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.
Course Outline
Lesson 1: 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
- Summary
Lesson 2: Create tables in Dataverse
- 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
- Summary
Lesson 3: Manage 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
- Summary
Lesson 4: Create 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
- Summary
Lesson 5: Working 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
- Summary
Lesson 6: Load/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
- Summary
Lesson 7: Connect to other data in a Power Apps canvas app
- Overview of the different data sources
- Work with action data
- Power Automate is a companion to Power Apps
- Check your knowledge
- Summary
Lesson 8: 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-tomany relationship
- Check your knowledge
- Summary
Lesson 9: Define 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
- Summary
Lesson 10: Create 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
- Summary
Lesson 11: Customize the command bar
- Introduction
- Create or edit modern commands
- Work with classic commands
- Use Power Fx
- Exercise – Customize the command bar
- Check your knowledge
- Summary
Lesson 12: Common command bar scenarios
- 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
- Summary
Lesson 13: Advanced command bar concepts
- Introduction
- Command bar application lifecycle management
- Understand AutoSave
- Using JavaScript for commands
- Command scope
- Exercise – Use custom pages with commands
- Check your knowledge
- Summary
Lesson 14: Visualize data with Dataverse views
- 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
- Summary
Lesson 15: Use Power Query to load data in Dataverse
- 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
- Summary
Lesson 16: Use Microsoft Word and Excel templates with Dataverse
- 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
- Summary
Lesson 17: Export data from Dataverse and use Microsoft Excel to edit records
- 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
- Summary
Lesson 18: Use Azure and external tools to manipulate data
- Introduction
- Use Dataverse community tools for data manipulation
- Review Power BI integration with Dataverse
- Check your knowledge
- Summary
