MB-280T03: Design and Deliver Powerful Customer Experience with Dynamics 365 Customer Insights Training

Create emails in Dynamics 365 Customer Insights - Journeys

• Upload images to the file library and use images in marketing content.
• Create and publish an email.
• Enhance your emails by using personalization, content blocks, content ideas, and more.
• Upload images to the file library and use images in marketing content.
• Add personalization to emails.

Create text messages and push notifications in Dynamics 365 Customer Insights - Journeys

• Create and publish a text message.
• Create and publish a push notification.

Create forms in Dynamics 365 Customer Insights - Journeys

• Create a form.
• Edit a form.
• Publish a form.

Manage consent in Dynamics 365 Customer Insights - Journeys

• Manage consent for email and text messages.
• View and manage consent records.

Build journeys with Dynamics 365 Customer Insights - Journeys

• Manage segments in real-time journeys.
• Work with triggers in real-time journeys.
• Create a journey.
• Set a business goal and measure progress through a journey.
• Determine when to use attribute versus if/then branches.
• Use an A/B test within the customer journey.
• Use AI-driven, run-time channel optimization.
• Raise triggers from a journey to run another journey or Power Automate flow.

Manage leads and scoring in Customer Insights - Journeys

• Generate leads.
• Create sales activities from lead signals.
• Create scoring models.

Extend real-time marketing capabilities within Dynamics 365 Customer Insights - Journeys

• Create custom triggers.
• Trigger an action outside a journey.
• Move custom triggers across environments.

Get started with Dynamics 365 Customer Insights - Data

• Explore Customer Data Platform and learn why it matters to organizations.
• Get started working with Dynamics 365 Customer Insights - Data, including accessing the application and navigating to the different capabilities.
• Learn about the Customer Insights - Data capability and how to get started working with it.

Ingest data into Customer Insights - Data

• Ingest data using Power Query.
• Connect to an Azure Data Lake.
• Connect to a Microsoft Dataverse.
• Work with data sets.
• Learn about data refreshes.
• Export data.

Create a unified customer profile in Dynamics 365 Customer Insights - Data

• Learn how to create a Customer Insights - Data instance.
• Learn how to ingest data.
• Learn about data unification.

Work with Dynamics 365 Customer Insights - Data

• Configure searching and filtering indexes.
• Define relationships and activities.
• Work with measures.
• Use Customer Insights - Data.

Enrich data and predictions with Customer Insights - Data

• Discover the enrichment and prediction options that are available in Customer Insights - Data.
• Configure brand and interest functions.
• Enrich data with partner services.
• Set up and configure a customer churn prediction model.
• Add custom machine-learning models.

Manage external connections with Customer Insights - Data

• Export Customer Insights data.
• Display customer data in Microsoft Dynamics 365 applications.
• Use Customer Insights - Data with Microsoft Power Platform.
• Use Customer Insights - Data with Microsoft Azure Synapse Analytics.
• Use Customer Insights - Data APIs.

Configure and administer Customer Insights - Data

• Create, delete, or modify the environments in your Microsoft Dynamics 365 Customer Insights -
• Data instance.
• Manage tasks and processes.
• Manage data refresh schedules.
• Define security permissions.