Setting up Dynamics 365 Customer Experience model-driven apps

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

With model-driven apps, organizations can customize their user experiences with little to no code and create powerful apps that empower their users and increase productivity. This course is designed to help students learn the skills necessary to configure Dynamics 365 customer experience model-driven apps, including Dynamics 365 Sales and Dynamics 365 Customer Insights. In this course, students will learn to create tables and columns, work with Microsoft Dataverse, and configure the user experience within a model-driven app.

Level: Intermediate - Product: Power Apps - Role: Business Analyst, Business User, Functional Consultant

Dynamics 365 Sales - Dynamics 365 Customer Experience Certification - Dataverse and Power Apps - Dynamics 365 Sales Automation - Microsoft Copilot for Sales - Customer Experience Personalization - Dynamics 365 Customer Insights - Customer Experience Analyst - Dynamics 365 for Marketing and Sales

Course aimed at 

This course is designed for IT or marketing professionals who want to learn how to leverage model-driven apps, 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.

Elements of the MB-280T01 collection

• Introduction to using Dataverse
• Create relationships, business rules, calculations, and consolidations in Dataverse
• Customize the command bar in Power Apps
• Visualize, import, and export data from Microsoft Dataverse

Configuring Dynamics 365 Customer Experience Model-Driven Apps

1. Introduction to the Dynamics 365 Customer Experience Product Set

Lessons

• Building an Effective Customer Experience with Dynamics 365 Apps
  
• Designing an Integrated Solution with Power Platform and ERP Applications
  
• Working with Copilot in Dynamics 365 Customer Engagement Apps
  

Upon completing this module, you will be able to:

• Describe how Dynamics 365 customer engagement apps can be used in an organization
  
• Identify the Dynamics 365 customer experience product set and its key feature sets
  
• Conceive a solution that uses both Dynamics 365 customer engagement and ERP apps to solve a business problem
  

2. Getting Started with Microsoft Dataverse

Lessons

• Working with environments
  
• Introduction to Microsoft Dataverse
  
• Creating and managing tables in Microsoft Dataverse
  
• Creating and managing columns in a Microsoft Dataverse table
  
• Working with solutions
  
• Lab 0: Setting up a Power Platform trial version
  
• Lab 1.1: Creating and managing tables and columns
  

Upon completing this module, you will be able to:

• Understand model-driven apps, the foundation of all proprietary Dynamics 365 applications
  
• Identify the key components of Dataverse, including tables, columns, and relationships
  
• Create environments and solutions
  

3. Creating relationships, business rules, calculations, and consolidations in Microsoft Dataverse

Lessons

• Creating a relationship between tables in Microsoft Dataverse
  
• Defining and creating business rules in Microsoft Dataverse
  
• Creating and defining calculations or rollups
  
• Lab 2.1: Creating calculated and rollup columns
  

Upon completing this module, you will be able to:

• Create relationships between tables in Dataverse
  
• Understand logic such as business rules and how to configure them
  
• Understand when to use calculated and rollup columns and how to configure them
  

4. Configuring forms, charts, and dashboards in model-driven apps

Lessons

• Visualizing data with Dataverse views
  
• Configuring forms for model-driven apps
  
• Configuring charts and dashboards for model-driven apps
  
• Configuring and customizing a model-driven app
  
• Customizing the command bar in model-driven apps
  
• Lab 4.1 Create a view
  
• Lab 4.2: Create a form
  
• Lab 4.3: Create a dashboard
  
• Lab 4.4: Create a model driven app
  

Upon 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. Importing and exporting data from Microsoft Dataverse

Lessons

• Using Power Query to load data into Dataverse
  
• Using Microsoft Word and Excel templates with Dataverse
  

Upon completing this module, you will be able to:

• Import data from Dataverse into a model-driven app
  
• Export data from the customer relationship management application and use it in other applications
  
• Create your own Word and Excel templates to interact with Dataverse data outside of a model-driven app
  

Prerequisites

It is recommended to be familiar with the basic features of Dynamics 365 Sales and Dynamics 365 Customer Insights, and know how to configure them.

Language

• Course: English / Spanish
• Labs: English / Spanish

Level: Intermediate
Role: Business AnalystFunctional Consultant
Product: Dynamics, Dynamics 365, Customer Engagement apps
Subject: Business applications