Customer Engagement
Dataverse platform
47 guides on dataverse platform in Customer Engagement.
47 guides · Last updated 2026-09-05
- Account hierarchies in Dynamics 365How Dynamics 365 models corporate parent-subsidiary relationships — account hierarchy field, hierarchy charts, security, and reporting roll-up.Updated 2026-08-25
- App designer for model-driven appsHow to build a model-driven Power App — site map, tables, forms, views, business process flows, dashboards, and the app-experience layer.Updated 2026-08-25
- Async jobs in DataverseHow Dataverse runs background work — system jobs, async plug-ins, workflow runs, and how to monitor, troubleshoot.Updated 2026-05-01
- Bulk delete jobs in DataverseHow Dataverse's bulk delete handles mass record cleanup — scheduling, filters, retention policies, and the operational discipline around storage management.Updated 2026-08-25
- Business process flows in Dynamics 365How business process flows guide users through staged work in Dynamics 365 — design, branching, security, and when not to use them.Updated 2026-08-25
- Business rules in DataverseHow business rules let you add field-level logic to forms without code — set value, lock field, show error, recommendation, and the limits of the engine.Updated 2026-08-25
- Business units and teams in Dataverse — a deep diveHow business units, owner teams, access teams, and Microsoft 365 group teams compose the security model in Dataverse — what each is for, how they interact.Updated 2026-05-01
- Calculated and rollup columns in DataverseHow calculated columns and rollup columns work in Dataverse — what each does, the performance trade-offs.Updated 2026-08-25
- Canvas apps vs model-driven appsWhen to build a canvas Power App versus a model-driven app — pixel-perfect UI, data-driven structure, and the trade-offs each one forces.Updated 2026-05-01
- Cascading delete in DataverseHow Dataverse relationships behave on delete — cascade, restrict, remove link, and the implications for data integrity and accidental data loss.Updated 2026-06-28
- Charts, dashboards, and views in DataverseHow model-driven apps present data — system vs personal views, charts, dashboards, and the configuration that drives analytical visibility.Updated 2026-05-01
- Connection records in DataverseHow connection records model record-to-record relationships beyond standard lookups — types, roles, use cases, and the limits of the mechanism.Updated 2026-07-16
- Connection references best practices in DataverseHow connection references decouple connector authentication from solutions — the ALM patterns, common pitfalls.Updated 2026-05-01
- Custom actions in DataverseHow Dataverse custom actions expose named operations as callable messages — designed for integration, reusable, callable from many surfaces.Updated 2026-07-12
- Dataverse alternate keysHow alternate keys let Dataverse records be uniquely identified by business-meaningful values instead of GUIDs — for integration and lookup scenarios.Updated 2026-06-26
- Dataverse data import templatesHow to bulk-import data into Dataverse using import templates — the wizard, CSV/Excel formats, lookups by name, duplicate detection.Updated 2026-05-01
- Dataverse data model fundamentalsThe Dataverse data model — tables, columns, relationships, choices, security roles, and how it sits under Dynamics 365 and the Power Platform.Updated 2026-08-31
- Dataverse Organization Service vs Web APIHow the two Dataverse SDK surfaces differ — SOAP-era IOrganizationService vs the OData v4 Web API.Updated 2026-05-01
- Dataverse plug-ins explainedHow Dataverse plug-ins work — pipeline stages, sync vs async, registration, debugging, and when to use a plug-in vs a Power Automate flow.Updated 2026-05-01
- Dataverse search vs Quick FindThe two search mechanisms in Dataverse — what each does, when to use which, and the configuration that makes them useful.Updated 2026-05-01
- Dataverse secrets and Azure Key Vault integrationHow to store and use secrets in Dataverse — environment variables for secrets, Azure Key Vault references.Updated 2026-05-01
- Dataverse storage types explainedHow Dataverse storage is metered — Database, File, and Log capacity — what counts toward each, the implications of exceeding allocation.Updated 2026-05-01
- Document templates and Word mail merge in Dynamics 365How to generate Word and Excel documents from Dataverse records — document templates, mail merge, and the customer-facing document workflow.Updated 2026-05-01
- Duplicate detection rules in DataverseHow Dataverse's duplicate detection works — rules, matching algorithms, behaviour on create/update, and the maintenance discipline that keeps data clean.Updated 2026-05-01
- Elastic tables in DataverseHow Dataverse's elastic tables differ from standard tables — Azure Cosmos DB backend, write performance, query trade-offs.Updated 2026-05-01
- Environment variables in Dataverse — a deep diveHow environment variables work in Dataverse solutions — datatypes, default values, secret references, deployment patterns, and ALM best practices.Updated 2026-05-01
- Field-level security in DataverseHow field-level security restricts column access in Dataverse — profiles, members, encrypted-field behaviour, and the trade-offs vs other security mechanisms.Updated 2026-06-30
- Form scripting with the Client APIHow to write JavaScript form handlers in Dynamics 365 — the Client API, event handlers, common patterns, and the rules for maintainable code.Updated 2026-05-01
- Formula columns in DataverseHow Dataverse formula columns work — Power Fx expressions evaluated at query time, the differences from calculated and rollup columns.Updated 2026-05-01
- Hierarchical security in DataverseHow hierarchical security extends row-level access in Dataverse — manager and position hierarchies, the depth parameter.Updated 2026-07-02
- Impersonation in Dataverse plug-insHow impersonation works in Dataverse plug-ins — running as the calling user vs system user, the SDK patterns, and the security implications.Updated 2026-05-01
- Low-code plug-ins in DataverseHow Dataverse low-code plug-ins let makers run server-side logic without C# — Power Fx, when to use them vs Power Automate vs traditional plug-ins.Updated 2026-05-01
- Many-to-many relationships in DataverseHow Dataverse models N:N relationships — native N:N tables, manual intersection entities, and the trade-offs for each pattern.Updated 2026-07-06
- Owner teams vs access teams in DataverseHow Dataverse's two team types differ — owner teams own records and have security roles, access teams grant ad-hoc record-level access — and when to use which.Updated 2026-07-04
- Process designer and classic workflows in DataverseThe legacy workflow engine in Dataverse — what classic workflows do, the migration to Power Automate, and what still uses them.Updated 2026-07-08
- Quick view and quick create forms in DataverseHow quick view forms and quick create forms streamline data entry and lookup in Dynamics 365 — design, embedding, and the user-experience impact.Updated 2026-05-01
- Real-time vs background workflows in DataverseThe two execution modes for Dataverse classic workflows — real-time / synchronous vs background / asynchronous — and the implications for behaviour.Updated 2026-07-10
- Ribbon and command bar customisationHow to add, remove, and modify commands on the model-driven app command bar — the modern command designer and the ribbon-XML legacy.Updated 2026-05-01
- SharePoint document management for Dynamics 365How Dynamics 365 stores documents — the SharePoint integration model, folder structure, permissions, and operational gotchas.Updated 2026-05-01
- Sitemap customisation in model-driven appsHow to customise the navigation of model-driven Power Apps — areas, groups, subareas, role-based visibility, and the user-experience impact.Updated 2026-05-01
- The Dataverse plug-in execution pipelineHow Dataverse executes plug-ins — stages, pre/post images, transactional scope, and how multiple plug-ins interact on a single operation.Updated 2026-05-01
- The Dataverse security modelRoles, business units, teams, row sharing, and field-level security in Dataverse — the layers that protect data in Dynamics 365 CRM and Power Apps.Updated 2026-05-01
- The Dataverse TDS endpointHow to query Dataverse with SQL through the TDS endpoint — Azure SQL-compatible read access for reporting tools, with limitations and security implications.Updated 2026-07-14
- Tracing and logging in DataverseHow to instrument Dataverse plug-ins and flows with tracing and logging — the trace service, Application Insights integration.Updated 2026-05-01
- Virtual tables in DataverseHow Dataverse virtual tables expose external data as if it were native — providers, OData connectors, refresh patterns.Updated 2026-05-01
- What is Microsoft Dataverse?Microsoft Dataverse is the relational data platform underneath Dynamics 365 CRM apps and Power Platform — what it is, why it's more than a database.Updated 2026-09-05
- XRMToolBox and the Dataverse tooling ecosystemThe community-built tools that supplement Microsoft's Dataverse admin and developer experience — XRMToolBox, FetchXML Builder, and the indispensable plug-ins.Updated 2026-07-18