Apply business logic in Microsoft Dataverse

Note

Effective November 2020:

  • Common Data Service has been renamed to Microsoft Dataverse. Learn more
  • Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column. Learn more

This article will be updated soon to reflect the latest terminology.

There are several choices available for applying business logic in Dataverse.

Business rules

You can create business rules and recommendations to apply logic and validations without writing code or creating plug-ins. Business rules provide a simple interface to implement and maintain fast-changing and commonly used rules.

Define business rules for a table that apply to all the table forms and at the server level. Business rules defined for a table apply to both canvas apps and model-driven apps if the table is used in the app. More information: Create a business rule for a table

Note

To define a business rule that applies to a form in a model-driven app, see Create business rules for a model-driven app form

Dataverse processes

You can also use the following Dataverse processes:

Power Automate

Power Automate has several different flows you can use to create automated workflows within Dataverse or between Dataverse and another app or service that can be used to synchronize files, get notifications, collect data, and more.

Flow type Description More information
Business process flows Define a set of steps that run in a Power Apps model-driven app for people to follow to take them to a desired outcome. Learn more
Cloud flows Create a flow that performs one or more tasks automatically after it's triggered by an event. Learn more
Instant flows Run repetitive tasks from anyplace, at any time, via a flow app on your mobile device. Learn more
Scheduled flows Create a flow that performs one or more tasks on a schedule. Learn more
Desktop flows Row and automate the playback of manual steps on legacy software. Learn more

See also

Apply business logic in model-driven apps