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Microsoft

Visualize, import, and export Microsoft Dataverse data

Microsoft via Microsoft Learn

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Overview

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  • Module 1: Learn how to use Dataverse views to visualize data.

    In this module, you'll:

    • Discover the different types of Dataverse views.
    • Learn how to create and edit views.
    • Work with filters and sorting criteria.
  • Module 2: Learn how to use Power Query to load data in Dataverse.

    In this module, you will:

    • Understand the different data source categories available when using Power Query.
    • Know how to import data into a Dataverse table by using Power Query.
    • Understand the different refresh options available.
  • Module 3: Explore how you can create data analysis and standardized documents by using Microsoft Dataverse data along with Microsoft Word and Excel templates.

    In this module, you'll:

    • Learn how to use Word templates with Dataverse data. 
    • Learn how to use Excel templates with Dataverse data. 
  • Module 4: Learn how to export data from Dataverse and use Microsoft Excel to edit records.

    In this module, you'll:

    • Learn how to export data from Dataverse into Excel files.
    • Discover the different exported file types.
    • Learn about the security concepts for the exported data.
  • Module 5: Learn how to use Azure and external tools to manipulate data.

    In this module, you'll:

    • Discover the features of Azure Synapse Link for Dataverse.
    • Learn how Dataverse community tools can help with data manipulation.
    • Discover how Power BI services and tools relate to Dataverse.

Syllabus

  • Module 1: Module 1: Visualize data with Dataverse views
    • Introduction
    • 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
    • Check your knowledge
    • Summary
  • Module 2: Module 2: Use Power Query to load data in Dataverse
    • Introduction
    • 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
    • Check your knowledge
    • Summary
  • Module 3: Module 3: Use Microsoft Word and Excel templates with Dataverse
    • Introduction
    • Create a dynamic Word template
    • Exercise – Create a work order template
    • Create a dynamic Excel template
    • Exercise – Create a sales forecasting template
    • Check your knowledge
    • Summary
  • Module 4: Module 4: Export data from Dataverse and use Microsoft Excel to edit records
    • Introduction
    • 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
    • Check your knowledge
    • Summary
  • Module 5: Module 5: Use Azure and external tools to manipulate data
    • Introduction
    • Use Dataverse community tools for data manipulation
    • Review Power BI integration with Dataverse
    • Check your knowledge
    • Summary

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