Configure a Dynamics 365 Customer Experience Solution

Manage leads with Dynamics 365 Sales

• Dynamics 365 leads overview
• Create Dynamics 365 leads
• Lead management lifecycle
• Lead qualification
• Use Copilot with leads
• Lead data management tools

Manage opportunities with Dynamics 365 Sales

• Dynamics 365 opportunity overview
• Create Dynamics 365 opportunities
• Account and team selling
• Opportunity management lifecycle
• Use Copilot with opportunities

Manage and organize your product catalog with Dynamics 365 Sales

• Dynamics 365 product catalog overview
• Currencies and currency management
• Define products
• Product families
• Price lists
• Product catalog settings

Create emails in Dynamics 365 Customer Insights - Journeys

• Manage assets
• Create marketing emails
• Personalize content
• Use brand profiles
• Use Copilot to generate email content ideas
• Style emails with AI-assisted themes
• Create content blocks
• Preview and test emails
• Check your message for errors and publish
• Send emails without building a journey
• Edit a live email
• Prevent sending emails to duplicated email addresses

Build journeys with Dynamics 365 Customer Insights - Journeys

• Create and manage segments
• Work with triggers
• Create a journey
• Add messages to the journey
• Add activities to the journey
• Add other elements to the journey
• Publish journeys

Challenge project - Configure a Dynamics 365 customer experience solution

• Get to know your customer experience scenario