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Microsoft

Get started using Dataverse

Microsoft via Microsoft Learn

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Overview

  • Module 1: Introduction to Dataverse

    • In this module, you will:

    • Discover Microsoft Dataverse
    • Learn about the Common Data Model
    • Identify tables, columns, and relationships
    • Learn about environments
    • Discover business rules
  • Module 2: 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 will 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.
  • Module 3: 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.

    • In this module, you will:

    • Create tables with Dataverse
    • Import data into a Dataverse database
  • Module 4: 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 will learn about:

    • tables in Dataverse.
    • Types of tables that are available in Dataverse.
    • Creating a custom table.
    • Enabling attachments within an table.
    • Which licensing requirements to apply to use each type of table.
  • Module 5: Learn how to create and manage table columns in Dataverse.

    • In this module, you will:

    • Learn what a column is in Dataverse.
    • Learn about the types of columns that are available in Dataverse.
    • Add a column to an table.
    • Learn what a primary name column is in Dataverse.
    • Identify restrictions that are associated with columns.
    • Create an auto-numbering column.
    • Create an alternate key.
  • Module 6: Do you want to create standardized choice lists that you can use across all of your Power Apps? This module will show 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.
  • Module 7: 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 and Azure integration

Syllabus

  • Module 1: Introduction to Dataverse
    • Introduction
    • Overview of Dataverse
    • Identify tables and columns in Dataverse
    • Understand relationships
    • Environments in Dataverse
    • Business rules
    • Administer
    • Knowledge check
    • Summary and resources
  • Module 2: Create and manage environments in Dataverse
    • Environments in Microsoft Dataverse
    • 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
    • Check your knowledge
    • Summary
  • Module 3: Create tables in Dataverse
    • Introduction to Microsoft Dataverse
    • Table characteristics
    • Dual-write vs. virtual tables
    • Exercise - Create a Microsoft Dataverse table
    • Exercise - Create a table and import data into your Microsoft Dataverse database
    • Exercise - Create a custom table and import data
    • Check your knowledge
    • Summary
  • Module 4: 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
    • Lab - Create a new custom table and enable attachments
    • Check your knowledge
    • Summary
  • Module 5: 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
    • Create a primary name column
    • Restrictions that apply to columns in a table
    • Create an auto numbering column
    • Create an alternate key
    • Exercises
    • Check your knowledge
    • Summary
  • Module 6: Working with choices in Dataverse
    • Define choice column
    • Standard choices column
    • Lab - Create a new choice or modify an existing choice
    • Check your knowledge
    • Summary
  • Module 7: Load/export data and create data views in Dataverse
    • View data in 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
    • Generate a new dataflow from an Excel Template
    • Dataflow and Azure integration
    • Check your knowledge
    • Summary

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