Microsoft Dataverse for Teams Course Outline
Overview
This 2-day course will guide students through designing low-code applications, automated processes, and chatbots directly in Microsoft Teams by leveraging Microsoft Dataverse for Teams and how to use further tools to design reports. This course is focused on end-users, rather than administrations, who are looking to create new ways of working that are consumed within Microsoft Teams.
Microsoft Dataverse has two offerings, a more comprehensive service that is available at a cost, known as Dataverse, and a free-to-use service that comes as part of your Microsoft Teams license called Microsoft Dataverse for Teams, which is consumed directly from within Microsoft Teams. We will learn about the differences between these services, what are the limitations of Microsoft Dataverse for Teams and when to use each service. We will then discover how Microsoft Dataverse for Teams can be leveraged by Microsoft Power Apps, Microsoft Power Virtual Agents, Power BI, and Microsoft Power Automate.
Who Should Attend
Individuals who are taking the lead in integrating data and applications inside of the Teams environment. This class is for end-users and power users of Teams.
Prerequisites
Experience managing a team within Microsoft Teams is preferred, but not essential.
Course Outline
An Introduction to Microsoft 365
In this module, we cover how to add the Power Apps for Teams app, directly to Microsoft Teams, which will become our hub for designing business solutions. We will also provide a brief overview of the Microsoft Teams interface to discuss key elements that are essential to Microsoft Dataverse for Teams creations. This module covers the following lessons:
Microsoft Dataverse
What is the Power Platform?
Licensing for Microsoft Dataverse
Licensing for the Power Platform
What is Microsoft Dataverse for Teams?
Database terminology
Chatbots, apps, and flows
Usage scenarios and limitations
Power BI in Microsoft Teams
An overview of Microsoft Teams
Where can you use Microsoft Teams?
The desktop app interface
Pining apps in Microsoft Teams
Setting up tables
This module will cover how to set up tables in your Microsoft Dataverse for Teams environment. Each Team utilizing Microsoft Dataverse for Teams has its own environment where you can design your database. You can create tables, columns, rows, views, and relationships to model your data. The tables that you design can be used to support your apps, chatbots, reports, and flows, acting as a centralized data source that you can tap into. Ensuring your data tables are correctly configured and secured is essential for success in other areas of Microsoft Dataverse for Teams. This module covers the following lessons:
Getting started with tables
Creating an environment for a Team
Creating a new table
Table settings
Adding columns
Choice columns
Adding rows of data
Creating table relationships
Designing new views
Table security
Deleting tables
Creating new apps
In this module, we will design the interfaces that your Team’s members are going to use to add new rows of data to your tables. We will introduce you to Power Apps for Teams which is tailored to work with Microsoft Dataverse for Teams. The app itself can be based on an existing sample or you can choose to create your own app. This module will also cover adding components to your apps, writing formulas, introducing media, and using variables. We will then show you how to test, publish and use our apps within a Team. Discussed in this module are the following lessons:
An introduction to Power Apps
Power Apps services
The Power Apps interface
Creating a new app from a sample
Create a blank app
Working with screens
Connecting to data sources
Adding and editing controls
Introducing formulas
Using variables
Media
Testing an app
App settings
Publish to Teams
Broad distribution apps
Designing chatbots
In this module, we will cover using Power Virtual Agents within Microsoft Teams. Power Virtual Agents allows us to design chatbots. A chatbot is an interface where an individual can type in a question or request information or support. The chatbot will look at the entry and interpret a logical response. Power Virtual Agents allows us to design the pace of these conversations. The full tool allows chatbots to be designed for enterprise use and for external facing customers. Within Teams, these chatbots are only applied to a Team but are free whereas the full tool is not. We will show you how to get started with designing a chatbot, implement logic, test, and publish a chatbot to a Team. As Microsoft Teams is a chat-enriched platform, understanding how to build chatbots can help you field common conversations that emerge within your Team. This module covers the following lessons:
An introduction to Power Virtual Agents
Chatbot topics
How do chatbots work in Teams?
The Power Virtual Agents interface
The authoring canvas
Entities
Creating a new chatbot
Working with topics
Setting up triggers
Adding nodes
Call a flow
Testing your chatbot
Publish a chatbot
Using a chatbot in Microsoft Teams
Maintaining a chatbot
Adding automated processes
With the ability to create chatbots and apps as well as all the capabilities Teams has to offer, it can prove to be a challenge to form a narrative between these services. Enter Power Automate in Teams. Power Automate offers Teams users the option to create business processes that bring together services from across Microsoft 365 and Microsoft Dataverse for Teams. Power Automate in Teams prioritizes workflows that interact with features in Teams, such as chat and channel posts. It can also interact with elements of Microsoft Dataverse for Teams. This module provides instructions on how to get new business processes up and running quickly, and how to customize workflows further to enhance their logic and reach. In this module we will discuss:
An introduction to Power Automate
How does Power Automate help Microsoft Team users?
Configuring Microsoft Teams flows
Testing a flow
Designing new flows or customizing flows
The Power Automate interface
Working with actions
Branching logic
Connect a flow to Dataverse for Teams
Expressions and variables
Publish a flow
Flow history and error resolution
Designing reports
Data within our tables in Microsoft Dataverse for Teams can tell a story. But often displaying the data as a table does not offer an invested party much insight into this information. Microsoft Dataverse for Teams can connect to Power BI Desktop to allow you to design reports against the live data in your custom tables. Although there is a lot of value in this, it is worth noting that Power BI does require additional licensing for the service to work. In this module, we will show you how to connect to your data tables in Microsoft Dataverse for Teams and use Power BI Desktop to design and publish an engaging report. Once published we will show you how to schedule the report to update on its own so that it is displaying up to date information. In this module we will discuss:
An introduction to Power BI
The Power BI suite
User-based licensing
Premium capacity workspaces
Connecting to tables
Queries and data modeling
Designing reports
Hide and rename columns
Adding basic content
Visualizations
Publishing reports
Scheduling a data refresh
Share in Teams
View outline in Word
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