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What is Microsoft Dataverse? - A Complete Guide to the Smarter Way for Application Data Management - Evolvous

What is Microsoft Dataverse? – A Guide to the Smarter Way for Application Data Management 

Ever since it was born out of the Common Data Service, Microsoft Dataverse has transformed the way organizations securely store and manage valuable data. If you are a growing business, or a multinational corporation, Dataverse can enhance the way you store your data and get better value out of it. However, before you implement it for your organization, there are a few things that you should know about. 

What is Dataverse? 

Microsoft Dataverse is a cloud-based, low-code data management platform that forms a part of the Microsoft Power Platform suite of applications. It is aimed at helping organizations securely store and manage the data being used by its various applications.  

With Dataverse, you can easily create a scalable data schema that can be conveniently used by other applications of Microsoft Power Platform such as Power Apps, Power Automate, AI Copilot Studio, and Power BI. Dataverse can also be seamlessly integrated with Dynamics 365, SharePoint, Teams, and other applications within the Microsoft ecosystem. 

Although Dataverse is designed to ‘serve’ as the data platform for Power Platform applications, it can also be used independently to automate workflows and build tailored applications to achieve various objectives. 

Know More About Power Platform 

Discover more about the different components of Microsoft Power Platform and how Evolvous can help you harness their potential. Click here to know more. 

What are the Different Versions of Microsoft Dataverse? 

What are the Different Versions of Microsoft Dataverse? - Evolvous

What is Microsoft Dataverse for Teams? 

Microsoft Dataverse for Teams is a free version designed to work with Microsoft Teams. Although it does not have all the features, you can still create custom applications, workflows within Microsoft Teams. 

Unlike the full version of Dataverse, you do not need to purchase additional licenses to use Dataverse for Teams. If you have a Microsoft 365 subscription, you can use Dataverse for Teams. 

What are the Key Features of Microsoft Dataverse? 

Microsoft Dataverse comes with a host of unique features that make it a perfect fit for modern businesses. Here are some of the key features that make Dataverse an ideal solution for businesses with diverse data management and security needs: 

  • Data Modeling: With Dataverse, you can create data schema with the help of tables, columns, relationships, and metadata. This feature helps you to organize the data for systems and applications, without in-depth coding expertise. 
  • Data Storage: Dataverse offers secure and cloud-based storage for your business data, making it accessible to the right personnel, whenever or wherever they are. 
  • Security: Microsoft Dataverse comes with robust access controls which can allow specific users to use the data. It also gives you granular access with features like role-based security, row-level security, and field-level security. 
  • Rich Data Types: Dataverse supports a wide range of data types, ranging from texts, numbers, to more complex ones like lookup and choices, which enables more detailed data modeling. 
  • Business Logic: Dataverse also allows you to add business logic to your data model. You can create and run workflows to automate critical business processes and ensure data integrity. 
  • Integration: You can also integrate Dataverse with Dynamics 365, SharePoint, and other external systems through a range of different APIs, and data connectors. 

Why Does Your Business Need to Use Microsoft Dataverse? 

Microsoft Dataverse gives you a smarter, more secure way to manage the data used by your Power Platform applications. This boosts the efficiency and the accuracy of the applications.  

Dataverse has several other benefits as well. Here are some of them: 

  1. Easy to manage – All your application data and metadata are stored securely on the cloud, keeping them safe from threats and yet easily accessible to authorized personnel.  
  2. Easy to secure – All your data in Dataverse is securely stored so that only those users can see it who have access. Role-based security allows you to control access to tables for different users within your organization. 
  3. Access your Dynamics 365 Data – Data from your Dynamics 365 applications is also stored within Dataverse. This makes it easier and quicker to build apps that use your Dynamics 365 data and extend your apps with Power Apps. 
  4. Rich metadata – Data types and relationships are used directly within Power Apps. 
  5. Logic and validation – You can also define calculated columns, business rules, workflows, and business process flow to ensure data quality and drive critical business processes. 

Use Cases of Dataverse 

Let us look at some of the common use cases of Microsoft Dataverse 

  • Enhancing Inventory Management 

Scenario: A company wants to streamline its inventory management process across multiple locations 

Solution: Dataverse can store all product information, inventory levels, transaction records, and location details. This data can be then used by a Power Apps application which can be used by employees to update inventory levels, track product movements, and generate reports. This improves and enhances operational efficiency, by making inventory records more accessible, and preventing overstocking and stockouts. 

  • Monitoring Sales Performance 

Scenario: A business wants to monitor and analyze sales performance metrics across different product categories and/or regions. 

Solution: Power BI is used to develop an interactive sales performance dashboard. By connecting to Dataverse as the data source, you can store a large volume of data and feed it to Power BI. This can include information such as sales data, customer information, product details and team results. This data can be used to create rich and insightful data visualizations which can analyze performance and predict future performance. 

  • Improving Customer Relationship 

Scenario: A corporation wants to centralize the customer data to streamline sales processes and improve engagement. 

Solution: Dynamics 365 and Dataverse can be used to store customer profiles, leads, opportunities, customer interactions and service requests. This data can then be used to automate sales workflows, manage marketing campaigns, and offer personalized customer experiences. 

Explore Endless Opportunities with Dataverse 

Dataverse can be applied in multiple scenarios, based on your industry and unique requirements. To discover how Evolvous can use Dataverse to solve specific challenges, contact our team of experts today.

How Does Dataverse Compare with Other Data Management Systems? 

How Does Dataverse Compare with Other Data Management Systems? - Evolvous

How Much Does Dataverse Cost? 

So, how much does Dataverse cost? Well, there are no independent plans for getting Dataverse.  

The total cost of ownership (TCO) of Dataverse depends on several factors.  

You will need to get a Power Apps plan, a Power Automate Plan, or a Dynamics 365 plan to access Dataverse. Here are the different plans that you should try out: 

How Much Does Dataverse Cost? - Evolvous

Want to Know More About Dataverse Pricing? 

Contact Us to explore the different licenses and how Evolvous can help you optimize costs for using Dataverse.

Dataverse Service Plan for Microsoft Project 

As a platform, Microsoft Dataverse is growing every day, and more Microsoft applications are using Dataverse. To facilitate adaptation of Microsoft Dataverse, limited Dataverse functionality is added to certain Microsoft 365 licenses. This is achieved by adding a new service plan named “Dataverse” to the Microsoft 365 licenses. 

How to View the Dataverse Service Plan in Your Microsoft License? 

 To see the new service plan follow these steps: 

  1. Navigate to the Microsoft 365 admin center. 
  2. Select the user you want. 
  3. Select the Licenses and Apps tab, and then scroll down and expand the Apps section. 

Working with Microsoft Dataverse 

Since Microsoft Dataverse is based on the same philosophy as the other components of Power Platform, it is simple to use. Here are some of the things that you need to do to get started with Dataverse. 

The Process of Implementing Microsoft Dataverse 

At Evolvous, we follow a tried-and-tested approach when it comes to implementing Dataverse. Although the exact process might differ based on the organizational setup and the specific requirements, here is an overview of the steps we follow to implement Microsoft Dataverse for your business. 

  1. Planning: We will work with you to define your data models, including the entities, attributes, and relationships between them. Our team will also work with you to determine security roles and permissions, and any required integrations. 
  2. Configuration: Now, we will move towards setting up the Dataverse environment. Tables will be created or imported, field properties will be defined and elements like forms, views and the dashboard will be configured. 
  3. Customization & Integration: Next, we will customize the environment to meet your specific needs. Here, we will integrate Microsoft Dataverse with the individual Microsoft applications like Power Platform and Dynamics 365 or with other third-party systems. 
  4. Testing and Deployment: At the last stage of the process, we will thoroughly test the environment to make sure that it aligns with your objectives and functions as expected. Once it is tested and validated, the solution will be deployed to the production environments. Our team will also offer you comprehensive training to make sure that your team can quickly adapt to the new system and actively use it to improve productivity. 

Discover How You Can Integrate with Dataverse with Your Existing System 

Dataverse can not only integrate with Power Platform and other Microsoft platforms, but it can also work cohesively with third-party applications, with the help of APIs. Click here to know more.

How to Create a Table in Dataverse?

Tables in Dataverse are used to model and manage business data. When you develop an application with Power Platform, you can use standard tables, custom tables, or both. Microsoft Dataverse allows for the creation of standard tables by default. These are designed to capture the most relevant data within an organization. 

Creating a table is simple. Here are the basic steps that you should follow: 

Add columns and data 

  1. Create a table by entering the desired data rows and columns. 
  2. Go to the ‘Tables’ area, and on the command bar, select ‘New table’ -> Add columns and data. 
  3. When you are done, select ‘Create’. 

Describe the new table 

  1. Navigate to the ‘Tables’ area, and on the command bar, select ‘New table’ -> ‘Describe the new table’. 
  2. When you are done, select ‘Create’. 

Creating with External Data 

  1. Here too, you need to go to the ‘Tables’ area, and on the command bar, select ‘New table’ – > ‘Create with external data’ 
  2. You can select either File (Excel, .CSV) or SharePoint list. 

You can contact us to configure the advanced properties of Tables in Dataverse 

Did You Know? 

You can create tables more easily with Microsoft Copilot. To know about Copilot and how this smart AI assistant can make things productive, click here. 

Here are our Dataverse service plan - Evolvous

Tap into the Potential of Dataverse 

Contact us and get the services of the experts who help you maximize the benefits of Microsoft Dataverse.

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