Microsoft Dynamics 365 Customer Experience Analyst Associate
Prepare for the MB-280 exam and demonstrate knowledge of configuring Dynamics 365 Sales and Customer Insights to create business solutions that support sales processes.
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5 modules · 75 lessons
Module 1: Implement Dynamics 365 Sales
Configure core functionality, product catalog, goals, forecasting, and sales engagement. (30-35% of exam)
Core Sales Functionality
Configure core functionality of Dynamics 365 Sales.
- Lesson Predictive Lead and Opportunity Scoring 15 min
- Quiz Predictive Scoring Quiz 5 questions
- Lesson Lead Qualification Experience 10 min
- Quiz Lead Qualification Quiz 5 questions
- Lesson Opportunity Pipeline View Configuration 10 min
- Quiz Pipeline View Quiz 5 questions
- Lesson Sales Pipeline Chart Interpretation 10 min
- Quiz Pipeline Chart Quiz 5 questions
- Lesson Sales Mobile App Configuration 10 min
- Quiz Sales Mobile App Quiz 5 questions
- Lesson Copilot in Sales Configuration 15 min
- Quiz Copilot Sales Quiz 5 questions
- Lesson Sales Order Processing 10 min
- Quiz Sales Order Processing Quiz 5 questions
- Lesson Lead and Opportunity Status Reasons 10 min
- Quiz Status Reasons Quiz 5 questions
- Lesson Automatic Lead Creation Rules 10 min
- Quiz Auto Lead Creation Quiz 5 questions
- Lesson Sales Territories Management 10 min
- Quiz Sales Territories Quiz 5 questions
Product Catalog
Set up and manage the product catalog.
- Lesson Product Catalog Settings 10 min
- Quiz Catalog Settings Quiz 5 questions
- Lesson Product Catalog Components 10 min
- Quiz Catalog Components Quiz 5 questions
- Lesson Product Lifecycle Management 15 min
- Quiz Product Lifecycle Quiz 5 questions
- Lesson Product Bundles and Families 10 min
- Quiz Bundles Families Quiz 5 questions
- Lesson Price Lists and Discounts 10 min
- Quiz Price Lists Discounts Quiz 5 questions
Goals and Forecasting
Configure goals and manage forecasting.
Sales Insights
Configure and use Sales Insights features.
- Lesson The Assistant Configuration 10 min
- Quiz Assistant Configuration Quiz 5 questions
- Lesson Standard vs Premium Sales Insights 10 min
- Quiz Standard Premium Quiz 5 questions
- Lesson Relationship Analytics and Health 15 min
- Quiz Relationship Analytics Quiz 5 questions
- Lesson Conversation Intelligence Settings 10 min
- Quiz Conversation Intelligence Quiz 5 questions
Sales Engagement
Configure sales engagement features.
- Lesson Sales Accelerator Configuration 15 min
- Quiz Sales Accelerator Quiz 5 questions
- Lesson Workspace Customization 10 min
- Quiz Workspace Customization Quiz 5 questions
- Lesson Sequences Creation and Management 10 min
- Quiz Sequences Quiz 5 questions
- Lesson Assignment Rules Configuration 10 min
- Quiz Assignment Rules Quiz 5 questions
- Lesson Lead and Opportunity Segments 10 min
- Quiz Lead Opportunity Segments Quiz 5 questions
Module 2: Configure Dataverse and Model-Driven Apps
Configure Dataverse tables, business logic, user experience, and security. (35-40% of exam)
Environment Settings
Perform tasks and manage settings in Power Platform.
Dataverse Table Components
Configure Dataverse table components.
- Lesson Creating and Modifying Tables 15 min
- Quiz Tables Quiz 5 questions
- Lesson Fields Creation and Modification 10 min
- Quiz Fields Quiz 5 questions
- Lesson Relationship Behaviors 10 min
- Quiz Relationship Behaviors Quiz 5 questions
- Lesson Auditing and Connections 10 min
- Quiz Auditing Connections Quiz 5 questions
Business Logic
Implement business logic in Dataverse.
- Lesson Business Rules Configuration 10 min
- Quiz Business Rules Quiz 5 questions
- Lesson Formula and Rollup Columns 15 min
- Quiz Formula Rollup Quiz 5 questions
- Lesson Business Process Flows 10 min
- Quiz Business Process Flows Quiz 5 questions
- Lesson Dataverse Connector Cloud Flows 10 min
- Quiz Dataverse Cloud Flows Quiz 5 questions
User Experience
Customize the user experience.
- Lesson Form and View Types 10 min
- Quiz Form View Types Quiz 5 questions
- Lesson Timeline Control Configuration 10 min
- Quiz Timeline Control Quiz 5 questions
- Lesson Embedding Power BI 15 min
- Quiz Embedding Power BI Quiz 5 questions
- Lesson Model-Driven App Creation 10 min
- Quiz Model-Driven App Quiz 5 questions
- Lesson Visualizations for Model-Driven Apps 10 min
- Quiz Visualizations Quiz 5 questions
Security
Manage security in Dataverse.
- Lesson Hierarchy Security 10 min
- Quiz Hierarchy Security Quiz 5 questions
- Lesson Security Roles Management 15 min
- Quiz Security Roles Quiz 5 questions
- Lesson Teams and Column Security 10 min
- Quiz Teams Column Security Quiz 5 questions
- Lesson Access Checker and Diagnostics 10 min
- Quiz Access Checker Quiz 5 questions
Module 3: Customer Insights Capabilities
Configure Customer Insights - Journeys, events, and segments. (10-15% of exam)
Customer Insights Journeys
Configure core Customer Insights - Journeys functionality.
- Lesson Marketing Email Creation 15 min
- Quiz Marketing Email Quiz 5 questions
- Lesson Creating Customer Journeys 10 min
- Quiz Customer Journeys Quiz 5 questions
- Lesson Marketing Forms and SMS 10 min
- Quiz Forms SMS Quiz 5 questions
- Lesson Marketing Segments 10 min
- Quiz Marketing Segments Quiz 5 questions
- Lesson Consent Management 10 min
- Quiz Consent Management Quiz 5 questions
Module 4: Extend Sales Capabilities
Implement collaboration features and Outlook integration. (10-15% of exam)
Collaboration Features
Implement collaboration features.
Outlook Integration
Manage sales data and interactions in Outlook.
- Lesson Common Outlook Tasks 10 min
- Quiz Outlook Tasks Quiz 5 questions
- Lesson Customizing D365 App for Outlook 10 min
- Quiz D365 App Outlook Quiz 5 questions
- Lesson Server-Side Synchronization 10 min
- Quiz Server-Side Sync Quiz 5 questions
- Lesson Email Tracking Configuration 10 min
- Quiz Email Tracking Quiz 5 questions
LinkedIn Integration
Configure LinkedIn Sales Navigator integration.
Module 5: Customer Insights Data
Configure Customer Insights - Data capabilities. (10-15% of exam)
Data Unification
Configure data ingestion and unification.
- Lesson Data Sources Configuration 15 min
- Quiz Data Sources Quiz 5 questions
- Lesson Customer Profile Matching Rules 10 min
- Quiz Profile Matching Quiz 5 questions
- Lesson Merge and Deduplication 10 min
- Quiz Merge Deduplication Quiz 5 questions
- Lesson Unified Customer Profile 10 min
- Quiz Unified Profile Quiz 5 questions
Enrichment and Insights
Configure data enrichment and generate insights.
- Lesson Data Enrichment Configuration 10 min
- Quiz Data Enrichment Quiz 5 questions
- Lesson Predictions and Machine Learning 15 min
- Quiz Predictions ML Quiz 5 questions
- Lesson Measures and KPIs 10 min
- Quiz Measures KPIs Quiz 5 questions
- Lesson Customer Segments Definition 10 min
- Quiz Customer Segments Quiz 5 questions
Data Export and Integration
Configure exports and integrations with other services.
Your Progress
No MB-280 practice exam yet
Your points already work on 21 Amazon and Microsoft exams.
See the exams