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Microsoft

Build your data model with Microsoft Dataverse

Microsoft via Microsoft Learn

Overview

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  • Explore secure data management with Dataverse, learning how to create tables and import data into a cloud-based storage system.

    This module explains how to:

    • Create tables with Dataverse
    • Import data into a Dataverse database
    • Create table relationships in Dataverse
    • Apply business rules and security roles to Dataverse tables
    • Configure Dataverse auditing
  • Learn how to create and manage table columns in Dataverse.

    This module explains:

    • What a column is in Dataverse.
    • The types of columns that are available in Dataverse.
    • How to add a column to a table.
    • How to create and configure Prompt columns using AI-generated content.
    • What a primary name column is in Dataverse.
    • How to identify restrictions that are associated with columns.
    • How to create an auto-numbering column.
    • How to create an alternate key.
  • Learn how you can set permissions to limit access to an environment, or limit which users can view, edit, or delete data in an environment within Dataverse.

    In this module, you will:

    • Learn about security roles and apply them to users in an environment.
    • Learn how to add users to an environment.
    • Understand security concepts in Dataverse.
    • Identify default security roles.
    • Create a custom role.
    • Create a custom security role and assign it to entities and users.
    • Learn how to configure Dataverse teams for security.
    • Learn how to configure Dataverse group teams for security.

Syllabus

  • Create tables in Dataverse
    • Introduction to Microsoft Dataverse
    • Table characteristics
    • Dual-write vs. virtual tables
    • Exercise - Create a Microsoft Dataverse table
    • Exercise - Import data into your Microsoft Dataverse database
    • Table relationships
    • Exercise - Create table relationships
    • Dataverse logic and security
    • Exercise - Create a custom table and import data
    • Dataverse auditing
    • Check your knowledge
    • Summary
  • Create and manage columns within a table in Dataverse
    • Define columns in Microsoft Dataverse
    • Column types in Microsoft Dataverse
    • Add a column to a table
    • Work with Prompt columns and row summaries
    • Primary column
    • Restrictions that apply to columns in a table
    • Create an auto numbering column
    • Create an alternate key
    • Exercises
    • Check your knowledge
    • Summary
  • Get started with security roles in Dataverse
    • Introduction to environment roles
    • Understand environment roles
    • Adding or disabling an environment user
    • Understand user security roles and security role defaults
    • Exercise - Create a custom role
    • Check the roles that a user belongs to
    • Configure Dataverse teams for security
    • Configure Dataverse group teams for security
    • Check your knowledge
    • Summary

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