Course on Configuring a Dynamics 365 Customer Experience Solution | Dynamics 365 Customer Insights
Dynamics 365 Customer Insights is a Microsoft solution designed to help organizations unify customer data, create rich profiles, segment audiences, and deliver personalized experiences throughout the entire customer lifecycle. The platform provides a complete view of the customer, enabling data-driven decisions based on up-to-date and contextual information.
In business environments, Dynamics 365 Customer Insights is used to optimize marketing strategies, improve customer relationships, automate communication processes, and coordinate actions between sales and customer service teams. Its capabilities allow for the development of more results-oriented initiatives, based on real data and the behavior of each customer.
This Dynamics 365 Customer Insights course provides the necessary knowledge to configure and manage a customer experience solution, manage data, create segments, define customer journeys, and leverage the platform's capabilities in real business scenarios.
Additionally, this training is eligible for FUNDAE subsidies for companies that meet the established requirements, facilitating the training of professionals in customer experience technologies, data management, and business automation.
Course Overview
The course Configure a Dynamics 365 customer experience solution is designed for professionals who want to learn how to implement and manage customer experience initiatives using the functionalities of Dynamics 365 Customer Insights.
During the training, participants will learn how to configure solutions aimed at unified customer data management, create dynamic segments, manage profiles, define interaction strategies, and develop personalized journeys that help improve acquisition, conversion, and retention.
The program combines concepts of Customer Experience (CX), customer management, and business automation with practical activities focused on real-world scenarios. Students will learn to use available information to personalize communications, optimize campaigns, and improve coordination between marketing, sales, and customer service.
Upon completion of the course, participants will be prepared to configure and manage customer experience solutions with Dynamics 365 Customer Insights, applying best practices that contribute to a more efficient, personalized, and profitable relationship with the organization's customers.
What Nanfor courses include
At Nanfor, we offer a complete training experience that combines quality educational material, expert guidance, and our own learning platform, adapted for both individual and corporate training.
All our courses include official and supplementary educational material, practical activities, learning assessments, forums, virtual advisor, progress tracking, and personalized academic support throughout the training, in addition to a certificate of completion.
Learn about all components
Advantages of Dynamics 365 Customer Insights training
- Learn to configure a complete customer experience solution using Dynamics 365 Customer Insights.
- Understand how to integrate and manage customer data to gain a unified and up-to-date view of each contact.
- Develop skills to design dynamic segments for campaigns, loyalty, and commercial actions.
- Learn best practices for implementing data-driven customer experience strategies.
- Configure personalized customer journeys using Dynamics 365 Customer Insights and Customer Journeys.
- Optimize communication between marketing, sales, and customer service through centralized information management.
- Automate interaction and tracking processes to improve operational efficiency.
- Learn to use customer metrics and insights to support business decision-making.
- Apply acquired knowledge in real-world scenarios related to customer acquisition, conversion, and retention.
- Acquire in-demand skills in CRM, customer experience, and digital transformation projects.
Prerequisites
To get the most out of this training, participants are recommended to have:
- Basic knowledge of business processes related to sales, marketing, or customer service.
- General familiarity with CRM concepts and customer relationship management.
- Basic experience in using cloud-based business applications.
- Interest in personalizing customer experiences and data-driven management.
- No programming knowledge or advanced technical experience is required to take the course.
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Course Duration:
100 hours
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Access to the classroom:
3 months
General Course Information
Who is this Dynamics 365 Customer Insights course for?
This course is aimed at professionals involved in the configuration, administration, and optimization of customer experience solutions using Dynamics 365 Customer Insights. It is especially oriented towards organizations seeking to improve personalization, customer understanding, and the effectiveness of their communication processes.
- Dynamics 365 functional consultants.
- Marketing and marketing automation managers.
- CRM platform administrators and managers.
- Customer Experience (CX) professionals.
- Sales and commercial management teams.
- Customer-focused business analysts.
- Customer loyalty and retention managers.
- Professionals involved in digital transformation and customer experience projects.
Training Objectives What will you learn?
Upon completion of this training, you will be able to configure a customer experience solution based on Dynamics 365 Customer Insights, managing data, segments, journeys, and interactions to improve customer relationships and support business objectives.
- Understand the architecture and capabilities of Dynamics 365 Customer Insights.
- Configure the main components of a customer experience solution.
- Manage customer data and profiles through a unified view.
- Create and manage segments for specific campaigns and actions.
- Design personalized experiences based on data and interactions.
- Configure Customer Journeys to automate communication processes.
- Manage interactions and touchpoints throughout the customer lifecycle.
- Apply best practices for implementing and administering customer experience solutions.
- Analyze relevant information to optimize campaigns and business processes.
Course content Configure a Dynamics 365 customer experience solution – Program
Practical workshop content
In this workshop, you will create your own solution to the organizational needs of a security product manufacturing company.
- Phase 1: Small group discussion
- Phase 2: Solution design
- Phase 3: Solution compilation
- Phase 4: Solution sharing and comparison
- Solution demonstration
Language
- Course: English / Spanish
- Labs: English / Spanish
Do you want to take this course? Request information
If you want to take this course virtually, you can purchase it at the top of the product page. For any questions, please contact us.
If you want to take this course in classroom or telepresence mode, please contact us:
Why choose Nanfor as your IT training center?
Nanfor is a specialized IT training center with extensive experience in technology training for professionals and companies. Our programs combine updated content, a practical approach, and expert guidance to facilitate the real application of knowledge in the work environment.
- Expert tutors with real experience in projects, technologies, and professional certifications.
- Personalized academic support throughout the training to accompany student progress.
- Practical methodologies based on real cases and scenarios applicable to the workplace.
- Own learning platform with resources, activities, evaluations, and continuous monitoring.
- Training aligned with technological trends and current organizational needs.
- Flexible learning modalities: online, classroom, and telepresence.
- Experience in corporate training programs and digital talent development.
Frequently asked questions about the course
What is Dynamics 365 Customer Insights and what is it used for in companies?
Dynamics 365 Customer Insights is a Microsoft solution that allows for unifying customer data, creating rich profiles, and personalizing interactions. Companies use Dynamics 365 Customer Insights to improve customer experience, optimize campaigns, and make data-driven decisions.
What differentiates Dynamics 365 Customer Insights from other customer experience platforms?
Dynamics 365 Customer Insights stands out for its integration with the Dynamics 365 and Microsoft ecosystem. This allows Dynamics 365 Customer Insights to combine data management, segmentation, automation, and analytics in a single business platform.
Is the Dynamics 365 Customer Insights course eligible for FUNDAE subsidies?
Yes. This Dynamics 365 Customer Insights course can be subsidized through FUNDAE for companies that meet the established requirements. This facilitates the training of teams working with customer experience and commercial management.
What is the duration of the Dynamics 365 Customer Insights course and how long will I have access?
The duration and access period of the Dynamics 365 Customer Insights course are specified in the course description. During this time, you will have access to the training material, practical activities, and resources related to Dynamics 365 Customer Insights.
Is the Dynamics 365 Customer Insights course included in Nanfor's LaaS?
Yes. This Dynamics 365 Customer Insights course is part of Nanfor's LaaS (Annual Continuous Training License), allowing access to updated training on Dynamics 365 Customer Insights and other relevant business technologies.
Are prior technical skills required to use Dynamics 365 Customer Insights?
No advanced technical knowledge is required to learn Dynamics 365 Customer Insights. Basic notions of CRM, marketing, sales, or customer management are recommended to get the most out of the training.
How is Dynamics 365 Customer Insights applied in daily work?
Dynamics 365 Customer Insights is used to configure segments, personalize communications, analyze customer information, and design more relevant experiences. Thanks to Dynamics 365 Customer Insights, organizations can improve coordination between marketing, sales, and customer service.
