Microsoft Dataverse

Skills

• dv-admin

  Environment-level Dataverse administration — bulk delete, retention/archival, organization settings, OrgDB settings, recycle bin, audit, and the 37 allowlisted PPAC toggles. Use when the user wants to clean up data at scale, configure audit, change environment settings, or manage

• dv-connect

  One-step setup for a Dataverse environment — installs tools, authenticates, registers the MCP server, and writes `.env`. Use when starting a new project, switching environments, fixing authentication, or troubleshooting an MCP connection that won't come up.

• dv-data

  Record-level CRUD and bulk operations via the Python SDK — create, update, delete, upsert, CSV import, multi-table foreign-key loads, AI-generated sample data. Use when the user wants to write, modify, seed, or import data records into Dataverse tables.

• dv-metadata

  Dataverse schema authoring via the Python SDK and Web API — tables, columns, relationships, forms, and views. Use when the user wants to define or evolve the data model — add a column, create a table, set up a lookup, customize a form, or build a view.

• dv-overview

  Tool routing and cross-cutting rules for Dataverse work — which skill applies to which task, environment-confirmation, and pull-to-repo. Use when the user mentions Dataverse, Dynamics 365, Power Platform, or CRM; this skill picks the specialist (dv-connect / dv-data / dv-metadata

• dv-query

  Bulk reads, multi-page iteration, and analytics over Dataverse data via the Python SDK and Web API. Use when the user wants to read, list, filter, aggregate, group, join, or analyze records — including pandas DataFrame workflows and notebook exploration.

• dv-security

  Security-role assignment, user access, application users, business units, and admin self-elevation in Dataverse environments. Use when the user wants to give someone access, grant a role, become an admin, or add a service principal.

• dv-solution

  Dataverse solution lifecycle — create, export, import, promote across environments, and validate deployments. Use when the user wants to package customizations, deploy to another environment, or move work between dev / test / prod.