Lab 2 · M2 Get Started with Microsoft Dataverse

Data Model

Build a custom Dataverse table with several column types, link it to a built-in table with a lookup, and seed it with sample rows you'll reuse in later labs.

30 min Requires Lab 0

Exercises

Exercise 1 — Create a custom table

Task 1.1 — Create the Opportunity table

Open https://make.powerapps.com, confirm you're in the Dev One environment.
In the left nav select Tables → + New table → Add columns and data.
Select Edit table properties, enter Opportunity for Display name, and select Save.

Task 1.2 — Set the primary column

Open the dropdown next to New column and select Edit column.
Set Display name to Opportunity Subject, select Update, then Create.

Task 1.3 — Add the remaining columns

Add each of these one at a time via + in the Opportunity columns pane, selecting Save after each:

Display name	Data type	Required
Owner Name	Single line of text	Business required
Customer	Single line of text	Business required
Address	Single line of text (200 chars — Advanced options)	Optional
Estimated Close Date	Date and time — Date only	Optional
Amount	Currency	Optional
Notes	Multiple lines of text	Optional

Task 1.4 — Add a Choice column

Add a column named Status, type Choice → Choice, Required: Optional, Sync with global choice? No.
Add three choices: New (value 1), Open (value 2), Closed (value 3) — set New as the default.
Select Save.

Exercise 2 — Create a relationship

Task 2.1 — Add a lookup column

Open Tables → Opportunity, and add a column named Account.
Set Data type to Lookup, Related table to Account, Required: Optional, then Save. This links each opportunity to an existing Account record.

Exercise 3 — Add sample data

Open Opportunity's data grid (dropdown next to Edit → Edit in new tab) and add four rows:

Subject	Customer	Close date	Amount	Status
100 Widgets	Adventure Works	previous month	10,000	Closed
Key customer	Fabrikam	this month, future	50,000	New
New customer	Coho Winery	next month	25,000	New
Repeat customer	Fourth Coffee	next month	15,000	Open

Set Owner Name to MOD Administrator on every row, use Insert row below between entries, then close the tab. These rows feed the button flow in Lab 5.