What’s Included?

icon High-Quality Video, E-book & Audiobook icon Modules Quizzes icon AI Mentor icon Access for Tablet & Phone

Prerequisites

    • Familiarity with core features and basic configuration of Dynamics 365 Sales and Customer Insights – Journeys

Skills You’ll Gain

  • Lead Management
  • Catalog Configuration
  • Email Personalization
  • Journey Design
  • Campaign Optimization
  • Solution Building

Self Study Materials Included

Videos

Engaging visual content to enhance understanding and learning experience.

Podcasts

Insightful audio sessions featuring expert discussions and real-world cases.

Audiobooks

Listen and learn anytime with convenient audio-based knowledge sharing.

E-Books

Comprehensive digital guides offering in-depth knowledge and learning support.

Module Wise Quizzes

Interactive assessments to reinforce learning and test conceptual clarity.

Additional Resources

Supplementary references and list of tools to deepen knowledge and practical application.

Tools You’ll Master

Microsoft Dynamics 365 Customer Engagement Apps

Microsoft Dynamics 365 Customer Engagement Apps

Microsoft Dynamics 365 Customer Insights

Microsoft Dynamics 365 Customer Insights

Power Platform

Power Platform

What You’ll Learn

Manage Leads and Opportunities End-to-End

Track and optimize sales pipelines using Dynamics 365 Sales.

Configure Product Catalogs and Pricing Models

Set up product families, pricing structures, and catalog configurations.

Create Personalized Communications

Design targeted emails using Dynamics 365 Customer Insights – Journeys.

Design AI-Powered Customer Journeys

Build and publish real-time, trigger-based journeys for personalized engagement.

Optimize Campaigns with Data and Testing

Use segments, triggers, A/B testing, and analytics to refine marketing strategies.

Apply Skills in a Capstone Challenge

Build a customer-centric solution that integrates sales and marketing capabilities.

Course Modules

Lesson 1: Validate your Dynamics 365 customer experience analyst skills

Module 1.1: Manage leads with Dynamics 365 Sales

Module 1.2: Manage opportunities with Dynamics 365 Sales

Module 1.3: Manage and organize your product catalog with Dynamics 365 Sales  

Module 1.4: Build journeys with Dynamics 365 Customer Insights – Journeys 

Module 1.5: Create emails in Dynamics 365 Customer Insights – Journeys 

Module 1.6: Challenge project – Configure a Dynamics 365 customer experience solution

Frequently Asked Questions

It’s designed for Dynamics 365 functional consultants, customer experience strategists, and success managers who want to deliver personalized, data-driven experiences.

Yes, a foundational understanding of Dynamics 365 Sales and Customer Insights is required.

This course supports preparation for the MB-280 learning path and contributes to Dynamics 365 certification readiness.

You'll be equipped to configure lead management, organize product catalogs, build AI-powered journeys, and create customer-first marketing campaigns in Dynamics 365.