From dataverse
Create and modify Dataverse tables, columns, relationships, forms, and views using the Python SDK and Web API. Use when: "add column", "create table", "add relationship", "lookup column", "create form", "create view", "modify form", "FormXml", "SavedQuery", "option set", "picklist", "MetadataService", "EntityDefinitions". Do not use when: reading/writing data records (use dv-python-sdk), exporting solutions (use dv-solution).
npx claudepluginhub anthropics/claude-plugins-official --plugin dataverseThis skill uses the workspace's default tool permissions.
**Before the first metadata change in a session, confirm the target environment with the user.** See the Multi-Environment Rule in the overview skill for the full confirmation flow.
Guides Payload CMS config (payload.config.ts), collections, fields, hooks, access control, APIs. Debugs validation errors, security, relationships, queries, transactions, hook behavior.
Builds scalable data pipelines, modern data warehouses, and real-time streaming architectures using Spark, dbt, Airflow, Kafka, and cloud platforms like Snowflake, BigQuery.
Builds production Apache Airflow DAGs with best practices for operators, sensors, testing, and deployment. For data pipelines, workflow orchestration, and batch job scheduling.
Before the first metadata change in a session, confirm the target environment with the user. See the Multi-Environment Rule in the overview skill for the full confirmation flow.
Do not write solution XML by hand to create new tables, columns, forms, or views.
The environment validates metadata far more reliably than an agent editing XML. The correct workflow is:
pac commands where available)pac solution export + pac solution unpackThe exported XML is generated by Dataverse itself and is always valid. Hand-written XML is fragile — a single incorrect attribute or missing element causes an import failure with an opaque error.
The only time you write files directly is when editing something that already exists in the repo (e.g., tweaking an existing view's columns or modifying a form layout you've already pulled).
ALWAYS use the SDK unless you need full control over OwnershipType, HasActivities, or other advanced properties. Do NOT use requests or urllib for table creation when the SDK can handle it.
SDK approach (use this by default):
from auth import get_credential, load_env
from PowerPlatform.Dataverse.client import DataverseClient
import os
load_env()
client = DataverseClient(os.environ["DATAVERSE_URL"], get_credential())
info = client.tables.create(
"new_ProjectBudget",
{"new_Amount": "decimal", "new_Description": "string"},
solution="MySolution",
primary_column="new_Name",
)
print(f"Created: {info['table_schema_name']}")
Web API fallback (ONLY when you need OwnershipType, HasActivities, or other properties the SDK doesn't expose):
# Helper for Label boilerplate
def label(text):
return {"@odata.type": "Microsoft.Dynamics.CRM.Label",
"LocalizedLabels": [{"@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
"Label": text, "LanguageCode": 1033}]}
entity = {
"@odata.type": "Microsoft.Dynamics.CRM.EntityMetadata",
"SchemaName": "new_ProjectBudget",
"DisplayName": label("Project Budget"),
"DisplayCollectionName": label("Project Budgets"),
"Description": label(""),
"OwnershipType": "UserOwned",
"HasActivities": False, "HasNotes": False, "IsActivity": False,
"PrimaryNameAttribute": "new_name",
"Attributes": [{
"@odata.type": "Microsoft.Dynamics.CRM.StringAttributeMetadata",
"SchemaName": "new_name",
"DisplayName": label("Name"),
"RequiredLevel": {"Value": "ApplicationRequired"},
"MaxLength": 100, "IsPrimaryName": True,
}]
}
# POST to /api/data/v9.2/EntityDefinitions with MSCRM.SolutionUniqueName header
SDK approach (preferred):
created = client.tables.add_columns(
"new_ProjectBudget",
{"new_Description": "string", "new_Amount": "decimal", "new_Active": "bool"},
)
print(created) # ['new_Description', 'new_Amount', 'new_Active']
Supported type strings: "string" / "text", "int" / "integer", "decimal" / "money", "float" / "double", "datetime" / "date", "bool" / "boolean", "file", and Enum subclasses (for local option sets).
Choice (picklist) column via SDK:
from enum import IntEnum
class BudgetStatus(IntEnum):
DRAFT = 100000000
APPROVED = 100000001
REJECTED = 100000002
created = client.tables.add_columns(
"new_ProjectBudget",
{"new_Status": BudgetStatus},
)
Web API approach (needed for column types the SDK doesn't support — e.g., currency with precision, memo with custom max length):
# Currency column
attribute = {
"@odata.type": "Microsoft.Dynamics.CRM.MoneyAttributeMetadata",
"SchemaName": "new_amount",
"DisplayName": {"@odata.type": "Microsoft.Dynamics.CRM.Label",
"LocalizedLabels": [{"@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
"Label": "Amount", "LanguageCode": 1033}]},
"RequiredLevel": {"Value": "None"},
"MinValue": 0,
"MaxValue": 1000000000,
"Precision": 2,
"PrecisionSource": 2
}
# POST to /api/data/v9.2/EntityDefinitions(LogicalName='new_projectbudget')/Attributes
SDK approach — simple lookup (preferred):
result = client.tables.create_lookup_field(
referencing_table="new_projectbudget",
lookup_field_name="new_AccountId",
referenced_table="account",
display_name="Account",
solution="MySolution",
)
print(f"Created lookup: {result.lookup_schema_name}")
SDK approach — full control over 1:N relationship:
from PowerPlatform.Dataverse.models.relationship import (
LookupAttributeMetadata,
OneToManyRelationshipMetadata,
CascadeConfiguration,
)
from PowerPlatform.Dataverse.models.labels import Label, LocalizedLabel
from PowerPlatform.Dataverse.common.constants import CASCADE_BEHAVIOR_REMOVE_LINK
lookup = LookupAttributeMetadata(
schema_name="new_AccountId",
display_name=Label(localized_labels=[LocalizedLabel(label="Account", language_code=1033)]),
)
relationship = OneToManyRelationshipMetadata(
schema_name="account_new_projectbudget",
referenced_entity="account",
referencing_entity="new_projectbudget",
referenced_attribute="accountid",
cascade_configuration=CascadeConfiguration(delete=CASCADE_BEHAVIOR_REMOVE_LINK),
)
result = client.tables.create_one_to_many_relationship(lookup, relationship, solution="MySolution")
print(f"Created: {result.relationship_schema_name}")
SDK approach — many-to-many relationship:
from PowerPlatform.Dataverse.models.relationship import ManyToManyRelationshipMetadata
relationship = ManyToManyRelationshipMetadata(
schema_name="new_ticket_knowledgebase",
entity1_logical_name="new_ticket",
entity2_logical_name="new_knowledgebase",
)
result = client.tables.create_many_to_many_relationship(relationship, solution="MySolution")
print(f"Created: {result.relationship_schema_name}")
Web API approach (fallback when SDK patterns don't suffice):
relationship = {
"@odata.type": "Microsoft.Dynamics.CRM.OneToManyRelationshipMetadata",
"SchemaName": "account_new_projectbudget",
"ReferencedEntity": "account",
"ReferencingEntity": "new_projectbudget",
"Lookup": {
"@odata.type": "Microsoft.Dynamics.CRM.LookupAttributeMetadata",
"SchemaName": "new_AccountId",
"DisplayName": {"@odata.type": "Microsoft.Dynamics.CRM.Label",
"LocalizedLabels": [{"@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
"Label": "Account", "LanguageCode": 1033}]},
"RequiredLevel": {"Value": "None"}
}
}
# POST to /api/data/v9.2/RelationshipDefinitions
After creating a lookup — the @odata.bind navigation property:
When you create records that set this lookup, you need the navigation property name for @odata.bind. The navigation property name is case-sensitive and must match the entity's $metadata (usually the SchemaName of the lookup field, e.g., new_AccountId):
| Navigation Property Name | @odata.bind key | Entity set |
|---|---|---|
new_AccountId | new_AccountId@odata.bind | /accounts(<guid>) |
new_ParentTicketId | new_ParentTicketId@odata.bind | /new_tickets(<guid>) |
Common mistake: Using the logical name (lowercase) like new_accountid@odata.bind returns a 400 error. Navigation property names are case-sensitive and must match the entity's $metadata.
After creating a table via API, add it to your solution so it gets pulled on export:
pac solution add-reference \
--environment <url> \
--solution-unique-name <SOLUTION_NAME> \
--entity <logical_name>
Or via Web API:
# POST to /api/data/v9.2/AddSolutionComponent
body = {
"ComponentId": "<entity-metadata-id>",
"ComponentType": 1, # 1 = Entity
"SolutionUniqueName": "<SOLUTION_NAME>",
"AddRequiredComponents": True
}
Neither the MCP server nor the Python SDK supports forms. Use the Web API directly.
# POST /api/data/v9.2/systemforms
import os, json, urllib.request
from auth import get_token, load_env
load_env()
env = os.environ["DATAVERSE_URL"].rstrip("/")
token = get_token()
form_xml = """<form type="7" name="Project Budget" id="{FORM-GUID}">
<tabs>
<tab name="{TAB-GUID}" id="{TAB-GUID}" expanded="true" showlabel="true">
<labels><label description="General" languagecode="1033" /></labels>
<columns><column width="100%">
<sections>
<section name="{SEC-GUID}" id="{SEC-GUID}" showlabel="false" showbar="false" columns="111">
<labels><label description="General" languagecode="1033" /></labels>
<rows>
<row>
<cell id="{CELL-GUID-1}" showlabel="true">
<labels><label description="Name" languagecode="1033" /></labels>
<control id="new_name" classid="{4273EDBD-AC1D-40d3-9FB2-095C621B552D}"
datafieldname="new_name" disabled="false" />
</cell>
</row>
</rows>
</section>
</sections>
</column></columns>
</tab>
</tabs>
<header><rows /></header><footer><rows /></footer>
</form>"""
body = {
"name": "Project Budget Quick Create",
"objecttypecode": "new_projectbudget",
"type": 7, # 7 = quick create, 2 = main
"formxml": form_xml,
"iscustomizable": {"Value": True}
}
req = urllib.request.Request(
f"{env}/api/data/v9.2/systemforms",
data=json.dumps(body).encode(),
headers={"Authorization": f"Bearer {token}",
"Content-Type": "application/json",
"OData-MaxVersion": "4.0",
"OData-Version": "4.0"},
method="POST"
)
with urllib.request.urlopen(req) as resp:
print(f"Created. FormId: {resp.headers.get('OData-EntityId')}")
Form type codes: 2 = Main, 7 = Quick Create, 6 = Quick View, 11 = Card
# GET the form first, modify the XML, then PATCH it back
url = f"{env}/api/data/v9.2/systemforms?$filter=objecttypecode eq 'new_projectbudget' and type eq 2&$select=formid,name,formxml"
# ... parse response, modify formxml string, then:
# PATCH /api/data/v9.2/systemforms(<formid>)
# body: {"formxml": "<modified xml>"}
Forms must be published to take effect:
body = {"ParameterXml": "<importexportxml><entities><entity>new_projectbudget</entity></entities></importexportxml>"}
# POST /api/data/v9.2/PublishXml
Neither the MCP server nor the Python SDK supports views. Use the Web API directly.
# POST /api/data/v9.2/savedqueries
fetch_xml = """<fetch version="1.0" output-format="xml-platform" mapping="logical">
<entity name="new_projectbudget">
<attribute name="new_name" />
<attribute name="new_amount" />
<attribute name="new_status" />
<order attribute="new_name" descending="false" />
<filter type="and">
<condition attribute="statecode" operator="eq" value="0" />
<condition attribute="ownerid" operator="eq-userid" />
</filter>
</entity>
</fetch>"""
layout_xml = """<grid name="resultset" jump="new_name" select="1" icon="1" preview="1">
<row name="result" id="new_projectbudgetid">
<cell name="new_name" width="200" />
<cell name="new_amount" width="125" />
<cell name="new_status" width="125" />
</row>
</grid>"""
body = {
"name": "My Open Budgets",
"returnedtypecode": "new_projectbudget",
"querytype": 0, # 0 = standard view
"fetchxml": fetch_xml,
"layoutxml": layout_xml,
"isdefault": False,
"isprivate": False,
"isquickfindquery": False,
}
# POST to /api/data/v9.2/savedqueries
querytype values: 0 = standard view, 1 = advanced find default, 2 = associated view, 4 = quick find
If the form is already in the repo (pulled via pac solution unpack), targeted edits are acceptable — e.g., reordering fields, changing a label, adding a control to an existing section. For these cases, use this control classid reference:
| Field type | Control classid |
|---|---|
| Text (nvarchar) | {4273EDBD-AC1D-40d3-9FB2-095C621B552D} |
| Currency (money) | {533B9108-5A8B-42cb-BD37-52D1B8E7C741} |
| Choice (picklist) | {3EF39988-22BB-4f0b-BBBE-64B5A3748AEE} |
| Lookup | {270BD3DB-D9AF-4782-9025-509E298DEC0A} |
| Date/Time | {5B773807-9FB2-42db-97C3-7A91EFF8ADFF} |
| Whole Number | {C6D124CA-7EDA-4a60-AEA9-7FB8D318B68F} |
| Decimal | {C3EFE0C3-0EC6-42be-8349-CBD9079C5A6F} |
| Toggle (boolean) | {67FAC785-CD58-4f9f-ABB3-4B7DDC6ED5ED} |
| Subgrid | {E7A81278-8635-4d9e-8D4D-59480B391C5B} |
| Multiline Text (memo) | {E0DECE4B-6FC8-4a8f-A065-082708572369} |
All id attributes in form XML must be unique GUIDs. Generate them inside your Python script:
import uuid
guid = str(uuid.uuid4()).upper()
Do not use python -c for GUID generation on Windows — multiline python -c commands break in Git Bash due to quoting differences. Always write a .py script instead.
Create business rules in the Power Apps maker portal. They are too complex to write reliably as JSON/XAML. After creation, export+unpack the solution and commit the result.
All custom schema names must use your solution's publisher prefix (e.g., new_, contoso_). Find yours:
pac solution list --environment <url>
Or check solutions/<SOLUTION_NAME>/Other/Solution.xml after the first pull — look for <CustomizationPrefix>.
id attributes must be valid GUIDs in {xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx} format. Do not use strings like "general".labelid is also a GUID — not a human-readable string.<ViewId> — must be the GUID of an existing SavedQuery. Create the view first.classid values — see the classid table above.Tip: Create forms in the maker portal and pull via pac solution export — use the pulled XML as a template for programmatic creation.
After creating columns (via Web API or MCP), always report the actual logical names to the user. Column names may be normalized or prefixed in ways the user doesn't expect. Summarize in a table:
| Display Name | Logical Name | Type |
|---|---|---|
| cr9ac_email | String | |
| Tier | cr9ac_tier | Picklist |
| Customer | cr9ac_customerid | Lookup |
This prevents downstream failures when the user tries to insert data using incorrect column names.
| Error Code | Meaning | Recovery |
|---|---|---|
0x80040216 | Transient metadata cache error. Column or table metadata not yet propagated. | Wait 3-5 seconds and retry. Usually succeeds on second attempt. |
0x80048d19 | Invalid property in payload. A field name doesn't match any column on the table. | Check logical column names — use EntityDefinitions(LogicalName='...')/Attributes to verify. |
0x80040237 | Schema name already exists. | Verify the column/table exists before creating a new one — it may have been created by a previous timed-out call. |
0x8004431a | Publisher prefix mismatch. | Ensure all schema names use the solution's publisher prefix. |
0x80060891 | Metadata cache not ready after table creation. | Call GET EntityDefinitions(LogicalName='...') first to force cache refresh, then retry. |
Always translate error codes to plain English before presenting them to the user.
After creating tables or columns via the Web API, metadata propagation can take 3-10 seconds. Common symptoms:
0x80040216 immediately after table creation@odata.bind operations fail with "Invalid property" shortly after column creationupdate_table (MCP) fails with "EntityId not found in MetadataCache"Mitigation: Add a 3-5 second delay after table creation before adding columns. After creating lookup columns, wait 5-10 seconds before inserting records that use @odata.bind on those lookups. If a column creation fails, verify it doesn't already exist, then retry once.
After every metadata session, perform the pull-to-repo sequence. This is not optional — work that exists only in the environment is lost if the environment is reset.
pac solution export --name <SOLUTION_NAME> --path ./solutions/<SOLUTION_NAME>.zip --managed false
pac solution unpack --zipfile ./solutions/<SOLUTION_NAME>.zip --folder ./solutions/<SOLUTION_NAME>
rm ./solutions/<SOLUTION_NAME>.zip
git add ./solutions/<SOLUTION_NAME>
git commit -m "feat: <description of change>"
If you used the MSCRM.SolutionName header during creation, verify components are in the solution before exporting:
pac solution list-components --solutionUniqueName <SOLUTION_NAME> --environment <url>
When using MCP create_table or update_table:
describe_table before retrying. If the table exists, skip creation.update_table after the table is created.create_table, call describe_table before update_table to force cache refresh."Specialty Area" → cr9ac_specialty_area. Always verify with describe_table.