Microsoft Dynamics 365 Customer Experience Analyst : Configure model-driven apps
Model-driven apps in Microsoft Power Apps are data-centric applications built on top of Microsoft Dataverse that provide a powerful way to rapidly design and deliver business solutions. Unlike canvas apps, where the focus is on pixel-perfect design, model-driven apps are defined by the underlying data model, relationships, and business processes. They automatically generate responsive, accessible user interfaces that adapt across devices, reducing development effort while maintaining consistency. With features like forms, views, dashboards, business rules, and workflows, model-driven apps are ideal for complex, enterprise-grade scenarios such as customer service, sales, and operations, ensuring users can interact with data in a structured and efficient way.
- A Power Apps or Dynamics 365 license with access to Dataverse.
- Permissions to create apps and customize tables.
- An environment with Dataverse enabled.
1. Sign in to Power Apps Maker Portal → [https://make.powerapps.com](https://make.powerapps.com).2. Select Apps → + New app → Model-driven app.3. Give the app a Name, Unique name, and Description.4. Choose a Solution (recommended: create apps inside a solution for ALM).5. Select Modern app designer (new experience) or Classic app designer.
- Add Areas (like Sales, Service).
- Add Groups (logical categories).
- Add Subareas (links to specific tables, dashboards, or web resources).
- Forms → Layouts for data entry (e.g., Main form, Quick Create form).
- Views → How data is displayed in grids (e.g., Active Cases, My Contacts).
- Charts & Dashboards → Visualize KPIs and data insights.
- Business Rules → Apply logic (e.g., make a field mandatory if another field is filled).
- Workflows / Power Automate → Automate tasks (e.g., send email when a case is created).
- Business Process Flows (BPFs) → Guide users through multi-stage processes (e.g., Lead to Opportunity).
- Security Roles → Control who can access tables, fields, and records.
- Assign Security Roles to the app so only authorized users can access it.
- Configure table-level security (Create, Read, Write, Delete, Append, Share).
- Optionally apply field-level security for sensitive data.
1. Save and Publish the app.2. Open it in a browser → validate navigation, forms, and data access.3. Test with users under different roles.4. Deploy to end users through Power Apps, Dynamics 365, or by sharing via URL.
- Always build model-driven apps inside a Solution for better ALM and portability.
- Keep sitemap navigation simple — don’t overload with too many tables.
- Use different forms for different roles (e.g., Salesperson vs. Manager).
- Regularly review views and dashboards to ensure they match business needs.
- Leverage Dataverse Search and Advanced Find for better usability.
- Tables: Cases, Contacts, Accounts, Knowledge Articles.
- Sitemap: Cases → Active Cases, Resolved Cases.
- Forms: Case Main Form with fields like Case Title, Customer, Priority.
- BPF: Case Resolution Process.
- Dashboard: Open Cases by Priority.
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