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.
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:
- Describes 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 basis 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
As a Microsoft Dynamics 365 Customer Experience Analyst, you are responsible for configuring, customizing, and extending Dynamics 365 Sales functionality to create business solutions that support, automate, and accelerate your company's sales process.
Level: Intermediate
Role: Business AnalystFunctional Consultant
Product: Dynamics, Dynamics 365, Customer Engagement apps
Subject: Business applications
