Microsoft Dataverse

How Can Microsoft Dataverse Benefit Businesses Running Dynamics 365?

Developing the data infrastructure that enables business insight is expensive and time-consuming because the data comes from different apps and devices. 

Fortunately, Dataverse addresses these issues with an easy to manage, scalable, secure and compliant data service. So, how can Microsoft Dataverse benefit businesses running Dynamics 365? 

Keep reading to learn more.

How Can Microsoft Dataverse Benefit Businesses Running Dynamics 365?

There are many ways Microsoft Dataverse can benefit businesses running Dynamics 365

Dataverse, formerly referred to as Common Data Service (CDS) empowers companies to use any type of application and the data within it to get valuable insights and drive business action. 

Dataverse can also be used by anyone as it requires little code to be written. Below are the benefits of Microsoft Dataverse:

Works With Different Types of Data

Dataverse works with different data types and incorporates the data technology categories your business needs whether it’s an image, lake data, file, search, non-relational or relational. 

Dataverse also has visual designers to develop and interact with data. In turn, this makes defining business rules, workflows, tables, forms and relationships that represent your organization easy. 

Additionally, Dataverse integrates with applications, popular SaaS offerings, systems, services and devices containing your organization’s data because it has integration features you can configure easily. 

You can integrate it with Microsoft cloud services including Microsoft 365, Dynamics 365 and Azure. Dataverse also allows for access to several connectors in Azure Logic and Power Automate Apps. 

As a result, a variety of integration scenarios such as using Dataverse data in Blockchain networks or retrieving an email attachment sent in a spreadsheet can be done with ease.

What’s more, integration efforts that take long to be measured can now be measured quickly. Apart from allowing you to import data from other systems or creating it, Dataverse also supports virtual tables. 

These tables map data in external data sources, making it look like it exists in Dataverse. This allows Dataverse to perform real-time data operations against external data sources.

Works With Different Types of Apps

If your business intends to develop a new application, it can enjoy high productivity levels if you use Dataverse with Power Apps. 

These Apps know the metadata built in Dataverse and uses it to help you develop secure and scalable apps while making them available across Microsoft Teams, desktop, mobile and web.

Businesses using Power Apps can quickly create mobile applications for Android and iOS. 

You can also use the Dataverse mobile offline functionality, which allows applications to gather, query and interact with the collected data when offline. 

If you want to write new applications or integrate Dataverse data into your current apps, Dataverse offers a developer SDK, a robust REST-based API and a growing sample list for popular scenarios. 

Dataverse can also be used in bot-based applications that provide intuitive, interactive chats with customers, partners and workers. 

You can develop bots quickly using Power Virtual Agents and power them with Dataverse data whether you have embedded them within custom code or Power Apps. 

Note that Dataverse working with any application should also work with the tools that both professional developers and knowledge workers use.

So, to help them increase their productivity, Dataverse is integrated into common tools like SQL Server Management Studio, Azure Data Factory, Dynamics 365 customer engagement applications, Data Export Service, Power BI desktop, Outlook, Power Query and Excel.

Allows Businesses To Gain Insight and Drive Action

Businesses can use Dataverse to gain insights and drive action using analytics and reporting. It also allows businesses to deliver data and insight in different ways to important decision-makers.

Microsoft Dataverse

Dataverse also allows you to create paginated reports and charts. Additionally, you can use the Dataverse data with Power BI to develop interactive dashboards and reports. 

If you want to use AI to analyze data in your organization, AI Builder allows everyone in your organization to include AI capabilities in the business process flows they build and use. 

AI Builder has six pre-built AI models as it is part of the Microsoft Power Platform. You can use the models in Power Apps and Power Automate to analyze data within Dataverse. 

Keep in mind that Dataverse includes a data lake to support machine learning and advanced analytics. 

You can use data within the lake to run machine learning, various downstream data processing, data warehousing and Power BI reporting. 

Microsoft Dataverse

One of the advantages of having data in Azure Data Lake is that businesses can use the Azure Synapse  Analytics service. 

It boosts productivity by bringing together SQL and integrated Apache Spark engines, code-free data orchestration, enterprise data warehousing, and integrated BI and AI together. 

Ensures Only Authorized Users Access Important Information

Dataverse uses access management and Azure Active Directory idtable mechanisms to keep unauthorized users from accessing sensitive information. 

Dataverse groups together privileges using role-based security. These security roles are associated with business units, Dataverse teams or directly with users. In Dataverse, you can share individual rows with another user. 

However, Dataverse provides column-level security features to allow security control at the column level because accessing row-level security control isn’t ideal for some business scenarios. 

Dataverse also has two security models that position and manager hierarchies can use. With the manager hierarchies, a manager should be within the business unit to access the report’s data. 

On the other hand, the position hierarchies allow accessing data across business units. 

Dataverse benefits from the Azure platform’s robust security technologies thus preserving confidentiality because it encrypts data in transit and rest. 

Complies With Required Certifications

Compliance is a major concern for many businesses. 

Luckily, Microsoft engages regularly with different regulators around the globe to assure organizations data stored in Dataverse complies with stringent standards. 

Dataverse complies with various regulations and compliance is verified by certifications and 3rd party audits. 

Handles Enterprise-Level Scalability Needs

Dataverse is designed to meet your scalability needs no matter your organization’s size and provides a 99.9% uptime service level agreement. 

To ensure service levels, quality and availability, service protection limits have been implemented to prevent malicious behavior that can impact service for other customers.

Additionally, entitlement limits the number of requests customers make daily and are governed by a user’s license. 

Microsoft Power Platform requests include actions customers perform across different products. Below are examples of these requests:

  • Connectors: These includes all API requests to connectors from Power Automate or Power Apps.
  • Power Automate: These include all Power Automate actions.

Has Datacenter Regions Globally

Nowadays, most companies are doing business across the globe, making their data needs global in nature. One benefit of using Dataverse is that it’s available in different regions around the world. 

So, you can be assured Dataverse is available where you need it. Here’s the current list of data center regions

What Are Service Protection Limits?

Service protection limits protect the service health of all users. These limits offer protection against unexpected and random surges in request volumes that can affect the performance and availability of the Dataverse platform. 

The service limits the amount of time used for each connection, API requests for each connection and concurrent connections for each user account.

An exception is usually returned by Dataverse when the limits are exceeded. However, service limits do not impact Dataverse normal usage negatively. 

What Are Entitlement Limits?

Entitlement limits are the number of requests customers are required to make every day. Note that Dataverse entitlement limits assess the number of requests you make against those allowed based on your current license. 


The Dataverse platform offers two types of backups:

Manual Backups

Generally, manual backups are usually done before updating a version or making a customization change as they’re user-initiated. Both production and sandbox environments can be backed up manually. 

Manual backups for sandbox environments are retained for seven days while production backups with many Dynamics 365 apps installed and designed with a database are retained for 28 days. 

Production backups without Dynamics 365 apps are only retained for seven days. However, you can make unlimited manual backups because they don’t count against storage limits. 

You can also restore both manual and system backups to an environment that’s in the same region in which you backed it up. 

System Backups

System backups are also known as automatic backups and they back up different environments

They use Azure SQL Database and happen continuously and automatically. System sandbox for sandbox environments is only stored for seven days. 

On the other hand, system backups for production environments without Dynamics 365 apps deployed in them are usually retained within seven days. 

System backups for production environments with more Dynamics 365 apps installed and with a database are stored for 28 days.

What Is Microsoft Dataverse?

Microsoft Dataverse is a cloud-scale database used for storing data securely. It also manages data used by business apps. Similar to a database, Dataverse stores data in entities, known as tables. 

It enables users to develop custom applications to support their business processes and get important insights from their data. Dataverse also makes sharing data between apps easier. 

Running in Microsoft Azure, Dataverse understands how to store different types of data as it knows the shape of your data. 

It automatically stores blobs, assets and images in tabular data as text strings and aggregates values plus associated activities. 

Can I Integrate Dynamics 365 With Dataverse?

You can integrate Dynamics 365 with Dataverse. Dynamics 365 apps such as Dynamics 365 Talent, Dynamics 365 Customer Service and Dynamics 365 Sales use Dataverse to secure and keep the data they use. 

This allows you to develop applications using Dataverse and Power Apps against your business data used within Dynamics 365. 

You can also:

  • Reuse Skills Across Power Apps and Dynamics 365: If you’re skilled in Dynamics 365 or Power Apps, you can use those skills in Dataverse. For example, you can create charts, forms and tables across your apps.
  • Manage Reusable Business Rules and Logic: You can apply business rules and logic defined in your Dataverse tables to applications built with Power Apps for data consistency, no matter which app your users use or how they access the data.
  • Develop Applications Against Your Dynamics 365 Data: You can create applications against your business data quickly using Power Apps or the extensible platform that allows experienced developers to interact with metadata and data to create custom connectors or apply business logic. 

Bear in mind that Operations and Finance apps Data Integrator need to be configured to make your business data from Operations and Finance applications available in Dataverse.

How To Integrate Data into Dataverse

Typically, creating an application involves data from several sources. 

Although you can do this at the application level, there are situations where integrating this information into a store, allows a single logic to operate and maintain the data while making the app-building experience easy. 

Dataverse allows you to integrate data from different sources into one store, which you can use in Power Automate, Power Virtual Agents, Power Apps and Power BI along with data that’s available from the Dynamics 365 apps. 

Other activities you can perform include:

  • Transforming and Importing Data Using Power Query: You can use the Power Query tool commonly used across Power BI and Excel when transforming and importing data into Dataverse. 
  • Scheduling Integration With Other Systems: You can synchronize data you have stored in another app regularly with Dataverse allowing you to use data from other apps in Power Apps. 
  • One-Time Data Import: You can easily export and import your CSV and Excel files at once into Dataverse.

How To Interact with Tables

You can either use custom or standard tables when building an app. By default, Dataveres offers standard tables. These are created to capture the most popular scenarios and concepts in your business. 

To extend the functionality of your standard tables, create several custom tables to store data that’s unique to your business.


Dataverse is the most powerful data software platform on the market. It allows businesses to build a fully integrated database across all their apps through custom and standard tables. Consider incorporating it today for Teams into your organization.

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