Microsoft Dataverse for Beginners

Audience : Anyone responsible for overseeing business data and reporting. This is a non-technical course, but an understanding of data structures is useful.

Duration: 3 Days

Max number of delegates: 8

For more information call us on 0800 107 6362 or 01782 390130.

Course Description: Dataverse is a scalable data platform and service integrated within Microsoft Power Platform that facilitates the secure storage and management of structured data across business applications.

It enables users to securely store and manage data used by business applications, and its standard and custom tables support a wide range of data types, allowing for easy integration and data-driven decision-making across organisations.

Courseware: Courseware will be provided electronically.


Course Outline:

1. Introduction to the Dataverse

  • Introduction to Dataverse
  • How it connects to Power Platform
  • Exploring Dataverse Tables and Columns

2. Dataverse Environments

Dataverse Environments are the spaces where your data can be stored and configured to unlock
Power Platform analytic benefits.

  • Understanding Environments in Microsoft Dataverse
  • Creating and managing Environments
  • Creating Instances
  • Add Users and Roles
  • Managing Settings

3. Using Tables

Standard and Custom Tables allow you to configure and align your data for use across business

  • Table properties
  • Importing data
  • Relationships
  • Using Logic
  • Security, Auditing and Analytics

4. Managing Tables

  • Identifying Tables and Table types
  • Creating Custom Tables
  • Using Attachments within Tables

5. Using Columns

Standardised and custom columns are the next layer in data alignment for efficient analysis and use
on Power Platform.

  • Understanding Columns
  • Column Types.
  • Working with Columns

6. Using Choices

Learn how to create standardised Choice Lists that you can use across Power Platform Apps.

  • Understanding Choice columns
  • Choice Columns
  • Standard Choice Columns

7. Working with Data

Once the Dataverse Tables are established, you can import existing data from tools like Excel.

  • View Data in a Table
  • Create or Edit Views
  • Importing and Exporting Data

8. Model-Driven Apps

Power Platform uses Dataverse information to create Model-Driven Apps that are a perfect fit for
your business needs.

  • Understanding Model-Driven Apps
  • Components
  • Design
  • Security
  • Flows and Business Processes

9. Forms, Charts and Dashboards

Model-Driven Apps use assorted tools to make best use of your data.

  • Forms
  • Grids
  • Views
  • Charts
  • Dashboards

We are happy to discuss a tailored course if the above does not meet your exact requirements.  Our aim is to deliver the best IT training experience for our clients and make sure we help you reach your business goals.

Contact us now to discuss course dates via email: or call our office on 0800 107 6362.

We offer both onsite training and online training using Microsoft Teams, so we can meet your organisational needs.

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