What is Table in Microsoft Dataverse.

Hello Guys,

Today we are going to understand what is Table in Microsoft Dataverse.



Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends.

A Table or an Entity is used to model and manage business data in CRM. Contacts, Cases, Accounts, Leads, Opportunities, Activities etc. are all Tables which hold data records.

Conceptually, a CRM Table is equivalent to a database table. For example, Contact Table would hold contact records, Case Table would hold cases records and so on.

There are three types of tables that you are typically going to encounter in a CRM implementation.

The first type of table is known as System Tables and are exist when CRM is deployed. These tables are also known as OOB(out of the box) tables. For example, Account and Contact.

System Tables can be modified but can not be deleted. For instance, suppose you want to store information of employees in your company. For this you will be storing the customer table as employee after modifying it.

Second type of table is known as custom table. Consider a scenario where you want to store books data. So in this case you need to create custom table.

Custom table can be modified and can be deleted.

Third type table is known as Activity table which are there to kind of support some of the other tables in the application. Example of activity table in CRM would be, like your phone call activity or your email activity or your appointment. These activities can be attached to Microsoft Dynamics CRM rows(formerly known as records).

To create a custom table follow below steps:

Navigate to https://make.powerapps.com and select your environment.



We will be creating our table inside the solution which is normally recommended. Click on Solutions and open your solution. If you have not created solution then create one solution.



Now click on New -> Table. Configure it as shown below and click on create.



As you can see our table is created.

Hope it helps...





Comments

Post a Comment

Popular posts from this blog

Read Only Sub Grid & Editable Sub grid in Dynamics 365

Image
Hello Guys, In my previous blogs we have seen Duplicate Detection in Dynamics 365 where we covered how you can use OOB feature of D365 to detect duplicate records. Today we will see how we can implement editable sub grid.  But before if you are new to our blog then do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. In Dynamics CRM we have seen many entities sharing parent child relationships and we can create records of child from the parent page. For example Account and Contact Entity. We can create a new contact entity from the Account Form with the help of Sub Grid control. We can also create sub grid for custom entity and can utilize it in our own way. We will be using Department and Employee Entity for demonstration. Below are the steps: Step 1:- Login to Dynamics 365 with credentials. Step 2:- Click on Advance Settings Gear icon. Navigate to Settings -> Solution -...
Read more

Using Pipelines in Power platform for deploying solutions to environments.

Image
Hello Guys, In our previous  blog   we have seen how to use changesets in PA flow for atomic transactions. Today we will see how we can use Power Platform pipeline for deploying solutions. Do follow us to know more about Dynamics and Power Platform.  Also if you like our blog then please comment and share this blog with your friends. AS a CRM Developer, we need to create and manage solutions for various environment. Once development is done on Dev environment, we are moving the CRM changes by packaging into the solution to next environment like UAT and Production. Previously we were doing the solution movement manually but nowadays we have CICD pipeline in Azure. Now Microsoft has introduced pipelines in Power Platform too. So today we will be exploring the same Pipeline and will see how to deploy solutions in various environment using Power Platform Pipeline.  As you can see in above image, we have three environments like Dev, UAT and Prod. We will be doing some cus...
Read more

Understanding Sales Process in D365.

Image
Hello Guys, In our previous blog we have seen what is Lead and types of leads. Today we are going to understand Sales Process. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. Sales Life cycle begins with Lead. Business captures leads through advertising, marketing, trade shows, mailings etc. Whenever organization gets any new lead, Sales Person captures the information of the lead in Lead entity available in Dynamics 365. For creating lead we require only two things, Lead Name and a Topic describing the lead. Once lead creation is completed, Sales Person performs follow up activities by sending emails, appointment and phone calls to collect more information about the lead. Microsoft Dynamics 365 stores these activities in the Activities entity in the system. Leads can be qualified or disqualified. A disqualified lead indicates that the lead is not a good candidate for sales opportunit...
Read more