Este curso está diseñado para profesionales de TI o marketing que quieran aprender a aprovechar las aplicaciones basadas en modelos, Dynamics 365 Sales, Dynamics 365 Customer Insights y Microsoft 365 Copilot for Sales para sus organizaciones. Los alumnos deben estar familiarizados con Microsoft Power Apps y los principios básicos de modelado de datos. Los alumnos deben estar familiarizados con el conjunto de experiencia del cliente de Dynamics 365, incluidos Dynamics 365 Sales y Dynamics 365 Customer Insights.
1. Get started with the Dynamics 365 customer experience suite of products
Lessons
- Create a powerful customer experience with Dynamics 365 apps
- Design an integrated solution with the Power Platform and ERP apps
- Work with Copilot in the Dynamics 365 customer engagement apps
After completing this module, you will be able to:
- Describe how Dynamics 365 customer engagement apps can be used in an organization
- Identify the customer experience suite of Dynamics 365 products and their key feature sets
- Envision a solution that uses both Dynamics 365 customer engagement and ERP apps to solve a business problem
2. Get started using Microsoft Dataverse
Lessons
- Work with environments
- Introduction to Microsoft Dataverse
- Create and manage tables in Microsoft Dataverse
- Create and manage columns within a table in Microsoft Dataverse
- Work with solutions
- Lab 0: Set up a Power Platform trial
- Lab 1.1: Create and manage tables and columns
After completing this module, you will be able to:
- Understand model-driven applications, the base of all Dynamics 365 first-party applications
- Identify key components of the Dataverse, including tables, columns, and relationships
- Create environments and solutions
3. Create relationships, business rules, calculations, and rollups in Microsoft Dataverse
Lessons
- Create a relationship between tables in Microsoft Dataverse
- Define and create business rules in Microsoft Dataverse
- Create and define calculation or rollup
- Lab 2.1: Create calculated and rollup columns
After completing this module, you will be able to:
- Create relationships between tables in Dataverse
- Understand logic like business rules and how to configure them
- Understand when to use calculation and rollup columns and how to configure them
4. Configure forms, charts, and dashboards in model-driven apps
Lessons
- Visualize data with Dataverse views
- Configure forms for model-driven apps
- Configure charts and dashboards for model-driven apps
- Configure and customize a model-driven app
- Customize the command bar in model-driven apps
- Lab 4.1: Create a view
- Lab 4.2: Configure a form
- Lab 4.3: Configure a dashboard
- Lab 4.4: Create a model driven app
After completing this module, you will be able to:
- Identify common ways to configure a model-driven app to meet an organization’s business needs
- Identify the different types of forms available in model-driven apps and how to use them
- Visualize customer engagement data with charts and dashboards
5. Import and export Microsoft Dataverse data
Lessons
- Use Power Query to load data in Dataverse
- Use Microsoft Word and Excel templates with Dataverse
After completing this module, you will be able to:
- Import Dataverse data into a model-driven app
- Export data from your customer relationship management app and use it in other apps
- Create your own Word and Excel templates to interact with Dataverse data outside of a model-driven app
Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate
Como analista de experiencia del cliente de Microsoft Dynamics 365, usted es responsable de configurar, personalizar y ampliar la funcionalidad de Dynamics 365 Sales para crear soluciones comerciales que respalden, automaticen y aceleren el proceso de ventas de la empresa.
Nivel: Intermedio
Rol: Business AnalystFunctional Consultant
Producto: Dynamics, Dynamics 365, Customer Engagement apps
Asunto: Business applications
