MB-280T01 Configure Dynamics 365 customer experience model-driven apps

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.

• Dataverse Fundamentals

  • Create and manage environments.

  • Define and customize tables (entities), columns, and relationships.

• User Experience Customization

  • Configure forms, views, and dashboards.

  • Implement business rules and processes to streamline user interaction.

• Security and Access

  • Set up security roles, field security, and permissions to govern access.

• Automation and AI

  • Integrate with Power Automate for workflows and process automation.

  • Apply AI features to surface insights and enhance decision-making.

• Data Analysis and Visualization

  • Build dashboards, charts, and reports.

  • Use data modeling and analytics tools to visualize customer information.

• Integration

  • Connect model-driven apps with other Dynamics 365 modules, Microsoft 365 services, and external tools such as Power Query.

• Testing and Troubleshooting

  • Test app functionality, validate configurations, and troubleshoot issues.

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.

This course has no formal prerequisites. However, participants will benefit from:

• Familiarity with Microsoft Power Apps and Dataverse, including tables, columns, and relationships.

• Understanding of model-driven app components such as forms, views, dashboards, and charts.

• Basic knowledge of Power Automate cloud flows and the Dataverse security model.

• Awareness of Dynamics 365 Sales concepts (accounts, leads, opportunities) and customer experience processes.