Top 5 Best Practices for Using Dataverse in Model-Driven App

Loro IT
Jul 6
2 min read

Model-driven apps built on Microsoft Dataverse offer powerful, scalable solutions — but building them right is key to long-term success. At Loro IT, we’ve implemented enterprise-grade apps across industries, and here are our top 5 best practices to follow when using Dataverse:

1. Design Your Data Model First

Start with a solid foundation. Plan your tables, relationships, and business logic before designing forms or views.

Normalize your data to avoid duplication.
Use relationships over Option Sets when data is reused.
Visualize your model with Dataverse Diagram View.

2. Secure with Roles and Field-Level Controls

Dataverse offers robust security — make full use of it.

Apply Security Roles based on job functions.
Use Field Security Profiles for sensitive data (like salary or PII).
Avoid giving unnecessary admin rights.

3. Keep the UI Clean and User-Friendly

Model-driven apps are form-heavy, so good UX matters.

Organize forms with tabs and sections.
Use Business Rules for inline logic.
Customize command bars only when necessary — less is more.

4. Automate Smartly with Low-Code Tools

Not everything needs a plugin.

Use Power Automate for workflows and approvals.
Reserve plugins for complex, performance-critical logic.
Document your automation logic for easy maintenance.

5. Deploy with Managed Solutions and Naming Standards

Build for long-term maintainability.

Use unmanaged solutions in dev, managed in production.
Adopt clear naming conventions (e.g., lit_Invoice, lit_Status).
Use environment variables to make deployments repeatable.

Whether you're building internal tools or customer-facing apps, these best practices help you keep things scalable, secure, and easy to maintain.

💡 Need help with your Power Platform strategy?

Loro IT can guide your team from design to deployment. Contact us today to book your consultation!