Book Image

Digital Transformation with Dataverse for Teams

By : Srikumar Nair
Book Image

Digital Transformation with Dataverse for Teams

By: Srikumar Nair

Overview of this book

Microsoft Dataverse for Teams is a built-in, low-code data platform for Teams and enables everyone to easily build and deploy apps, flows, and intelligent chatbots using Power Apps, Power Automate, and Power Virtual Agents (PVA) embedded in Microsoft Teams. Without learning any coding language, you will be able to build apps with step-by-step explanations for setting up Teams, creating tables to store data, and leverage the data for your digital solutions. With the techniques covered in the book, you’ll be able to develop your first app with Dataverse for Teams within an hour! You’ll then learn how to automate repetitive tasks or build alerts using Power Automate and Power Virtual Agents. As you get to grips with building these digital solutions, you’ll also be able to understand when to consider upgrading from Dataverse for Teams to Dataverse, along with its advanced features. Finally, you’ll explore features for administration and governance and understand the licensing requirements of Microsoft Dataverse for Teams and PowerApps. Having acquired the skills to build and deploy an enterprise-grade digital solution, by the end of the book, you will have become a qualified citizen developer and be ready to lead a digital revolution in your organization.

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Table of Contents (17 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Download the color images
Conventions used
Get in touch
Share Your Thoughts
1
Section 1: Introduction to Microsoft Dataverse for Teams
Section 1: Introduction to Microsoft Dataverse for Teams
Free Chapter
2
Chapter 1: Introducing Digital Transformation and the Role of Low-Code/No-Code Platform
Chapter 1: Introducing Digital Transformation and the Role of Low-Code/No-Code Platform
Understanding Digital Evolution
Digital Evolution in Organizations
Digital Transformation
Introducing Microsoft Power Platform
Microsoft Dataverse for Teams
Summary
3
Chapter 2: Exploring Microsoft Dataverse for Teams
Chapter 2: Exploring Microsoft Dataverse for Teams
Exploring Microsoft Dataverse for Teams
Exploring Power Apps
Exploring Power Automate
Exploring Power Virtual Agents
Understanding Data Connectors
Summary
4
Chapter 3: Building Your First App with Microsoft Dataverse for Teams
Chapter 3: Building Your First App with Microsoft Dataverse for Teams
Getting Started
Data Modeling for Applications
Introducing the Power Apps Build Hub in Teams
Creating a Dataverse table
Building your first app
Summary
5
Chapter 4: Enhancing Your App with Images, Screens, and File Attachments
Chapter 4: Enhancing Your App with Images, Screens, and File Attachments
Application Versions and Analytics
Adding multiple screens to your application
Establishing a relationship between the tables
Adding images and related records to your application
Summary
6
Section 2: Deep Dive into Microsoft Dataverse for Teams
Section 2: Deep Dive into Microsoft Dataverse for Teams
7
Chapter 5: Understanding Microsoft Dataverse
Chapter 5: Understanding Microsoft Dataverse
Uncovering Microsoft Dataverse Layers
Considering an upgrade from Dataverse for Teams to Dataverse
Summary
8
Chapter 6: Automating with Microsoft Dataverse for Teams
Chapter 6: Automating with Microsoft Dataverse for Teams
Automating with Power Automate flows
Building an Automated flow
Building an Instant Flow
Building a Scheduled Flow
Summary
9
Chapter 7: Building Power Virtual Agents Bots with Microsoft Dataverse for Teams
Chapter 7: Building Power Virtual Agents Bots with Microsoft Dataverse for Teams
Understanding Power Virtual Agent bots
Creating a Topic for Power Virtual Agent bot
Adding flows to Power Virtual Agent bot
Publishing the Power Virtual Agent bot
Summary
10
Section 3: Application and Environment Life Cycle Management
Section 3: Application and Environment Life Cycle Management
11
Chapter 8: Managing the Application Life Cycle and Environment Life Cycle
Chapter 8: Managing the Application Life Cycle and Environment Life Cycle
Understanding Environments
Power Platform Admin Center
Environment life cycle Operations
Application Life cycle Management
Summary
12
Chapter 9: Upgrading to Microsoft Dataverse Environment
Chapter 9: Upgrading to Microsoft Dataverse Environment
Reasons for Upgrading to Microsoft Dataverse
Upgrade Process
Summary
13
Section 4: Enterprise Readiness and Licensing
Section 4: Enterprise Readiness and Licensing
14
Chapter 10: Ensuring Enterprise Readiness: Security and Governance
Chapter 10: Ensuring Enterprise Readiness: Security and Governance
Implementing a Security Framework in Dataverse for Teams
Configuring different roles in Dataverse for Teams
Understanding Governance in Dataverse for Teams
Summary
15
Chapter 11: Licensing for Microsoft Dataverse and Dataverse for Teams
Chapter 11: Licensing for Microsoft Dataverse and Dataverse for Teams
Licensing for Power Platform
Licensing for Microsoft Dataverse for Teams
Licensing after upgrading to Microsoft Dataverse
Summary
Why subscribe?
16
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Microsoft Dataverse for Teams

Microsoft Power Platform is now getting integrated with Microsoft Teams to enable organizations to tailor Microsoft 365 to their needs and empower citizen developers to make greater use of the collaboration capabilities of Teams. Microsoft Dataverse for Teams blends with a set of Power Platform products and features that are integrated into the Microsoft Teams experience and provides data storage with different data types, security, and governance, as well as one-click solution deployments. These solution deployments enable easy portability of custom-built solutions across different teams and environments, or acquired solutions that are built by third-party ISVs and published in Microsoft AppSource.

In the next chapter, we will see how Microsoft Dataverse for Teams enables citizen developers to easily build and deploy apps and intelligent chatbots in Teams with Power Apps, Power Automate Flows, and Power Virtual Agents. Additionally, citizen developers can now easily create custom data tables to store business data that can be used by these apps, chatbots, and flows, besides ensuring robust security and governance features that allow you to control access to these apps, bots, and flows, as well as their underlying data. All of this can be achieved without leaving the Teams application!

Microsoft Dataverse for Teams, along with the Power Platform in Teams, makes app building and the automation of tasks so simple that most of the employees in any organization can pick up the skills required in a matter of hours. This claim will be validated soon, when you get to the next chapter of this book!

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