Power Apps - Model-driven Apps Fundamentals
This course provides students with an introduction to Model-driven Apps by building a foundational understanding of the key features in the Power Apps Maker Portal.
Description
This course provides students with an introduction to Model Driven Apps in the Power Apps Maker Portal by building a foundational understanding of the Power Apps fundamentals. This includes the skills needed to operate many of Power Apps’ key features such as managing solutions, entities, fields, forms and creating custom model-driven apps and process flows.
Students will learn important app creation skills including how to proficiently work in Microsoft Power Apps, to create custom Model driven apps, process flows and data visualisations.
Audience profile
This course has been designed to apply to end users of Microsoft Power Apps Maker Portal.
It is recommended that attendees of this course have an existing working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft Dynamics 365.
At course completion
After completing this course, students will be able to:
- Configure Dynamics and Power apps settings to fit the users’ custom environment.
- Create, manage and import custom entities.
- Create Model Driven Apps.
- Create and map custom Fields.
- Add fields to forms.
- Visualize data via custom dashboards and charts.
- Apply your model driven app to custom views, charts and dashboards.
- Create, test and apply custom Workflows.
- Manage solutions.
Course Outline
Module 1: Introduction
This module provides an introduction to the lab environment, lab settings and an orientation of the Power Apps Maker Portal and Power Platform Admin Center.
Lessons
- Set up a trial of Microsoft Dynamics 365
- Explore the Power Apps Maker Portal
- Explore the Power Platform Admin Center
- Install Sample Data
Lab 1: Set up your Lab Environment
Module 2: Managing Dynamics 365 Settings
In this module, the user will learn how to configure Dynamics 365 settings to suit their needs, including the management of security roles, region configuration and the management of auditing settings.
Lessons
- Configure Regional Formatting Settings
- Enable Auditing
- Enable Auditing for the Account Entity
- Disable Auditing on the address1_city Field
- Create new Users in Microsoft 365
- Add Users to an Environment and assign Security Roles
- Create new Business Units
- Copy a Security Role and Configure Access Levels
- Assign Users to Security Roles
Lab 1: Configure Environment Settings
Lab 2: Configure Audit Settings
Lab 3: Configure Users, Business Units, Security Roles and Access Levels
Module 3: Using solutions and Entities to Create Model-driven Apps.
In this module, the user will learn to create model-driven apps by importing entities to a user-made solution.
Lessons
- Creating a new Solution
- Creating Custom Entities
- Add existing System Entities to your Solution
- Configure permissions for Custom Entities
- Create a Model-driven App
- Using the Site Map Designer
Lab 1: Create a Solution
Lab 2: Creating and Managing Entities
Lab 3: Model-driven Apps
Module 4: Custom Fields
This module will teach the user to create and manage fields and employ them into forms and other business applications.
Lessons
- Creating Fields
- Create a Global Option Set
- Creating a Calculated Field
- Adding Fields to Forms
- Testing the new Fields and Business Rule
- Enable a Field for Field Level Security
- Configure a Field Security Profile
- Testing the Field Security Profile
Lab 1: Creating and Managing Fields
Lab 2: Calculated Fields
Lab 3: Configuring Field Level Security
Module 5: Entity Relationships
This module offers the skills needed to understand and manage entity relationships and hierarchical relationships.
Lessons
- Create a 1 to Many Relationship
- Testing the 1 to Many Relationship between Event and Delegate Entities
- Create a Hierarchical Relationship
- Testing the Delegate Hierarchical Relationship
Lab 1: Entity Relationships
Lab 2: Hierarchical Relationships
Module 6: Forms
This module offers the skills needed to map fields and customize forms to be employed in numerous business applications.
Lessons
- Configure Field Mappings
- Testing Field Mappings
- Customizing the Event Entity Forms
- Customising the Delegate Entity Forms
- Testing Form Customizations
- Create a Quick Create Form
- Testing the Quick Create Form
- Embed a Quick View Form on a Main Form
- Testing the Delegate Quick View Form
Lab 1: Field Mappings
Lab 2: Customizing Forms
Module 7: Data Visualisation
This module offers the skills needed to configure and construct custom charts and dashboards with custom views. This module will also provide skills needed to construct Model-driven apps to further visualise and display business data.
Lessons
- Creating Custom Views
- Configure Charts
- Construct a Dashboard
- Use the App Designer to customize a Model-driven App
- Testing your Model-driven App with custom Views, Charts and Dashboards
Lab 1: Configuring Views
Lab 2: Configuring Charts and Dashboards
Lab 3: The App Designer
Module 8: Process Flows
In this module, the user will learn to construct, manage and deploy process flows to be utilized among numerous business applications.
Lessons
- Create a new Workflow
- Define when the Workflow starts
- Adding Steps to the Workflow
- Activate a Workflow
- Testing the Budget Warning Workflow
- Monitor and Diagnose Issues with Workflow
- Create a new Business Process Flow
- Add Stages and Steps to a Business Process Flow
- Configure Branching Logic in a Business Process Flow
- Configure Security for a Business Process Flow
- Testing the Delegate Event Registration Business Process Flow
- Navigate to the Power Automate Center
- Build a Flow using Actions and Formula
- Use My Flows to Test and Diagnose Issues
Lab 1: Create a Workflow
Lab 2: Create a Business Process Flow
Lab 3: Building Flows in Power Automate
Module 9: Managing solutions
This module will teach the user to import, export and manage functional Dynamics 365 solutions.
Lessons
- Export an Unmanaged Solution
- Import an Unmanaged Solution
- Export and Import Managed Solutions
- Import a Managed Solution
- Create a Solution Patch
- Clone a Solution
Lab 1: Solution Management
Prerequisites
No previous experience of Power Apps is needed to sit this course. This course applies to end users and provides a foundation for subsequent learning and courses.