Dynamics 365 Customer Engagements App Extensibility — Lesson 1: Dynamics 365 CE, Dataverse, and App Foundations

Learning Objectives

• Explain Dynamics 365 CE architecture, terminology, apps, solutions, and environments
• Model Dataverse tables, columns, relationships, choices, and business data
• Create model-driven and canvas applications aligned to business requirements

Guided Demonstration

1. Review the requirement, environment, dependencies, roles, risks, and expected result.
2. Demonstrate the relevant configuration, development, analysis, or support workflow.
3. Capture settings, outputs, logs, screenshots, code, or test evidence.
4. Compare the observed result with the acceptance criteria and identify gaps.

Hands-On Activity

Design a Dataverse model and app structure for a customer-engagement scenario.

• Document assumptions and the planned sequence before making changes.
• Complete the activity and preserve evidence of normal and exception behavior.
• Record issues, corrective actions, and reusable operational or development notes.

Troubleshooting Focus

• Separate symptoms from causes and collect evidence before applying a fix.
• Check configuration, permissions, data, dependencies, capacity, connectivity, and recent changes.
• Validate rollback, recovery, support ownership, and user or business impact.

Validation Checklist

• The requirement and expected result are clear.
• The selected configuration, design, query, code, or process is documented.
• Normal, boundary, failure, security, and operational conditions are reviewed.
• The result is supported by evidence and the next improvement is prioritized.

Lesson Outcome

Learners can explain and apply Dynamics 365 CE, Dataverse, and App Foundations in a realistic scenario and support the result with documented evidence.