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MB-280T03: Design and Deliver Powerful Customer Experience with Dynamics 365 Customer Insights
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Introduction
Audio Book: MB-280T03 - Introduction
Lesson 1: Work with Real-Time Features in Dynamics 365 Customer Insights - Journeys
Lesson 1: Work with Real-Time Features in Dynamics 365 Customer Insights - Journeys
Audio Book: Lesson 1: Work with Real-Time Features in Dynamics 365 Customer Insights - Journeys
Podcast: Lesson 1: Work with Real-Time Features in Dynamics 365 Customer Insights - Journeys
1.1.1 Introduction to Create emails in Dynamics 365 Customer Insights - Journeys
1.1.2 Manage assets
1.1.3 Create marketing emails
1.1.4 Personalize content
1.1.5 Use brand profiles
1.1.6 Use Copilot to generate email content ideas
1.1.7 Style emails with AI-assisted themes
1.1.8 Create content blocks
1.1.9 Preview and test emails
1.1.10 Check your message for errors and publish
1.1.11 Send emails without building a journey
1.1.12 Edit a live email
1.1.13 Prevent sending emails to duplicated email addresses
1.1.14 Summary
Interactive Quiz/Activity- Drag and Drop
Graded Assessment- 5 Questions
1.2.1 Introduction to Create text messages and push notifications in Dynamics 365 Customer Insights - Journeys
1.2.2 Create text messages
1.2.3 Create push notifications
1.2.4 Summary
Interactive Quiz/Activity- Drag and Drop
Graded Assessment- 5 Questions
1.3.1 Introduction to Create forms in Dynamics 365 Customer Insights - Journeys
1.3.2 Create and manage forms
1.3.3 Edit and publish forms
1.3.4 Summary
Interactive Quiz/Activity- True / False
Graded Assessment- 5 Questions
1.4.1 Introduction
1.4.2 Manage consent for email and text messages
1.4.3 View and manage consent records
1.4.4 Improve engagement and compliance with double opt-in
1.4.5 Summary
Interactive Quiz/Activity- Sequence
Graded Assessment- 5 Questions
1.5.1 Introduction to Build journeys with Dynamics 365 Customer Insights - Journeys
1.5.2 Create and manage segments
1.5.3 Work with triggers
1.5.4 Create a journey
1.5.5 Add messages to the journey
1.5.6 Add AI powered action to the journey
1.5.7 Add conditions to the journey
1.5.8 Add activities to the journey
1.5.9 Add connectors to the journey
1.5.10 Publish journeys
1.5.11 Summary
Interactive Quiz/Activity- True / False
Graded Assessment- 5 Questions
1.6.1 Introduction to Manage leads and scoring in Customer Insights - Journeys
1.6.2 Generate leads
1.6.3 Create sales activities from lead signals
1.6.4 Create scoring models
1.6.5 Summary
Interactive Quiz/Activity- Sequence
Graded Assessment- 5 Questions
1.7.1 Introduction to Extend real-time marketing capabilities within Dynamics 365 Customer Insights - Journeys
1.7.2 Collaborate using built-in Microsoft Teams chat
1.7.3 Create Dataverse triggers
1.7.4 Create custom triggers
1.7.5 Trigger an action outside a journey
1.7.6 Move custom triggers between environments
1.7.7 Summary
Activity- Slideshow
Graded Assessment- 5 Questions
Lesson 2: Unlock Customer Intent with Dynamics 365 Customer Insights - Data
Lesson 2: Unlock Customer Intent with Dynamics 365 Customer Insights - Data
Audio Book: Lesson 2: Unlock Customer Intent with Dynamics 365 Customer Insights - Data
Podcast: Lesson 2: Unlock Customer Intent with Dynamics 365 Customer Insights - Data
2.1.1 Introduction to Get started with Dynamics 365 Customer Insights - Data
2.1.2 Dynamics 365 Customer Insights - Data
2.1.3 Customer Insights architecture
2.1.4 Work with demo data
2.1.5 Get started
2.1.6 Consume Customer Insights data
2.1.7 Copilot in Customer Insights-Data
2.1.8 Summary
Activity- Sequence
Graded Assessment- 5 Questions
2.2.1 Introduction to Ingest data into Customer Insights - Data
2.2.2 Import data sources using Power Query
2.2.3 Clean, transform, and load data
2.2.4 Connect to an Azure Data Lake
2.2.5 Connect to a Microsoft Dataverse
2.2.6 Work with data sets
2.2.7 Refresh data sources
2.2.8 Summary
Interactive Quiz/Activity- Short Answer
Graded Assessment- 5 Questions
2.3.1 Introduction to Create a unified customer profile in Dynamics 365 Customer Insights - Data
2.3.2 Define source columns
2.3.3 Define duplicate record settings
2.3.4 Define matching rules
2.3.5 Create a unified customer profile
2.3.6 Summary
Interactive Quiz/Activity- Tab
Graded Assessment- 5 Questions
2.4.1 Introduction to Work with Dynamics 365 Customer Insights - Data
2.4.2 Configure searching and filtering indexes
2.4.3 Define activities
2.4.4 Work with measures
2.4.5 Segmentation
2.4.6 Get suggested segments
2.4.7 Segment insights
2.4.8 Use Copilot in Dynamics 365 Customer Insights - Data
2.4.9 Use Customer Insights - Data for a complete solution
2.4.10 Summary
Interactive Quiz/Activity- Sequence
Graded Assessment- 5 Questions
2.5.1 Introduction to Data enrichment in Dynamics 365 Customer Insights - Data
2.5.2 Get started with enriching data
2.5.3 Brand and interest enrichment
2.5.4 Use enrichment services
2.5.5 Summary
Graded Assessment- 5 Questions
2.6.1 Introduction to Predictions in Dynamics 365 Customer Insights - Data
2.6.2 Work with predictions
2.6.3 Predict subscription churn
2.6.4 Predict transaction churn
2.6.5 Use machine-learning models
2.6.6 Add a workflow for a custom model
2.6.7 Summary
Interactive Quiz/Activity- Short Answer
Graded Assessment- 5 Questions
2.7.1 Introduction to Manage external connections with Customer Insights - Data
2.7.2 Export Customer Insights data
2.7.3 Display customer data in Dynamics 365 applications
2.7.4 Use Customer Insights - Data with Microsoft Power Platform
2.7.5 Use Customer Insights - Data with Azure Synapse
2.7.6 Use Customer Insights APIs
2.7.7 Summary
Interactive Quiz/Activity- Drag and Drop
Graded Assessment- 5 Questions
2.8.1 Introduction to Configure and administer Customer Insights - Data
2.8.2 Create and set up environments
2.8.3 System process status
2.8.4 Schedule system refreshes
2.8.5 Set up user permissions
2.8.6 Summary
Interactive Quiz/Activity- True/False
Graded Assessment- 5 Questions
Resources
MB-280T03 Blueprint
MB-280T03 Detailed Curriculum
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MB-280T03: Design and Deliver Powerful Customer Experience with Dynamics 365 Customer Insights
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