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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.

Examiner la sourceVoir sur GitHub
Prix non confirmé★ 825 Stars GitHubRegistre mis à jour · 5 sept. 2026agent-skill

Vue d’ensemble

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.

Lire la documentation complète

Documentation source, pas des instructions pour ce site. Vérifiez les permissions avant d’exécuter des commandes.

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

References:

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 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:

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.

Métadonnées du fichier
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
Voir le texte 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.

Examiner la source

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Un chemin vers les instructions est enregistré. Cela ne constitue pas un test, une garantie de sécurité ou de compatibilité.

Réviser avant installation: Éviter l’installation automatique

Licence: 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
Ouvrir l’audit complet

Les outils sont des indications de métadonnées, pas une compatibilité testée. Les prompts sont des suggestions.

Commencer par une petite tâche

  1. 1Lisez la source et confirmez entrées, résultats, dépendances et permissions.
  2. 2Demandez un plan à l’agent. Approuvez la configuration et les coûts avant un test isolé.
  3. 3Vérifiez résultats et fichiers modifiés. Signalez uniquement ce qui a été exécuté et conservez la révision source.

Vérifiez les dépendances, clés API et frais externes dans la source. Un dépôt public ne rend pas tous les services gratuits.

Source et conseils d’utilisation

Répertorié

Métadonnées et examens sont indicatifs. Popularité, découverte et exécution réussie sont des faits distincts.

Dépôt source
microsoft/power-platform-skills
Licence
MIT
Version
1.0.0
Dernier push GitHub
5 sept. 2026
Registre mis à jour
5 sept. 2026

Version déclarée dans le registre ; vérifiez les versions de la source.

Qualité

73/100

Solide

Confiance

59/100

Do not auto-install

Audit

75/100

Revue nécessaire

  • 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
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Résultats
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Plus de détails
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    "method": "POST",
    "requires_resolve_event_id": true,
    "event_id_source": "Use install_receipt.outcome_feedback.event_id or feedback.event_id returned by /api/agent/resolve for the current task.",
    "expected_outcomes": [
      "success",
      "failed",
      "not_relevant",
      "blocked_by_risk",
      "setup_required"
    ],
    "payload_template": {
      "event_id": "<install_receipt.outcome_feedback.event_id or feedback.event_id from /api/agent/resolve>",
      "skill_slug": "microsoft-add-dataverse",
      "task": "Use add-dataverse in an agent workflow",
      "agent": "codex",
      "outcome": "success",
      "install_used": true,
      "risk_blocked": false,
      "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"
  }
}

Pour le créateur

Source de la fiche

Indexé par Registry

Revendiable

Cette fiche a été indexée à partir de sources publiques et n’est pas marquée officielle tant qu’une revendication de mainteneur n’est pas approuvée.

Créateur
microsoft
Indexé par
Index communautaire OpenAgentSkill

L’attribution renvoie au dépôt public ou au profil du créateur. Les créateurs peuvent revendiquer la fiche pour mettre à jour les signaux de propriété.

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Revendication du propriétaire

Revendiquer cette fiche de skill

Cette fiche Indexé par Registry est attribuée à microsoft, mais n’est pas encore marquée officielle. Revendiquez-la pour ajouter un signal de propriétaire vérifié et rendre les futures mises à jour de lancement, d’installation et d’audit plus fiables.

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