Describe Microsoft Dataverse and Dynamics 365 customer engagement apps

Completed

One of the key elements to building business solutions on this platform is Microsoft Dataverse. Dataverse allows you to securely store and manage data used by your business applications. For example, you might store all your customer data in Dataverse. Dataverse data is stored in tables. A table is a set of rows and columns. Each column in a table stores a specific type of data such as names, locations, ages, dates, salaries, and so on.

Dataverse includes a base set of standard tables that cover typical business scenarios such as accounts, contacts, and activities. The advantage to Dataverse is that organizations can also create custom tables specific to their needs and populate them with data.

For example:

  • A real estate company might create tables to store the properties they sell, represent open houses, or store showings.

  • A financial company might add tables to represent loan applications or bank accounts.

  • An auto repair company might add tables to represent the parts they sell or the services they provide.

Application makers can use tools like Power Apps to build rich applications that use this data.

Dataverse provides these benefits:

  • Easy to manage: Both the metadata and data are stored in the cloud.

  • Easy to secure: Data is securely stored so users can only access what they need to. Role-based security allows you to control access to tables for different users within your organization.

  • Rich metadata: Data types and relationships are used directly within Power Apps.

  • Logic and validation: Define calculated columns, business rules, workflows, and business process flows to ensure data quality and drive business processes.

  • Productivity tools: Tables are available within the add-ins for Microsoft Excel to increase productivity and ensure data accessibility.

Dynamics 365 customer engagement apps such as Dynamics 365 Sales, Dynamics 365 Customer Service, or Dynamics 365 Customer Insights use Dataverse to store and secure their data. This enables you to build apps by using Power Apps and Dataverse directly with your core business data, which is already used within Dynamics 365, without the need for integration.