MB 280T03 A: Design and Deliver Powerful Customer Experiences with Dynamics 365 Customer Insights

Course Description:

Dynamics 365 Customer Insights helps organizations deliver exceptional experiences personalized to every customer. In this course, students will learn how to work with key features of Customer Insights – Data and Customer Insights – Journeys.   First, students will learn about the business value of using a customer data platform. They will ingest data into Customer Insights – Data, create unified customer profiles, and create segments to help target specific audiences.   Then, students will build impactful and personal experiences using Customer Insights – Journeys. They will create marketing assets such as emails and text messages, and deliver them via segment- and trigger-based journeys.

Course Objectives:

This workshop teaches students how to:

• Configure core features of Dynamics 365 Sales, including lead/opportunity setup, product catalog and pricing, and sales order processing.
• Manage the full sales lifecycle, from lead creation through opportunity and quote management.
• Establish forecasting and goal-management frameworks, and perform analytics using Power BI and built-in tools.
• Implement productivity-enhancing features such as Sales Accelerator, Sales Insights, and Microsoft Copilot for Sales.
• Enable mobile and cross-platform collaboration by deploying Dynamics 365 Sales to mobile, Outlook, and other integrations.