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Microsoft

Create relationships, business rules, calculations, and rollups in Dataverse

Microsoft via Microsoft Learn

Overview

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  • Module 1: 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.
  • In this module, you will learn:

    • Why you should segment data that is used by your solutions into many tables.
    • Why you need to relate one table to another.
    • How to build relationships between tables.
    • How to select the proper relationship type when you are building solutions with Dataverse.
  • Module 2: 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.
  • In this module, you'll learn how to:

    • Define business rules in Dataverse.
    • Create and manage business rules in Dataverse.
  • Module 3: 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.
  • In this module, you will learn how to:

    • Define a rollup column.
    • Create a rollup column.
    • Identify a calculation column.
    • Create a calculation column.

Syllabus

  • Module 1: Create a relationship 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
    • Check your knowledge
    • Summary
  • Module 2: Define and create business rules in Dataverse
    • Define business rules - Introduction
    • Define the components of a business rule
    • Create a business rule
    • Exercise - Create a business rule
    • Check your knowledge
    • Summary
  • Module 3: Create and define calculation or rollup columns in Dataverse
    • Introduction to rollup fields
    • Create a rollup column
    • Introduction to calculation fields
    • Create a calculation field
    • Exercise - Create a rollup field
    • Exercise - Create a calculation field
    • Check your knowledge
    • Summary

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