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

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

Dynamics 365 Customer Insights helps organizations deliver exceptional, personalized experiences to all customers. In this course, students will learn to work with key features of Customer Insights – Data and Customer Insights – Journeys . First, students will gain insight into 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. Next, students will create personalized and impactful experiences using Customer Insights – Journeys. They will create marketing assets such as emails and text messages and deliver them through journeys based on segments and triggers.

This course is part of a series of four courses (MB-280T01-T04) that aligns with the MB-280 certification exam.

Online course with a free certification exam included. Don't miss this opportunity! The exam is valued at €126 + VAT and is included at no extra cost.

Promotion valid until December 31, 2025. One-opportunity exam available only in Virtual - E-learning format. Not applicable to Self-Learning format.

Level: Intermediate - Product: Customer Insights: Data, Customer Insights: Journeys - Role: Business Analyst, Professional User, Functional Consultant

Dynamics 365 - Customer Insights - Customer Experience - Segmentation - Digital Marketing - Microsoft Training - MB-280 Certification - Personalized Journeys

Course aimed at

This course is designed for IT or marketing professionals who want to discover how to leverage Dynamics 365 Customer Insights for their organizations. Participants should have a basic understanding of marketing principles. They should be familiar with the Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights. Basic experience configuring model-driven applications is also required.

Elements of the MB-280T03 collection

• Working with real-time features in Dynamics 365 Customer Insights - Journeys

• Unlocking customer intent with Dynamics 365 Customer Insights - Data

Course content MB-280T03: Designing and delivering effective customer experiences with Dynamics 365 Customer Insights

Module 1: Introduction to Dynamics 365 Customer Insights - Data

• Knowledge of Dynamics 365 Customer Insights applications
  
• Introduction to Dynamics 365 Customer Insights - Data
  
• Data ingestion in Dynamics 365 Customer Insights - Data
  
• Manage data sources
  
• Lab 0: Get a trial version of Dynamics 365 Customer Insights
  
• Lab 1.1: Ingesting Data Sources
  

Upon completion of this module you will be able to:

• Describe Dynamics 365 Customer Insights, including the two applications, Data and Journeys
  
• Set up Dynamics 365 Customer Insights - Journeys
  
• Ingesting data into Dynamics 365 Customer Insights - Data
  

Module 2: Creating a unified customer profile in Dynamics 365 Customer Insights - Data

• Creating a unified customer profile
  
• Customer search and configuration of search and filter indexes
  
• External connection management
  
• Lab 2.1: Creating a unified customer profile
  

Upon completion of this module you will be able to:

• Understanding what a unified customer profile contains
  
• Configure search and filtering indexes to easily find customers
  
• Configure and manage external connections to use Customer Insights data outside the application
  

Module 3: Customer and Resource Management in Dynamics 365 Customer Insights - Journeys

• Audience management
  
• Creating emails, text messages, and push notifications
  
• Lab 3.1: Loading Resources
  
• Lab 3.2: Create an email
  

Upon completion of this module you will be able to:

• Understanding the charts used to track marketing audiences
  
• Create marketing resources such as emails, forms, text messages, and push notifications
  
• Offer marketing experiences to the customer base
  

Module 4: Creating routes

• Creating a route and working with triggers
  
• Adding elements to a route
  
• Publication of routes
  
• Lab 4.1: Create a route
  

Upon completion of this module you will be able to:

• Understanding the different elements involved in creating an effective route
  
• Set a route goal and measure your progress towards it
  
• Test and publish a tour
  

Prerequisites

It is recommended to be familiar with and have a basic understanding of how to navigate Dynamics 365 Customer Insights – Journeys .

Language

• Course: English / Spanish
• Labs: English / Spanish

Related Microsoft Certification: Dynamics 365 Customer Experience Analyst Associate

Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate

As a Microsoft Dynamics 365 Customer Experience Analyst, you are responsible for configuring, customizing, and extending the functionality of Dynamics 365 Sales to create business solutions that support, automate, and accelerate the company's sales process.

Level: Intermediate
Role: Business Analyst, Functional Consultant
Product: Dynamics, Dynamics 365, Customer Engagement apps
Subject: Business applications