MB-280T01 Configure Dynamics 365 customer experience model-driven apps

Price
$695.00 USD

Duration
1 Day

 

Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

With model-driven apps, organizations can customize their user experiences with little to no code and create powerful applications that empower their users and increase productivity. This course is designed to help students learn the skills necessary to configure the Dynamics 365 customer experience model-driven apps, which include Dynamics 365 Sales and Dynamics 365 Customer Insights. In this course, students will learn how to create tables and columns, work with Microsoft Dataverse, and configure the user experience inside a model-driven application. This course is part of a four-course series (MB-280T01-T04) aligning to the MB-280 certification exam.

Who Should Attend?

This course is designed for IT or marketing professionals who want to learn how to leverage model-driven applications, Dynamics 365 Sales, Dynamics 365 Customer Insights, and Microsoft 365 Copilot for Sales for their organizations. Students should be familiar with Microsoft Power Apps and basic data modeling principles. Students should be familiar with the Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights.
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  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
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Course Prerequisites

There are no prerequisites for this course.

Agenda

1 - Create and manage environments in Dataverse

  • Environments in Microsoft Dataverse
  • Developer environments
  • Create and manage an environment
  • Create an instance of a Microsoft Dataverse database
  • Add users and roles within an environment
  • Manage settings in an environment
  • Environment operations

2 - Create tables in Dataverse

  • Table characteristics
  • Table relationships
  • Dataverse logic and security
  • Dataverse auditing
  • Dual-write vs. virtual tables

3 - Manage tables in Dataverse

  • Identify tables and table types in Dataverse
  • Create a custom table
  • Enable attachments within a table
  • Licensing requirements for each table type

4 - Create and manage columns within a table in Dataverse

  • Define columns in Microsoft Dataverse
  • Column types in Microsoft Dataverse
  • Add a column to a table
  • Primary column
  • Restrictions that apply to columns in a table
  • Create an auto numbering column
  • Create an alternate key

5 - Working with choices in Dataverse

  • Define choice column
  • Choice columns
  • Standard choices column

6 - Load/export data and create data views in Dataverse

  • View data in a table
  • Create or edit views of data in a table
  • Dataverse data import options
  • Load data into a table
  • Dataverse data export options
  • Export
  • Add, update, or delete data in a table by using Excel
  • Import data using Power Query

7 - Connect to other data in a Power Apps canvas app

  • Overview of the different data sources
  • Work with action data
  • Power Automate is a companion to Power Apps

8 - Create a relationship between tables in Dataverse

  • Relate one or more tables - Introduction
  • Relationship types that are available in Microsoft Dataverse
  • Create a one-to-many relationship between tables
  • Create a many-to-many relationship between tables
  • Edit or delete relationships

9 - Define and create business rules in Dataverse

  • Define business rules - Introduction
  • Define the components of a business rule
  • Create a business rule

10 - Create and define calculation or rollup columns in Dataverse

  • Create a rollup column
  • Create a calculation column

11 - Customize the command bar

  • Create or edit modern commands
  • Work with classic commands
  • Use Power Fx

12 - Common command bar scenarios

  • Scenario - Duplicate a row
  • Scenario - Use multiple data sources
  • Scenario - Use data source and record information
  • Scenario - Notify and confirm

13 - Advanced command bar concepts

  • Command bar application lifecycle management
  • Understand AutoSave
  • Using JavaScript for commands
  • Command scope

14 - Visualize data with Dataverse views

  • Create and edit views in Power Apps maker portal
  • Filter and sort data for Dataverse views

15 - Use Power Query to load data in Dataverse

  • Import static data by using Power Query
  • Import dynamic data by using Power Query

16 - Use Microsoft Word and Excel templates with Dataverse

  • Create a dynamic Word template
  • Create a dynamic Excel template

17 - Export data from Dataverse and use Microsoft Excel to edit records

  • Export data to Excel
  • Edit and update data in Excel

18 - Use Azure and external tools to manipulate data

  • Use Dataverse community tools for data manipulation
  • Review Power BI integration with Dataverse
 

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