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

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

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

The MB-280T01: Configure Dynamics 365 customer experience model-driven apps is the foundational course in the MB-280: Microsoft Dynamics 365 Customer Experience Analyst certification track and focuses on building the core skills required to design, configure, and extend model-driven apps using Microsoft Dataverse and Power Apps. As a Dynamics 365 Customer Experience Analyst, you play a critical role in shaping how sales and customer experience teams interact with business data. This course equips you with the practical knowledge needed to configure the underlying data model, define relationships and business rules, and design intuitive, scalable user experiences that support and accelerate sales processes. By the end of this course, learners will be able to:


  • Configure Microsoft Dataverse tables, columns, and environments for Dynamics 365 CX apps.
  • Design relationships, business rules, calculations, and rollups to support sales and CX processes.
  • Build and customize model‑driven apps with optimized forms, views, dashboards, and command bars.
  • Manage, visualize, import, and export Dataverse data for enterprise-ready solutions.
  • Establish a strong foundation for completing the remaining MB-280 courses and certification exam.
Important: MB-280 is a composite certification exam. Learners must complete four separate courses - MB-280T01, MB-280T02, MB-280T03, and MB-280T04 to fully cover the overall scope of the MB-280: Microsoft Dynamics 365 Customer Experience Analyst exam.

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Who should attend MB-280T01 course ?

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For Professionals

This course is best suited for professionals who are responsible for configuring, customizing, or extending model‑driven apps in the Dynamics 365 customer experience ecosystem, including Dynamics 365 Functional Consultants, Customer Experience (CX) Analysts, CRM / Power Platform Functional Consultants, Business Analysts working with Dynamics 365 Sales or Customer Insights, IT professionals configuring Dataverse‑based applications, Professionals preparing for the MB-280 certification path

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For Businesses

Organizations should nominate employees for MB-280T01 training if they are responsible for building the foundation of Dynamics 365 Sales or Customer Experience solutions, such as Functional consultants configuring CRM data models and user experiences, Teams responsible for Dynamics 365 Sales or Customer Insights implementations, Analysts supporting sales operations through model-driven apps, Power Platform teams extending Dynamics 365 using low-code tools.

Prerequisites for the "MB-280T01: Configure Dynamics 365 customer experience model-driven apps" Certification Course

Before attending this course, students should have familiarity of business applications and the desire to customize and implement them for your business.


Key Features of Flexmind MB-280T01: Configure Dynamics 365 customer experience model-driven apps Training

This training is delivered by Flexmind through flexible online and offline formats and is designed to align with the most current certification exam requirements. The key features of this training are as follows:

1 Day · 8 Hour
Microsoft Certified Trainer
Official Courseware
Cloud Lab

Course Duration

The course has a total duration of 8 hours and is completed over 1 day

Instructor-Led Training

Delivered by a senior Microsoft Certified Trainer with real-world, enterprise-scale experience in Dynamics 365 customer experience implementations.

Microsoft Official Courseware

Delivered by Flexmind using official Microsoft courseware, this program blends study material, hands-on labs, and applied workshops with instructor-led guidance throughout.

Cloud Lab

Learners will receive access to a cloud-based lab environment to perform hands-on exercises.

Course Completion Certificate


Course completion includes certification, formally validating the skills gained and reinforcing professional credibility.

Course Outline

Module 1: Create a powerful customer experience with Dynamics 365 apps

  • Understanding Dynamics 365 customer engagement apps
  • Overview of Sales and Customer Insights apps
  • Navigating Dynamics 365 customer engagement apps
  • Out-of-the-box reporting with views, charts, and dashboards
  • Power BI integration with Dynamics 365
  • Integration with Microsoft Teams and Outlook
  • Excel integration and data analysis
  • Application lifecycle management (ALM) for model-driven apps

Module 2: Design an integrated solution with the Power Platform and ERP apps

  • Overview of Microsoft Power Platform components
  • Model-driven applications and Dataverse fundamentals
  • ERP concepts and Dynamics 365 Finance & Operations apps
  • Integrating Dynamics 365 CE apps with ERP solutions
  • Designing cross-platform customer experience solutions

Module 3: Work with Copilot in the Dynamics 365 customer engagement apps

  • Copilot capabilities in Dynamics 365 customer engagement apps
  • Copilot in model-driven apps for search and summaries
  • Copilot features in Dynamics 365 Sales
  • Copilot in Customer Service and Field Service
  • Copilot in Customer Insights – Journeys
  • Introduction to agents and AI-powered automation

Module 4: Work with environments

  • Power Platform environments overview
  • Creating and managing environments
  • Creating Microsoft Dataverse databases
  • Managing users, roles, and security
  • Monitoring and administering Dataverse environments
  • Lab – Set up a Power Platform trial environment

Module 5: Introduction to Microsoft Dataverse

  • Microsoft Dataverse overview and architecture
  • Dataverse security, logic, and integration capabilities
  • Benefits of using Dataverse as a data platform
  • Defining data models using tables, columns, and relationships

Module 6: Create and manage tables in Microsoft Dataverse

  • Understanding standard and custom tables
  • Table characteristics and metadata
  • Table relationships and data modeling
  • Business rules, workflows, and validation logic
  • Choosing between standard tables and custom tables
  • Lab – Create and manage Dataverse tables

Module 7: Create and manage columns within a table in Microsoft Dataverse

  • Creating and configuring Dataverse columns
  • Column data types and formats
  • Choice, lookup, and date/time columns
  • Formula columns using Power Fx
  • Auto-numbering and advanced column options

Module 8: Work with solutions

  • Understanding solutions in Power Platform
  • Creating and managing solutions
  • Adding and managing solution components
  • Using solutions for application lifecycle management (ALM)

Module 9: Create a relationship between tables in Microsoft Dataverse

  • Understanding Dataverse table relationships
  • One-to-many (1:N) relationship concepts
  • Customer and mapping relationship types
  • Many-to-many (N:N) relationships and intersect tables
  • Connections for non‑hierarchical relationships
  • Relationship behaviors and data integrity

Module 10: Define and create business rules in Microsoft Dataverse

  • Purpose and benefits of business rules
  • Creating business rules without code
  • Business rules in model-driven apps
  • Business rule components and scope
  • Using the business rule designer
  • Business rules vs JavaScript usage guidance

Module 11: Create and define calculation or rollup

  • Simple, calculated, and rollup column concepts
  • Calculated column use cases and limitations
  • Rollup columns and aggregation scenarios
  • Supported data types for calculations and rollups
  • Formula columns using Power Fx
  • Lab – Create calculated and rollup columns

Module 12: Visualize data with Dataverse views

  • Understanding Dataverse table views
  • Personal, system, and public views
  • Creating and editing views
  • Using the view designer for sorting, filtering, and layout
  • Visualizing view data using Copilot
  • Natural language search in views
  • Lab 4.1 – Create a view

Module 13: Configure forms for model-driven apps

  • Model-driven form designer fundamentals
  • Form layout: tabs, sections, headers, and footers
  • Form component and custom controls
  • Main, Quick View, Quick Create, and Card forms
  • Managing multiple forms and form access
  • Specialized form components and UX considerations
  • Lab 4.2 – Configure a form

Module 14: Configure charts and dashboards for model-driven apps

  • Charts, dashboards, and embedded Power BI components
  • Chart behavior and supported chart types
  • Public vs personal charts
  • Dashboard components and layouts
  • Interactive dashboards with streams and tiles
  • Public vs personal dashboards
  • Lab 4.3 – Configure a dashboard

Module 15: Configure and customize a model-driven app

  • Model-driven app fundamentals and design principles
  • App, sitemap, forms, views, and dashboards
  • Logic components: business rules, flows, and process flows
  • UI and UX planning for model-driven apps
  • Building and composing a model-driven app
  • Lab 4.4 – Create a model-driven app

Module 16: Customize the command bar in a model-driven app

  • Command bar concepts and user actions
  • Command bar locations in model-driven apps
  • Using the command bar designer
  • Creating and editing custom commands
  • Using Power Fx for command logic
  • Common command bar customization scenarios

Module 17: Use Power Query to load data into Dataverse

  • Importing data into Dataverse using the Maker portal
  • Using the import data wizard with Excel and CSV files
  • Mapping columns and handling required fields
  • Exporting Dataverse data to Excel and CSV
  • Importing data using Power Query and dataflows
  • Scheduling and managing dataflow refresh frequency

Module 18: Use Microsoft Word and Excel templates with Dataverse

  • Using Dataverse data in Word and Excel documents
  • Creating Word templates from settings, records, and views
  • Building dynamic Word templates with related data
  • Formatting and uploading Word templates for reuse
  • Creating Excel templates for analysis and reporting
  • Customizing Excel templates with formulas, charts, and pivots

Class Schedule

Instructor‑Led Training

  • 8 Hours of Instructor‑Led Training
  • One‑to‑one doubt‑resolution sessions
  • Microsoft Official Lab Access

Learning Objectives

After completing the MB-280T01: Configure Dynamics 365 customer experience model-driven apps course, learners will be able to:

  • Design and configure robust model-driven apps by leveraging Microsoft Dataverse tables, relationships, business rules, and calculated or rollup columns to support real‑world customer experience scenarios.
  • Customize user experiences in Dynamics 365 apps by configuring views, forms, charts, dashboards, and command bars to optimize productivity for different business roles.
  • Implement automation and validation logic using business rules, Power Automate, and process flows to ensure data consistency and enforce business processes across model-driven apps.
  • Manage data effectively within Dataverse by importing, exporting, and transforming data using Power Query, dataflows, and built-in integration capabilities.
  • Extend Dynamics 365 solutions beyond the app interface by creating and using Word and Excel templates to generate dynamic documents and reports directly from Dataverse data.

About MB-280 Certification Exam

To help you understand the assessment better, here are a few important details about the exam.


Exam Name MB-280: Microsoft Dynamics 365 Customer Experience Analyst
Who should Apply Administrator
Duration of Exam 100 Minutes
Fees Rs. 4,865 (India), $165 USD (United States)
Level of Difficulty Intermediate
Type of Credential Microsoft Certification
Languages English, Japanese, Chinese (Simplified), German, French, Spanish, Portuguese (Brazil), Arabic (Saudi Arabia)
Exam Retake Exam retake allowed after 24 hours
Quality Check during Assessment The online exam is proctored

The table below represents the weightage of each study area in the exam. Areas with higher percentages are expected to have more questions.

Study Area Percentage
Implement Dynamics 365 Sales 30-35%
Configure and customize Dataverse and model-driven apps 35-40%
Demonstrate Dynamics 365 Customer Insights capabilities 10-15%
Extend and enhance Dynamics 365 Sales capabilities 10-15%

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FAQ's About MB-280T01: Configure Dynamics 365 customer experience model-driven apps Course

MB‑280T01 is the first course in the MB‑280 certification series and focuses on configuring model‑driven apps using Microsoft Dataverse. The course covers creating and managing tables, relationships, business rules, calculated and rollup columns, views, forms, dashboards, command bars, and data integration to support Dynamics 365 customer experience applications such as Dynamics 365 Sales and Dynamics 365 Customer Insights.

No. The MB‑280 exam requires completion of four different courses to fully cover the exam scope. MB‑280T01 focuses on Dataverse and model‑driven app configuration only. To prepare comprehensively for the MB‑280 exam, learners should complete all four courses:

MB‑280T01 – Configure Dynamics 365 customer experience model‑driven apps
MB‑280T02 – Empower sellers with Dynamics 365 Sales
MB‑280T03 – Design and deliver powerful customer experiences with Dynamics 365 Customer Insights
MB‑280T04 – Configure a Dynamics 365 customer experience solution.

This course is ideal for Dynamics 365 functional consultants, business analysts, IT professionals, and CRM administrators who want to configure and customize model‑driven apps using Microsoft Dataverse. It is also suitable for professionals working with Dynamics 365 Sales or Customer Insights who want to strengthen their foundation in Dataverse and Power Platform customization.

By completing MB‑280T01, learners gain hands‑on skills in configuring Dataverse environments, creating tables and relationships, implementing business rules, designing views and forms, building dashboards, customizing command bars, importing and exporting data, and using Word and Excel templates with Dataverse data.

Learners should have a basic understanding of Microsoft Power Apps and fundamental data modeling concepts. Familiarity with Dynamics 365 customer experience apps such as Dynamics 365 Sales or Customer Insights is recommended but not mandatory.

MB‑280T01 is a 1‑day instructor‑led training course, designed to deliver focused, hands‑on learning aligned with Microsoft’s official curriculum.

The MB‑280T01 course is delivered by a Microsoft Certified Trainer (MCT), ensuring the training aligns with Microsoft‑authorized content, best practices, and real‑world implementation experience.

Yes. The course includes hands‑on lab exercises that allow learners to practice creating Dataverse tables and columns, configuring relationships and business rules, building views and dashboards, importing data, and customizing model‑driven apps in a guided environment.

Yes. MB‑280T01 focuses on practical configuration tasks commonly performed in enterprise Dynamics 365 implementations, including data modeling, UI customization, automation, and reporting using Dataverse and model‑driven apps.

MB‑280T01 covers a significant portion of the MB‑280 exam skills related to Dataverse and model‑driven apps, but it should be combined with MB‑280T02, MB‑280T03, and MB‑280T04 for complete exam readiness.

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