Module 1: Manage leads with Dynamics 365 Sales

• • 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

Module 2: Manage opportunities with Dynamics 365 Sales

• • Identify scenarios where opportunities can be used.
• • Create and define opportunities.
• • Work with related opportunity records
• • Manage an opportunity throughout its lifecycle.

Module 3: Manage and organize your product catalog with Dynamics 365 Sales

• • Set up unit groups to help control how products are sold
• • Create product family hierarchies that include product bundles and individual products
• • Set up product pricing data by creating price lists and price list items
• • Use discount lists to provide volume discount pricing

Module 4: Create emails in Dynamics 365 Customer Insights - Journeys

• • Upload images to the file library and use images in marketing content.
• • Create and publish an email.
• • Enhance your emails by using personalization, content blocks, content ideas, and more.
• • Upload images to the file library and use images in marketing content.
• • Add personalization to emails.

Module 5: Build journeys with Dynamics 365 Customer Insights - Journeys

• • Manage segments in real-time journeys.
• • Work with triggers in real-time journeys.
• • Create a journey.
• • Set a business goal and measure progress through a journey.
• • Determine when to use attribute versus if/then branches.
• • Use an A/B test within the customer journey.
• • Use AI-driven, run-time channel optimization.
• • Raise triggers from a journey to run another journey or Power Automate flow.

Module 6: Challenge project - Configure a Dynamics 365 customer experience solution

• • 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.