What is Microsoft Dataverse? How is it going to Modify your Business?

Marketing Team
Published on March 9, 2022

Dataverse is a cloud-based storage platform that allows businesses to securely store data from business applications. Dataverse is where Power Apps and Microsoft Dynamics 365 apps, including Sales and Customer Service modules, keep their data. Dataverse avoids third-party interaction and maintains a single source of truth across all workflows by allowing apps to be developed directly against this data. Dataverse, formerly known as the Common Data Service, enables the integration of structured and unstructured data from different sources into a unified store that can be used in Dynamics 365 and other model-driven programs. Dataverse allows you to store and manage data that is safely used by business applications. Data is saved in a series of tables in Dataverse. A table is made up of rows (formerly known as records) and columns (formerly known as fields/attributes). Each column in the table is intended to hold a certain type of information, such as a person's name, age, and salary. Dataverse comes with a collection of predefined tables that cover common scenarios, but you can also use Power Query to construct new tables tailored to your company and populate them with data. File attachments can also be stored within Dataverse as unstructured data. Power Apps can then be used to create rich applications that utilize this data.

  • Database Capacity: It is transactional database storage for entity definitions and data records.
  • File Capacity: It can store attachments on emails, notes in Dynamics 365 apps and Power Apps including images, PDFs, documents, and spreadsheets.
  • Log Capacity: It can audit logs and track records and data changes, including field value updates, security role updates, data/time of access.

Why use Dataverse?

The Standard and Custom tables in Dataverse offer a secure and cloud-based efficient storage option for your data. The tables let you create an organized business-focussed view of your data for easier use. Some of the biggest benefits of using distinct Dataverse tables are:

  • Easy to manage: The metadata, as well as the data, are kept in the cloud. You don't have to be concerned about the specifics of how they're kept.
  • Easy to secure: Data is safely saved, and users can only see it if you give them permission. You can limit access to tables for different users inside your business using role-based security.
  • Access your Dynamics 365 Data: Data from your Dynamics 365 apps is also saved in Dataverse, allowing you to quickly create apps that use Dynamics 365 data and extend them using Power Apps.
  • Rich metadata: Within Power Apps, data types and relationships are used directly.
  • Logic and validation: To assure data quality and drive business processes, define calculated columns, business rules, workflows, and business process flows.
  • Productivity tools: Tables are included in the Microsoft Excel add-ins to boost productivity and assure data accessibility.

How Dynamic 365 and Dataverse works?

Dataverse is used to store and safeguard data in Dynamic 365 apps such as Dynamic 365 customer support and Dynamic 365 sales. It allows you to create Power apps and Dataverses based on your company's essential data.

  • Build apps against Dynamic 365 data

Within power apps, users can create apps based on business data. Interact with data, metadata, business logic, and integrate with external data utilizing the extensible platform.

  • Manage reusable business logic and rules

Power Apps are created by the rules and logic provided within Dataverse tables to ensure data consistency regardless of how the data is accessed.

  • Reusable skills across Dynamic 365 and power apps

The Dataverse platform is used by skilled users in power apps. Across all applications, common operations can be used to build forms, charts, and tables.

How to integrate data into Dataverse?

Developing an app usually necessitates the use of data from multiple sources. Although this can be done at the application level in some circumstances, there are occasions when integrating this data into a common store makes app development easier and enables a single piece of logic to manage and operate over the data. Dataverse enables the integration of data from numerous sources into a single store, which can subsequently be used alongside data from Dynamics 365 apps in Power Apps, Power Automate, Power BI, and Power Virtual Agents.

  • Scheduled integration with other systems

Data from another application can be synchronized with Dataverse on a regular basis, allowing you to use data from other apps in Power Apps.

  • Transform and import data using Power Query

When importing data into Dataverse, you can use Power Query, a tool that is widely used across Excel and Power BI to transform data from a variety of online data sources.

  • One-time import of data

Simple Excel and CSV file import and export can be utilized for a one-time (or infrequent) data import into Dataverse.

Business Central Integration with Virtual Tables in Dataverse

You're probably looking for a simpler user experience if you're using the Microsoft Business Applications ecosystem. Integrating first-party apps should, in theory, require minimal effort. All data should be centralized on the Dataverse platform. The first step is to import data from Business Central into Dataverse. To import data from a Microsoft Dataverse table into Business Central, first, create a table object based on the Microsoft Dataverse table in Business Central, and then import the new table into the Business Central database. There are now four solutions for combining Business Central with Dataverse. The following is a comparison of various possibilities, as well as our recommendation for the best option.

  • The Out-of-the-box Business Central Connector

This connector is easy to implement but quickly becomes unusable as it doesn’t support delegation.

  • Bi-directional Integration with Tables in Dataverse

This option is a Microsoft packaged solution. In Dataverse, new tables are created. Business Central tables are frequently synchronized with these Dataverse tables. Dataverse table upserts are written back to Business Central tables. If no real-time synchronization is required, this is an excellent OOTB customizable feature. Updates may take up to 15 minutes to complete. The addition of tables to your Dataverse database also increases usage.

  • Business Central Integration with Virtual Tables in Dataverse

This option is a Microsoft bundled solution. As in the last example, more tables are generated. They also work with bi-directional integration. However, because these are virtual tables, capacity isn't an issue. The Virtual Table integration is also in real-time. This is a fantastic option that complements Model-driven Apps.

  • Business Central Integration – Creating your Own Custom Connector

This technique entails developing a Custom Connector from scratch. We created a Custom Connector that can be used in Canvas Apps and Power Automate by leveraging the out-of-the-box Business Central features to expose web services on certain tables. Data in both Dataverse and Business Central could be accessed in real-time with this option. It doesn't take up any additional space in Dataverse. Despite the fact that the development was faster, it quickly became the go-to mechanism that underpins this streamlined experience.

Conclusions

Microsoft Dataverse is the natural next step in democratizing Power Platform's app development and process automation technologies. While Dataverse is basically a subset of the platform features that underpin current CDS-based Power Apps and Dynamics 365 solutions, it can provide customers with a more streamlined experience when configuring data models and managing security. For enterprises that are already using CDS and Power Apps, these new possibilities will offer additional solution architecture concerns. The entry point into the realm of Dataverse for new clients will almost certainly become a big driver of Power Platform usage growth in many enterprises.