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<p>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.</p>
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What You'll Learn

  • Identify the different environments that are in Dataverse.
  • Create and manage environments in Dataverse.
  • Create an instance of a database in Dataverse.
  • Add users and security roles within an environment in Dataverse.
  • Determine where to manage settings for an environment.
  • Create tables with Dataverse
  • Import data into a Dataverse database
  • Tables in Dataverse.
  • Types of tables that are available in Dataverse.
  • Creating a custom table.
  • Enabling attachments within a table.
  • Which licensing requirements to apply to use each type of table.
  • What a column is in Dataverse.
  • The types of columns that are available in Dataverse.
  • How to add a column to a table.
  • What a primary name column is in Dataverse.
  • How to identify restrictions that are associated with columns.
  • How to create an auto-numbering column.
  • How to create an alternate key.
  • Learn about choices.
  • Explore the standard choices.
  • Create a new choice or modify an existing one.
  • View data within a table.
  • Create or edit views of data in a table.
  • Load data into a table.
  • Export data from a table.
  • Add, update, or delete data in a table by using Excel.
  • Import data using Power Query in Maker Portal
  • Generate a new dataflow from an Excel Template.
  • Learn about dataflows.
  • Understand and use action-based connectors.
  • Integrate user information and user-profile information into a canvas app.
  • Use Power Automate with Power Apps.
  • Why you should segment data that is used by your solutions into many tables.
  • Why you need to relate one table to another.
  • How to build relationships between tables.
  • How to select the proper relationship type when you're building solutions with Dataverse.
  • Define business rules in Dataverse.
  • Create and manage business rules in Dataverse.
  • Define a rollup column.
  • Create a rollup column.
  • Identify a calculation column.
  • Create a calculation column.
  • Define a formula column.
  • Create or edit modern commands
  • Work with classic commands
  • Use Power Fx
  • Customize commands
  • Implement a copy/clone of a data row from a command bar
  • Dynamically use table permissions and definitions from command bar logic
  • Improve the user experience using command bar commands using the Notify and Confirm functions
  • Navigate to internal and external app content from command bar commands
  • Understand how application life cycle management works when customizing command bars.
  • Discover how AutoSave works with commands and how to provide your users with the best experience.
  • Explore scenarios where using JavaScript to implement the command action would be beneficial and learn how to configure JavaScript for the command action.
  • Configure command scope to make your command bar command available broader than a single app.
  • Learn how to use Power Apps custom pages as dialog boxes launched from a command bar command.
  • Discover the different types of Dataverse views.
  • Learn how to create and edit views.
  • Work with filters and sorting criteria.
  • Understand the different data source categories available when using Power Query.
  • Know how to import data into a Dataverse table by using Power Query.
  • Understand the different refresh options available.
  • Learn how to use Word templates with Dataverse data.
  • Learn how to use Excel templates with Dataverse.
  • Learn how to export data from Dataverse into Excel files.
  • Discover the different exported file types.
  • Learn about the security concepts for the exported data.
  • Discover the features of Azure Synapse Link for Dataverse.
  • Learn how Dataverse community tools can help with data manipulation.
  • Discover how Power BI services and tools relate to Dataverse.

Who Should Attend

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. 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.

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Prerequisites

Please review the prerequisites listed for each module in the course content and click on the provided links for more information.

Learning Journey

Coming Soon...

1. Create and manage environments in Dataverse

An environment is a space to store, manage, and share your organization's business data that is stored within an instance of a Dataverse database. You can set up one or many environments, depending on the needs of your organization. This module explores these environments and how you can use them with instances of Dataverse databases.

Click here to know more

2. Create tables in Dataverse

Dataverse lets you securely store and manage data that's used by business applications. Standard and custom tables within Dataverse provide a secure and cloud-based storage option for your data.

Click here to know more

3. Create and manage columns within a table in Dataverse

Do you want to create new data columns or use existing standardized columns for your business solutions? This module shows you how to manage or create new columns within a table in Dataverse.

Click here to know more

4. Working with choices in Dataverse

Do you want to create standardized choice lists that you can use across all of your Power Apps? This module will show you how to create new or use standard choice lists called choices in Dataverse.

Click here to know more

5. Load/export data and create data views in Dataverse

Dataverse lets you load data into or export tables from other tables by using Microsoft Excel. You can also create views to quickly review data that is stored within a table.

Click here to know more

6. Connect to other data in a Power Apps canvas app

Do you need to connect to data that isn't tabular? This module will help with that. It includes discussion of action-based connectors, Flow, and user data.

Click here to know more

7. Create a relationship between tables in Dataverse

Do you need to create relationships between tables? This module will show how and why you can separate data into tables and how to relate between tables to build complex and robust business solutions. It will also explain the different kinds of relationships that you can define between tables in Dataverse.

Click here to know more

8. Define and create business rules in Dataverse

The ability to build business rules that ensure consistent business logic whatever app is accessing that data set is imperative to a successful business operation. This module will show you how you can build business rules that are triggered anytime they're used within Dataverse.

Click here to know more

9. Create and define calculation or rollup columns in Dataverse

Do you want to use rollup or calculation columns? This module shows you how to build calculations or rollups that are defined and triggered within the data in Dataverse, regardless of the app that accesses that data set.

Click here to know more

10. Customize the command bar

Learn to implement actions for customized commands on the command bar in Power Apps.

Click here to know more

11. Common command bar scenarios

This module explores some common scenarios for customizing the command bars in Power Apps model-driven apps. Using Power Fx logic, you implement custom commands that handle various use cases. By combining these techniques, you provide app users with command bar commands that implement their unique requirements.

Click here to know more

12. Advanced command bar concepts

In Power Apps model-driven apps, command bars provide users with a set of commands they can select to run custom logic. In this module, we'll explore some advanced concepts and techniques you can use when customizing command bar commands.

Click here to know more

13. Visualize data with Dataverse views

The number of records and columns for many Dataverse tables can be overwhelming. To help Power Apps users be more efficient, you can create Dataverse views. You can access the sorting, filtering, and display properties of Dataverse views in Power Apps Studio. In this module, you explore how to take advantage of Dataverse views to visualize data by using only the required columns, records, and applicable sorting.

Click here to know more

14. Use Power Query to load data in Dataverse

Synchronizing data from different sources to a Microsoft Dataverse table can seem overwhelming. To help Power Apps users with these processes, the users can create Dataverse dataflows. Dataflows use the Power Query interface that is accessible in Power Apps Studio to provide a guided approach. Also, in this module, you'll explore how Power Query can help load data into Dataverse tables.

Click here to know more

15. Use Microsoft Word and Excel templates with Dataverse

Explore how you can create data analysis and standardized documents by using Microsoft Dataverse data along with Microsoft Word and Excel templates.

Click here to know more

16. Export data from Dataverse and use Microsoft Excel to edit records

Explore how you can use Microsoft Excel files to export and edit Microsoft Dataverse table data.

Click here to know more

17. Use Azure and external tools to manipulate data

Explore how Azure and external tools can provide solutions to help you manipulate Microsoft Dataverse records.

Click here to know more

Frequently Asked Questions (FAQs)

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    These certifications are globally recognized and highly sought after by employers, as they signify your proficiency in using Microsoft products and services to drive innovation and solve business challenges.

    Microsoft-certified professionals are in high demand, opening doors to new career opportunities and higher earning potential.

  • What to expect for the examination?

    Microsoft certification exams are designed to assess your knowledge and skills in specific Microsoft technologies and solutions.

    Exams typically consist of multiple-choice, multiple-select, and case study questions, and some may include lab simulations to evaluate your practical skills.

    Note: Certification requirements and policies may be updated by Microsoft from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.

  • How long is Microsoft certification valid for?

    Most Microsoft role-based and specialty certifications are valid for one year from the date of passing the exam.

    To maintain your certification, you will need to renew it annually by passing a free online assessment on Microsoft Learn.

    However, Microsoft Applied Skills credentials and Fundamentals certifications do not expire.

    Note: Certification requirements and policies may be updated by Microsoft from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.

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Course Curriculum

Course Curriculum

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Exam & Certification

Exam & Certification

FAQs

Frequently Asked Questions

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