Beginning Microsoft Dataverse: Exploiting Microsoft’s Low-code Database for the Power Platform

Table of Contents
About the Author
About the Technical Reviewer
Introduction
Chapter 1: Microsoft Power Platform
	Power Platform Today
		Power Apps
		Power Automate
		Power BI
		Power Virtual Agents
		Dataverse
	Dataverse and Power Platform
	Power Platform Environments
		The Problem That Environments Solve
		Environment Types
	Application Lifecycle Management (ALM)
		Solutions
		Solution Types
		Deployment
			Manually Exporting a Solution
			Manually Importing a Solution
			Automated Deployments
		Solution Layers
			Last One Wins
			Unmanaged Layers
			Resolving Unmanaged Layers
	Summary
Chapter 2: Data Layer
	Tables
		Creating a Table
		Table Types
			Standard
			Custom
			Activity
			Virtual
		Record Ownership
		Other Advanced Table Options
		Configuring a Custom Table
		Columns
			Adding Columns
			Advanced Column Types
			Alternate Keys
	Relationships
		Relationship Types
			One-to-Many
			Many-to-One
			Many-to-Many
		Creating Relationships
			One-to-Many/Many-to-One Relationships
			Many-to-Many Relationships
	Summary
Chapter 3: Business Logic Layer
	Business Rules
		Limitations
			Canvas Apps Support
			Column Type Support
		Building Business Rules
			Building the Rule Logic
			Business Rule Scope
			Saving and Activating
	Dataverse Processes (Power Automate)
		Business Process Flows
		Cloud Flows
		Desktop Flows
	Summary
Chapter 4: Security Layer
	Security Roles
		Creating Security Roles
		Applying Security Roles
	Teams
		Team Types
			Owner Teams
			User-Created Access
			Auto-Created Access (System-Managed)
			Group Teams (Azure AD Security and M365)
		Creating Teams
			Owner Team Setup
			User-Created Access Team Setup
			Group Team Setup
			Auto-Created Access Team Setup
	Business Units
		Business Unit Hierarchy
			Hierarchical Security Model
			Matrix Security Model
		Business Units from Azure AD
		Cascading Permissions in Business Unit Permissions
	Record Inheritance
		Considerations for Inheritance
			Permissions Flow Downstream
			One Parent Relationship per Table
	Hierarchy Security
		Manager Hierarchy
		Position Hierarchy
		Setting Up Hierarchy Security
			Configuring Manager Hierarchy
			Configuring Position Hierarchy
	Column Security Profiles
		Setting Up Column Security
		Creating the Column Security Profile
		Adding Users and Teams to Profile
		Configuring Field Permissions
	Auditing
		Enabling Auditing
		Advanced Audit Settings
		Enabling Auditing of Tables
	Summary
Chapter 5: Presentation Layer
	Apps
		Canvas Apps
			User Interface Design
			Creating a Canvas App
			Components
			Data Connections
		Model-Driven Apps
			Building a Model-Driven App
			Navigation Elements
			Pages
			Sharing Model-Driven Apps
		Forms
			Form Types
			Editing Forms
			Editing Fields
			App Layout
		Custom Pages
			Creating a Custom Page
			Add Custom Page to Model-Driven App
	Reports
		Dataverse Reports
		Power BI Reports
	Summary
Chapter 6: Integration with Third-Party Tools
	Connectors
		Out-of-the-Box Connectors
			Microsoft Published
			Verified Publisher
			Independent Publisher
		Custom Connectors
	Licensing
	Virtual Tables
	Dataverse for Teams
		Get Started
		Navigating the Interface
	Dataflows
		Dataflows vs. Virtual Tables
		Creating a Dataflow
	Summary
Chapter 7: Planning Your Solution Design
	Organizing Thoughts
		Compare to Current
		Keep a Steady Course
		What I Am Hearing Is...
		Stay on the Path
	Developing Your Structures
		Mapping the Data
		Fields and Forms
		Don’t Skimp on the Details
	Walking the Process
		Preparing for Workshop
		Mapping the Current State
		Interrogate the Process
		Improve the Process
			When in Doubt, Throw It Out
			Assume, but Do Not Forget
			Find the Root Cause
		Build with the End in Mind
	Summary
Index