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MB-280T01: Configure Dynamics 365 customer experience model-driven apps
This intermediate-level, 1-day training module focuses on empowering learners to configure model-driven applications within the Dynamics 365 customer experience suite, encompassing solutions such as Dynamics 365 Sales and Dynamics 365 Customer Insights. The aim is to help organizations create powerful, custom user experiences with minimal coding by leveraging Microsoft Dataverse and visual design tools.
1.00 Day (8 hours)
Intermediate Level
Choose your learning method
Overview Course Detail Target Audience Prerequisites Course Outline FAQs

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.

What's in it for you?

Key Objectives and Skills Covered

Participants will gain hands-on experience in the following areas:

  • Creating and managing tables and columns within Microsoft Dataverse.
  • Working with Dataverse environments—setup, user roles, and management.
  • Configuring the user experience in model-driven apps, including views, relationships, business rules, and automation logic.

Who should enroll?

This course is designed for IT or marketing professionals, including Functional Consultants or Business Analysts, who seek to harness Dynamics 365 model-driven applications and complement them with sales insights and AI-powered tools. Prior familiarity with Microsoft Power Apps, basic data modeling, and the Dynamics 365 customer experience suite (Sales & Customer Insights) is recommended.

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

Course Outline
Get started with the Dynamics 365 customer experience suite of products
  • Create a powerful customer experience with Dynamics 365 apps
  • Design an integrated solution with the Power Platform and ERP apps
  • Work with Copilot in the Dynamics 365 customer engagement apps
Get started using Microsoft Dataverse
  • Work with environments
  • Introduction to Microsoft Dataverse
  • Create and manage tables in Microsoft Dataverse
  • Create and manage columns within a table in Microsoft Dataverse
  • Work with solutions
  • Lab 0: Set up a Power Platform trial
  • Lab 1.1: Create and manage tables and columns
Create relationships, business rules, calculations, and rollups in Microsoft Dataverse
  • Create a relationship between tables in Microsoft Dataverse
  • Define and create business rules in Microsoft Dataverse
  • Create and define calculation or rollup
  • Lab 2.1: Create calculated and rollup columns
Configure forms, charts, and dashboards in model-driven apps
  • Visualize data with Dataverse views
  • Configure forms for model-driven apps
  • Configure charts and dashboards for model-driven apps
  • Configure and customize a model-driven app
  • Customize the command bar in model-driven apps
  • Lab 4.2: Configure a form
  • Lab 4.3: Configure a dashboard
  • Lab 4.4: Create a model driven app
Import and export Microsoft Dataverse data
  • Use Power Query to load data in Dataverse
  • Use Microsoft Word and Excel templates with Dataverse
Course FAQs
Who should attend this course?

This course is designed for functional consultants, business analysts, IT professionals, and marketing specialists who work with Dynamics 365 customer experience apps and want to learn how to configure model-driven applications using Microsoft Dataverse.

Do I need any prerequisites before attending this course?

Yes, participants should have a basic understanding of Microsoft Power Platform concepts, data modeling, and Dynamics 365 customer experience apps (such as Sales or Customer Insights). Prior experience with Power Apps or Dataverse will be beneficial but not mandatory.

What skills will I gain after completing the course?

After completing MB-280T01, you will be able to:

  • Create and manage tables, columns, and relationships in Dataverse.
  • Configure and customize model-driven apps to improve user experiences.
  • Apply business rules, views, and forms to tailor customer solutions.
  • Work with environments, roles, and security in Dynamics 365.
How long is the course, and how is it delivered?

This is a 1-day, instructor-led course that can be delivered either virtually or in person through Microsoft Learning Partners. It includes guided demonstrations, hands-on labs, and practical configuration exercises.

Does this course help with certification?

Yes. MB-280T01 is part of the Dynamics 365 Customer Experience Analyst Associate learning path. Along with the other three modules (MB-280T02, MB-280T03, MB-280T04), it prepares you for the Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate certification exam.

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