Saturday 10 July 2021

Modeling and working with data on the Dataverse within the Power Platform

The Common Data Model - Is an industry agreed approach to storing commonly used data.  Use it to store applications across your company/organisation.  Results in a single source of truth instead of multiple copies with data contained in different schema's.

Two types of relationships namely: 1:N and N:N (Dataverse hides the associate entity/intersect entity that is created in the background).  

Use "Option Sets" for small static data and use "Lookups" for larger or changing data.  In Multiselect Option sets for N:N relationships, rather use "Lookups".

SSMS can be used to view data using T-SQL, better to use "SQL 4 CDS" as it provides a full ability to work with data within the XrmToolBox.

XrmToolBox - is a 3rd party download that has a ton of contributed tools and there are good options for modelling data.  This is a collection of tools that are unbelievably useful and get continually updated and new tools added.

Excel and browser plugins - Can be used to import/export data and there are some nice Edge/Browser plugins to help such as "Level up for Dynamics 365/Power Apps".  Level up for Dynamics 365/Power Apps is a fantastic tool that I encourage any developer to add to Edge or Chrome as an extension.

Level up for Dynamics 365/Power Apps Browser extension
Dynamics 365 Power Pane Browser extension.

Dynamics 365 Power Pane is also a useful extension shown below:
Power Pane options

The built in browser Dataverse management tool is super easy to use to model your Common Data Model further.

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