Why it's Important to Personalise Customer Journeys in Microsoft Dynamics 365 for Marketing
What is Microsoft Dataverse, and How Does it Store and Secure Data?
Dataverse is a cloud-based storage space that organisations use to securely store business application data.
Power Apps and Microsoft Dynamics 365 applications, including Sales and Customer Service modules sit on Dataverse and use this to store their data. By enabling apps to be built directly against this data, Dataverse avoids third-party integration to unify data and maintain a single source of truth across each workflow.
Previously called the Common Data Service, Dataverse allows structured and unstructured data to be integrated from multiple sources into a single store which can be used in Dynamics 365 and other model-driven apps.
Data Storage
Data held in Dataverse is organised as a set of tables where each table represents a specific collection of records. This includes a base set of standard tables such as activities or contacts, which are built into applications, as well as custom tables which reflect entities which are specific to an organisation or industry.
The addition of Dynamics 365 licencing introduces app specific tables, for example Opportunities and Leads with Dynamics 365 Sales.
A table contains rows / records that are used to store data. Each table consists of columns (previously called fields), such as business name, website, postcode and others.
File attachments can also be stored within Dataverse as unstructured data.
The Dataverse storage model provides three types of cloud capacity where consumption is tracked in the Power Platform Admin Centre for:
- Database Capacity - transactional database storage for entity definitions and record data.
- File Capacity - storing attachments on emails and notes in Dynamics 365 apps and Power Apps including images, PDFs, documents and spreadsheets.
- Log Capacity - audit logs tracking record and attribute data changes, including field value updates, security role updates, data / time of access.
READ MORE: Dataverse storage capacity
Dataverse Security
Dataverse uses enterprise-grade Azure Active Directory (AAD) identity, and access management controls, to ensure only authorised users access this environment, data and reports.
With security built in at platform level, administrators are able to define security permissions once, that will apply to an authenticated user regardless of which app or service they use to access Dataverse.
To access any data stored in Microsoft Dataverse, users must be assigned a security role which determines which tables, columns, features and other components they can interact with.
By default, several out-of-the-box roles are provided with each Dataverse instance, so administrators do not need to build a security model.
READ MORE:
Dataverse Integration
Dataverse can work with any type of app as data can be viewed or integrated using connectors. The Dynamics 365 App for Outlook is an example of this; it allows Outlook users to associate emails with contacts and other standard and custom Dataverse tables.
In-built connectors allow Power Platform products to interact directly with Dataverse, these include: Power Automate, Power Apps, Power BI and Power Virtual Agents. Third party applications can be connected using a Web API.
Data does not always need to exist in Dataverse as this can also be viewed within Dataverse by using virtual tables where data is sourced from an external database, such as an Azure SQL Database.
READ MORE: Integrate Data into Dataverse
Business Logic & Rules
Business rules and logic which are defined in a Dataverse table will be applied to model-driven apps across Dynamics 365 and Power Apps, ensuring data consistency regardless of how teams and individual users access the data.
Dataverse provides multiple configurable logic engines which can be applied to application development. Examples include rollup and calculation columns, synchronous workflows and business rules which may include actions to show / hide columns and set default values.
READ MORE: Apply Business Logic in Dataverse
What are Model-Driven Apps
First-party Dynamics 365 apps including D365 Marketing and Field Service, as well as custom Power Apps, are model-driven apps.
These model-driven applications feature a prebuilt set of forms, views, dashboards and processes which are accessible in a responsive user interface. Each model-driven app is built into Dataverse to provide a consistent look and user experience across diverse workflows.
Want to know more?
If you have any questions about Dataverse, or Microsoft storage and security in general, please reach out by filling in a call back request below.
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