Configure Dynamics 365 customer experience model-driven apps (MB-280)

Course Objectives
• Learn how to create and manage environments in Microsoft Dataverse.
• Create, manage, and customize tables and columns within Dataverse.
• Understand relationships and build connections between tables in Dataverse.
• Define and implement business rules and calculations in Dataverse.
• Customize Power Apps command bars for improved user interaction.
• Visualize and export data using Dataverse views and Excel templates.
• Use Power Query to load and manipulate data in Dataverse.
• Integrate Dataverse data with external tools like Azure Synapse Link and Power BI.

Target Audience
• Dynamics Functional Consultant
• Business Managers

Prerequisites Required:
• Familiarity with Microsoft Power Apps and basic data modeling principles is required.
• Knowledge of Dynamics 365 Sales and Dynamics 365 Customer Insights is essential.
Recommended:
• MB-910T00: Microsoft Dynamics 365 Fundamentals (CRM)

Course Outline

1) Get started using Dataverse
• Create and manage environments in Dataverse
• 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 in Dataverse
• Create tables with Dataverse
• Import data into a Dataverse database
• Manage tables in Dataverse
• 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
• Create and manage columns within a table in Dataverse
• 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
• Working with choices in Dataverse
• Learn about choices
• Explore the standard choices
• Create a new choice or modify an existing one
• Load/export data and create data views in Dataverse
• 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
• Connect to other data in a Power Apps canvas app
• Understand and use action-based connectors
• Integrate user information and user-profile information into a canvas app
• Use Power Automate with Power Apps

2) Create relationships business rules calculations and rollups in Dataverse
• Create a relationship between tables in Dataverse
• 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 and create business rules in Dataverse
• Define business rules in Dataverse
• Create and manage business rules in Dataverse
• Create and define calculation or rollup columns in Dataverse
• Define a rollup column
• Create a rollup column
• Identify a calculation column
• Create a calculation column
• Define a formula column

3) Customize the command bar in Power Apps
• Customize the command bar
• Create or edit modern commands
• Work with classic commands
• Use Power Fx
• Customize commands
• Common command bar scenarios
• 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
• Advanced command bar concepts
• 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

4) Visualize import and export Microsoft Dataverse data
• Visualize data with Dataverse views
• Discover the different types of Dataverse views
• Learn how to create and edit views
• Work with filters and sorting criteria
• Use Power Query to load data in Dataverse
• 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
• Use Microsoft Word and Excel templates with Dataverse
• Learn how to use Word templates with Dataverse data
• Learn how to use Excel templates with Dataverse data
• Learn how to use Word templates with Dataverse data.
• Learn how to use Excel templates with Dataverse data.
• Export data from Dataverse and use Microsoft Excel to edit records
• 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
• Use Azure and external tools to manipulate 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