Overview

This training course is aimed at delegates who wish to gain knowledge about Microsoft Dynamics 365 customer experience and for those who wish to take the MB-280 exam. Delegates are usually responsible for configuring, customizing, and expanding the functionality of Dynamics 365 Sales and Customer Insights (Marketing) to create business solutions.

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Prerequisites

Delegates should have a background knowledge of:
  • Dynamics 365 Sales implementations
  • An understanding of an organization's sales process.
  • An understanding of the seller's perspective (user experience).
  • An interest in Dynamics 365 Customer Insights (Marketing) capabilities
Important:
Multi-factor authentication (MFA) requirements: For security purposes Microsoft might require MFA for access to the Microsoft 365/Dynamics 365 tenants used for this course. As such, you may need to have a mobile device available upon which you will set up the free of charge Microsoft Mobile phone authenticator App which can be downloaded here with details on how to sign in here.
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Delegates will learn how to

  • Configure and Customise Dataverse and Model-Driven Apps
  • Implement Dynamics 365 Sales
  • Implement the Dynamics 365 App for Outlook
  • Implement Security and Customisations in Dynamics 365 Sales
  • Demonstrate Dynamics 365 Customer Insights Capabilities
  • Extend and enhance Dynamics 365 Sales Capabilities
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Outline

Day One

  • Get Started with the Dynamics 365 Customer Experience suite of products
  • Get Started using Microsoft Dataverse
  • Create Relationships, Business Rules, Calculations & Rollups in Microsoft Dataverse
  • Visualise, Import and Export Microsoft Dataverse Data
  • Configure Forms, Charts, and Dashboards in Model-Driven Apps

Day Two & Three

  • Get Started with Dynamics 365 Sales
  • Manage Leads and Opportunities in Dynamics 365 Sales
  • Manage Orders and the Product Catalog in Dynamics 365 Sales
  • Manage Goals and Forecasts in Dynamics 365 Sales
  • Work with Dynamics 365 Sales Insights and the Sales Accelerator
  • Analyse Dynamics 365 Sales Data
  • Enhance Seller Productivity by Extending Dynamics 365 Sales
  • Empower Sellers with Microsoft 365 Copilot for Sales

Day Four

  • Get Started with Dynamics 365 Customer Insights - Data
  • Work with Unified Customer Profiles in Dynamics 365 Customer Insights – Data
  • Manage Customers and Assets in Dynamics 365 Customer Insights – Journeys
  • Design and Deliver Powerful Customer Experiences with Dynamics 365 Customer Insights

Day Five

  • Dynamics 365 Customer Experience Analyst Applied Workshop
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Why choose QA

Special Notices

Please note: for Virtual Classroom customers an additional screen is required. The additional screen must have a minimum screen size of 19 inch and minimum resolution of 1280x1024, with the vertical resolution (1024) being the most critical.

Dates & Locations

Need to know

Frequently asked questions

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Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.

How do QA’s virtual classroom courses work?

Our virtual classroom courses allow you to access award-winning classroom training, without leaving your home or office. Our learning professionals are specially trained on how to interact with remote attendees and our remote labs ensure all participants can take part in hands-on exercises wherever they are.

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How do QA’s online courses work?

QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course. When you book a QA online learning course you will receive immediate access to it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.

All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.

When will I receive my joining instructions?

Joining instructions for QA courses are sent two weeks prior to the course start date, or immediately if the booking is confirmed within this timeframe. For course bookings made via QA but delivered by a third-party supplier, joining instructions are sent to attendees prior to the training course, but timescales vary depending on each supplier’s terms. Read more FAQs.

When will I receive my certificate?

Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.

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