Dynamics 365 Customer Experience Analyst Associate -Course Overview

This course provides an in-depth exploration of configuring, customizing, and enhancing Dynamics 365 Sales to optimize your organization’s sales processes. Participants will learn to set up both standard and premium features, implement collaboration tools, and configure robust security models to safeguard data and manage user access. Practical exercises will cover customizations to forms, views, and dashboards to meet specific business needs. 

Additionally, the course covers extending Dynamics 365 Sales using Microsoft Power Platform, including Power Apps, Power Automate, and Power BI, and deploying the Dynamics 365 App for Outlook to integrate sales processes with email communication. Designed for customer experience analysts, sales operations professionals, and IT specialists, this course equips you with the skills to drive business success through effective use of Dynamics 365 Sales and Power Platform. 

After completing this course Dynamics 365 Customer Experience Analyst Associate, students will be able to:

  • Implement Dynamics 365 Sales
  • Configure and customize Dataverse and model-driven apps
  • Implement the Dynamics 365 App for Outlook
  • Implement security and customizations in Dynamics 365 Sales
  • Demonstrate Dynamics 365 Customer Insights capabilities
  • Extend and enhance Dynamics 365 Sales capabilities

Upcoming Batches

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Start Date End Date

2024-11-04

2024-11-08

2024-11-11

2024-11-15

2024-11-18

2024-11-22

2024-11-25

2024-11-29

2024-12-02

2024-12-06

Key Features

Who can participate in the training Dynamics 365 Customer Experience Analyst Associate?

  • Business Analyst
  • Functional Consultant
  • Data Analyst
  • Business Users
  • Managers

Pre-requisites of the training Dynamics 365 Customer Experience Analyst Associate

    As a candidate, you need:
  • Experience configuring model-driven apps in Microsoft Power Apps.
  • An understanding of accounts, contacts, and activities.
  • An understanding of leads and opportunities.
  • An understanding of the components of model-driven apps, including forms, views, charts, and dashboards.
  • An understanding of model-driven app personal settings.
  • Experience working with Dataverse solutions.
  • An understanding of Dataverse, including tables, columns, and relationships.
  • Familiarity with Power Automate cloud flow concepts, such as connectors, triggers, and actions.
  • An understanding of the Dataverse security model and features, including business units, security roles, and row ownership and sharing.

    • Learning objective of course MB-280

    • Configure Dynamics 365 Sales Features: Learn how to effectively set up both standard and premium features of Dynamics 365 Sales to align with your organization’s sales processes and business requirements.
    • Implement Collaboration Tools: Explore and implement collaboration features to enhance teamwork and communication within Dynamics 365 Sales.
    • Configure Security Models: Understand and configure the security model within Dynamics 365 Sales to protect data and manage user access effectively.
    • Perform Customizations: Gain skills in customizing Dynamics 365 Sales to meet specific business needs, including modifying forms, views, and dashboards.
    • Extend with Microsoft Power Platform: Discover how to extend the capabilities of Dynamics 365 Sales using Microsoft Power Platform, including Power Apps, Power Automate, and Power BI.
    • Deploy Dynamics 365 App for Outlook: Learn how to deploy and configure the Dynamics 365 App for Outlook to integrate sales processes seamlessly with email communication.

    Modules covered in the course Dynamics 365 Customer Experience Analyst Associate: Download Course Outline

    • Configure core functionality of Dynamics 365 Sales
    • Set up the product catalog
    • Configure goals and forecasting
    • Configure and use Sales intelligence features
    • Configure sales engagement

    • Modify model-driven apps
    • Perform configuration and setup with native tools
    • Configure Dataverse table settings
    • Implement business logic
    • Customize the user experience

    • Manage Sales data and interactions in Outlook
    • Configure mailboxes and server-side sync

    • Manage security for Dynamics 365 Sales
    • Customize Dynamics 365 Sales

    • Create unified customer profiles and use the profiles in other apps
    • Create journeys by using real-time marketing

    • Manage Copilot for Sales in Dynamics 365 Sales
    • Implement collaboration features

    Course Fee

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    Course ID: 22489

    Course Price at

    $399 + 0% TAX
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    Frequently Asked Questions

    The MB-280 exam, commonly known as Microsoft Dynamics 365 Customer Experience Analyst Associate, is an Associate/Role- based Certification offered from Microsoft. The candidate will be able to do the following technical activities after passing the MB-280 exam: Configure Dynamics 365 Sales standard and premium features. Implement collaboration features. Configure the security model. Perform Dynamics 365 Sales customizations. Extend Dynamics 365 Sales with Microsoft Power Platform. Deploy the Dynamics 365 App for Outlook

    The Target Audience for MB-280 Exam are: Sales and Marketing Professionals Business Analysts CRM Administrators Consultants

    Review Exam Guide: Understand the exam objectives and topics. Microsoft Learn: Study relevant learning paths and modules. Documentation: Read the official Dynamics 365 documentation and learning modules Dynamics 365 App for Outlook documentation Dynamics 365 Sales documentation Dynamics 365 Customer Insights documentation Hands-On Practice: Use a Dynamics 365 environment for practical experience. Join Study Groups: Engage in online communities and forums. Review and Revise: Focus on challenging topics and use flashcards. Schedule Exam: Register and prepare for the exam day.

    The exam duration is typically 120 minutes.

    The exam consists of multiple-choice questions, case studies, and possibly scenario-based questions.

    Roles include Dynamics 365 CRM Consultant, Dynamics 365 Sales Specialist,

    The average salary for a MB-280 certified professional varies based on location, experience, and role but generally ranges from $70,000 to $120,000 per year in the United States.

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