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add-dataverse
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.
Resumen
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.
Leer documentación completa
Documentación de origen, no instrucciones para este sitio. Revisa los permisos antes de ejecutar comandos.
📋 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 (
contactfor people,accountfor 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-DataverseTableIfNotExistsAdd-DataverseColumnIfNotExistsAdd-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}UploadColumnNameunion types if the table has file/image columnssrc/generated/services/{Table}Service.ts-- CRUD methods (create, get, getAll, update, delete) plusupload,downloadFile,downloadImage,deleteFileOrImageif 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.datafor 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.
Metadatos del archivo
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
Ver texto original
---
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.
Revisar el código fuente
Precio y costes de ejecución
- Obtener el skill
- Precio sin confirmar
- Ejecutarlo
- Requisitos sin confirmar. Consulta los costes del agente, API y servicios en la fuente.
- Licencia
- MIT
- Precio sin confirmar
- No hemos confirmado el precio. Los enlaces existentes al código y a la instalación siguen disponibles.
Obtener gratis no significa ejecutar gratis. El precio no es una evaluación de seguridad. Enviar información de precio →
Fuente del skill registrada
La ruta de instrucciones está registrada. No implica pruebas de ejecución, seguridad ni compatibilidad.
Revisar antes de instalar: Evitar instalación automática
Licencia: 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
Las herramientas son indicios de metadatos, no compatibilidad probada. Los prompts son sugerencias.
Empieza con una tarea pequeña
- 1Lee la fuente y confirma entradas, resultados, dependencias y permisos.
- 2Pide un plan al agente. Aprueba la configuración y los costes antes de probar en un entorno aislado.
- 3Comprueba resultados y archivos modificados. Informa solo de lo ejecutado y conserva la revisión de la fuente.
Consulta dependencias, claves API y costes externos en la fuente. Un repositorio público no implica servicios gratuitos.
Fuente y notas de uso
Los metadatos y revisiones son orientativos. Popularidad, descubrimiento y ejecución correcta son hechos distintos.
- Repositorio fuente
- microsoft/power-platform-skills
- Licencia
- MIT
- Versión
- 1.0.0
- Último push de GitHub
- 5 sept 2026
- Registro actualizado
- 5 sept 2026
- Ruta de instrucciones
- plugins/code-apps/skills/add-dataverse/SKILL.md @ 5a325ffa030c
Versión declarada en el registro; consulta las versiones de la fuente.
Calidad
73/100
Sólido
Confianza
59/100
Do not auto-install
Auditoría
75/100
Requiere revisión
- 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
- Verified installs
- —
- Resultados
- —
Copiar no es instalar. Los recuentos requieren un informe de instalación correcta, no garantizan calidad general.
Acceso para agentes
La API Registry expone señales de decisión, confianza, auditoría, casos de uso e instalación sin raspar la interfaz.
Más detalles
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"setup_required": false,
"task_success": true,
"output_quality": 4,
"error_type": null,
"human_review_required": false,
"workspace": "sandbox",
"time_to_useful_ms": 120000,
"notes": "Report the smallest successful task, setup friction, files touched, and risk notes."
}
},
"endpoints": {
"web": "https://www.openagentskill.com/skills/microsoft-add-dataverse",
"api": "https://www.openagentskill.com/api/agent/skills/microsoft-add-dataverse",
"audit": "https://www.openagentskill.com/skills/microsoft-add-dataverse/audit",
"eval": "https://www.openagentskill.com/api/agent/evals?slug=microsoft-add-dataverse&task=Use%20add-dataverse%20in%20an%20agent%20workflow&max_risk=medium",
"resolve": "https://www.openagentskill.com/api/agent/resolve?task=Use%20add-dataverse%20in%20an%20agent%20workflow&agent=codex&max_risk=medium",
"receipt": "https://www.openagentskill.com/api/agent/receipt?task=Use%20add-dataverse%20in%20an%20agent%20workflow&agent=codex&max_risk=medium&format=text",
"install": "https://www.openagentskill.com/api/skills/microsoft-add-dataverse/install",
"manifest": "https://www.openagentskill.com/api/registry/manifest/microsoft-add-dataverse"
}
}Para el creador
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- microsoft
- Indexado por
- Índice comunitario de OpenAgentSkill
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