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Dataverse and Model-Driven Apps for Functional Consultants

A practical field guide to Dataverse data modeling, security, forms, views and no-code logic for functional consultants building model-driven apps.

Free

Free 50-page e-book. Design tables, security, forms and business logic that users actually adopt. Practical, field-tested guidance with worked examples, checklists, a quick-reference sheet and a glossary, ready to use on your next project.

This e-book teaches functional consultants how to turn business requirements into well-built Dataverse solutions and model-driven apps. It covers table and column design, relationships, the security model, forms and views, business rules, business process flows, Power Automate, solutions and ALM, data migration, and where Copilot fits today. Every chapter includes checklists, decision tables and illustrative examples, plus one end-to-end scenario. It is written for Dynamics 365 CE and Power Platform functional consultants, F&O consultants moving into Dataverse, business analysts and freshers who want to configure with confidence and know when to call a developer.

What's inside

  • Chapter 1: Dataverse and the Model-Driven Mindset
  • Chapter 2: Designing the Data Model
  • Chapter 3: Columns, Calculations and Data Quality by Design
  • Chapter 4: The Security Model
  • Chapter 5: Forms, Views and the App Designer
  • Chapter 6: Business Logic Without Code
  • Chapter 7: Solutions, Environments and ALM for Functional Consultants
  • Chapter 8: Data Migration and Data Quality
  • Chapter 9: Copilot and AI in Model-Driven Apps
  • Chapter 10: From Requirements to Configuration: An End-to-End Scenario

Plus a one-page Quick Reference, a glossary of key terms and next steps.

Who it's for

CRM consultants, business analysts and architects working with Dynamics 365 Sales, Customer Service and Dataverse.

How to get the most from it

  • Skim the contents and jump to the chapter that matches the challenge in front of you today
  • Use the checklists in your next workshop, review or status meeting
  • Share it with your team so everyone works from the same playbook

Let's connect

I'm Pranshu Shubham, a Microsoft Dynamics 365 F&O Solution Architect and PMP-certified program lead with 8+ years of ERP and AI transformation across the USA, Europe and APAC. I created this resource from real project experience, and I'd love to hear how you use it.