MB-280T04 Configure a Dynamics 365 customer experience solution

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

, Manage leads with Dynamics 365 Sales, Manage opportunities with Dynamics 365 Sales, Manage and organize your product catalog with Dynamics 365 Sales, Create emails in Dynamics 365 Customer Insights - Journeys, Build journeys with Dynamics 365 Customer Insights - Journeys, Challenge project - Configure a Dynamics 365 customer experience solution

Course ObjectivesUnderstand and manage the lead qualification process in Dynamics 365 Sales.Identify and create opportunities within Dynamics 365 to optimize the sales process.Configure and maintain a comprehensive product catalog to support business needs.Create personalized, engaging emails using Dynamics 365 Customer Insights - Journeys.Build and optimize customer journeys with real-time triggers and AI-driven insights.Utilize Dynamics 365 tools to create tailored customer experience solutions.Complete a practical challenge project to apply skills in designing customer-focused solutions., Course ObjectivesUnderstand and manage the lead qualification process in Dynamics 365 Sales.Identify and create opportunities within Dynamics 365 to optimize the sales process.Configure and maintain a comprehensive product catalog to support business needs.Create personalized, engaging emails using Dynamics 365 Customer Insights - Journeys.Build and optimize customer journeys with real-time triggers and AI-driven insights.Utilize Dynamics 365 tools to create tailored customer experience solutions.Complete a practical challenge project to apply skills in designing customer-focused solutions., Course ObjectivesUnderstand and manage the lead qualification process in Dynamics 365 Sales.Identify and create opportunities within Dynamics 365 to optimize the sales process.Configure and maintain a comprehensive product catalog to support business needs.Create personalized, engaging emails using Dynamics 365 Customer Insights - Journeys.Build and optimize customer journeys with real-time triggers and AI-driven insights.Utilize Dynamics 365 tools to create tailored customer experience solutions.Complete a practical challenge project to apply skills in designing customer-focused solutions., Course ObjectivesUnderstand and manage the lead qualification process in Dynamics 365 Sales.Identify and create opportunities within Dynamics 365 to optimize the sales process.Configure and maintain a comprehensive product catalog to support business needs.Create personalized, engaging emails using Dynamics 365 Customer Insights - Journeys.Build and optimize customer journeys with real-time triggers and AI-driven insights.Utilize Dynamics 365 tools to create tailored customer experience solutions.Complete a practical challenge project to apply skills in designing customer-focused solutions., Course ObjectivesUnderstand and manage the lead qualification process in Dynamics 365 Sales.Identify and create opportunities within Dynamics 365 to optimize the sales process.Configure and maintain a comprehensive product catalog to support business needs.Create personalized, engaging emails using Dynamics 365 Customer Insights - Journeys.Build and optimize customer journeys with real-time triggers and AI-driven insights.Utilize Dynamics 365 tools to create tailored customer experience solutions.Complete a practical challenge project to apply skills in designing customer-focused solutions., Course ObjectivesUnderstand and manage the lead qualification process in Dynamics 365 Sales.Identify and create opportunities within Dynamics 365 to optimize the sales process.Configure and maintain a comprehensive product catalog to support business needs.Create personalized, engaging emails using Dynamics 365 Customer Insights - Journeys.Build and optimize customer journeys with real-time triggers and AI-driven insights.Utilize Dynamics 365 tools to create tailored customer experience solutions.Complete a practical challenge project to apply skills in designing customer-focused solutions., Course ObjectivesUnderstand and manage the lead qualification process in Dynamics 365 Sales.Identify and create opportunities within Dynamics 365 to optimize the sales process.Configure and maintain a comprehensive product catalog to support business needs.Create personalized, engaging emails using Dynamics 365 Customer Insights - Journeys.Build and optimize customer journeys with real-time triggers and AI-driven insights.Utilize Dynamics 365 tools to create tailored customer experience solutions.Complete a practical challenge project to apply skills in designing customer-focused solutions., Course ObjectivesUnderstand and manage the lead qualification process in Dynamics 365 Sales.Identify and create opportunities within Dynamics 365 to optimize the sales process.Configure and maintain a comprehensive product catalog to support business needs.Create personalized, engaging emails using Dynamics 365 Customer Insights - Journeys.Build and optimize customer journeys with real-time triggers and AI-driven insights.Utilize Dynamics 365 tools to create tailored customer experience solutions.Complete a practical challenge project to apply skills in designing customer-focused solutions., Course ObjectivesUnderstand and manage the lead qualification process in Dynamics 365 Sales.Identify and create opportunities within Dynamics 365 to optimize the sales process.Configure and maintain a comprehensive product catalog to support business needs.Create personalized, engaging emails using Dynamics 365 Customer Insights - Journeys.Build and optimize customer journeys with real-time triggers and AI-driven insights.Utilize Dynamics 365 tools to create tailored customer experience solutions.Complete a practical challenge project to apply skills in designing customer-focused solutions., Course ObjectivesUnderstand and manage the lead qualification process in Dynamics 365 Sales.Identify and create opportunities within Dynamics 365 to optimize the sales process.Configure and maintain a comprehensive product catalog to support business needs.Create personalized, engaging emails using Dynamics 365 Customer Insights - Journeys.Build and optimize customer journeys with real-time triggers and AI-driven insights.Utilize Dynamics 365 tools to create tailored customer experience solutions.Complete a practical challenge project to apply skills in designing customer-focused solutions., Course ObjectivesUnderstand and manage the lead qualification process in Dynamics 365 Sales.Identify and create opportunities within Dynamics 365 to optimize the sales process.Configure and maintain a comprehensive product catalog to support business needs.Create personalized, engaging emails using Dynamics 365 Customer Insights - Journeys.Build and optimize customer journeys with real-time triggers and AI-driven insights.Utilize Dynamics 365 tools to create tailored customer experience solutions.Complete a practical challenge project to apply skills in designing customer-focused solutions., Course ObjectivesUnderstand and manage the lead qualification process in Dynamics 365 Sales.Identify and create opportunities within Dynamics 365 to optimize the sales process.Configure and maintain a comprehensive product catalog to support business needs.Create personalized, engaging emails using Dynamics 365 Customer Insights - Journeys.Build and optimize customer journeys with real-time triggers and AI-driven insights.Utilize Dynamics 365 tools to create tailored customer experience solutions.Complete a practical challenge project to apply skills in designing customer-focused solutions.

You should be familiar with the basic features of Dynamics 365 Sales and Dynamics 365 Customer Insights and how to configure them.

You should be familiar with the basic features of Dynamics 365 Sales and Dynamics 365 Customer Insights and how to configure them.