Exclusives

  • FREE training: One participation per registration to the Microsoft Certified: Power Platform Fundamentals (PL900) training – value of $695!
  • Certification exam participation: Two vouchers included – value of $450!
  • Video recording: 365 days of access to your course for viewing
  • Technical lab: Available for 180 days of online access
  • Class material: Complete and up to date with Microsoft Learn
  • Proof of attendance: Digital badge for completing the official Microsoft course
  • Fast and guaranteed private class delivery: Maximum wait of 4 to 6 weeks after registration, guaranteed date

This five-day certification track consists of four parts:

Configure Dynamics 365 customer experience model-driven apps (MB-280T01)

This Microsoft-certified training enables participants to customize user experiences with model-driven apps using little to no code. Organizations can create powerful applications that empower users and enhance productivity. This course teaches participants how to configure model-driven apps for Dynamics 365 customer experiences, including Dynamics 365 Sales and Dynamics 365 Customer Insights.

Empower sellers with Dynamics 365 Sales (MB-280T02)

Dynamics 365 Sales helps sales teams accelerate performance through relationship management tools and AI-based analytics. This training teaches participants how to configure and use Dynamics 365 Sales to manage leads, opportunities, product catalogs, and order processing.

Design and deliver powerful customer experiences with Dynamics 365 Customer Insights (MB-280T03)

Dynamics 365 Customer Insights helps organizations deliver personalized and exceptional customer experiences. This training covers integrating data, creating unified profiles, and targeting specific audiences using Customer Insights – Data.

Configure a Dynamics 365 customer experience solution (MB-280T04)

This course prepares you to complete the Dynamics 365 Customer Experience Analyst Capstone Project and validate your skills. Completion of the modules in the MB-280: Dynamics 365 Customer Experience Analyst course is essential. If not yet completed, it is recommended to finish them before starting the capstone project.

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Private class

Inquire for this training to be delivered exclusively for the members of your organization.

Training plan

Configure Dynamics 365 customer experience model-driven apps (MB-280T01)​

  • Environments in Microsoft Dataverse
  • Developer environments
  • Create and manage an environment
  • Create an instance of a Microsoft Dataverse database
  • Add users and roles within an environment
  • Manage settings in an environment
  • Environment operations
  • Introduction to Microsoft Dataverse
  • Table characteristics
  • Exercise – Create a Microsoft Dataverse table
  • Exercise – Import data into your Microsoft Dataverse database
  • Table relationships
  • Exercise – Create table relationships
  • Dataverse logic and security
  • Exercise – Create a custom table and import data
  • Dataverse auditing
  • Dual-write vs. virtual tablesManage tables in Dataverse
  • Identify tables and table types in Dataverse
  • Create a custom table
  • Enable attachments within a table
  • Licensing requirements for each table type
  • Lab – Create a new custom table and enable attachments
  • Define columns in Microsoft Dataverse
  • Column types in Microsoft Dataverse
  • Add a column to a table
  • Primary column
  • Restrictions that apply to columns in a table
  • Create an auto numbering column
  • Create an alternate key
  • Exercises
  • Define choice column
  • Choice columns
  • Standard choices column
  • Lab – Create a new choice or modify an existing choice
  • View data in a table
  • Create or edit views of data in a table
  • Dataverse data import options
  • Load data into a table
  • Dataverse data export options
  • Export
  • Add, update, or delete data in a table by using Excel
  • Import data using Power Query
  • Overview of the different data sources
  • Work with action data
  • Power Automate is a companion to Power Apps
  • Relate one or more tables – Introduction
  • Relationship types that are available in Microsoft Dataverse
  • Create a one-to-many relationship between tables
  • Create a many-to-many relationship between tables
  • Edit or delete relationships
  • Exercise – Create two tables and relate them by using a one-to-many relationship
  • Define business rules – Introduction
  • Define the components of a business rule
  • Create a business rule
  • Exercise – Create a business rule
  • Introduction to roll up columns
  • Create a rollup column
  • Introduction to calculated columns
  • Create a calculation column
  • Exercise – Create a rollup column
  • Exercise – Create a calculated column
  • Introduction to Power Fx formula columns
  • Create or edit modern commands
  • Work with classic commands
  • Use Power Fx
  • Exercise – Customize the command bar
  • Scenario – Duplicate a row
  • Scenario – Use multiple data sources
  • Scenario – Use data source and record information
  • Scenario – Notify and confirm
  • Exercise – Launch an external site and navigate to views
  • Introduction
  • Command bar application lifecycle management
  • Understand AutoSave
  • Using JavaScript for commands
  • Command scope
  • Exercise – Use custom pages with commands
  • Create and edit views in Power Apps maker portal
  • Exercise – Add columns to a view
  • Filter and sort data for Dataverse views
  • Exercise – List your accounts
  • Import static data by using Power Query
  • Exercise – Add new accounts from a text file
  • Import dynamic data by using Power Query
  • Exercise – Transfer an attendee list to a contact table
  • Create a dynamic Word template
  • Exercise – Create a work order template
  • Create a dynamic Excel template
  • Exercise – Create a sales forecasting template
  • Export data to Excel
  • Exercise – Create an editable Excel file for bulk validation
  • Edit and update data in Excel
  • Exercise – Edit account information in Excel and visualize updates in Dataverse
  • Use Dataverse community tools for data manipulation
  • Review Power BI integration with Dataverse

Empower sellers with Dynamics 365 Sales (MB-280T02)​

  • Dynamics 365 customer experience apps in an organization’s journey
  • Work with the other Dynamics 365 apps as part of a customer engagement solution
  • Work with Copilot in the Dynamics 365 customer engagement apps
  • Explore Dynamics 365 Sales
  • Navigate the application
  • Manage customers
  • Work with in-app marketing features
  • Set up and configure the application
  • Use customization options
  • Set up security roles
  • Dynamics 365 leads overview
  • Create Dynamics 365 leads
  • Lead management lifecycle
  • Lead qualification
  • Use Copilot with leads
  • Lab – Work with Dynamics 365 leads
  • Lead data management tools
  • Dynamics 365 opportunity overview
  • Create Dynamics 365 opportunities
  • Account and team selling
  • Opportunity management lifecycle
  • Use Copilot with opportunities
  • Lab – Manage opportunities in Dynamics 365
  • Dynamics 365 product catalog overview
  • Currencies and currency management
  • Define products
  • Product families
  • Price lists
  • Product catalog settings
  • Exercise – Set up the product catalog
  • Sales order processing overview
  • Quotes and quote management
  • Orders and invoices
  • Exercise – Sales order processing lifecycle
  • Forecasting overview
  • Configure forecasting
  • Manage forecasts
  • Overview of relationship selling
  • Enforce best practices with playbooks
  • Manage relationship health with Sales Insights
  • Social selling assistant
  • Sales Navigator
  • Exercise – Manage relationships with playbooks and Sales Insights
  • Overview of LinkedIn Sales Navigator
  • Integrate LinkedIn Sales Navigator with Dynamics 365 Sales
  • Utilize LinkedIn Sales Navigator features
  • Discover the benefits of using the Sales accelerator in Dynamics 365 Sales
  • Explore how to set up Sales accelerator
  • Examine how to manage access and record types
  • Discover how to customize the workspace
  • Learn how to set up filtering and sorting
  • Learn how to add the Up next widget to forms
  • Discover the benefits of using sequences
  • Explore how to create a sequence
  • Learn how to connect a sequence to records
  • Examine how to modify a sequence
  • Discover how to analyze sequence performance
  • Discover the benefits of using segments
  • Explore how to create a segment
  • Learn how to manage segments
  • Examine how to connect segments to sequences
  • Discover the benefits of using assignment rules
  • Explore how to create an assignment rule
  • Learn how to manage assignment rules
  • Examine how to assign records to sellers
  • Discover the benefits of engaging with customers through text messages
  • Explore how to set up text messaging
  • Learn how to send and receive text messages
  • Examine how to manage text message conversations
  • Overview of goals
  • Defining individual goals
  • Parent and child goals
  • Exercise – Measuring customer success using goals
  • Fiscal year settings
  • Goal metrics
  • Exercise – Defining goal metrics
  • Discover integration options with Microsoft 365 services
  • Integrate with Microsoft Exchange
  • Integrate with SharePoint
  • Integrate with OneNote
  • Integrate with Microsoft Teams
  • Overview of the Dynamics 365 Sales mobile app
  • Set up the mobile app
  • Navigate the mobile app
  • Manage customer information on the go
  • Utilize AI capabilities in the mobile app

Design and deliver powerful customer experiences with Dynamics 365 Customer Insights (MB-280T03)​

  • Explore the email editor
  • Create an email
  • Personalize an email
  • Add dynamic content to an email
  • Explore text message marketing
  • Create a text message
  • Explore push notification marketing
  • Create a push notification
  • Explore forms in real-time marketing
  • Create a form
  • Embed a form on a website
  • Explore consent management
  • Create a consent center
  • Manage consent in customer journeys
  • Explore customer journeys
  • Create a segment
  • Create a customer journey
  • Analyze journey performance
  • Explore lead management
  • Create a lead scoring model
  • Manage leads in customer journeys
  • Explore extensibility options
  • Create custom triggers
  • Use custom triggers in journeys
  • Move custom triggers across environments
  • Dynamics 365 Customer Insights – Data
  • Customer Insights architecture
  • Work with demo data
  • Get started
  • Consume Customer Insights data
  • Copilot in Customer Insights – Data
  • Data ingestion overview
  • Connect data sources
  • Map data
  • Refresh data
  • Data unification overview
  • Map, match, and merge data
  • Create unified profiles
  • Explore customer profiles
  • Create and manage segments
  • Create and manage measures
  • Enrich data with third-party sources
  • Use AI to make predictions
  • Export data to external systems
  • Configure data destinations
  • Configure permissions
  • Manage environments
  • Monitor system processes

Configure a Dynamics 365 customer experience solution (MB-280T04)​

  • Dynamics 365 leads overview
  • Create Dynamics 365 leads
  • Lead management lifecycle
  • Lead qualification
  • Use Copilot with leads
  • Lab – Work with Dynamics 365 leads
  • Lead data management tools
  • Dynamics 365 opportunity overview
  • Create Dynamics 365 opportunities
  • Account and team selling
  • Opportunity management lifecycle
  • Use Copilot with opportunities
  • Lab – Manage opportunities in Dynamics 365
  • Dynamics 365 product catalog overview
  • Currencies and currency management
  • Define products
  • Product families
  • Price lists
  • Product catalog settings
  • Exercise – Set up the product catalog
  • Explore the email editor
  • Create an email
  • Personalize an email
  • Add dynamic content to an email
  • Explore customer journeys
  • Create a segment
  • Create a customer journey
  • Analyze journey performance
  • 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

Recommended Prerequisite Knowledge

  • 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.

Credentials and certification

Exam features

  • Exam Code: MB-280
  • Title: Microsoft Dynamics 365 Customer Experience Analyst
  • Duration: 120 minutes
  • Number of Questions: 40 to 60
  • Question Format: Multiple choice, multiple response, scenario-based
  • Passing Score: 700 out of 1000
  • Cost: $0 (included in your training)

Exam topics

  • Create and edit goals
  • Configure rollup queries
  • Manage forecasts
  • Build forecasts from templates
  • Configure security for and access to forecasts

Check all exam details on Microsoft Learn >>

Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate (MB-280)

The Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate (MB-280) training is designed for professionals aiming to master customer experience analysis and data management using Microsoft Dynamics 365. This course prepares you for the globally recognized MB-280 certification, validating your expertise in customer experience management.

Why Take This Training?

The MB-280 certification validates your ability to analyze customer data, identify trends, and provide strategic solutions to enhance the customer experience. You will learn to leverage Dynamics 365 capabilities to optimize customer interactions, boost satisfaction, and drive loyalty.

Skills Developed During the Training

  1. Customer Data Analysis
    Learn to use Dynamics 365 to collect and analyze valuable customer insights.
  2. Customer Experience Management
    Develop data-driven strategies to improve customer interactions.
  3. Dynamics 365 Solution Implementation
    Configure and customize Dynamics 365 to meet organizational needs.
  4. Problem Solving
    Identify and resolve inefficiencies in customer data management and processes.
  5. Cross-Department Collaboration
    Align efforts across marketing, sales, and support teams for a consistent customer experience.

Instructor-Led MB-280 Training for Comprehensive Learning

Our instructor-led Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate (MB-280) training combines live, interactive sessions with hands-on exercises. You will learn to configure and optimize Dynamics 365 to analyze customer behavior and deliver strategic solutions.

By the end of the training, you will be ready to maximize the value of Dynamics 365 and pass the MB-280 certification exam.

Who Should Attend This Training?

  • Customer experience analysts looking to enhance their use of Dynamics 365.
  • Consultants working on Dynamics 365 projects to improve client management.
  • Marketing and sales professionals aiming to leverage customer data for targeted strategies.
  • Anyone preparing for the MB-280 certification exam.

Enhance Your Customer Experience Expertise

The Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate certification empowers you to analyze, optimize, and transform the customer experience. Enroll today to strengthen your skills and achieve your professional goals.

Frequently Asked Questions About Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate (MB-280) (FAQ)

You will learn to use tools for analysis, customer data management, and process customization.

A basic understanding of business processes and some experience in data analysis are helpful but not mandatory.

Yes, interactive exercises are included to strengthen your skills in using Dynamics 365.

It enables you to deliver actionable insights and strategic solutions to enhance customer experience and loyalty.

It helps resolve inefficiencies in customer data analysis, personalized interactions, and cross-team collaboration.

You will learn to optimize customer data, configure Dynamics 365, and improve processes for an exceptional customer experience.

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Duration: 5 days / 35 hours

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