Configure Dynamics 365 customer experience model-driven apps

After completing this course, students will be able to:

• Create tables with Dataverse
• Import data into a Dataverse database

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.

Get 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

Create 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

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

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

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

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

Connect 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

Create 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

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

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

Customize 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

Common 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

Advanced 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

Visualize, 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

Use 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

Use 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

Export 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

Use 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