MB-280T03 Design and deliver powerful customer experiences with Dynamics 365 Customer Insights
Price Net € VAT €
Price Price on Request
Duration
1 day
Location
Course Language English
Training Solutions Online Live
Data-driven customer experiences are considered key to sustainable customer loyalty. Modern analysis and orchestration methods enable personalized interactions across all touchpoints.
Key topics
- Use of customer and behavioral data in real time.
- Unification of data sources and profiles.
- Segmentation and predictive insights.
- Personalized customer journeys.
- Analysis, measurement, and optimization of experiences.
Prerequisite
Basic understanding of CRM systems, digital business processes, and data-driven working methods.
Target audience
Professionals in marketing, sales, customer experience, business intelligence, and IT-related roles with a focus on customer data.
In-depth knowledge of designing consistent, relevant, and data-driven customer experiences strengthens strategic decisions and supports modern, scalable CX approaches in dynamic markets.
- Manage files centrally
- Design newsletters
- Customize content for specific target groups
- Use brand templates
- Use AI-supported content ideas
- Create automatic topic suggestions
- Build content modules
- Simulate and check emails
- Ensure accuracy and approve
- Automate sending without campaigns
- Perform live editing of emails
- Filter duplicate addresses in mailings
- Writing short messages
- Designing push alerts
- Create forms
- Publish forms
- Manage email and SMS consent
- Check and adjust consents
- Create user groups
- Configure events
- Create a sequence
- Insert messages
- Add tasks
- Add extensions
- Activate workflows
- Establish new customer contacts
- Derive sales opportunities from interactions
- Prioritization through lead evaluation
- Use Teams Chat
- Set Dataverse triggers
- Create your own triggers
- Start actions outside
- Move triggers
- Data sources in Customer Insights
- Platform structure
- Demo data usage
- Getting started
- Using customer data
- Import data
- Clean up data
- Connect Azure Data Lake
- Connect Microsoft Dataverse
- Manage data records
- Update data
- Define source fields
- Set rules for duplicates
- Determine criteria for data comparison
- Create a central customer profile
- Set up search and filter indexes
- Define activities
- Implement measures
- Divide target groups
- Use automatically generated segments
- Evaluate data by segment
- Comprehensively integrate customer information
- Add data
- Add brand and interest information
- Use external enrichment services
- Use forecasts
- Predict subscriber churn
- Use machine learning
- Export data
- Use customers in Dynamics
- Connect Power Platform
- Integrate Azure Synapse
- Use APIs
- Setting up new systems
- Monitoring of ongoing services
- Planning updates
- Administration of access rights
