Dataverse Flashcards

1
Q

What is a Dataverse Environment?

A
  • It’s used to store, manage, and share your organization’s business data, apps, and flows in the Microsoft Power Platform.
  • Dataverse environments allow you to manage user access, security settings, and the storage that is associated with that database.
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2
Q

How many Dataverses can be in an environment?

A

Just one

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3
Q

Explain the Dataverse Environment security setup

A
  • Each environment is created under a Microsoft Azure Active Directory Azure AD tenant.
  • This environment’s resources can only be accessed by users within the tenant.
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4
Q

How many Environments can be in a Tenant?

A

One or more

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5
Q

How can you restrict which data Connectors can be used in a Dataverse?

A

Go to the Data Policies section in the Power Platform Admin Center

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6
Q

What is a Dataverse Environment bound to?

A
  • A specific geographic location, such as the United States
  • When you create a Microsoft Dataverse database in an environment, that database is created within datacenters in that specific geographic location.
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7
Q

How many Dataverse Environments can you have?

A

One or more

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8
Q

Example using multiple Dataverse Environments

A
  • Development environment
  • Testing environment
  • Production environment
  • Geographical Location

Each of these environments will only have one instance of Microsoft Dataverse or none at all

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9
Q

Where can you create new environments, manage existing ones, or create new instances of a database?

A
  • The Dataverse has a rich set of administrative options and several administrative portals available for you to use to administer your Dataverse settings.
  • However, the Power Platform Admin Center contains most of the administration settings you will need.
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10
Q

What are the groups of settings in Power Platform Admin Center?

A
  • First they are grouped as environments, which list all instances of Dataverse.
  • Secondly, as data policies that allow you to set up policies to restrict which data connectors can be used with Microsoft Dataverse. These data connectors help to limit what data can flow into or out of Dataverse tables.
  • Third, data integration, which lets you create or add predefined connections.
  • You can also monitor these connections between Microsoft Dataverse and other data stores like Salesforce or SQL Server.
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11
Q

How do you get to the Power Platform Admin Center?

A

Power Apps Home->Settings->Admin Center

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12
Q

What is the Dataverse?

A
  • A cloud-based data store for all your business data, as well as a low code data service that is an app platform as well.
  • Data from various sources can be integrated into this central store and made available globally for your organization.
  • The Dataverse will contain one or more databases.
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13
Q

Who is the Dataverse managed and maintained by?

A

Microsoft
It is not designed for stand alone use, so you need internet to access it.

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14
Q

Dataverse graphic

A

What are the five categories of Dataverse capabilities?
1. Security
2. Logic
3. Data
4. Storage
5. Integration

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15
Q

Dataverse Security

A

Dataverse handles authentication with Azure Active Directory (Azure AD) to allow for conditional access and multi-factor authentication. It supports authorization down to the row and column level and provides rich auditing capabilities.

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16
Q

Dataverse Logic

A

Dataverse allows you to easily apply business logic at the data level. Regardless of how a user is interacting with the data, the same rules apply. These rules could be related to duplicate detection, business rules, workflows, or more.

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17
Q

Dataverse Data

A

Dataverse offers you the control to shape your data, allowing you to discover, model, validate, and report on your data. This control ensures your data looks the way you want regardless of how it is used.

18
Q

Dataverse Storage

A

Dataverse stores your physical data in the Azure cloud. This cloud-based storage removes the burden of worrying about where your data lives or how it scales. These concerns are all handled for you.

19
Q

Dataverse Integration

A

Dataverse connects in different ways to support your business needs. APIs, webhooks, eventing, and data exports give you the flexibility to get data in and out.

20
Q

What uses the Dataverse?

A
  • The Dataverse is used for Microsoft Dynamics 365 solutions such as Field Service, Marketing, Customer Service, and Sales.
  • The AI Builder and Portals features of Microsoft Power Platform also utilize Dataverse.
  • It is also available as part of Power Apps and Power Automate with native connectivity built right in.
21
Q

Where does data for the Dataverse come from?

A
  • Each Dataverse contains a comprehensive collection of out of the box tables, which you can use immediately. These are called standard tables and they are designed to meet a broad selection of business needs.
  • You can also customize these tables and build relationships between tables of data, which make it possible to create powerful scalable solutions.
22
Q

How is access managed in the Dataverse?

A

Only authorized users will be able to access this data, because it uses the Azure Active Directory for authentication.

23
Q

How do you access data in the Dataverse?

A
  • You can work with the data natively with tools such as Power Apps or Power Automate.
  • Or through connectors and APIs, you can connect to Microsoft Dataverse from any business solution.
24
Q

What is a Dataverse database?

A

A single instance of Microsoft Dataverse that stores data in a set of standard and custom data structures called tables.

25
Q

Can you have just one database in the Dataverse?

A
  • No, you can create one or many.
  • Each database instance will start with the same set of tables to store data and then you can extend or customize a Dataverse database to meet specific business needs.
26
Q

What is the scale of a Dataverse?

A
  • A Dataverse database supports large data sets and complex data models.
  • Tables can hold millions of items, and you can extend the storage in each instance of a Microsoft Dataverse database to four (4) terabytes per instance. - The amount of data that is available in your instance of Microsoft Dataverse is based upon the number and type of licenses that are associated with it.
  • Data storage is pooled between all licensed users, so you can allocate storage as needed for each solution that you build.
  • Additional storage can be purchased if you need more storage than what is offered within standard licensing.
27
Q

What are Business Rules in Dataverse?

A
  • They allow you to apply and maintain business logic at the data layer instead of the app layer.
  • Put more simply, if you create business rules in Microsoft Dataverse, they are in effect regardless of where you interact with the data.
28
Q

What do Business Rules allow you to do?

A
  • Business rules give you a powerful way to enforce rules, set values, or validate data regardless of the form that is used to input data.
  • Additionally, business rules are effective in helping to increase the accuracy of data, simplify application development, and streamline the forms presented to end users.
29
Q

What are some business rule actions can be used by canvas and model-driven apps?

A
  1. Set column values
  2. Clear column values
  3. Validate data and show error messages
30
Q

What are some additional business rules that Model-driven apps can also use?

A
  1. Show or hide columns (model-driven apps only)
  2. Enable or disable columns (model-driven apps only)
  3. Create business recommendations based on business intelligence (model-driven apps only)
31
Q

Dataverse Business Rules examples

A
  • Use in canvas and model-driven apps to set or clear values in one or many columns in a table.
  • Use to validate stored data or show error messages.
  • Model-driven apps can use business rules to show or hide columns, enable or disable columns, and create recommendations based on business intelligence.
  • The business rule is configured to change the field Credit Limit VP Approver to be a required field if the Credit Limit is set to greater than $1,000,000. If the credit limit is less than $1,000,000 then the field is optional.

While these actions happen at the app level, the rules are created at the Dataverse level. This can ensure your business logic is followed whether it is being accessed directly from Power Apps, Power Automate, or even via an API. The rule is tied to the data, not the app.

32
Q

Are Business Rules applied to all forms or just a specific form?

A
  • Business rules are usually defined for a table and apply to all forms, but you can define a business rule for a specific model-driven form.
  • Canvas apps cannot have a business rule applied to a specific form, but they are still enforced when interacting with the data.
33
Q

What is a limitation of the Dataverse?

A
  • It is not intended to be a platform for long-running or batch processing.
  • It supports transactional multi-user applications, where quick response to user demand is the priority.
34
Q

What is the standard table design in a Microsoft Dataverse database is based upon?

A
  • An open data model standard called Common Data Model.
  • Common Data Model is a logical design that includes a set of open-sourced, standardized, extensible data tables and relationships that Microsoft and its partners have published in an industry-wide initiative called the Open Data Initiative.
  • This collection of predefined tables, columns, semantic metadata, and relationships form the basis of the Common Data Model.
35
Q

What are the two types of tables in the Dataverse?

A
  1. Standard
  2. Complex
36
Q

What is a Standard table?

A
  • A standard table is the base set of tables that are created for every instance of a Microsoft Dataverse database.
  • You can add more columns to any table but you can only delete columns from a custom table.
37
Q

What is a Complex table?

A
  • A table that contains complex, server-side business logic, including real-time workflows or plug-ins.
  • If you add server-side logic, you need to have a proper license to use a complex table.
38
Q

Should you use Standard or Complex tables?

A
  • Always use Standard tables whenever possible.
  • Review the list of Standard tables and make sure a Standard table will meet your needs before you create a new table.
39
Q
A
40
Q
A