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.

• 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

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
• Exercises

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.

• 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

Get started with security concepts in Dataverse

This module provides a comprehensive introduction to essential security concepts in Microsoft Dataverse.

• Role-based security
• Business units
• Hierarchy security
• Table/record ownership
• Column-level security to control access
• Manage security across multiple environments

Get started with security roles in Dataverse

Do you want to use security roles to limit user permissions? This module will show you 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.

• 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

Use administration options for Dataverse

Do you need to use administration options that are available for Dataverse? This module will show you how you can use solutions within Dataverse and administer environments.

• Introduction to Microsoft Power Platform Admin Center portal
• Use Microsoft Power Platform Admin Center portal
• Tenant storage capacity
• Advanced Customization options in Power Apps Portal
• Dataverse Search
• Auditing
• Duplicate detection
• Bulk delete
• Long term data retention

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

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

Configure forms, charts, and dashboards in model-driven apps

In this module, you'll learn about forms, grids, views, charts, and dashboards that can be used in model-driven apps.

• Forms overview
• Form elements
• Configure multiple forms
• Use specialized form components
• Configure views overview
• Configure grids
• Create and edit views
• Configure charts overview
• Dashboards overview
• Use interactive streams and tiles

Use specialized components in a model-driven form

A model-driven app is a powerful app development tool within Microsoft Power Platform. Model-driven apps can build enterprise applications that run on user desktops or mobile devices. A form is an important component of a model-driven app. Forms function as an interface between the user and data that's stored in Microsoft Dataverse. Forms consist of controls, data, and business logic. Apart from regular controls, specialized controls are available to help you complete typical business requirements.

• Create business process flows
• Exercise - Create a business process flow
• Embed a canvas app in a model-driven form
• Add a timeline in a model-driven form
• Create a report in a model-driven form

Solution Architect series: Evaluate Power Platform analytics and AI

A solution architect for Microsoft Power Platform evaluates the needs for reporting and then identifies the best approach. This module examines the available reporting and analytics options for Power Platform.

• Power Platform reporting capabilities
• Power BI overview
• Data requirements
• Power BI and Power Platform
• Dataflows
• AI

Deploy and refine your app like a pro

Your app has been tested and is ready to go. Now, it's time to deploy and share it with your users. After apps have been deployed, it's common for them to evolve and improve over time. As people begin using the app, you can expect them to request new features, fixes, or that you accommodate a business process that has changed.

• Publish the app
• Share the app
• Use QR codes
• Exercise - Embed your app into other Microsoft applications
• Collect feedback and analyze telemetry

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

Get started with Power Apps canvas apps

This module introduces the learner to Power Apps. It starts with an introduction video briefly describing the "why" (case for Power Apps) and the "what" for what users can do with Power Apps. The units then take users through the "how" instilling in them the confidence that they can use Power Apps to interact with their data.

• Introduction to Power Apps
• Start Power Apps
• Exercise - Create your first app in Power Apps
• Power Apps data sources
• Exercise - Create an app from Excel using Copilot
• Use Power Apps with Power Automate and Power BI
• Designing a Power Apps app

Customize a canvas app in Power Apps

In this module, we'll show learners how to customize their app, a necessary skill for taking advantage of the capabilities of Power Apps. This unit builds upon the app produced in the first unit.

• Improve your app by making basic customizations
• Explore controls and screens in canvas apps
• Exercise - Introduction to formulas in canvas apps
• Exercise - Create basic screen navigation for a canvas app

How to build the User Interface in a canvas app in Power Apps

In this module, learners will learn how to build UI for their app including theming, icons, images, personalization, form factors, and controls. In their learning path, thus far, learners have used basic controls with little to no customization. This unit shows how to make an app more personal and help it fit branding or personal requirements.

• Use themes to quickly change the appearance of your app
• Brand a control
• Icons
• Images
• Personalization
• Build for phones or tablets
• Exercise - Create and adjust UI for a new canvas app

Navigation in a canvas app in Power Apps

This module takes learners beyond basic navigation by introducing screen transitions and using controls other than buttons for navigation. It also introduces the concept of the documentation screen.

• Understanding navigation
• The Navigate and Back functions
• More ways to use the Navigate function
• Exercise - App navigation practice

Manage apps in Power Apps

Manage app versions, app sharing, and environments in Power Apps.

• Exercise - Manage app versions in Power Apps
• Exercise - Share apps in Power Apps
• Exercise - Understand environments in Power Apps
• Review of managing Power Apps

Build a mobile-optimized app from Power Apps

Microsoft Power Apps is a powerful platform for building applications that can run on a user's desktop or mobile device. Depending on the requirements of the application, the canvas app from Power Apps might be used on mobile devices exclusively. In those instances, the canvas app must be mobile-optimized to provide the best user experience possible, which you can achieve through various design factors that will be covered in this module.

• Learn about mobile-optimized apps
• Identify components to make a canvas app mobile-optimized
• Create a mobile-optimized app that uses responsive designs
• Identify performance considerations for a mobile-optimized canvas app

Navigation in a canvas app in Power Apps

This module takes learners beyond basic navigation by introducing screen transitions and using controls other than buttons for navigation. It also introduces the concept of the documentation screen.

• Understanding navigation
• The Navigate and Back functions
• More ways to use the Navigate function
• Exercise - App navigation practice

How to build the User Interface in a canvas app in Power Apps

In this module, learners will learn how to build UI for their app including theming, icons, images, personalization, form factors, and controls. In their learning path, thus far, learners have used basic controls with little to no customization. This unit shows how to make an app more personal and help it fit branding or personal requirements.

• Use themes to quickly change the appearance of your app
• Brand a control
• Icons
• Images
• Personalization
• Build for phones or tablets
• Exercise - Create and adjust UI for a new canvas app

Use and understand Controls in a canvas app in Power Apps

Controls help create a better experience for the user and collect the appropriate data. This module helps you understand and use Controls.

• Introduction to controls
• Core properties of controls
• Entering and displaying data with text controls
• Additional controls for enhancing your app's usability
• Media
• Modern controls
• Work with component libraries
• Exercise - Create a canvas app with unique controls
• Exercise - Upload file to SharePoint document library

Document and test your Power Apps application

In this module, you'll learn best practices around testing and documenting your Power Apps application.

• Create test plans
• User interface testing
• Performance optimization
• Diagnostics and analytics
• Documentation and the customer

Create formulas to change properties in a Power Apps canvas app

Want to enhance or customize your Power Apps canvas app? You can use easy-to-write formulas to make changes in your app that include changing the format or position of controls, do simple math calculations, or implement conditional formatting in your design.

• Formulas overview
• Use a formula to modify the format of controls
• Use formulas to perform calculations
• Use a control to modify the property of other controls
• Conditional formatting
• Functions for validating data

Create formulas to change behaviors in a Power Apps canvas app

Learn how to enhance and customize your Power Apps canvas app using basic formulas to make behavior changes to your app such as controlling the visibility or display mode of your controls and visuals.

• Formulas and functionality
• Understanding true and false
• Understanding control behaviors and actions
• Performing multiple actions in a formula
• Control the display mode through a formula
• Use controls and functions to create a dynamic formula

Author a basic formula that uses tables and records in a Power Apps canvas app

Do you want to use tables and records and filter data in your canvas app? This module will focus on the differences between a table and a record and how to utilize both within your Power Apps canvas app.

• Records and tables
• Using the Table function
• Store a table
• Filter your table
• Use the lookup function to return a record
• Additional table functions
• Exercise - Use collections and manipulate tables

Create formulas that use tables, records, and collections in a canvas app in Power Apps

Do you have need for complex formulas in your app? This module can help you write those formulas.

• Formulas that process multiple records
• Math operations on tables
• Combine and separate records
• The ForAll function
• Exercise- Using the ForAll function in a gallery

Use imperative development techniques for canvas apps in Power Apps

Imperative development techniques can help you achieve the goal for your app. You learn about different development methods and different variables in Power Apps.

• Imperative versus declarative development
• The three types of variables in Power Apps
• Global variables
• Contextual variables
• Collections
• Additional variable concepts
• Exercise - Using the variables and collections

Explore Power Pages design studio

Power Pages makers spend most of their time building sites in Power Pages design studio. It's important that makers have a full understanding of the capabilities and also the limitations of the design studio. This module will focus on understanding and using the design studio to create and customize sites. Power Pages design studio allows makers to add and configure pages, layout components, static content, custom CSS files, lists, and forms connected to Dataverse.

• Introduction to Power Pages design studio
• Work with pages
• Page components
• Site styling and templates
• Exercise - Edit pages

Explore Power Pages design studio data and security features

Power Pages makers spend most their time building sites in Power Pages design studio. It's important that makers understand design studio capabilities as well as its limitations. Power Pages design studio includes Data workspace to create and manage business data and Set up workspace to configure site security and behavior. This module will focus on using the design studio to build secure Dataverse data-driven pages.

• Introduction into Power Pages design studio data and security features
• Data workspace in Power Pages design studio
• Power Pages security features
• Exercise - secure Dataverse data access

Work with Power Pages metadata

Makers are required to understand the various Power Pages metadata components so they can set up the website for various unique requirements. This module uses the Portal Management app to set up various website features by editing the website metadata.

• Power Pages metadata
• Webpages
• Power Pages templates
• Exercise - Build side navigation

Explore Power Pages templates

Power Pages templates are pre-configured solutions that are available to help accelerate deployment. Site templates provide an environment that is immediately suitable for specific scenarios and audiences.

• Introduction to site templates in Power Pages
• Site design templates
• Scenario-based templates
• Dynamics 365 Power Pages site templates

Integrate Power Pages websites with Dataverse

The ability to find and interact with Dataverse data on a website is a central benefit of implementing a Power Pages website. Several methods are available for you to display Dataverse data. Learning and knowing about these different options can help you have successful portal implementations. This module focuses on the techniques that you can use to set up lists, forms, and multistep forms to build powerful web applications.

• Basic form configuration
• Multistep form processes
• Set up multistep forms
• Extend lists and forms
• Exercise - Extend forms with more actions

Work with Liquid template language in Power Pages

Liquid is an open-source template language that’s integrated natively into Power Pages. It acts as a bridge between Microsoft Dataverse and the HTML or text output that’s sent to the browser. You can use Liquid to add dynamic content to pages and to create various custom templates. Additionally, Liquid provides access only to the data and operations that the website explicitly allows.

• Liquid basics
• Access Dataverse data
• Data security and Liquid
• Exercise - Display a list of accounts

Set up Power Pages security

The concept of exposing Microsoft Dataverse on a public webpage is appealing for addressing numerous business requirements. However, careful consideration is necessary to avoid exposing private or sensitive data. This module focuses on helping you learn about and set up website security to protect static and dynamic content and limit visibility to specific audiences.

• Secure static content
• Table permissions
• Exercise - Apply table permissions

Access Dataverse in Power Pages websites

The ability to show and interact with Dataverse data on a website is a central benefit of implementing a Microsoft Power Pages website. This module focuses on the several techniques and methods for displaying and interacting with Dataverse data on Power Pages websites.

• Use lists to display multiple Dataverse records
• Use forms to interact with Dataverse data
• Exercise - Use the list and form components

Extend Power Pages websites

The world of business software applications embrace a movement toward building apps that use low-code/no-code methods. This movement is a pillar of Microsoft Power Platform, including Power Pages websites. However, many projects often include functionality or features that can only be addressed with advanced software development techniques. This module explains how you can extend website functionality by using software development and how to use application lifecycle management (ALM) techniques to deploy Power Pages websites.

• Power Pages website life cycle management
• Extend with scripts
• Advanced CSS
• Advanced client-side development
• Exercise - Add advanced client-side functionality

Power Pages administration

This module focuses on Microsoft Power Pages administration and using the Microsoft Power Platform admin center. Additionally, other actions and features are available for you to use to enhance website functionality.

• Power Pages administrative tools
• Power Pages life cycle
• Set up essential features of a Power Pages website

Integrate Power Pages with web-based technologies

Occasionally, you’ll need to integrate your portal to web-based technologies to extend the scope of your application. This module explains the process and options to integrate a Power Pages website with related technologies, such as SharePoint, Microsoft Power BI, model-driven charts, and others.

• Document management with SharePoint in Power Pages
• Integration with Power BI in Power Pages
• Model-driven charts in Power Pages

Authentication and user management in Power Pages

An external user might have several identities to choose from when registering and accessing a website. You can add website users in many ways, and several options are available to website users for validating their identities and maintaining their profiles. Microsoft Power Pages supports various authentication options and provides powerful user-management capabilities. Administrators can choose between using local authentication or delegating authentication to a trusted authentication provider. Power Pages supports multiple authentication providers and various industry standards.

• Power Pages authentication settings
• User registration in Power Pages
• Authentication management for Power Pages users
• Power Pages authentication providers
• Exercise - Use an invitation to register users

Power Pages maintenance and troubleshooting

When building a Microsoft Power Pages website, administrators should consider various techniques, best practices, and features. This module covers the various troubleshooting tools that are available and explains the importance of using the Site Checker tool.

• Power Pages website maintenance
• Power Pages website troubleshooting
• Exercise - Run the Portal Checker

Best practices for error handling in Power Automate flows

Getting notifications when your flow has failed because of an error is critical to maintaining business continuity. Also, the notification should provide the cause of the error to help you resolve it quickly. This module will focus on how you can use Configure run after, an option that is available for flow actions, to help isolate errors. It also overviews the built-in error reports.

• Configure run after option
• Power Automate analytics

Introduction to expressions in Power Automate

Get the most out of your data using functions to create expressions.

• Get started with expressions
• Notes make things easier
• Types of functions
• Write complex expressions
• Exercise - Creating a manual flow and using expressions

Use Dataverse triggers and actions in Power Automate

This module introduces the triggers and actions that you can use to build flows in Power Automate with Dataverse.

• Dataverse triggers
• Query data
• Create, update, delete, and relate actions
• Exercise - Create a cloud flow with a Dataverse connector

Extend Dataverse with Power Automate

With the Microsoft Dataverse connector, you can build Power Automate cloud flow automations that start on events within a Dataverse environment. In addition to the primary data operations, you can also work with files and images, perform custom actions, search data, and manage transactions on data operations.

• Work with files and images
• Perform operations
• Search data
• Changesets

Share a cloud flow with Power Automate

When you create a new Power Automate cloud flow, you're the only one who can view, edit, and run it. By sharing a cloud flow, you can allow other users within your organization to run or help edit your automation. In this module, you learn how and when to share cloud flows and which types to use.

• Share by using co-ownership
• Share by using the run-only option
• Use the Send a copy feature
• Exercise - Send a copy
• Solutions and sharing

Understanding Low Code as a Traditional Developer

Power Apps can be a powerful tool for citizen developers and traditional developers alike. Upon finishing this module, a traditional developer will have learned how Power Apps work, what the formula language is, and how to create an app using Power Apps.

• What is low code?
• Understand Power Fx
• Exercise - Create Your First Power Apps app as a Traditional Developer

Manage solutions in Power Apps and Power Automate

Microsoft Power Apps and Power Automate include such package features as apps from Microsoft Power Apps, site maps, flows, entities, customer connectors, and more. In this module, you'll learn how to manage solutions with Power Automate.

• Add and remove apps, flows, and entities in a solution
• Edit a solution-aware app, flow, and table
• Exercise - Import and export solutions
• Build and deploy a complex solution with flows, apps, and entities
• Automate solution management

Introduction to solutions for Microsoft Power Platform

Solutions for Microsoft Power Platform can help you transport an existing app and components from one environment to another. Additionally, solutions will help you apply a set of customizations to existing apps. This module will share solution basics and best practices.

• Solution layering
• Solution architecture tools and techniques
• Use version control for solutions

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.

• 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

Get started with model-driven apps in Power Apps

Model-driven app design is an approach that focuses on quickly adding components to your apps. These components include dashboards, forms, views, and charts. With little or no code, you can make apps that are simple or complex.

• Introducing model-driven apps
• Components of model-driven apps
• Design model-driven apps
• Exercise
• Exercise - Control security when sharing model-driven apps
• Incorporate business process flows
• Exercise - Create a model-driven app

Get started with Power Apps canvas apps

This module introduces the learner to Power Apps. It starts with an introduction video briefly describing the "why" (case for Power Apps) and the "what" for what users can do with Power Apps. The units then take users through the "how" instilling in them the confidence that they can use Power Apps to interact with their data.

• Start Power Apps
• Exercise - Create your first app in Power Apps
• Power Apps data sources
• Exercise - Create an app from Excel using Copilot
• Use Power Apps with Power Automate and Power BI
• Designing a Power Apps app

Get started with Power Automate

Power Automate is an online workflow service that automates actions across the most common apps and services.

• Introducing Power Automate
• Create your first flow
• Exercise - Create recurring flows
• Exercise - Monitor incoming emails
• Exercise - Share flows
• Troubleshoot flows

Challenge project - Build applications and automation solutions

Configure your own Microsoft Power Platform model-driven app, canvas app, and Power Automate cloud flow to support a scenario for a fictional company. You're provided with high-level specifications to complete this project.

• Prepare
• Exercise - Create Microsoft Dataverse tables, columns, and additional assets
• Exercise - Compose a model-driven app
• Exercise - Build a canvas app
• Exercise - Automate with a cloud flow