MB-280T04: Configure a Dynamics 365 Customer Experience Solution Training

MB 280T04: Configure Dynamics 365 Customer Experience Solution Training for professionals in order to gain expertise in configuring customer engagement solutions.

📘 Dynamics 365 🎓 Certification: YES 👥 1864 Enrolled ⏱️ 1 Day 💼 Intermediate Level ⭐ 5 | 113 Reviews

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Course Overview

MB 280T04: Configure a Dynamics 365 Customer Experience Solution Training is for professionals looking to enhance their understanding of customer interactions and sales efficiency by using Dynamics 365.

By completing this training learners will be ready to implement their understanding in the practical world that would impact customer experiences.

This training is a part of a four-course series (MB-280T01-T04), and thus aligns to the MB 280 certification exam.

Mode of Training

🏫 Classroom 💻 Live Online 🧪 Blended 👨‍👩‍👧‍👦 Private Group

Upcoming Schedules

Start Date	Time	Duration	Mode	Price
Dec 05, 2025	9:00 am - 5:00 pm EST	1 Day	online	$654	GTR
Dec 19, 2025	9:00 am - 5:00 pm EST	1 Day	online	$654	GTR

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What you will learn

Managing leads with Dynamics 365 Sales
Building journeys with Dynamics 365 Customer Insights � Journeys
Configuring a Dynamics 365 Customer Experience Solution
Managing and Organizing your product catalogue with Dynamics 365 Sales
Managing opportunities with Dynamics 365 Sales

Who Should Attend This Course?

Given below are professionals who can use Configure a Dynamics 365 Customer Experience Solution Training to upskill their current positions:

Business Analysts
Customer Relationship Managers
Project Managers overseeing CRM initiatives
Technical Support Specialist
Enterprise Application Managers
Customer Service Roles
CRM Solution Architects
Aspiring Dynamics 365 Developers

Prerequisites

Basic understanding of Microsoft Dynamics 365 applications and their functionalities
Basic knowledge of data management principles and tools
Experience with Microsoft Excel and general proficiency in using Microsoft Office applications
Basic familiarity with the concepts of customer relationship management (CRM) and customer experience management.

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📘 MB-280T04: Configure a Dynamics 365 Customer Experience Solution Outline

Examine the lead qualification process in Dynamics 365 from beginning to end
Identify the different options that are available for creating and defining leads
Use business process flows to manage the lead lifecycle
Qualify and disqualify leads
Lab: Work with Dynamics 365 leads

Identify scenarios where opportunities can be used.
Create and define opportunities.
Work with related opportunity records
Manage an opportunity throughout its lifecycle.
Lab: Manage opportunities in Dynamics 365

Set up unit groups to help control how products are sold
Create product family hierarchies that include product bundles and individual products
Set up product pricing data by creating price lists and price list items
Use discount lists to provide volume discount pricing
Lab: Set up the product catalog

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.

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.

Evaluate requirements.
Perform gap analysis of existing assets.
Create needed assets from the stated requirements.
Use Dynamics 365 Sales and Dynamics 365 Customer Insights to create a customer solution.
Lab: Customize the sales process
Lab: Configure the product catalog
Lab: Design a campaign

Still have questions?

Reach out to our learning advisors for personalized guidance on choosing the right course, group training, or enterprise packages.

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✓ Peer Collaboration (Not in self-paced)

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