As a Microsoft Dynamics 365 customer experience analyst, you’re responsible for configuring, customizing, and expanding the functionality of Dynamics 365 Sales to create business solutions that support, automate, and accelerate the company's sales process.
Duration - 10 Hours
Level - Intermediate
Style - Self paced
Course Type - Credential Ready
Certification - Yes
Hands on Labs - Yes
Solution Areas - AI Business Solutions (ABS), AI Business Process
In this introductory module, we will walk you through the key information you need to know before starting your certification prep course. You'll gain a clear understanding of the steps, expectations, and benefits
In this module, we will explore Dynamics 365 Customer Experience apps, covering Microsoft Dataverse basics, configuring forms, charts, and dashboards, and managing data import and export
In this module, you will learn how to empower sellers by implementing and configuring Dynamics 365 Sales, including lead and opportunity management, product catalog setup, pricing, forecasting, and sales intelligence tools. You’ll explore advanced features like Copilot, Sales Insights, the Sales Accelerator, and the Dynamics 365 App for Outlook to enhance productivity and engagement. Additionally, you'll gain hands-on experience through labs that cover lead management, product catalog, sales processes, dashboards, and customizations.
In this module, we will explore Dynamics 365 Customer Insights, focusing on unified customer profiles, managing customer journeys and assets, and designing impactful customer experiences
In this applied module, we will evaluate requirements, perform gap analysis, and create assets to meet stated needs. Using Dynamics 365 Sales and Customer Insights, we’ll design and demonstrate a complete customer experience solution.
In this exam preparation module, learn effective preparation strategies for the certification exam, including sample questions and study tips.
Take this practice test to validate your skills gathered from the self-paced online learning course completed in this course to mark your completion.
If you have further questions or need additional support, this module provides everything you need to know.
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Intermediate
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Intermediate
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Advanced
Intermediate
No. of
Learners - 22
Last Updated Nov 2025