Digital Transformation with Dataverse for Teams E-Book

Srikumar Nair

• Herausgeber: Packt Publishing
• Kategorie: Fachliteratur
• Sprache: Englisch

Seitenzahl: 249

Veröffentlichungsjahr: 2021

Beschreibung

Microsoft Dataverse for Teams is a built-in, low-code data platform for Teams and enables everyone to easily build and deploy apps, flows, and intelligent chatbots using Power Apps, Power Automate, and Power Virtual Agents (PVA) embedded in Microsoft Teams.
Without learning any coding language, you will be able to build apps with step-by-step explanations for setting up Teams, creating tables to store data, and leverage the data for your digital solutions. With the techniques covered in the book, you’ll be able to develop your first app with Dataverse for Teams within an hour! You’ll then learn how to automate repetitive tasks or build alerts using Power Automate and Power Virtual Agents. As you get to grips with building these digital solutions, you’ll also be able to understand when to consider upgrading from Dataverse for Teams to Dataverse, along with its advanced features. Finally, you’ll explore features for administration and governance and understand the licensing requirements of Microsoft Dataverse for Teams and PowerApps.
Having acquired the skills to build and deploy an enterprise-grade digital solution, by the end of the book, you will have become a qualified citizen developer and be ready to lead a digital revolution in your organization.

Leseprobe

Digital Transformation with Dataverse for Teams

Become a citizen developer and lead the digital transformation wave with Microsoft Teams and Power Platform

Srikumar Nair

BIRMINGHAM—MUMBAI

Digital Transformation with Dataverse for Teams

Copyright © 2021 Packt Publishing

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Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

Group Product Manager: Pavan Ramchandani

Senior Editor: Hayden Edwards

Content Development Editor: Aamir Ahmed

Technical Editor: Joseph Aloocaran, Saurabh Kadave

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First published: September 2021

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Published by Packt Publishing Ltd.

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ISBN 978-1-80056-648-4

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To the loving memory of my parents, Sridevi Nair and Krishnankutty Nair, for their sacrifices and exemplifying grit through all difficult times in life, which continues to inspire me every day to be my best self.

To my lovely wife, Neetu, for being a great partner and my pillar of support.

To my wonderful kids, Siddhesh and Nandini, who inspire and encourage me with their unbounded energy and relentless curiosity.

To my teachers, who nurtured my curiosity and passion for learning.

To my friends and family, who stood with me through all times.

To all the frontline COVID warriors around the world, who have sacrificed a lot during the ongoing COVID-19 pandemic to keep all of us safe.

- Srikumar Nair

Foreword

I have known Srikumar Nair for 4 years through our work together on building the Power Platform. As the Corporate Vice President of Business Applications and Platforms at Microsoft, I lead the development of the low-code/no-code Power Platform as well as the Dynamics 365 suite of business applications that power businesses across the world. For businesses in every industry and every geography on this planet to deliver on the surging need for digital transformation, we need to empower everyone to contribute to the effort. This is where low-code/no-code development comes in, and this book by Srikumar is a fantastic way to get started.

We are seeing unprecedented digital demand, with companies focusing on rapidly building digital-first, intelligent experiences. It is estimated that 500 million more apps will be created in the next 5 years, which is more than all the apps built in the last 40 years1. On the other hand, there are not enough developers to meet this need – in the United States alone, there is a developer shortfall of 1 million today.2 To meet this demand, we need to equip everyone to be a developer. This is possible through low code, which empowers everyone – from citizen to professional developers and IT admins – to go faster.

This book introduces key concepts in Power Platform, and provides step-by-step tutorials on building, deploying, and managing your first app, bot, and flow. It also includes pointers to additional resources to help you continue to learn and grow your skills. It encapsulates not only how to build solutions to meet your organization's needs, but also how to secure and govern your business-critical data and resources. With this book, I am confident you will be equipped to begin your journey as a citizen developer.

Charles Lamanna Corporate Vice President, Business Applications and Platforms, Microsoft

References:

[1] IDC FutureScape: Worldwide IT Industry 2020 Predictions

[2] BLS, NSF, NCES, IDC, Gartner, LinkedIn, C+AI Corp Strat

Contributors

About the author

Srikumar Nair is a product management leader with 20 years of experience building new products and features and improving the efficiency of products such as operating systems and business/productivity applications. Being a mechanical engineer, he started his career in the manufacturing sector but later developed a flair for software and joined Infosys as a software engineering intern. He eventually graduated as a professional developer in Java and .NET and then turned toward product/technology management with Microsoft, working in Office 365, SharePoint Online, enterprise mobility, Dynamics 365, and Power Platform. He is currently working as the principal group program manager in the Microsoft Dataverse team, focusing on infrastructure provisioning at scale, licensing, and improving service efficiency.

I want to thank the following people who helped me immensely in converting the vision of this book into reality:

Group Product Manager: Pavan Ramchandani, for reaching out to me with this proposal

Senior Editor: Hayden Edwards, for setting a high bar for content reviews throughout this book

Content Development Editor: Aamir Ahmed, for his thorough review and patience while working with me throughout the content development of this book

Technical Reviewer: Marc Mercuri, for taking time out of his busy schedule to provide technical input for various chapters in this book

About the reviewer

Marc Mercuri led and launched Dataverse for Teams. Across close to two decades at Microsoft, he has held a number of product, strategy, and innovation roles. He has authored 4 books and has over 25 patents issued or pending.

Table of Contents

Preface

Section 1: Introduction to Microsoft Dataverse for Teams

Chapter 1: Introducing Digital Transformation and the Role of Low-Code/No-Code Platform

Understanding Digital Evolution

Digital Evolution in Organizations

Digital Transformation

Empower employees

Transform Products and services

Streamline Operations

Exceed Customer expectations

Introducing Microsoft Power Platform

Becoming a citizen developer

Microsoft Dataverse for Teams

Summary

Chapter 2: Exploring Microsoft Dataverse for Teams

Exploring Microsoft Dataverse for Teams

Exploring Power Apps

Exploring Power Automate

Exploring Power Virtual Agents

Understanding Data Connectors

Summary

Chapter 3: Building Your First App with Microsoft Dataverse for Teams

Getting Started

Data Modeling for Applications

Introducing the Power Apps Build Hub in Teams

Creating a Dataverse table

Building your first app

Exploring the app elements

Customizing the app

Summary

Chapter 4: Enhancing Your App with Images, Screens, and File Attachments

Application Versions and Analytics

Adding multiple screens to your application

Establishing a relationship between the tables

Adding images and related records to your application

Summary

Section 2: Deep Dive into Microsoft Dataverse for Teams

Chapter 5: Understanding Microsoft Dataverse

Uncovering Microsoft Dataverse Layers

Storage Layer

Metadata Layer

Compute Layer

Security in Microsoft Dataverse

Lifecycle Management

Privacy and compliance

Considering an upgrade from Dataverse for Teams to Dataverse

Capabilities

Capacity

Summary

Chapter 6: Automating with Microsoft Dataverse for Teams

Automating with Power Automate flows

Building an Automated flow

Building an Instant Flow

Building a Scheduled Flow

Summary

Chapter 7: Building Power Virtual Agents Bots with Microsoft Dataverse for Teams

Understanding Power Virtual Agent bots

Creating a Topic for Power Virtual Agent bot

Adding flows to Power Virtual Agent bot

Publishing the Power Virtual Agent bot

Summary

Section 3: Application and Environment Life Cycle Management

Chapter 8: Managing the Application Life Cycle and Environment Life Cycle

Understanding Environments

Production Environment

Sandbox Environment

Default Environment

Trial Environment

Developer Environment

Microsoft Dataverse for Teams

Power Platform Admin Center

Environment life cycle Operations

Environment Backup and Restore

Environment Delete

Environment Copy

Environment reset

Application Life cycle Management

Solutions

Summary

Chapter 9: Upgrading to Microsoft Dataverse Environment

Reasons for Upgrading to Microsoft Dataverse

Capacity

Capabilities

Control

Upgrade Process

Summary

Section 4: Enterprise Readiness and Licensing

Chapter 10: Ensuring Enterprise Readiness: Security and Governance

Implementing a Security Framework in Dataverse for Teams

Encryption

Data Backups

Least privilege model

Configuring different roles in Dataverse for Teams

Understanding standard roles

Adding standard roles to a Dataverse for Teams environment

Understanding additional roles in Dataverse for Teams environments

Understanding Governance in Dataverse for Teams

Architecture

Security

Auditing or Monitoring

Actions based on Auditing or Monitoring

Summary

Chapter 11: Licensing for Microsoft Dataverse and Dataverse for Teams

Licensing for Power Platform

Free Tier

Licensing for Microsoft Dataverse for Teams

Licensing after upgrading to Microsoft Dataverse

Environment and Application Life Cycle

Capacity Entitlements

Client Access

Data Options

Advanced Security

Data integration and Reporting

Pro-Dev features

Summary

Other Books You May Enjoy

Preface

Microsoft Dataverse for Teams is a built-in, low-code data platform for Teams that enables everyone to easily build and deploy apps, flows, and intelligent chatbots in Teams with Power Apps, Power Automate, and Power Virtual Agents (PVA).

This book provides a detailed insight into Microsoft Dataverse for Teams. You'll learn how to build apps with step-by-step explanations for setting up Teams, creating tables to store relational data, and setting up basic security roles. With the techniques covered in the book, you'll be able to develop your first app with Dataverse for Teams within an hour! You'll then learn how to automate background tasks or alerts using Power Automate and Power Virtual Agents. As you get to grips with building business applications, you'll also find out when to consider upgrading from Dataverse for Teams to Dataverse and how they differ. Finally, you'll explore features for administration and governance and understand the nuances of product licensing with Microsoft Dataverse for Teams and Power Apps.

Having acquired the skills to build and deploy an enterprise-grade app, by the end of this book, you'll have become a fully qualified citizen developer and will be ready to lead a digital revolution in your organization.

Who this book is for

The book is for citizen developers, business professionals, or anyone looking to develop applications to solve critical business problems. Basic knowledge of using software such as PowerPoint, Excel-like formulae, and navigating between application screens is all you need to get started with this book.

What this book covers

Chapter 1, Introducing Digital Transformation and the Role of Low-Code/No-Code Platform, is where we will take a quick look at the new trends that are impacting our personal and work lives (that is, the consumer world and business environments) and how every one of us needs to be prepared to leverage these changes in technology to our advantage.

Chapter 2, Exploring Microsoft Dataverse for Teams, is where you will learn more about Microsoft Dataverse for Teams and the various components of the Power Platform, which forms the foundation of this low-code/no-code platform experience within Microsoft Teams.

Chapter 3, Building Your First App with Microsoft Dataverse for Teams, is where you will build your first low-code/no-code application, Health Scanner, using Microsoft Dataverse. Such an application can be used to keep a record of the health statistics of employees or students before the beginning of a shift or lesson.

Chapter 4, Enhancing Your App with Images, Screens, and File Attachments, is where you will learn about some advanced topics of Dataverse, such as using versions, usage analytics, and leveraging images and attachments to enhance your application.

Chapter 5, Understanding Microsoft Dataverse, is where you will learn about the different components of Microsoft Dataverse's layers, as well as studying scenarios to consider for an upgrade from Dataverse for Teams to Dataverse.

Chapter 6, Automating with Microsoft Dataverse for Teams, is where you will learn how to automate business tasks using Power Automate Flow in our Health Scanner application.

Chapter 7, Building Power Virtual Agents Bots with Microsoft Dataverse for Teams, is where you will leverage the power of PVA in the Health Scanner application, by authoring a chatbot that will help answer end users' questions.

Chapter 8, Managing the Application Life Cycle and Environment Life Cycle, is where you will learn about the different types of environments, the administration experience for these environments, and life cycle management for these environments and applications within Microsoft Dataverse for Teams.

Chapter 9, Upgrading to Microsoft Dataverse Environment, is where you are going to see how to upgrade a Microsoft Dataverse for Teams environment into a standard Dataverse environment that can support standalone apps built using Power Apps, Power Automate flows, and PVA bots.

Chapter 10, Ensuring Enterprise Readiness: Security and Governance, is where you are going to learn about the security and governance concepts that are important in the Dataverse for Teams environment.

Chapter 11, Licensing for Microsoft Dataverse and Dataverse for Teams, is where you are going to learn about the licensing requirements for Dataverse for Teams and other Power Platform products.

To get the most out of this book

Here are the Microsoft 365 licenses with which you will be able to use Dataverse for Teams:

Office 365 E1, E3, E5Microsoft 365 E1, E3, E5Microsoft 365 F1, F3, F5

Download the color images

We also provide a PDF file that has color images of the screenshots and diagrams used in this book. You can download it here: https://static.packt-cdn.com/downloads/9781800566484_ColorImages.pdf.

Conventions used

There are a number of text conventions used throughout this book.

Code in text: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example:

Concatenate(NeedAttention.Selected.'First Name', " ", NeedAttention.Selected.'Last Name')

Bold: Indicates a new term, an important word, or words that you see onscreen. For instance, words in menus or dialog boxes appear in bold. Here is an example: "Select System info from the Administration panel."

Tips or important notes

Appear like this.

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Section 1: Introduction to Microsoft Dataverse for Teams

This section of the book introduces you to digital transformation and why it is essential for all organizations to go through it to survive. It also shows how low-code/no-code platforms have a critical role to play in bridging the gap created due to a shortage of the manpower that is needed to achieve digital transformation for all the organizations around the world. In this section, you will also be introduced to Microsoft Power Platform and Microsoft Dataverse for Teams as well as building your first low-code/no-code app.

This section comprises the following chapters:

Chapter 1, Introducing Digital Transformation and the Role of Low-Code/No-Code PlatformChapter 2, Exploring Microsoft Dataverse for TeamsChapter 3, Building Your First App with Microsoft Dataverse for TeamsChapter 4, Enhancing Your App with Images, Screens, and File Attachments

Chapter 1: Introducing Digital Transformation and the Role of Low-Code/No-Code Platform

This book will help you to develop an understanding of what digital transformation is and why it is important to each one of us. It will also introduce you to a low-code/no-code platform built into Microsoft Teams, and help you develop proficiency in solving challenges faced by your organizations in their journey to achieve digital transformation. This book is intended to be used by anyone who wishes to build apps, bots, and workflows, and who wants to help automate a lot of manual processes within their organization, whether they're a student, a teacher, an entrepreneur, a doctor, or even a volunteer at a non-profit organization. As you progress through the first couple of chapters in this book, you will realize that with very basic skills, such as creating formulas, and a basic understanding of how you want your screens to look, you will be building very effective digital solutions for your organization.

In this chapter, we will take a quick look at the new trends that are impacting our personal and work lives (that is, the consumer world and business environments) and how every one of us needs to be prepared to use these changes in technology to our advantage, especially in our professional careers.

This chapter also begins to introduce you to Power Platform and Microsoft Dataverse for Teams, which not only helps you to build apps, bots, and flows with minimum training, but also accelerates the pace of digital transformation within your organization. Microsoft Dataverse for Teams provides rich data storage for all types of data, along with enterprise-grade governance and security. You will be able to acquire apps and install them with one-click deployment, almost like downloading an app to your personal smartphone from an app store.

In this chapter, we will cover the following topics:

Understanding Digital EvolutionDigital Evolution in OrganizationsDigital TransformationIntroducing Microsoft Power Platform

Understanding Digital Evolution

The twentieth century belonged to organizations that adopted rapid mechanization and industrialization, riding on the wave of the third industrial revolution. The World Wars accelerated the need for countries and organizations to benefit from this wave of industrialization. There were a few other waves that followed and defined the progress of digital and automation experiences, such as the evolution of personal computing, the increased reach of the internet and the dot.com wave, and the advent of smartphones. All these innovations helped organizations and individuals to redefine the boundaries of what can be achieved and how much can be achieved in a short space of time. While it may have addressed some of the short-term goals of digital reach and automation, the desire for a total transformation of business process and productivity continues to grow like never before.

Here is a chronology of some significant milestones in the evolution of digital technology and how these advances have improved automation levels in various aspects of our lives:

Figure 1.1 – Evolution of digital experience

On the consumer digital experience front, the last decade has seen a significant rise in mobile computing and hardware reducing in size to become personal wearables. The best evidence of this is the rising market for mobile computing devices. Even though the sale of such devices might have been impacted by the worldwide contraction of the economy owing to the COVID-19 pandemic, mobile phones still constitute more than 80% of the total devices market for 2020.

The consumer digital evolution is waiting to explode further with the wearables market, where personal healthcare data from millions of consumers will be monetized over the coming years. We have already seen the smartwatch industry boom, with Apple taking a large share of the market. Amazon has also announced its Halo Band, which claims to help customers to improve their health and wellness.

While there is much to study and analyze in the consumer digital evolution space, for the purpose of this book, we will focus on the digital evolution and transformation that is happening in enterprises and organizations.

Digital Evolution in Organizations

Organizations have realized the power of data – it is the new oil. Data is flowing in terabytes and petabytes per second, through social media and through Internet of Things (IoT) devices that are being wired to all living and non-living things on the planet. To give some examples, here are some of the top scenarios where organizations are using social media:

Monitoring Twitter feeds for mentions and sentiment analysis, such as reactions based on negative tweets, and offering to resolve personal complaintsOffering discounts and coupons to customers who "like" and promote the organization's brandIdentifying and targeting a social group of customers for special campaigns based on location, age, social status, likes, search history, and so onUsing professional networking sites such as LinkedIn feeds or Twitter ads to influence senior IT leaders and decision makers and generate leads for your business software or professional services that your organization offers

This demonstrates the evolution of marketing and customer service processes with the advent of social media, which helps organizations to improve their branding as well as improve their customer reach.

While this digital evolution continues, organizations need to be ready to harness the power of digital evolution to their advantage. Technology is not stagnant and keeps evolving as a byproduct of digital evolution. Who would have thought that one of the oldest industries, which delivers your daily pack or bottle of milk, would use 5G connected cows (https://www.reuters.com/article/us-telecoms-5g-cows/5g-connected-cows-test-milking-parlor-of-the-future-idUSKCN1RN1IY) to increase their output of premium quality milk? As you can see in this example, an industry where you wouldn't expect technology to make inroads is pioneering the latest technology to make operations more efficient, make products more desirable, and exceed customer expectations.

At this juncture, it is important to understand the digital transformation process in detail, which we will cover in the next section, along with why it is important for all organizations to not just survive but make large strides to thrive in the ever-emerging world of technology.

Digital Transformation

Digital transformation is the process of using advancements in technology to continuously evaluate and:

Empower employeesTransform products and servicesStreamline OperationsExceed customer expectations:

Figure 1.2 – Pillars of digital transformation

There are several definitions available on the internet, but the one that I mentioned here has the essence of what most organizations desire to do through their digital transformation endeavors.

Each of the pillars that form the bedrock of any digital transformation has significance, and one cannot be deemed more important than the other. However, depending on the maturity of the organization and market conditions, one of the pillars might need to be prioritized over the other by the organization's leaders.

One of the most challenging and crucial portions of this digital transformation is to energize and empower your workforce to not only participate but also lead and accelerate this transformation at grassroots level. Let's take a closer look at how employees can be empowered on this mission.

Empower employees

How do you empower employees of an organization to lead and accelerate the digital transformation journey? This empowerment comes from making employees contribute directly to the digital transformation and making them equal partners in celebrating the wins and dissecting the losses.

About 10-15 years ago, a frontline worker or information worker would at best be providing a set of requirements to the business analyst, who would then draft hundreds of pages of Business Requirements Documents (BRDs). These BRDs would then get passed on to the Information Technology (IT) department to build the next set or a new version of a Line of Business (LOB) application. LOB apps are built or procured from third-party vendors and their purpose is to solve typical business problems within an organization or within an industry. Examples include a talent management app for HR, invoice approval or tax calculation apps for finance, and an expense reporting app for all employees. During the building process, there will be various sub-phases of planning, design, development, and testing, before the application is ready for consumption. By the time the application is ready for production use, it is already too late, because the next version, and most of the ground assumptions and principles, would have changed or evolved, such as the number of users, scenarios, stakeholders, and business goals. There is a heavy price to be paid for this failure and, evidently, the pace of transformation suffers a great deal.

Another point worth noting is that millennials are a significant portion of the workforce today, and that percentage is going to increase in the upcoming years. What does this mean? This population is much more ambitious and technically literate, and they are going to be using technology both at work and in their personal lives. As part of engaging with this young and growing workforce every day, we realize that a majority of this new workforce is motivated to spend less time doing manual, labor-intensive, repetitive work and wants to focus more on adding value to the organization in much more meaningful ways. This is a favorable situation for organizations to have. It would be perilous for organizations to not have the right strategy, nor invest in the right set of technology to tap into this vast workforce and use them to transform their businesses.

Additionally, there is increased pressure for every one of us to start learning to code, including kids in school (https://www.nytimes.com/2017/06/27/technology/education-partovi-computer-science-coding-apple-microsoft.html). There are obvious benefits of learning to code, such as helping us to boost creativity and problem-solving abilities, and increasing professional advancement opportunities. However, it cannot be refuted that not everybody is wired to be an excellent coder and loves doing this all the time! It cannot be denied that some of the most creative minds in technology have not been the best or greatest coders, but they were always driven by their passion to innovate and make a change, a very good example being the legendary Steve Jobs. This book is going to be of immense help for such innovators who wouldn't like to spend a lot of time learning to code in a new language before bringing their ideas to fruition.

Anybody can build an app and automate without formal knowledge of coding; this is where the promise of this new low-code/no-code platform that is now available with Microsoft Teams and Microsoft Dataverse for Teams comes into play. This enables technology to meet people where they are, rather than asking them to go through a massive learning curve of learning to code in a certain language before deciding to solve a business problem. Thus, we will be empowering everyone to build low-code/no-code applications and other digital solutions to make a change, whether they are an information worker within an organization, a teacher in an elementary school, an analyst in an investment bank, a health professional in a hospital, a volunteer at a non-profit organization, or whoever. In the next few chapters, you will start to appreciate this claim as you start putting your ideas into action.

Meanwhile, let's delve into the remaining three aspects of achieving digital transformation.

Transform Products and services

A classic example to explain how and why products and services need digital transformation is the case of Netflix, the online streaming giant that we all are familiar with today. In 1997, Netflix was founded to sell and rent DVDs by mail, but changed to a subscription-based streaming service and also plays an active role in the production and distribution of its own content. While Netflix has become one of the largest entertainment companies that we all know of, many of its competitors, who started with the same business of renting out DVDs and VHS tapes, have now become extinct.

With the advent of broadband, Netflix was able to use the benefits of technology – advancements in internet streaming speed whereby consumers stopped measuring their internet speed in kbps (during the era of dial-up modems) and now measure their internet speeds in Mbps and even Gbps, with some ISPs using fiber optics. Netflix saw the opportunity to transform its business into a streaming service. There are several such examples where businesses have transformed their products or services by using advancements in technology.

The most important reason why other businesses and organizations have perished is due to their lack of willingness to transform their products and offerings. It is equally encouraging to see how some other organizations, and even certain classes of industries, have also come into being because of doing exactly the opposite. Digital technology is the foundation of their existence, and they never stop to evaluate and transform their services. The ride-sharing industry (such as Uber and Lyft) and home-sharing services (such as Airbnb and Vrbo) are all examples of this. A few more examples can be found in industries that are seeing this digital transition of their products and services, such as in-home fitness, gaming, and educational and professional development. There is a shift to provide products and services via a subscription model and delivered to your home either physically or virtually through the internet.