Configure Dynamics 365 customer experience model-driven apps

Outline

• 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
  • 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
  • Overview of the different data sources
  • Work with action data
  • Power Automate is a companion to Power Apps
  • Check your knowledge
• 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
  • Create or edit modern commands
  • Work with classic commands
  • Use Power Fx
  • Exercise - Customize the command bar
  • Check your knowledge
• Common command bar scenarios
  • 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
  • Command bar application lifecycle management
  • Understand AutoSave
  • Using JavaScript for commands
  • Command scope
  • Exercise - Use custom pages with commands
  • Check your knowledge
• Visualize data with Dataverse views
  • 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
  • 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
  • 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
  • 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
  • Use Dataverse community tools for data manipulation
  • Review Power BI integration with Dataverse
  • Check your knowledge

Create tables in Dataverse

• Table characteristics
• Table relationships
• Dataverse logic and security
• Dataverse auditing
• Dual-write vs. virtual tables

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

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

Working with choices in Dataverse

• Define choice column
• Choice columns
• Standard choices column

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

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

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

Define and create business rules in Dataverse

• Define business rules - Introduction
• Define the components of a business rule
• Create a business rule

Create and define calculation or rollup columns in Dataverse

• Create a rollup column
• Create a calculation column

Customize the command bar

• Create or edit modern commands
• Work with classic commands
• Use Power Fx

Common command bar scenarios

• Scenario - Duplicate a row
• Scenario - Use multiple data sources
• Scenario - Use data source and record information
• Scenario - Notify and confirm

Advanced command bar concepts

• Command bar application lifecycle management
• Understand AutoSave
• Using JavaScript for commands
• Command scope

Visualize data with Dataverse views

• Create and edit views in Power Apps maker portal
• Filter and sort data for Dataverse views

Use Power Query to load data in Dataverse

• Import static data by using Power Query
• Import dynamic data by using Power Query

Use Microsoft Word and Excel templates with Dataverse

• Create a dynamic Word template
• Create a dynamic Excel template

Export data from Dataverse and use Microsoft Excel to edit records

• Export data to Excel
• Edit and update data in Excel

Use Azure and external tools to manipulate data

• Use Dataverse community tools for data manipulation
• Review Power BI integration with Dataverse