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Microsoft

Get started using Dataverse

Microsoft via Microsoft Learn

Overview

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  • An environment is a space to store, manage, and share your organization's business data that is stored within an instance of a Dataverse database. You can set up one or many environments, depending on the needs of your organization. This module explores these environments and how you can use them with instances of Dataverse databases.

    In this module, you learn how to:

    • Identify the different environments that are in Dataverse.
    • Create and manage environments in Dataverse.
    • Create an instance of a database in Dataverse.
    • Add users and security roles within an environment in Dataverse.
    • Determine where to manage settings for an environment.
  • 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
  • Dataverse tables are similar to tables in a database. Every instance of a Dataverse database includes a base set of tables that provide structure for data that is commonly used by business applications.

    In this module, you'll learn about:

    • Tables in Dataverse.
    • Types of tables that are available in Dataverse.
    • Creating a custom table.
    • Enabling attachments within a table.
    • Which licensing requirements to apply to use each type of table.
  • 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.
    • 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.
  • Do you want to create standardized choice lists that you can use across all of your Power Apps? This module shows you how to create new or use standard choice lists called choices in Dataverse.

    In this module, you will:

    • Learn about choices.
    • Explore the standard choices.
    • Create a new choice or modify an existing one.
  • Learn how to view, load, and export data in Dataverse tables.

    In this module, you will:

    • View data within a table.
    • Create or edit views of data in a table.
    • Load data into a table.
    • Export data from a table.
    • Add, update, or delete data in a table by using Excel.
    • Import data using Power Query in Maker Portal
    • Generate a new dataflow from an Excel Template.
    • Learn about dataflows.
  • Learn how to connect to other data in Power Apps canvas app.

    In this module, you'll:

    • Understand and use action-based connectors.
    • Integrate user information and user-profile information into a canvas app.
    • Use Power Automate with Power Apps.

Syllabus

  • Create and manage environments in Dataverse
    • Environments in Microsoft Dataverse
    • Developer environments
    • Create and manage an environment
    • Create an instance of a Microsoft Dataverse database
    • Add users and roles within an environment
    • Manage settings in an environment
    • Environment operations
    • Check your knowledge
    • Summary
  • Create tables in Dataverse
    • Introduction to Microsoft Dataverse
    • Table characteristics
    • 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
    • Dual-write vs. virtual tables
    • Check your knowledge
    • Summary
  • Manage tables in Dataverse
    • Identify tables and table types in Dataverse
    • Create a custom table
    • Enable attachments within a table
    • Licensing requirements for each table type
    • Exercise - Create a new custom table and enable attachments
    • 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
    • Primary column
    • Restrictions that apply to columns in a table
    • Create an auto numbering column
    • Create an alternate key
    • Exercises
    • Check your knowledge
    • Summary
  • Work with choices in Dataverse
    • Define choice column
    • Choice columns
    • Standard choices column
    • Exercise - Create a new choice or modify an existing choice
    • Check your knowledge
    • Summary
  • Load/export data and create data views in Dataverse
    • View data in a table
    • Create or edit views of data in a table
    • Dataverse data import options
    • Load data into a table
    • Dataverse data export options
    • Export
    • Add, update, or delete data in a table by using Excel
    • Import data using Power Query
    • Check your knowledge
    • Summary
  • Connect to other data in a Power Apps canvas app
    • Overview of the different data sources
    • Work with action data
    • Power Automate is a companion to Power Apps
    • Module assessment
    • Summary

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