add-dataverse: Data & Analytics for AI Agents | OpenAgentSkill

Overview

Adds Dataverse tables to a Power Apps code app with generated TypeScript models and services. Can also create new Dataverse tables. Use when connecting to Dataverse, adding tables, creating schema, or querying Dataverse data.

Read full documentation

Source documentation, not instructions for this website. Review permissions before running any commands.

📋 Shared Instructions: shared-instructions.md - Cross-cutting concerns.

References:

dataverse-reference.md - Picklist fields, virtual fields, lookups, file/image columns, form patterns (CRITICAL)
api-authentication-reference.md - Dataverse API auth, token, publisher prefix
table-management-reference.md - Query, create, extend tables and columns
data-architecture-reference.md - Relationship types, dependency tiers

Add Dataverse

Two paths: existing tables (skip to Step 5) or new tables (full workflow).

Workflow

Plan → 2. Setup API Auth → 3. Review Existing Tables → 4. Create Tables → 5. Add Data Source → 6. Review Generated Files → 7. Build

Step 1: Plan

Check memory bank for project context. Ask the user:

Which Dataverse table(s) do they need? (e.g., account, contact, cr123_customentity)
Do the tables already exist in their environment, or do they need to create new ones?

If tables already exist: Skip to Step 5.

If creating new tables:

Ask about the data they need and design an appropriate schema
Use standard Dataverse tables when appropriate (contact for people, account for organizations)
Build a dependency graph -- see data-architecture-reference.md for tier classification
Enter plan mode with EnterPlanMode, present ER model with tables, columns, relationships, and creation order
Get approval with ExitPlanMode

Step 2: Setup API Auth (if creating tables)

See api-authentication-reference.md for full details.

az account show   # Verify Azure CLI logged in

# Find your Dataverse environment URL:
# In make.powerapps.com → Settings → Developer resources → Web API endpoint
# It looks like: https://<org-name>.crm.dynamics.com/api/data/v9.2/
# Use the base URL: https://<org-name>.crm.dynamics.com

$api = Initialize-DataverseApi -EnvironmentUrl "https://<org>.crm.dynamics.com"
$headers = $api.Headers
$baseUrl = $api.BaseUrl
$publisherPrefix = $api.PublisherPrefix

Requires System Administrator or System Customizer security role.

Step 3: Review Existing Tables (if creating tables)

Always query existing tables first before creating:

$existingTables = Invoke-RestMethod -Uri "$baseUrl/EntityDefinitions?`$filter=IsCustomEntity eq true&`$select=SchemaName,LogicalName,DisplayName" -Headers $headers

See table-management-reference.md for Find-SimilarTables, Compare-TableSchemas, and Build-TableNameMapping functions.

Present findings to user with AskUserQuestion:

Tables that can be reused (already exist with matching columns)
Tables that need extension (exist but missing columns)
Tables that must be created (no match found)

Step 4: Create Tables (if creating tables)

Get explicit confirmation before creating. Create in dependency order:

Tier 0: Reference tables (no dependencies)
Tier 1: Primary entities (reference Tier 0)
Tier 2: Dependent tables (reference Tier 1)

Use safe functions from table-management-reference.md:

New-DataverseTableIfNotExists
Add-DataverseColumnIfNotExists
Add-DataverseLookupIfNotExists (from data-architecture-reference.md)

Step 5: Add Data Source

For each table:

pa app add data-source --connector dataverse --table <table-logical-name>

Can add multiple tables by running the command for each one.

Step 6: Review Generated Files

The command generates:

src/generated/models/{Table}Model.ts -- TypeScript interfaces, plus {Table}FileColumnName, {Table}ImageColumnName, {Table}UploadColumnName union types if the table has file/image columns
src/generated/services/{Table}Service.ts -- CRUD methods (create, get, getAll, update, delete) plus upload, downloadFile, downloadImage, deleteFileOrImage if file/image columns exist

Show the user a usage example:

import { AccountsService } from "../generated/services/AccountsService";

const result = await AccountsService.getAll({
  select: ["name", "accountnumber"],
  filter: "statecode eq 0",
  orderBy: ["name asc"],
  top: 50
});
const accounts = result.data || [];

Key rules:

Use generated services (e.g., AccountsService.getAll()), not fetch/axios
Check result.data for actual data
Don't edit generated files unless needed
Read dataverse-reference.md before writing any Dataverse code -- picklist fields, virtual fields, lookups, and file/image columns all have critical gotchas

Step 7: Build

npm run build

Fix TypeScript errors before proceeding. Do NOT deploy yet.

Update Memory Bank

Record which tables were added (or created), generated files, and any schema notes.

View source ↗

File metadata

name: add-dataverse
description: Adds Dataverse tables to a Power Apps code app with generated TypeScript models and services. Can also create new Dataverse tables. Use when connecting to Dataverse, adding tables, creating schema, or querying Dataverse data.
user-invocable: true
allowed-tools: Read, Edit, Write, Grep, Glob, Bash, LSP, TaskCreate, TaskUpdate, TaskList, TaskGet, AskUserQuestion, Skill, EnterPlanMode, ExitPlanMode
model: opus

View original text

---
name: add-dataverse
description: Adds Dataverse tables to a Power Apps code app with generated TypeScript models and services. Can also create new Dataverse tables. Use when connecting to Dataverse, adding tables, creating schema, or querying Dataverse data.
user-invocable: true
allowed-tools: Read, Edit, Write, Grep, Glob, Bash, LSP, TaskCreate, TaskUpdate, TaskList, TaskGet, AskUserQuestion, Skill, EnterPlanMode, ExitPlanMode
model: opus
---

**📋 Shared Instructions: [shared-instructions.md](${PLUGIN_ROOT}/shared/shared-instructions.md)** - Cross-cutting concerns.

**References:**

- [dataverse-reference.md](./references/dataverse-reference.md) - Picklist fields, virtual fields, lookups, file/image columns, form patterns (CRITICAL)
- [api-authentication-reference.md](./references/api-authentication-reference.md) - Dataverse API auth, token, publisher prefix
- [table-management-reference.md](./references/table-management-reference.md) - Query, create, extend tables and columns
- [data-architecture-reference.md](./references/data-architecture-reference.md) - Relationship types, dependency tiers

# Add Dataverse

Two paths: **existing tables** (skip to Step 5) or **new tables** (full workflow).

## Workflow

1. Plan → 2. Setup API Auth → 3. Review Existing Tables → 4. Create Tables → 5. Add Data Source → 6. Review Generated Files → 7. Build

---

### Step 1: Plan

Check memory bank for project context. Ask the user:

1. Which Dataverse table(s) do they need? (e.g., `account`, `contact`, `cr123_customentity`)
2. Do the tables **already exist** in their environment, or do they need to **create new** ones?

**If tables already exist:** Skip to Step 5.

**If creating new tables:**

- Ask about the data they need and design an appropriate schema
- Use standard Dataverse tables when appropriate (`contact` for people, `account` for organizations)
- Build a dependency graph -- see [data-architecture-reference.md](./references/data-architecture-reference.md) for tier classification
- Enter plan mode with `EnterPlanMode`, present ER model with tables, columns, relationships, and creation order
- Get approval with `ExitPlanMode`

### Step 2: Setup API Auth (if creating tables)

See [api-authentication-reference.md](./references/api-authentication-reference.md) for full details.

```powershell
az account show   # Verify Azure CLI logged in

# Find your Dataverse environment URL:
# In make.powerapps.com → Settings → Developer resources → Web API endpoint
# It looks like: https://<org-name>.crm.dynamics.com/api/data/v9.2/
# Use the base URL: https://<org-name>.crm.dynamics.com

$api = Initialize-DataverseApi -EnvironmentUrl "https://<org>.crm.dynamics.com"
$headers = $api.Headers
$baseUrl = $api.BaseUrl
$publisherPrefix = $api.PublisherPrefix
```

Requires **System Administrator** or **System Customizer** security role.

### Step 3: Review Existing Tables (if creating tables)

**Always query existing tables first before creating:**

```powershell
$existingTables = Invoke-RestMethod -Uri "$baseUrl/EntityDefinitions?`$filter=IsCustomEntity eq true&`$select=SchemaName,LogicalName,DisplayName" -Headers $headers
```

See [table-management-reference.md](./references/table-management-reference.md) for `Find-SimilarTables`, `Compare-TableSchemas`, and `Build-TableNameMapping` functions.

Present findings to user with `AskUserQuestion`:

- Tables that can be **reused** (already exist with matching columns)
- Tables that need **extension** (exist but missing columns)
- Tables that must be **created** (no match found)

### Step 4: Create Tables (if creating tables)

Get explicit confirmation before creating. Create in dependency order:

- **Tier 0**: Reference tables (no dependencies)
- **Tier 1**: Primary entities (reference Tier 0)
- **Tier 2**: Dependent tables (reference Tier 1)

Use safe functions from [table-management-reference.md](./references/table-management-reference.md):

- `New-DataverseTableIfNotExists`
- `Add-DataverseColumnIfNotExists`
- `Add-DataverseLookupIfNotExists` (from [data-architecture-reference.md](./references/data-architecture-reference.md))

### Step 5: Add Data Source

For each table:

```bash
pa app add data-source --connector dataverse --table <table-logical-name>
```

Can add multiple tables by running the command for each one.

### Step 6: Review Generated Files

The command generates:

- `src/generated/models/{Table}Model.ts` -- TypeScript interfaces, plus `{Table}FileColumnName`, `{Table}ImageColumnName`, `{Table}UploadColumnName` union types if the table has file/image columns
- `src/generated/services/{Table}Service.ts` -- CRUD methods (create, get, getAll, update, delete) plus `upload`, `downloadFile`, `downloadImage`, `deleteFileOrImage` if file/image columns exist

Show the user a usage example:

```typescript
import { AccountsService } from "../generated/services/AccountsService";

const result = await AccountsService.getAll({
  select: ["name", "accountnumber"],
  filter: "statecode eq 0",
  orderBy: ["name asc"],
  top: 50
});
const accounts = result.data || [];
```

**Key rules:**

- Use generated services (e.g., `AccountsService.getAll()`), not fetch/axios
- Check `result.data` for actual data
- Don't edit generated files unless needed
- **Read [dataverse-reference.md](./references/dataverse-reference.md) before writing any Dataverse code** -- picklist fields, virtual fields, lookups, and file/image columns all have critical gotchas

### Step 7: Build

```bash
npm run build
```

Fix TypeScript errors before proceeding. Do NOT deploy yet.

### Update Memory Bank

Record which tables were added (or created), generated files, and any schema notes.

Review the source

Skill source recorded

Skill instructions are recorded. This is not a runtime test, safety guarantee or compatibility certification.

Review before install: Avoid automatic install

License: MIT

Dependency or permission surface needs review
Permission surface may require sandboxing
The skill requires Azure CLI authentication and specific Dataverse environment access, which may not be available in all agent environments.
The skill uses PowerShell commands via Bash, which could be a vector for unintended commands if not carefully constrained, but the instructions are specific and safe functions are provided.
Quality score needs review
Permission surface needs review: secrets or environment access, shell or command execution
Dependency/runtime risk: command execution surface, credential or environment access
Permission surface: secrets or environment access, shell or command execution

Open full audit

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Start with one small task

1Read the source. Confirm the input, expected output, dependencies and permissions.
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Source & usage notes

Indexed

Repository metadata and review signals are advisory. Popularity, source discovery and successful execution are different facts.

Source repository: microsoft/power-platform-skills
License: MIT
Version: 1.0.0
Last GitHub push: Sep 5, 2026
Registry updated: Sep 5, 2026
Instruction path: plugins/code-apps/skills/add-dataverse/SKILL.md @ 5a325ffa030c

Version reported in registry metadata; check source releases before relying on it.

Quality

76/100

Strong

Trust

60/100

Agent access

This page exposes the same decision, trust, audit, use-case, and install signals through the Registry API, so agents can rank this skill without scraping the UI.

Open install API LLM text format Open manifest Auto-resolve Plan

More details

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Creator: microsoft
Source: microsoft/power-platform-skills
Indexed by: OpenAgentSkill community index

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[![Listed on OpenAgentSkill](https://www.openagentskill.com/api/badge/microsoft-add-dataverse?metric=listed&label=Listed)](https://www.openagentskill.com/skills/microsoft-add-dataverse?ref=github&utm_source=github&utm_medium=referral&utm_campaign=creator_badge)
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[![OpenAgentSkill Audit](https://www.openagentskill.com/api/badge/microsoft-add-dataverse?metric=audit&label=Audit)](https://www.openagentskill.com/skills/microsoft-add-dataverse/audit)
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