• Course overview
  • Course details
  • Prerequisites

Course overview

About this course

This course equips participants with the skills to effectively configure model-driven applications within Dynamics 365. You will learn key topics such as app design, data management, and user interface customization. By the end of this course, you will be able to implement practical solutions that enhance customer engagement and improve user experience.

Audience profile

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.

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Course details

Module 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

Module 2: Create tables in Dataverse
• Table characteristics
• Table relationships
• Dataverse logic and security
• Dataverse auditing
• Dual-write vs. virtual tables

Module 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

Module 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

Module 5: Working with choices in Dataverse
• Define choice column
• Choice columns
• Standard choices column

Module 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

Module 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

Module 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

Module 9: Define and create business rules in Dataverse
• Define business rules - Introduction
• Define the components of a business rule
• Create a business rule

Module 10: Create and define calculation or rollup columns in Dataverse
• Create a rollup column
• Create a calculation column

Module 11: Customize the command bar
• Create or edit modern commands
• Work with classic commands
• Use Power Fx

Module 12: Common command bar scenarios
• Scenario - Duplicate a row
• Scenario - Use multiple data sources
• Scenario - Use data source and record information
• Scenario - Notify and confirm

Module 13: Advanced command bar concepts
• Command bar application lifecycle management
• Understand AutoSave
• Using JavaScript for commands
• Command scope

Module 14: Visualize data with Dataverse views
• Create and edit views in Power Apps maker portal
• Filter and sort data for Dataverse views

Module 15: Use Power Query to load data in Dataverse
• Import static data by using Power Query
• Import dynamic data by using Power Query

Module 16: Use Microsoft Word and Excel templates with Dataverse
• Create a dynamic Word template
• Create a dynamic Excel template

Module 17: Export data from Dataverse and use Microsoft Excel to edit records
• Export data to Excel
• Edit and update data in Excel

Module 18: Use Azure and external tools to manipulate data
• Use Dataverse community tools for data manipulation
• Review Power BI integration with Dataverse

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Prerequisites


  • Familiarity with Microsoft Power Apps and basic data modeling principles.
  • Familiarity with the Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights.

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