Simplify Your Dataverse Solution for Cleaner Use

Key insights

• Keep solutions simple: Ensure Dataverse solutions are kept simple by only including unmanaged components or managed components with unmanaged layers that are created or updated in that environment to improve solution import times and prevent unexpected behavior.


• Be selective with objects: Avoid selecting "Include all objects" when adding tables to solutions unless there is a specific need. It's often not necessary to include table metadata unless it has been updated.


• Avoid adding unnecessary components: Use caution with the "Add required components" feature to prevent adding unrelated components to the solution. Also, wisely choose not to include required components when using the classic solution explorer.


• Manage relationships and tables carefully: When adding or updating relationships between tables, ensure related tables are also included in the solution without including all objects, to avoid automatic addition of unwanted components.


• Review and manage business rules and mobile offline profiles: After adding forms, remove unmodified and unnecessary business rules. Additionally, be cautious with Mobile Offline Profiles due to the automatic inclusion of dependent components which might result in multiple solution layers making updates complex.


 

Dataverse Solutions Management

To manage Dataverse or Power Platform projects effectively, it's critical to maintain clean and simple solutions. This involves careful selection and management of components, ensuring only necessary items are included to prevent import delays and unexpected errors. A key strategy includes being selective with the components added, such as tables, relationships, and business rules, to avoid cluttering your solution with unwanted or unused elements.

Meticulous management extends to handling relationships between tables and understanding the implications of including or excluding certain components. Additionally, the handling of mobile offline profiles requires careful attention due to their complex dependencies, which can inadvertently introduce unnecessary components into the solution.

The ultimate goal is to streamline the solution management process, enhancing efficiency, deployment speed, and maintainability. Adhering to best practices, such as those outlined, can significantly impact the success and cleanliness of your Dataverse solutions, facilitating smoother operations and updates.

Read the full article Keep Your Dataverse Solution Clean and Simple