Test connectivity to an XRM/Dataverse environment and verify authentication.

Call this first to verify your setup and connection to the Dataverse environment.

Lists Dataverse tables. Defaults to custom tables only, excluding Microsoft-prefixed solution tables (msdyn_, msfp_, adx_ etc).

Use prefix='na_' to filter to a specific publisher. Use exclude_ms_prefixes=False to see all custom tables.

Get columns, types and descriptions for an XRM table.

Call this before querying when you need to know column names for $select or $filter.

Search for a table by display name or partial logical name.

Use this when the user gives a friendly name like 'hour entry' or 'hours' and you don't know the exact logical name. Returns all candidate matches from this specific environment — do not use workspace files or project notes to infer table names.

Query records from an XRM/Dataverse table.

Create a single record in an XRM table.

Update fields on a single existing XRM record.

Create or update a record matched by an alternate key column.

Use this for sync/import scenarios where you don't have the record GUID.