Business tables
Use standard tables where they fit and create custom tables for specific needs. Model records around the business concepts people recognise.
The business perspective
Applications become more useful when they share reliable information. Establish a clear data model that supports business relationships and appropriate access.
Connected applications need more than a place to store records. They need a shared understanding of customers, requests, assets and the relationships between them. Dataverse provides a business-data foundation for Power Platform and several Dynamics 365 applications. We help define that foundation so records can support more than one workflow without being copied into competing versions. The design balances the immediate application need with ownership, access and the way the information will evolve.
Explore the possibilities
A closer look at the capabilities and decisions that shape a useful solution.
Use standard tables where they fit and create custom tables for specific needs. Model records around the business concepts people recognise.
Connect related information and define appropriate data types. Make the model understandable to the applications and people using it.
Apply validation and shared logic to improve record consistency. Decide which rules belong in the data layer and which belong in a particular experience.
Combine role, record and column-level controls where appropriate. Design access around actual responsibilities rather than giving every app the same permissions.
Review import, synchronisation and supported integration patterns. Define the authoritative source and how changes should be reconciled across systems.
Support connected Power Apps, automation and Dynamics experiences. Plan the data model with the application lifecycle and reporting requirements in mind.
From capability to everyday value
Explore possible starting points for your organisation. Each scenario connects a business need with work to consider and measures to review.
Shared customer data · Illustrative scenario
Several apps maintain separate customer records. Identify the common business definition, existing ownership and the records that need to be shared. Design a model that supports each workflow while establishing how duplicates and conflicting updates will be resolved.
Operational applications · Illustrative scenario
A request relates to an asset, a location and a responsible team. Model those relationships explicitly so users can move between the relevant information. Review the lifecycle of each record and which updates should trigger further work.
Access and ownership · Illustrative scenario
Different departments need different views of shared information. Map who can create, view and update each record type, then test those responsibilities with realistic scenarios. Include integrations and reports in the review of access.
The Defacto approach
We assess data quality and existing systems, model your business information and plan integrations and access with the teams responsible for it.
Explore our approachAgree the records, relationships and definitions with process owners. Compare standard tables with the need for specific extensions.
Map roles, record ownership and system boundaries. Validate imports and connected workflows using representative data and expected exceptions.
Define environments, release practices and data-maintenance responsibilities. Document important rules so future applications can reuse the foundation confidently.
A useful first conversation
A few examples of your current work will make the discussion more specific.
Experience you can explore
Customer experienceZICTA
ZICTA achieved significant application modernisation through low-code, replacing legacy systems with an integrated, scalable Power Platform solution.
Explore the customer storyMake an informed decision
The right scope starts with a clear understanding of your business, the platform and the work ahead.
No. Dataverse is a business-application data platform. A warehouse or lakehouse serves different analytical needs. A solution may use Dataverse for operational records and a platform such as Fabric for broader analytics, with a planned connection between them.
No. Several Dynamics 365 applications use Dataverse directly, while finance and operations scenarios require the appropriate integration design. We review the actual applications and data flows in scope rather than assuming all records already share one store.
Consider the complexity of relationships, permissions, shared rules and the number of applications using the records. A simple list can suit a limited task; a broader business-data model may justify Dataverse. The choice should reflect the process and its expected growth.
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