MB-280: Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate
As a Microsoft Dynamics 365 customer experience analyst, you’re responsible for configuring, customizing, and expanding the functionality of Dynamics 365 Sales to create business solutions that support, automate, and accelerate the company's sales process.
Study the core features and capabilities of Dynamics 365 Sales and prepare to pass the MB-280 exam and become a Dynamics 365 Customer Experience Analyst Associate.
Duration: 5 days
Format: Live Classes on MS Teams
Dates: From the 14th to the 18th of July
Times: From 14:30 to 18:30 GMT
Price: £2,170.00 + VAT
Training Overview
As a candidate for this certification, you're a Microsoft Dynamics 365 customer experience analyst who has:
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Participated in or plans to participate in Dynamics 365 Sales implementations.
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An understanding of an organization's sales process.
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An understanding of the seller's perspective (user experience).
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An understanding of how AI and intelligence features increase seller efficiency.
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The ability to demonstrate Dynamics 365 Customer Insights - Data and Customer Insights - Journeys capabilities.
You’re responsible for configuring, customizing, and expanding the functionality of Dynamics 365 Sales to create business solutions that support, automate, and accelerate the company's sales process. You use your knowledge of customer experience capabilities in Dynamics 365 Sales and Microsoft Power Platform to inform the following design and implementation tasks:
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Configure Dynamics 365 Sales standard and premium features.
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Implement collaboration features.
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Configure the security model.
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Perform Dynamics 365 Sales customizations.
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Extend Dynamics 365 Sales with Microsoft Power Platform.
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Deploy the Dynamics 365 App for Outlook.
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Set up journeys to support sales-related processes using Dynamics 365 Customer Insights - Journeys.
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Create Dynamics 365 Customer Insights - Data unified profiles from different data sources.
Instructor-led Training Live on MS Teams
Course Agenda
Day 01: - Dataverse: Relationships, business rules, calculations and rollups
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Create and manage environments in Dataverse
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Create and manage tables and columns in Dataverse
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Load/export data and create data views in Dataverse
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Connect to other data in a Power Apps canvas app
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Create relationships between tables in Dataverse
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Define and create business rules in Dataverse
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Create and define calculation or rollup columns in Dataverse
Day 02: Power Apps: Visualize, import, and export Microsoft Dataverse data
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Common command bar scenarios
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Advanced command bar concepts
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Visualize data with Dataverse views
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Use Power Query to load data in Dataverse
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Use Microsoft Word and Excel templates with Dataverse
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Export data from Dataverse and use Excel to edit records
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Use Azure and external tools to manipulate data
Day 03: Work with Dynamics 365 Sales
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Get started with Dynamics 365 Sales
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Set up and configure Dynamics 365 Sales
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Manage leads, opportuni es, and product catalogues
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Process sales orders and manage relationships
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Analyse Dynamics 365 sales data
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Set up Sales accelerator in Dynamics 365 Sales
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Create sales sequences with Sales Insights
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Work with segments and assignment rules in Sales accelerator
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Engage with customers through text messages in Dynamics 365 Sales
Day 04:Implement goal management in Dynamics 365 Sales and Customer Service
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Define and track individual goals in Dynamics 365 Sales and Customer Service
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Use goal metrics in Dynamics 365 Sales and Customer Service
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Enhance Dynamics 365 Sales with tools and apps
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Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
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Get started with the Dynamics 365 Sales mobile app
Day 05: Work with real-time features in Dynamics 365 Customer Insights - Journeys
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Create emails, text messages, and forms in Dynamics 365 Customer Insights - Journeys
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Manage consent and build journeys with Dynamics 365 Customer Insights - Journeys
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Manage leads and scoring in Customer Insights - Journeys
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Extend real-me marketing capabilities
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Unlock customer intent with Dynamics 365 Customer Insights - Data
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Get started with Dynamics 365 Customer Insights - Data
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Ingest and enrich data in Customer Insights - Data
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Create unified customer profiles and manage external connections
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Configure and administer Customer Insights - Data
What's Included
Live Classes with an Expert Instructor
Learn with a senior Microsoft Certified Trainer and consultant
Hands-on Learning
Retain more of what you will learn with hands-on exercises using labs
Four-hour classes for a better learning experience
Our instructor-led courses are short, manageable four-hour sessions.