MB-280T03: Design and deliver powerful customer experiences with Dynamics 365 Customer Insights

Course: 2957

Learn how to manage Dynamics 365 Sales, Customer Service and Customer Insights for your organizations.

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  • Duration: 3 days
  • Price: $2,495.00
Get This Course $2,495.00
December 6 - 7

9:00 AM – 4:00 PM CST

April 1 - 3

9:00 AM – 4:00 PM CST

May 7 - 8

9:00 AM – 4:00 PM CST

June 4 - 5

9:00 AM – 4:00 PM CST

July 8 - 9

9:00 AM – 4:00 PM CST

August 5 - 6

9:00 AM – 4:00 PM CST

September 2 - 3

9:00 AM – 4:00 PM CST

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  • Virtual instructor Led Training
  • Complete Hands-on Labs
  • Softcopy of Courseware
  • Learning Labs
  • Virtual instructor Led Training
  • Complete Hands-on Labs
  • Softcopy of Courseware
  • Learning Labs
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Configure Dynamics 365 CE Customer Insights  MB-280t03

MB-280T01: Configure Dynamics 365 customer experience model-driven apps
Configure Dynamics 365 customer experience model-driven apps

 

Overview

MB-280 Mastering Dynamics 365 Customer Experience Solutions

This 3-day training course is a comprehensive workshop provides business professionals the knowledge and practical skills to configure and optimize Dynamics 365 customer experience model-driven apps. The focus is on the core aspects of Dynamics 365 Customer Engagement,  sales, customer service, customer insights, and  improving the Dynamics 365 CE productivity experience.

Audience Profile

This course is ideal for business leaders & IT professionals who look for innovative ways to upgrade their Dynamics 365 CE (CRM) system and integrate AI.  This course provides you with the tools and knowledge that you need so you can transform your business and become a Dynamics 365 leader

Combination Course for  Sales, Customer Service, Administration and Configuration (low-code)

Module 1:  Empower Sellers with Dynamics 365 Sales

Learn to create, customize, and manage model-driven apps tailored to sale management.

  • Introduction and Core Configuration
  • Create powerful customer experiences for organizations with Dynamics 365 apps
  • Get started with Dynamics 365 Sales
  • Set up and configure Dynamics 365 Sales
  • Manage leads with Dynamics 365 Sales
  • Manage opportunities with Dynamics 365 Sales
  • Manage and organize your product catalog with Dynamics 365 Sales
  • Process sales orders with Dynamics 365 Sales
  • Configure forecasts in Dynamics 365 Sales
  • Manage relationships with relationship selling in Dynamics 365 Sales
  • Analyze Dynamics 365 sales data

Module 2:  Configuring  Dynamics 365 Customer Insights

  • Design and deliver powerful customer experiences with Dynamics 365 Customer Insights
  • Manage leads 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
  • Project – Configure a Dynamics 365 customer experience solution

 

Module 3: Administer and Configure Dynamics 365 customer experience model-driven apps   (Low-Code) 

Learn how to leverage model-driven applications and  Create and manage environments in Dataverse

  • Create tables in Dataverse
  •  Manage tables in Dataverse
  •  Create and manage columns within a table in Dataverse
  •  Working with choices in Dataverse
  •  Load/export data and create data views in Dataverse
  •  Connect to other data in a Power Apps canvas app
  • Create a relationship between tables in Dataverse
  •  Define and create business rules in Dataverse
  •  Create and define calculation or rollup columns in Dataverse
  •  Customize the command bar
  •  Common command bar scenarios
  •  Advanced command bar concepts
  • Visualize data with Dataverse views
  • Use Power Query to load data in Dataverse
  •  Use Microsoft Word and Excel templates with Dataverse
  •  Export data from Dataverse and use Microsoft Excel to edit records
  • Use Azure and external tools to manipulate data

 

Wrap-up & Best Practices

  • Tips for continuous improvement of customer experience solutions.
  • Recap of key learning points from the course.
Q&A and Final Discussion 

 

Learning Outcomes:

By the end of this 3-day course, participants will be able to:

  1. Configure and customize model-driven apps within Dynamics 365 to support customer experience initiatives.
  2. Empower sales teams with Dynamics 365 Sales capabilities, from lead generation to opportunity management and forecasting.
  3. Utilize Dynamics 365 Customer Insights to create a 360-degree view of customers and deliver personalized experiences.
  4. Design, configure, and deploy integrated Dynamics 365 solutions that enhance customer engagement across multiple channels.

This course is ideal for business leaders and Dynamics 365 administrators aiming to improve customer experiences, drive sales productivity, and leverage data insights for better decision-making.

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Related Certifications:
Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate
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