Custom Tables
Design Dataverse tables for customers, requests, projects, assets, transactions and other business entities.
MICROSOFT BUSINESS SOLUTIONS
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Microsoft Dataverse Solutions.
Structure business data for Power Apps, Power Automate, Dynamics 365 and connected Microsoft business solutions using Microsoft Dataverse.
01
STRUCTURE
Centralized Business Data
02
RELATIONSHIPS
Connected Data Model
03
ACCESS
Role-Based Security
04
PLATFORM
Power Platform Integration
01
OVERVIEW
Build business applications on a structured data foundation.
Business applications become difficult to manage when important data is scattered across spreadsheets, disconnected lists and separate systems.
Microsoft Dataverse provides a structured data platform for storing and managing business information used by Power Platform and compatible Microsoft business applications.
Incodiv Tech designs Dataverse solutions around your actual business entities, relationships, processes, user roles and application requirements.
From custom Power Apps to process automation and Dynamics 365 extensions, we help establish a data model that supports the solution rather than simply reproducing an existing spreadsheet structure.
02
DATAVERSE CAPABILITIES
Design data around how your business works.
Table Relationships
Connect related business information through appropriate one-to-many, many-to-one and many-to-many relationships.
Columns & Choices
Configure relevant data types, choice fields, lookups and business-specific information.
Security Roles
Configure role-based access according to the application and organizational requirements.
Business Rules
Apply supported business rules and validation behavior to relevant data and application scenarios.
Power Apps Integration
Use Dataverse as a structured data source for canvas apps and model-driven applications.
Power Automate Integration
Trigger and manage automated processes around Dataverse records and business events.
Model-Driven Applications
Build data-focused business applications using Dataverse and Power Apps model-driven capabilities.
Data Migration
Plan and move relevant existing business data into a structured Dataverse solution.
System Integration
Connect Dataverse with supported Microsoft services, APIs and external business systems where required.
Reporting Integration
Use Dataverse data within relevant reporting and analytics scenarios, including Power BI.
Solution Architecture
Structure tables, applications, automation and integrations as part of a connected Power Platform solution.
03
BUSINESS CHALLENGES
When business data becomes difficult to control.
Spreadsheet Dependency
Critical business data is maintained across multiple spreadsheets with inconsistent structures.
Duplicate Information
The same customer, project or transaction data is entered repeatedly across different systems.
Disconnected Records
Related business information cannot easily be connected or viewed as part of one process.
Complex Access Needs
Different teams need different levels of access to business information and application functions.
Manual Data Handoffs
Employees manually move information between forms, applications, spreadsheets and workflows.
Apps Built in Isolation
Multiple business apps operate independently instead of working from a connected data structure.
04
DATA MODEL
Connect business entities instead of storing isolated rows.
A Dataverse solution can represent real business relationships between customers, projects, transactions, employees, suppliers, requests and other operational information.
We design the underlying data model according to the information your applications need and how those records relate to each other.
TABLE
Customer
RELATED TABLE
Project
RELATED TABLE
Transaction
RELATED TABLE
Request
05
STRUCTURED BUSINESS DATA
Move beyond disconnected spreadsheets.
BEFORE
Spreadsheet-Based Process
- Multiple copies of business data
- Manual record relationships
- Repetitive data entry
- Difficult application integration
- Limited process structure
- Harder to maintain growing datasets
DATAVERSE
Structured Business Data
- Defined business tables
- Connected record relationships
- Reusable data across applications
- Power Platform integration
- Business rules and process logic
- Role-based application access
06
POWER APPS + DATAVERSE
Build applications around connected business data.
Dataverse can provide the underlying data structure for sophisticated Power Apps solutions.
Canvas apps can use Dataverse as a data source while model-driven applications are built around the Dataverse data model.
Canvas Apps
Flexible user experiences connected to
structured Dataverse data.
Model-Driven Apps
Data-focused business applications built
around Dataverse tables and relationships.
Process Apps
Applications designed around structured
operational processes and records.
Internal Systems
Business applications for departments,
operations and internal teams.
07
PROCESS AUTOMATION
Automate what happens around your data.
Record Created
A request, transaction or business record is created or updated.
Logic Evaluated
Business conditions determine what should happen next in the process.
Workflow Runs
Power Automate performs the configured workflow actions.
Teams Respond
Relevant users receive updates, tasks or other workflow outputs.
DATAVERSE
Management
Operations
Approvers
Users
Role-Based Access Design
08
ACCESS & SECURITY
Align data access with business responsibilities.
Dataverse provides security capabilities that can be configured around users, teams, roles and application requirements.
We plan application access based on who needs to view, create, update or manage relevant business data. The final design depends on the organizational structure, solution architecture and Microsoft environment.
09
BUSINESS USE CASES
Dataverse for connected business systems.
Customer Management
Structure customer profiles, activities, related records and business interactions.
Request Management
Manage internal requests, statuses, approvals and process-related information.
Project Management
Connect projects with customers, activities, resources and related operational records.
Asset Management
Maintain structured asset records, assignments, status information and related activities.
Supplier Management
Organize supplier information and relevant procurement-related business records.
Inspection Systems
Store inspection records, findings, actions and associated operational information.
Service Requests
Track internal or customer service requests with status and related records.
Employee Processes
Support structured employee requests and internal departmental workflows.
10
CONNECTED ECOSYSTEM
Connect Dataverse across your Microsoft business environment.
MICROSOFT
Dataverse
11
PLATFORM SELECTION
Dataverse or SharePoint? Choose based on the solution.
CONSIDER
Microsoft Dataverse
Dataverse can be appropriate when the application requires a more structured relational data model, Power Platform integration and business application capabilities.
- Multiple related business entities
- Model-driven applications
- Structured security requirements
- Complex Power Platform solutions
- Dynamics 365-related scenarios
CONSIDER
SharePoint
SharePoint lists may be suitable for many collaboration-oriented and comparatively simpler business scenarios already centered on Microsoft 365.
- Microsoft 365-centric processes
- Lists and document-based workflows
- Team collaboration scenarios
- Simpler data structures
- SharePoint-based solutions
The appropriate data platform depends on application complexity, relationships, integration requirements, security model, expected usage and Microsoft licensing. We assess these factors before recommending an architecture.
12
DATA MIGRATION
Move existing data into a better business structure.
Existing data may come from Excel files, SharePoint lists, legacy applications, SQL databases or other business systems.
A migration should not simply copy old data problems into a new platform. We first review the source data, target structure, relationships and transformation requirements.
Excel
SharePoint
SQL
Legacy Systems
REVIEW
TRANSFORM
TARGET
Microsoft Dataverse
13
OUR PROCESS
From business requirements to structured data architecture.
Understand the Process
Review business entities, existing data, applications, workflows and user requirements.
Design the Data Structure
Define tables, relationships, columns and the information architecture required by the solution.
Build Dataverse
Configure the agreed Dataverse components and relevant application access.
Integrate Apps & Workflows
Connect Power Apps, Power Automate and other required solution components.
Test the Solution
Validate data behavior, application scenarios, workflows and relevant user access.
Improve as Needs Change
Extend the solution as new processes, applications and data requirements emerge.
14
MICROSOFT TECHNOLOGY
Built within the Microsoft ecosystem.
Microsoft Dataverse
Power Apps
Power Automate
Dynamics 365
Microsoft 365
SharePoint Online
Microsoft Teams
Power BI
SQL Server
REST APIs
Microsoft Entra ID
Power Platform
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WHY INCODIV TECH
Dataverse designed around the complete business solution.
Business-First Data Design
We model data around actual business entities, processes and application requirements.
Power Platform Experience
Dataverse is planned together with Power Apps, Power Automate and connected Microsoft services.
Integration Mindset
We consider how data needs to move between applications, workflows and reporting.
Practical Architecture
We avoid unnecessary complexity and select architecture according to the actual use case.
Application-Focused
The data model is designed to support usable applications rather than existing independently.
Future Extension
The solution can be structured so additional applications and processes can be considered as business requirements evolve.
16
RELATED SERVICES
Build the complete Microsoft business solution.
17
FREQUENTLY ASKED QUESTIONS
Microsoft Dataverse questions.
What is Microsoft Dataverse?
Microsoft Dataverse is a cloud-based data platform used by Microsoft Power Platform and compatible business applications to store and manage structured business data.
Is Dataverse a database?
Dataverse provides structured data storage together with platform capabilities such as tables, relationships, business logic, security and integration with Power Platform. It is designed as a business data platform rather than simply exposing a traditional database directly to users.
Can Power Apps use Dataverse?
Yes. Dataverse can be used with Power Apps, including canvas apps and model-driven applications, depending on the solution requirements and licensing.
Can Power Automate work with Dataverse?
Yes. Power Automate can be used to create workflows around Dataverse data and events, subject to the capabilities and licensing available in your Microsoft environment.
Should we use Dataverse or SharePoint Lists?
It depends on the application. Dataverse can be useful for structured relational business applications, while SharePoint Lists can be suitable for many Microsoft 365-centric and comparatively simpler scenarios. We evaluate data complexity, security, integrations, expected usage and licensing before recommending an approach.
Can existing Excel data be moved to Dataverse?
Existing data can often be prepared and migrated into Dataverse. The migration approach depends on the quality, volume, structure and relationships within the existing data.
Does Dataverse require additional licensing?
Licensing depends on the applications, connectors, Dataverse usage, user scenarios and Microsoft plans involved. Licensing requirements should be reviewed against the current Microsoft licensing terms for the proposed solution.
Can Dataverse connect with external systems?
Yes, integration options are available for many scenarios through Power Platform connectors, APIs and other supported integration approaches. The appropriate method depends on the external system and technical requirements.
BUILDING A POWER PLATFORM SOLUTION?
Give your business apps a structured data foundation.
Tell us about your existing data, applications and
business processes. We can help assess whether
Microsoft Dataverse fits your Power Platform
solution and design the required data structure.
