Microsoft Dataverse

Microsoft Dataverse is a powerful cloud data platform for securely storing, managing, and interacting with structured business data. The Microsoft Dataverse integration enables you to programmatically create, read, update, delete, and link records in Dataverse tables as part of your workflow and automation needs.

With Microsoft Dataverse integration, you can:

• List and query records: Access lists of records or query with advanced filters to find the data you need from any Dataverse table.
• Create and update records: Add new records or update existing ones in any table for use across Power Platform, Dynamics 365, and custom apps.
• Delete and manage records: Remove records as part of data lifecycle management directly from your automation flows.
• Associate and disassociate records: Link related items together or remove associations using entity relationships and navigation properties—essential for reflecting complex business processes.
• Work with any Dataverse environment: Connect to your organization’s environments, including production, sandbox, or Dynamics 365 tenants, for maximum flexibility.
• Integrate with Power Platform and Dynamics 365: Automate tasks ranging from sales and marketing data updates to custom app workflows—all powered by Dataverse's security and governance.

The Dataverse integration empowers solution builders and business users to automate business processes, maintain accurate and up-to-date information, create system integrations, trigger actions, and drive insights—all with robust security and governance.

Connect Microsoft Dataverse to your automations to unlock sophisticated data management, orchestration, and business logic across your apps, teams, and cloud services.

Usage Instructions

Integrate Microsoft Dataverse into your workflow. Create, read, update, delete, upsert, associate, query, search, and execute actions and functions against Dataverse tables using the Web API. Supports bulk operations, FetchXML, file uploads, and relevance search. Works with Dynamics 365, Power Platform, and custom Dataverse environments.

Tools

microsoft_dataverse_associate

Associate two records in Microsoft Dataverse via a navigation property. Creates a relationship between a source record and a target record. Supports both collection-valued (POST) and single-valued (PUT) navigation properties.

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microsoft_dataverse_create_multiple

Create multiple records of the same table type in a single request. Each record in the Targets array must include an @odata.type annotation. Recommended batch size: 100-1000 records for standard tables.

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microsoft_dataverse_create_record

Create a new record in a Microsoft Dataverse table. Requires the entity set name (plural table name) and record data as a JSON object.

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microsoft_dataverse_delete_record

Delete a record from a Microsoft Dataverse table by its ID.

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microsoft_dataverse_disassociate

Remove an association between two records in Microsoft Dataverse. For collection-valued navigation properties, provide the target record ID. For single-valued navigation properties, only the navigation property name is needed.

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microsoft_dataverse_download_file

Download a file from a file or image column on a Dataverse record. Returns the file content as a base64-encoded string along with file metadata from response headers.

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microsoft_dataverse_execute_action

Execute a bound or unbound Dataverse action. Actions perform operations with side effects (e.g., Merge, GrantAccess, SendEmail, QualifyLead). For bound actions, provide the entity set name and record ID.

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microsoft_dataverse_execute_function

Execute a bound or unbound Dataverse function. Functions are read-only operations (e.g., RetrievePrincipalAccess, RetrieveTotalRecordCount, InitializeFrom). For bound functions, provide the entity set name and record ID.

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microsoft_dataverse_fetchxml_query

Execute a FetchXML query against a Microsoft Dataverse table. FetchXML supports aggregation, grouping, linked-entity joins, and complex filtering beyond OData capabilities.

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microsoft_dataverse_get_record

Retrieve a single record from a Microsoft Dataverse table by its ID. Supports $select and $expand OData query options.

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microsoft_dataverse_list_records

Query and list records from a Microsoft Dataverse table. Supports OData query options for filtering, selecting columns, ordering, and pagination.

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microsoft_dataverse_search

Perform a full-text relevance search across Microsoft Dataverse tables. Requires Dataverse Search to be enabled on the environment. Supports simple and Lucene query syntax.

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microsoft_dataverse_update_multiple

Update multiple records of the same table type in a single request. Each record must include its primary key. Only include columns that need to be changed. Recommended batch size: 100-1000 records.

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microsoft_dataverse_update_record

Update an existing record in a Microsoft Dataverse table. Only send the columns you want to change.

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microsoft_dataverse_upload_file

Upload a file to a file or image column on a Dataverse record. Supports single-request upload for files up to 128 MB. The file content must be provided as a base64-encoded string.

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microsoft_dataverse_upsert_record

Create or update a record in a Microsoft Dataverse table. If a record with the given ID exists, it is updated; otherwise, a new record is created.

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microsoft_dataverse_whoami

Retrieve the current authenticated user information from Microsoft Dataverse. Useful for testing connectivity and getting the user ID, business unit ID, and organization ID.

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