Microsoft Dynamics 365 Customer Experience Analyst Associate Training

This training course is aimed at delegates who wish to gain knowledge about Microsoft Dynamics 365 customer experience and for those who wish to take the MB-280 exam. Delegates are usually responsible for configuring, customizing, and expanding the functionality of Dynamics 365 Sales and Customer Insights (Marketing) to create business solutions.

• Dynamics 365 Sales implementations
• An understanding of an organization's sales process.
• An understanding of the seller's perspective (user experience).
• An interest in Dynamics 365 Customer Insights (Marketing) capabilities

• Configure and Customise Dataverse and Model-Driven Apps
• Implement Dynamics 365 Sales
• Implement the Dynamics 365 App for Outlook
• Implement Security and Customisations in Dynamics 365 Sales
• Demonstrate Dynamics 365 Customer Insights Capabilities
• Extend and enhance Dynamics 365 Sales Capabilities

Day One

• Get Started with the Dynamics 365 Customer Experience suite of products
• Get Started using Microsoft Dataverse
• Create Relationships, Business Rules, Calculations & Rollups in Microsoft Dataverse
• Visualise, Import and Export Microsoft Dataverse Data
• Configure Forms, Charts, and Dashboards in Model-Driven Apps

Day Two & Three

• Get Started with Dynamics 365 Sales
• Manage Leads and Opportunities in Dynamics 365 Sales
• Manage Orders and the Product Catalog in Dynamics 365 Sales
• Manage Goals and Forecasts in Dynamics 365 Sales
• Work with Dynamics 365 Sales Insights and the Sales Accelerator
• Analyse Dynamics 365 Sales Data
• Enhance Seller Productivity by Extending Dynamics 365 Sales
• Empower Sellers with Microsoft 365 Copilot for Sales

Day Four

• Get Started with Dynamics 365 Customer Insights - Data
• Work with Unified Customer Profiles in Dynamics 365 Customer Insights – Data
• Manage Customers and Assets in Dynamics 365 Customer Insights – Journeys
• Design and Deliver Powerful Customer Experiences with Dynamics 365 Customer Insights

Day Five

• Dynamics 365 Customer Experience Analyst Applied Workshop