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Virtual Instructor-Led Training 1 days / 8 hours

Who should attend MB-280T03 Design and deliver powerful customer experiences with Dynamics 365 Customer Insights Course

This Course is Designed For

IT or marketing professionals who want to learn how to leverage Dynamics 365 Customer Insights for their organizations.

Prerequisites

  • Knowledge in basic marketing principles
  • Familiarity with the Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights
  • Basic model-driven application configuration experience

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

  • 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
  • Create text messages
  • Create push notifications
  • Create and manage forms
  • Edit and publish forms
  • Manage consent for email and text messages
  • View and manage consent records
  • 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
  • Generate leads
  • Create sales activities from lead signals
  • Create scoring models
  • Collaborate using built-in Microsoft Teams chat
  • Create Dataverse triggers
  • Create custom triggers
  • Trigger an action outside a journey
  • Move custom triggers between environments
  • Dynamics 365 Customer Insights - Data
  • Customer Insights architecture
  • Work with demo data
  • Get started
  • Consume Customer Insights data
  • Import data sources using Power Query
  • Clean, transform, and load data
  • Connect to an Azure Data Lake
  • Connect to a Microsoft Dataverse
  • Work with data sets
  • Refresh data sources
  • Define source columns
  • Define duplicate record settings
  • Define matching rules
  • Create a unified customer profile
  • Configure searching and filtering indexes
  • Define activities
  • Work with measures
  • Segmentation
  • Get suggested segments
  • Segment insights
  • Use Customer Insights - Data for a complete solution
  • Enrich data
  • Brand and interest enrichment
  • Use enrichment services
  • Work with predictions
  • Predict subscription churn
  • Use machine-learning models
  • Export Customer Insights data
  • Display customer data in Dynamics 365 applications
  • Use Customer Insights - Data with Microsoft Power Platform
  • Use Customer Insights - Data with Azure Synapse
  • Use Customer Insights APIs
  • Create and set up environments
  • System process status
  • Schedule system refreshes
  • Set up user permissions

Resources

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

This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Customer Insights to design and deliver powerful customer experiences for their organizations.

Learners should have knowledge of basic marketing principles, familiarity with the Dynamics 365 customer experience suite (including Dynamics 365 Sales and Customer Insights), and basic model-driven application configuration experience.

The course covers creating emails, text messages, and push notifications in Customer Insights – Journeys, building and managing forms, managing consent for communications, and building customer journeys using segments and triggers.

Yes, the course includes hands-on training for using Copilot to generate email content ideas and applying AI-assisted themes to style marketing emails effectively.

You will gain skills in creating and personalizing marketing assets, managing customer consent, previewing and testing communications, building automated customer journeys, and using segmentation and triggers to target audiences effectively.