Create and manage environments in Dataverse

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.

• 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

Create tables in Dataverse

Dataverse lets you securely store and manage data that's used by business applications. Standard and custom tables within Dataverse provide a secure and cloud-based storage option for your data.

• 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

Manage tables in Dataverse

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.

• 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

Create and manage columns within a table in Dataverse

Do you want to create new data columns or use existing standardized columns for your business solutions? This module shows you how to manage or create new 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

Work with choices in Dataverse

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.

• Define choice column
• Choice columns
• Standard choices column
• Exercise - Create a new choice or modify an existing choice

Load/export data and create data views in Dataverse

Dataverse lets you load data into or export tables from other tables by using Microsoft Excel. You can also create views to quickly review data that is stored within a table.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

Connect to other data in a Power Apps canvas app

Do you need to connect to data that isn't tabular? This module will help with that. It includes discussion of action-based connectors, Flow, and user data.

• Overview of the different data sources
• Work with action data
• Power Automate is a companion to Power Apps

Create a relationship between tables in Dataverse

Do you need to create relationships between tables? This module will show how and why you can separate data into tables and how to relate between tables to build complex and robust business solutions. It will also explain the different kinds of relationships that you can define between tables in Dataverse.

• Relate one or more tables - Introduction
• Relationship types that are available in Microsoft Dataverse
• Create a one-to-many relationship between tables
• Create a many-to-many relationship between tables
• Edit or delete relationships
• Exercise - Create two tables and relate them by using a one-to-many relationship

Define and create business rules in Dataverse

The ability to build business rules that ensure consistent business logic whatever app is accessing that data set is imperative to a successful business operation. This module will show you how you can build business rules that are triggered anytime they're used within Dataverse.

• Define business rules - Introduction
• Define the components of a business rule
• Create a business rule
• Exercise - Create a business rule

Create and define calculation or rollup columns in Dataverse

Do you want to use rollup or calculation columns? This module shows you how to build calculations or rollups that are defined and triggered within the data in Dataverse, regardless of the app that accesses that data set.

• Introduction to roll up columns
• Create a rollup column
• Introduction to calculated columns
• Create a calculation column
• Exercise - Create a rollup column
• Exercise - Create a calculated column
• Introduction to Power Fx formula columns

Customize the command bar

Learn to implement actions for customized commands on the command bar in Power Apps.

• Create or edit modern commands
• Work with classic commands
• Use Power Fx
• Exercise - Customize the command bar

Common command bar scenarios

This module explores some common scenarios for customizing the command bars in Power Apps model-driven apps. Using Power Fx logic, you implement custom commands that handle various use cases. By combining these techniques, you provide app users with command bar commands that implement their unique requirements.

• Scenario - Duplicate a row
• Scenario - Use multiple data sources
• Scenario - Use data source and record information
• Scenario - Notify and confirm
• Exercise - Launch an external site and navigate to views

Advanced command bar concepts

In Power Apps model-driven apps, command bars provide users with a set of commands they can select to run custom logic. In this module, we'll explore some advanced concepts and techniques you can use when customizing command bar commands.

• Command bar application lifecycle management
• Understand AutoSave
• Using JavaScript for commands
• Command scope
• Exercise - Use custom pages with commands

Visualize data with Dataverse views

The number of records and columns for many Dataverse tables can be overwhelming. To help Power Apps users be more efficient, you can create Dataverse views. You can access the sorting, filtering, and display properties of Dataverse views in Power Apps Studio. In this module, you explore how to take advantage of Dataverse views to visualize data by using only the required columns, records, and applicable sorting.

• Create and edit views in Power Apps maker portal
• Exercise - Add columns to a view
• Filter and sort data for Dataverse views
• Exercise - List your accounts

Use Power Query to load data in Dataverse

Synchronizing data from different sources to a Microsoft Dataverse table can seem overwhelming. To help Power Apps users with these processes, the users can create Dataverse dataflows. Dataflows use the Power Query interface that is accessible in Power Apps Studio to provide a guided approach. Also, in this module, you'll explore how Power Query can help load data into Dataverse tables.

• Import static data by using Power Query
• Exercise – Add new accounts from a text file
• Import dynamic data by using Power Query
• Exercise – Transfer an attendee list to a contact table

Use Microsoft Word and Excel templates with Dataverse

Explore how you can create data analysis and standardized documents by using Microsoft Dataverse data along with Microsoft Word and Excel templates.

• Create a dynamic Word template
• Exercise – Create a work order template
• Create a dynamic Excel template
• Exercise – Create a sales forecasting template

Export data from Dataverse and use Microsoft Excel to edit records

Explore how you can use Microsoft Excel files to export and edit Microsoft Dataverse table data.

• Export data to Excel
• Exercise - Create an editable Excel file for bulk validation
• Edit and update data in Excel
• Exercise - Edit account information in Excel and visualize updates in Dataverse

Use Azure and external tools to manipulate data

Explore how Azure and external tools can provide solutions to help you manipulate Microsoft Dataverse records.

• Use Dataverse community tools for data manipulation
• Review Power BI integration with Dataverse