MB-280T04-A: Configure a Dynamics 365 customer experience solution
The MB-280T04-A: Configure a Dynamics 365 Customer Experience Solution course is designed for experienced Dynamics 365 consultants, solution architects, and IT professionals who want to master the configuration and optimization of Dynamics 365 Customer Engagement (CE) solutions. This advanced course emphasizes configuring entities, business rules, workflows, and customer service processes to maximize organizational efficiency and enhance customer experiences.
Participants will explore advanced configuration techniques, automation strategies, and integration scenarios, enabling them to design scalable, secure, and highly effective customer engagement solutions. Through real-world case studies and hands-on labs, learners will gain the skills to implement Dynamics 365 CE solutions that align with business objectives, improve user adoption, and drive customer satisfaction.
Course Objectives / Outcomes:
- Configure Core CE Entities: Set up accounts, contacts, leads, opportunities, and custom entities to meet organizational requirements.
- Implement Business Rules and Workflows: Automate complex processes and ensure data integrity across Dynamics 365.
- Design Customer Service Processes: Configure queues, case management, service-level agreements (SLAs), and knowledge management.
- Optimize User Experience: Customize forms, views, dashboards, and apps to enhance user productivity.
- Integrate with External Systems: Implement connections to Microsoft Power Platform, Outlook, Teams, and third-party applications.
- Manage Security and Compliance: Apply role-based security, field-level security, and business unit configurations.
- Implement Advanced Automation: Leverage Power Automate flows and business process automation to streamline customer engagement.
- Monitor and Maintain Solutions: Apply best practices for solution management, data quality, and ongoing administration.
- Drive Data-Driven Insights: Utilize Dynamics 365 analytics and reporting tools to support business decision-making.
- Deliver Enterprise-Ready Solutions: Align Dynamics 365 configurations with organizational objectives, governance, and digital transformation strategies.
Who Should Attend
Schedule Dates
Course Content
- 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
FAQs
Yes. Participants will learn to configure core and custom entities, relationships, forms, views, and dashboards for enterprise-scale solutions.
Flexible Training Options to Meet Your Needs
We know the importance of flexibility in the success of learning and professional development. This is the reason CounselTrain provides a variety of delivery options for all IT training offered in the UAE to ensure access and convenience for each learner.
Online Instructor-Led Training
Learn from the comfort of your workplace or at home through live virtual sessions led by expert trainers.