dynamics365-dataverse

Application Lifecycle Management for Dynamics 365 — export/import solutions between environments, publish customizations, manage environment variables, compare deployments. Use when asked "export solution", "import to UAT", "promote to prod", "manage env vars".

Query audit history in Dynamics 365 — find who changed what, when, and what the old/new values were. Check if auditing is enabled on entities and individual fields. Use when asked "who changed this record", "show audit log", "is auditing enabled", "what changed on account X".

Create, monitor, and manage bulk deletion jobs in Dynamics 365. Use when asked "bulk delete", "delete all records of type X", "create a bulk delete job", "check bulk delete status", "cancel bulk delete", "why did bulk delete fail".

Create a new record in Dynamics 365. Uses metadata to validate fields, resolve option sets, and build correct lookup bindings.

Research Dynamics 365 topics using official Microsoft Learn documentation. Use this when the user asks "how do I...", "what is...", "best practice for...", or any D365 knowledge question.

Debug plugin executions and troubleshoot errors using Plugin Trace Logs. Also discover and inspect Custom Actions and Custom APIs. Use when asked "what went wrong with...", "show me plugin errors", "find custom action X", "how do I call this API?".

Deep-dive into the metadata of a Dynamics 365 entity — fields, types, option sets, relationships, keys. Use this when the user wants to understand an entity's structure or says "show me the fields on...", "what does the X entity look like?", "explore the metadata".

Explore and inspect Dynamics 365 solutions — what's deployed, solution components, publishers, versions, and dependencies. Use when asked "what solutions are installed?", "what's in solution X?", "show me customizations".

Manage plugin registrations in Dynamics 365 — browse assemblies, register/update/delete processing steps, manage pre/post images, enable/disable steps. Use when asked "register a step", "show me plugin steps", "disable step X", "add a pre-image".

Manage webhooks and Service Bus endpoints in Dynamics 365 — register webhooks, create Service Bus queue/topic/Event Hub integrations, view endpoints and their registered steps. Use when asked "register a webhook", "show webhooks", "set up Service Bus integration".

Manage web resources in Dynamics 365 — view, create, edit, and publish JavaScript, HTML, CSS, and other web resources. Use when asked "show me web resources", "edit this JS file", "create a new script", "download webresource".

Set up and manage Dataverse Managed Identities for plugin assemblies — create UAMIs, compute federated credentials, register managed identity records in Dataverse, associate assemblies, and configure CI/CD signing. Use when asked "set up managed identity", "configure plugin managed identity", "connect plugin to Key Vault", "federated credential", "sign plugin assembly".

Manage Power Platform CLI (pac) authentication profiles — create, list, switch, and delete auth connections to Dynamics 365 environments. Use when asked "connect pac to environment", "switch pac environment", "authenticate pac CLI".

Scaffold, build, and deploy PCF (PowerApps Component Framework) controls using the PAC CLI. Use when asked "create a PCF component", "scaffold a custom control", "build my PCF project", "push PCF to environment".

Scaffold, build, sign, and deploy Dynamics 365 plugin projects using the PAC CLI and .NET. Use when asked "create a new plugin project", "scaffold plugin", "build plugin DLL", "sign assembly".

Pack, unpack, clone, and manage Dynamics 365 solutions using the PAC CLI. Use when asked "unpack solution", "pack solution", "clone solution", "source control my solution", "compare solution files".

Query Dynamics 365 records using natural language. Translates questions into OData queries with metadata-aware field selection.

Investigate users, security roles, teams, and permissions in Dynamics 365. Use when asked "who has access to...", "what roles does X have?", "compare roles", or "show me users".

Produce a business-readable summary of a Dynamics 365 record or set of records. Uses metadata to understand the schema before querying.