Dynamics 365 Customer Engagements App Extensibility — Lesson 2: Power Apps User Experience and Power Automate

Learning Objectives

• Customize forms, views, navigation, commands, validation, and model-driven experiences
• Build canvas app screens, formulas, controls, and connected workflows
• Automate approvals, notifications, data operations, and exception paths

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

Create an app-and-flow process that manages a customer service request.

• 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 Power Apps User Experience and Power Automate in a realistic scenario and support the result with documented evidence.