Study guide for Exam MB-280: Microsoft Dynamics 365 Customer Experience Analyst

 Skills at a glance

• Implement Dynamics 365 Sales (25–30%)

• Configure and customize Dataverse and model-driven apps (25–30%)

• Implement the Dynamics 365 App for Outlook (10–15%)

• Implement security and customizations in Dynamics 365 Sales (10–15%)

• Demonstrate Dynamics 365 Customer Insights capabilities (10–15%)

• Extend and enhance Dynamics 365 Sales capabilities (5–10%)

• Evaluate predictive lead and opportunity scoring model performance

• Configure predictive lead and opportunity scoring models

• Enable and configure predictive lead and opportunity scoring

• Configure the lead qualification experience

• Configure the opportunity pipeline view

• Interpret the Sales Pipeline chart

• Interpret the opportunity pipeline view

• Configure and deploy the Sales mobile app

• Enable email validation

• Configure product catalog settings

• Differentiate the product catalog components

• Manage the product lifecycle, including creating, revising, cloning, and retiring

• Customize the enhanced experience for adding products

• Create product bundles

• Configure product families

• Build price lists and product pricing

• Evaluate product pricing

• Configure multiple currencies and evaluate currency calculations

• Create and edit goals

• Configure rollup queries

• Manage forecasts

• Build forecasts from templates

• Configure security for and access to forecasts

• Configure and use Sales intelligence features

• Configure and use the assistant

• Configure and manage custom insight cards

• Differentiate standard and premium Sales Insights features

• Interpret relationship analytics and improve relationship health

• Configure Copilot in Sales

• Set up conversation intelligence.

• Personalize the Sales accelerator

• Customize the workspace

• Manage the sales pipeline by using the work list

• Configure the Sales accelerator record types and security roles

• Create and manage sequences

• Create and manage assignment rules

• Configure lead and opportunity segments

• Configure work assignment

• Connect sequences to records

• Configure an app for offline work

• Configure model-driven apps

• Create and manage email templates

• Build Word templates

• Build Excel templates

• Share templates

• Configure duplicate detection

• Configure bulk deletion

• Configure Dataverse search

• Create or modify a table

• Create or modify fields

• Configure relationship behaviors

• Configure auditing of data

• Configure connections and connection roles

• Configure business rules

• Configure formula columns

• Maintain classic workflows in Dataverse

• Configure calculated and rollup columns

• Implement business process flows

• Evaluate low-code business logic options

• Use the Dataverse connector in a cloud flow

• Differentiate form types

• Differentiate view types

• Configure the timeline control

• Configure focused view

• Embed Power BI dashboard, reports, and tiles

• Differentiate the Dynamics 365 App for Outlook features

• Perform common tasks

• Deploy the Dynamics 365 App for Outlook to users

• Configure mailboxes

• Configure server-side sync

• Configure folder-level tracking

• Configure email settings

• Implement hierarchy security

• Manage security roles for Sales

• Create and manage teams

• Share a model-driven app

• Evaluate security privileges by using access checker

• Associate Microsoft Entra groups with environments

• Diagnose user access issues

• Configure relationship mappings on Sales tables

• Configure lead and opportunity status reasons

• Configure opportunity close

• Configure automatic creation rules for leads

• Share customer profiles and segments in Dataverse

• Enhance the sales process by using Customer Insights - Data

• Create measures and segments in Customer Insights - Data

• Create emails by using templates

• Create a segment-based journey

• Create a trigger-based journey

• Capture information by using forms

• Deploy Copilot for Sales

• Customize Copilot for Sales forms and fields

• Configure document management

• Configure Teams calling and dialer

• Configure text messages

• Configure Teams collaboration