Course Overview
Duration: 1 day
This learning path prepares you to complete the Dynamics 365 customer experience analyst challenge project and validate your skills. You should have already completed the following modules as part of the MB-280: Dynamics 365 Customer Experience Analyst course series. If you haven’t, it’s recommended that you take some time to complete these modules before beginning the challenge project.
Who Should Attend?
You should be familiar with the basic features of Dynamics 365 Sales and Dynamics 365 Customer Insights and how to configure them.
What’s included?
- Authorized Courseware
- Intensive Hands on Skills Development with an Experienced Subject Matter Expert
- Hands-on practice on real Servers and extended lab support 1.800.482.3172
- Examination Vouchers & Onsite Certification Testing- (excluding Adobe and PMP Boot Camps)
- Academy Code of Honor: Test Pass Guarantee
- Optional: Package for Hotel Accommodations, Lunch and Transportation
With several convenient training delivery methods offered, The Academy makes getting the training you need easy. Whether you prefer to learn in a classroom or an online live learning virtual environment, training videos hosted online, and private group classes hosted at your site. We offer expert instruction to individuals, government agencies, non-profits, and corporations. Our live classes, on-sites, and online training videos all feature certified instructors who teach a detailed curriculum and share their expertise and insights with trainees. No matter how you prefer to receive the training, you can count on The Academy for an engaging and effective learning experience.
Methods
- Instructor-Led (the best training format we offer)
- Live Online Classroom – Online Instructor-Led
- Self-Paced Video
Speak to an Admissions Representative for complete details
| Start | Finish | Public Price | Public Enroll | Private Price | Private Enroll |
|---|---|---|---|---|---|
| 12/8/2025 | 12/8/2025 | ||||
| 12/29/2025 | 12/29/2025 | ||||
| 1/19/2026 | 1/19/2026 | ||||
| 2/9/2026 | 2/9/2026 | ||||
| 3/2/2026 | 3/2/2026 | ||||
| 3/23/2026 | 3/23/2026 | ||||
| 4/13/2026 | 4/13/2026 | ||||
| 5/4/2026 | 5/4/2026 | ||||
| 5/25/2026 | 5/25/2026 | ||||
| 6/15/2026 | 6/15/2026 | ||||
| 7/6/2026 | 7/6/2026 | ||||
| 7/27/2026 | 7/27/2026 | ||||
| 8/17/2026 | 8/17/2026 | ||||
| 9/7/2026 | 9/7/2026 | ||||
| 9/28/2026 | 9/28/2026 | ||||
| 10/19/2026 | 10/19/2026 | ||||
| 11/9/2026 | 11/9/2026 | ||||
| 11/30/2026 | 11/30/2026 | ||||
| 12/21/2026 | 12/21/2026 | ||||
| 1/11/2027 | 1/11/2027 |
Agenda
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
