MB-280T04 Configure a Dynamics 365 customer experience solution
Price Net € VAT €
Price Price on Request
Duration
1 day
Location
Course Language English
Training Solutions Online Live
Digital customer experiences require clear structures, integrated data, and intelligently controlled interactions. Dynamics 365 offers a central platform with a high degree of adaptability for this purpose.
Key topics
- Design and configuration of customer experience functions.
- Orchestration of customer contacts across different channels.
- Modeling of customer journeys and interaction logic.
- Automated processes with rules and workflows.
- Consolidation and use of customer and behavioral data.
- AI-supported evaluations for personalization.
Prerequisite
Basic knowledge of Microsoft Dynamics 365 and understanding of CRM systems, customer processes, and digital communication.
Target group
Specialist and project roles in customer experience, CRM, marketing technology, consulting, digitalization, and related business IT areas.
In-depth knowledge of configuring modern customer experience solutions strengthens data-driven decisions, efficient processes, and consistent, scalable customer interaction.
- Dynamics 365 Leads
- Create leads
- Lead process
- Lead evaluation
- Using Copilot
- Maintain lead data
- Dynamics 365 Opportunities at a glance
- Creating new sales opportunities
- Sales with accounts and teams
- Phases in the opportunity process
- Use of Copilot in opportunity management
- Dynamics 365 Product Overview
- Currency Management
- Create items
- Product groups
- Price structure
- Catalog configuration
- Asset management
- Marketing email creation
- Content personalization
- Use of brand profiles
- AI-based idea generation for emails
- Topic-based email design with AI
- Development of content modules
- Email preview and testing
- Error checking and publication
- Sending without automated workflows
- Real-time editing of ongoing emails
- Duplicate address avoidance during sending
- Target group segmentation
- Trigger configuration
- Journey planning
- Message integration
- Activity integration
- Insert additional components
- Campaign approval
- Analyze customer journey
