Exam MB-280: Microsoft Dynamics 365 Customer Experience Analyst

Exam Number: MB-280 Length of test: 120 mins
Exam Name: Microsoft Dynamics 365 Customer Experience Analyst Number of questions in the actual exam: 40-60
Format: PDF, VPLUS Passing Score: 700/1000

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

Audience profile

As a candidate for this exam, you’re a Microsoft Dynamics 365 customer experience analyst who has:

  • Participated in or plans to participate in Dynamics 365 Sales implementations.
  • An understanding of an organization’s sales process.
  • An understanding of the seller’s perspective (user experience).
  • The ability to demonstrate Dynamics 365 Customer Insights – Data and Customer Insights – Journeys capabilities.

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. You use your knowledge of customer experience capabilities in Dynamics 365 Sales and Microsoft Power Platform to inform the following design and implementation tasks:

  • Configure Dynamics 365 Sales standard and premium features.
  • Implement collaboration features.
  • Configure the security model.
  • Perform Dynamics 365 Sales customizations.
  • Extend Dynamics 365 Sales with Microsoft Power Platform.
  • Deploy the Dynamics 365 App for Outlook.

As a candidate, you need:

  • Experience configuring model-driven apps in Microsoft Power Apps.
  • An understanding of accounts, contacts, and activities.
  • An understanding of leads and opportunities.
  • An understanding of the components of model-driven apps, including forms, views, charts, and dashboards.
  • An understanding of model-driven app personal settings.
  • Experience working with Dataverse solutions.
  • An understanding of Dataverse, including tables, columns, and relationships.
  • Familiarity with Power Automate cloud flow concepts, such as connectors, triggers, and actions.
  • An understanding of the Dataverse security model and features, including business units, security roles, and row ownership and sharing.

Skills at a glance

Implement Dynamics 365 Sales (25–30%)

  • Configure core functionality of Dynamics 365 Sales
  • Set up the product catalog
  • Configure goals and forecasting
  • Configure and use Sales intelligence features
  • Configure sales engagement

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

  • Modify model-driven apps
  • Perform configuration and setup with native tools
  • Configure Dataverse table settings
  • Implement business logic
  • Customize the user experience

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

  • Manage Sales data and interactions in Outlook
  • Configure mailboxes and server-side sync

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

  • Manage security for Dynamics 365 Sales
  • Customize Dynamics 365 Sales

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

  • Create unified customer profiles and use the profiles in other apps
  • Create journeys by using real-time marketing

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

  • Manage Copilot for Sales in Dynamics 365 Sales
  • Implement collaboration features
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