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

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

With model-driven apps, organizations can personalize user experiences with little to no code and create powerful applications that empower users and boost productivity. This course is designed to help learners acquire the skills needed to set up model-driven customer experience apps in Dynamics 365 , including Dynamics 365 Sales and Dynamics 365 Customer Insights . In this course, learners will learn how to create tables and columns, work with Microsoft Dataverse, and configure the user experience within a model-driven app.

This course is part of a series of four courses (MB-280T01-T04) that aligns with the MB-280 certification exam.

Online course with a free certification exam included. Don't miss this opportunity! The exam is valued at €126 + VAT and is included at no extra cost.

Promotion valid until December 31, 2025. One-opportunity exam available only in Virtual - E-learning format. Not applicable to Self-Learning format.

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 applications—Dynamics 365 Sales, Dynamics 365 Customer Insights, and Microsoft 365 Copilot for Sales—for their organizations. Participants should be familiar with Microsoft Power Apps and basic data modeling principles. They should also 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 the Dataverse
• Customize the command bar in Power Apps
• View, import, and export Microsoft Dataverse data

Course content MB-280T01 Configuring applications controlled by Dynamics 365 customer experience models

1. Introduction to the Dynamics 365 Customer Experience Product Suite

Lessons

• Creating an effective customer experience with Dynamics 365 applications
  
• Design of an integrated solution with Power Platform and ERP applications
  
• I work with Copilot on Dynamics 365 customer interaction applications
  

After completing this module, you will be able to:

• Describe how Dynamics 365 customer interaction applications can be used in an organization
  
• Identify the Dynamics 365 customer experience product suite and its key feature sets
  
• Design a solution that uses both Dynamics 365 customer interaction and ERP applications 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 trial version of Power Platform
  
• Lab 1.1: Creating and managing tables and columns
  

After completing this module, you will be able to:

• Understanding model-driven apps, the foundation of all proprietary Dynamics 365 apps
  
• Identify the key components of the Dataverse, including tables, columns, and relationships
  
• Creating 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
  
• Creation and definition of calculations or consolidated
  
• Lab 2.1: Creating calculated and consolidated columns
  

After completing this module, you will be able to:

• Create relationships between tables in Dataverse
  
• Understanding logic as business rules and how to configure them
  
• Understanding when to use calculation and consolidated columns and how to configure them
  

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

Lessons

• Visualize data with Dataverse views
  
• Configure forms for model-based applications
  
• Configure charts and dashboards for model-based applications
  
• Configure and customize a model-based application
  
• Customize the command bar in model-based applications
  
• 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
  

After completing this module, you will be able to:

• Identify common ways to configure a model-based application to meet an organization's business needs
  
• Identify the different types of forms available in model-driven applications and how to use them
  
• Visualize customer engagement data with charts and dashboards
  

5. Importing and exporting data from Microsoft Dataverse

Lessons

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

After completing this module, you will be able to:

• Importing Dataverse data into a model-driven application
  
• 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 application
  

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

Related Microsoft Certification: Dynamics 365 Customer Experience Analyst Associate

Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate

As a Microsoft Dynamics 365 Customer Experience Analyst, you are responsible for configuring, customizing, and extending the functionality of Dynamics 365 Sales to create business solutions that support, automate, and accelerate the company's sales process.

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