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.
What you’ll learn
After completing this course, students will be able to:
- Create tables with Dataverse
- Import data into a Dataverse database
Requirements
- 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.
Target audiences
- 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.
Curriculum
- 1 Section
- 18 Lessons
- 1 Day
Expand all sectionsCollapse all sections
- Topics18
- 1.1Get started using Dataverse 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 Check your knowledge
- 1.2Create tables in Dataverse (This course provides hands-on experience for building custom apps!) Introduction to Microsoft Dataverse Table characteristics Exercise – Create a Microsoft Dataverse table Exercise – Import data into your Microsoft Dataverse database Table relationships Exercise – Create table relationships Dataverse logic and security Exercise – Create a custom table and import data Dataverse auditing Dual-write vs. virtual tables Check your knowledge
- 1.3Manage 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 Lab – Create a new custom table and enable attachments Check your knowledge
- 1.4Create 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 Exercises Check your knowledge
- 1.5Working with choices in Dataverse Define choice column Choice columns Standard choices column Lab – Create a new choice or modify an existing choice Check your knowledge
- 1.6Load/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 Check your knowledge
- 1.7Connect to other data in a Power Apps canvas app (This course provides hands-on experience for building custom apps!) Overview of the different data sources Work with action data Power Automate is a companion to Power Apps Check your knowledge
- 1.8Create relationships, business rules, calculations, and rollups in Dataverse 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 Exercise – Create two tables and relate them by using a one-to-many relationship Check your knowledge
- 1.9Define and create business rules in Dataverse Define business rules – Introduction Define the components of a business rule Create a business rule Exercise – Create a business rule Check your knowledge
- 1.10Create and define calculation or rollup columns in Dataverse Introduction to roll up columns Create a rollup column Introduction to calculated columns Create a calculation column Exercise – Create a rollup column Exercise – Create a calculated column Introduction to Power Fx formula columns Check your knowledge
- 1.11Customize the command bar in Power Apps Customize the command bar (This course provides hands-on experience for building custom apps!) Introduction Create or edit modern commands Work with classic commands Use Power Fx Exercise – Customize the command bar Check your knowledge
- 1.12Common command bar scenarios (This course provides hands-on experience for building custom apps!) Introduction Scenario – Duplicate a row Scenario – Use multiple data sources Scenario – Use data source and record information Scenario – Notify and confirm Exercise – Launch an external site and navigate to views Check your knowledge
- 1.13Advanced command bar concepts (This course provides hands-on experience for building custom apps!) Introduction Command bar application lifecycle management Understand AutoSave Using JavaScript for commands Command scope Exercise – Use custom pages with commands Check your knowledge
- 1.14Visualize, import, and export Microsoft Dataverse data Visualize data with Dataverse views (This course provides hands-on experience for building custom apps!) Introduction Create and edit views in Power Apps maker portal Exercise – Add columns to a view Filter and sort data for Dataverse views Exercise – List your accounts Check your knowledge
- 1.15Use Power Query to load data in Dataverse (This course provides hands-on experience for building custom apps!) Introduction Import static data by using Power Query Exercise – Add new accounts from a text file Import dynamic data by using Power Query Exercise – Transfer an attendee list to a contact table Check your knowledge
- 1.16Use Microsoft Word and Excel templates with Dataverse (This course provides hands-on experience for building custom apps!) Introduction Create a dynamic Word template Exercise – Create a work order template Create a dynamic Excel template Exercise – Create a sales forecasting template Check your knowledge
- 1.17Export data from Dataverse and use Microsoft Excel to edit records (This course provides hands-on experience for building custom apps!) Introduction Export data to Excel Exercise – Create an editable Excel file for bulk validation Edit and update data in Excel Exercise – Edit account information in Excel and visualize updates in Dataverse Check your knowledge
- 1.18Use Azure and external tools to manipulate data (This course provides hands-on experience for building custom apps!) Introduction Use Dataverse community tools for data manipulation Review Power BI integration with Dataverse Check your knowledge
Instructor
