamics 365 customer experience solution

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...

Read More
$675 USD
Duration 1 day
Course Code MB-280T04
Available Formats Classroom, Virtual

Overview

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

Course Details

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
|
View Full Schedule

Schedule

2 options available

  • Guaranteed to Run
    Jan 28, 2026 - Jan 28, 2026 (1 day)
    Live Virtual | 9:00AM 5:00PM EST
    Language English
    Select from 1 options below
    Live Virtual |9:00AM 5:00PM EST
    Live Virtual | 9:00AM 5:00PM EST
    Enroll
    Enroll Add to quote
  • Mar 13, 2026 - Mar 13, 2026 (1 day)
    Live Virtual | 9:00AM 5:00PM EDT
    Language English
    Select from 1 options below
    Live Virtual |9:00AM 5:00PM EDT
    Live Virtual | 9:00AM 5:00PM EDT
    Enroll
    Enroll Add to quote

FAQ

How do I get a Microsoft exam voucher?

Pearson Vue Exam vouchers can be requested and ordered with your course purchase or can be ordered separately by clicking here.

  • Vouchers are non-refundable and non-returnable. Vouchers expire 12 months from the date they are issued unless otherwise specified in the terms and conditions.
  • Voucher expiration dates cannot be extended. The exam must be taken by the expiration date printed on the voucher.

Do Microsoft courses come with post lab access?

Most Microsoft official courses will include post-lab access ranging from 30 to 180 calendar days after instructor led course delivery. A lab training key in class will be provided that can be leveraged to continue connecting to a remote lab environment for the individual course attendee.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour-long after 3-3.5 hours of the class day.

What languages are used to deliver training?

Microsoft courses are conducted in English unless otherwise specified.

Reviews

Exit certified was great as it is very in depth and hands on learning which made it very easy to learn this type of work.

Very good material, the instructor was clear explaining the topics, and the labs were easy to follow it.

I thought the course was informative and the tools to go over the material were very nice.

This was a good program to get prepared for the solutions architect associate exam.

my experince was great from the day i regetered to the actuall day of the class.