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Microsoft Dataverse is a software as a service (SaaS) data platform that's easy to use and easy to manage. Dataverse works with any type of data and any type of app. As the data foundation of Power Platform, Dataverse requires no or little coding, so everyone from knowledge workers to professional developers can work with it. Because it's built on Microsoft Azure, Dataverse is globally available, scalable, compliant, and secure.
Understanding reference architectures and exploring solution ideas can help you unlock new opportunities for automation, optimization, and innovation in your organization. In this article, we look at:
Key concepts: Learn about key architecture concepts that help you build robust, efficient, and maintainable solutions with Dataverse.
Reference architectures: Explore foundational reference architectures that support building well-architected solutions with Dataverse, including best practices for scalability, security, and performance.
Solution ideas: Discover a range of solution ideas that demonstrate the versatility and power of Dataverse.
Key concepts
| Title | Description |
|---|---|
| Dataverse auditing | Learn how auditing data and business events in Dataverse can help you ensure compliance and security. |
| Distributed tracing across multiple services in Power Platform | Learn how to achieve comprehensive observability across services like Power Platform, Azure, and Dynamics 365. |
| Best practices and guidance when using Microsoft Dataverse | Dataverse provides an extensible framework that allows building highly customized and tailored experiences. When you're customizing, extending, or integrating with Dataverse, be aware of the established guidance and best practices. |
| Apply business logic using code | When a declarative process doesn't meet a requirement, you can write plug-ins and workflow extensions to apply business logic. |
| Work with data using code in Microsoft Dataverse | Learn about the various methods to access Dataverse data using code, including the Dataverse SDK for .NET or Web API, Dataverse search, and the Dataverse Tabular Data Stream (TDS) endpoint for SQL queries. |
Reference architectures
| Title | Description |
|---|---|
| Automate procurement order acknowledgment matching with Copilot Studio and SAP | Use a multi-agent architecture to compare supplier order acknowledgments with purchase orders in SAP, automatically confirm matches, and escalate exceptions for review. |
| Perform predictive data analysis using Dataverse, Fabric, and Azure AI services | Learn best practices for data ingestion, model training, and visualization that help you build robust predictive models and gain actionable insights. |
| Integrate legacy data with Power Automate and SharePoint | Streamline the process of integrating legacy data with modern platforms. |
| Manage SharePoint document visibility in Dataverse solutions | Reduce the risk of oversharing SharePoint documents associated with Dataverse records while preserving native document management capabilities. |
| Use Dataverse background operations | Use custom APIs to define custom messages and implement business logic through plug-ins, allowing for background processing that eliminates the need for a persistent connection during execution. |
| Integrate Microsoft Fabric Lakehouse data using Dataverse virtual tables | Gather data from multiple internal systems into a Microsoft Fabric Lakehouse, and consume the data in Power Platform apps and automations using Dataverse virtual tables. |
| Use Dataverse as a data source for canvas apps | Create a Power Apps canvas app that uses Dataverse as a data source helps build a more custom user experience. |
| Use complex relationships with Microsoft Dataverse | Model complex data relationships in Microsoft Dataverse to design effective business applications. |
| Extract and analyze agent conversation transcripts | Extract and analyze agent conversation transcripts with AI to uncover key insights, improve accuracy, and enhance decision-making. |
| Implement a scalable notification system with Power Platform | Implement a scalable notification system to automate SMS and email reminders and improve appointment reliability. |
| Optimize the performance of canvas apps that require complex business logic | Optimize Power Apps canvas app performance by shifting complex business logic to Dataverse using Power Fx functions or Dataverse custom APIs. |
| Analyze and automate business data with Dataverse SDK for Python | Learn how the Dataverse SDK for Python empowers developers and data scientists to analyze, automate, and innovate with enterprise-grade data. |
| Synchronize data across Dataverse environments using Power Platform | Manage master data across two Dataverse environments using Power Automate cloud flows and Power Platform dataflows. |
| Automate service order lifecycle and SLA governance with Power Platform | Design a solution that automates service request lifecycles, approvals, SLA governance, and termination by using Power Platform components. |
| Automate deployments with Dataverse Git integration and pipelines in Power Platform | Streamline Power Platform development and releases by integrating Dataverse Git, pipelines in Power Platform, and AI-assisted governance. |
| Integrate Dataverse with enterprise data in Microsoft Fabric using a medallion architecture | Integrate Dataverse with enterprise data in Microsoft Fabric to build a governed analytics platform using a bronze, silver, gold medallion approach. |
| Integrate finance and operations data with Dataverse | Integrate Dynamics 365 finance and operations apps with Power Platform and Azure services to support engineer-to-order estimation, customer-specific pricing, quoting, and production planning. |
| Connect Power Apps to a centralized data warehouse with Dataverse virtual tables | Connect Power Apps to a centralized data warehouse through Dataverse virtual tables to use consolidated enterprise data alongside operational records stored in Dataverse. |
Solution ideas
| Title | Description |
|---|---|
| Healthcare Patient Support Agent | Streamline patient interactions and reduce administrative burdens for healthcare providers. |
| Property rental portal with AI-driven search and payment processing | Build a comprehensive rental portal that uses AI-driven search capabilities and seamless payment processing. |
| Revolutionize vehicle inspections with EVVIE | Inspect vehicles and assess damage using generative AI and Power Platform. |
| Custom contact center solution with Copilot Studio agent | Enhance customer service efficiency through integrated platforms and technologies. |
| Travel concierge using generative AI with Copilot Studio | Employ an AI-driven solution to enhance customer interactions and streamline information access. |
| Ticket management system with Copilot Studio agents | Improve ticket refund and management processes by deploying both a user-based and autonomous agent to integrate with legacy systems. |
| Intelligent cardiac triage and scheduling with Power Platform | Automate and enhance the triage process for cardiology patients using AI Builder, Copilot Studio, and Microsoft 365 integrations. |
| AI-enabled donor management solution | Streamline donor engagement, automate workflows, and enhance operational efficiency for nonprofits with an AI-powered donor management solution. |
| Learning management app using Microsoft Learn content | Design a learning management solution using Microsoft Power Platform and Microsoft Learn content to enhance trainer and learner experiences. |
| Manage healthcare stakeholder engagement with Power Platform | Build a centralized platform for managing Healthcare Professional (HCP), Healthcare Organization (HCO), and patient engagements and events by using Power Platform. |