Microsoft Dataverse Basics #1 : Create Custom tables in Dataverse/MSCRM

  • Login to Make.powerapps.com
  • Choose your environment
  • Navigate to Dataverse->Tables-> New Table
  • Enter the Display Name, Plural Name and Primary Field Name information.
  • Please check to enable Notes and Attachments.
  • Click on More settings to fill in Description, Table type, collaboration and Create and Update Settings.

Description : We can fill in the description about this table.

Table Type : We can choose to create the table as Activity table or Standard table.

Ownership : Ownership of the table can be at User/Teams level or Organization level.

Collaboration : We can enable Activities, feedback,Connections,Send Email, Enable SharePoint Document management setting, enable auto create teams option and queues for a table. Please note once queues are enabled , it cant be disabled.

Create and Update Settings : Enable Quick create forms, Duplicate Detection and change tracking settings for a table

Offline : Enable for Mobile phone and Dynamics 365 for outlook capabilities

Click on Create and the table gets created successfully.

Author: Devikumari Krishna

I am a Solution Architect in Dynamics 365|PowerApps platform. I provide Architectural consulting for Microsoft Power Platform, Dynamics 365 CRM Cloud, On-Premise, CRM 2016, 2015 and earlier version.

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