List Dataverse tables (entities) with optional prefix and solution filters

Get attributes (columns) of a specific Dataverse table. Choice-style columns (Choice, Status, State, MultiSelect) carry an option_set summary with is_global and option_count, so one dump shows which choice lists are shared org-wide. Read the option values per column with get_picklist_options.

Read a Local or Global OptionSet as { option_set: { name, is_global, metadata_id }, options: [{ value, label }] }. Use is_global to tell whether a column holds a local copy of the values or is bound to a shared Global OptionSet — matching values alone do not prove a binding. Works for Choice, Status, State and MultiSelect columns.

List alternate keys defined on a Dataverse table. Returns a flat array of { logical_name, schema_name, display_name, key_attributes, entity_key_index_status, metadata_id }. entity_key_index_status reflects the background index build (Pending → Active, or Failed) — alt keys are not usable for keyed-PATCH upserts until Active.

Query records from a Dataverse table with OData filters

Get a single record by ID from a Dataverse table

Create a new record in a Dataverse table

Update an existing record in a Dataverse table

Delete a record from a Dataverse table (currently disabled for safety)

Invoke a Dataverse Web API action (POST) — bound or unbound. Use for operations that are not plain CRUD, e.g. PublishDuplicateRule (bound to a duplicaterule) or QualifyLead (bound to a lead), or UnpublishDuplicateRule (unbound, takes DuplicateRuleId). Whether an action is bound is defined in the Web API $metadata. Pass entity_set+id for bound actions, neither for unbound. parameters becomes the JSON request body.

Invoke a Dataverse Web API function (GET) — bound or unbound. Use for read-only operations exposed as functions, e.g. WhoAmI (unbound) or RetrieveDuplicates. Pass entity_set+id for bound functions, neither for unbound. parameters are inlined into the URL as OData function arguments.

List Dataverse solutions (uniquename is used to filter list_entities)

Create a new Dataverse table (entity) with specified attributes

Add a column (attribute) to an existing Dataverse table

Create a relationship between two Dataverse tables

Update metadata of an existing column: display name, description, required level, max length, min/max value, precision. Dataverse fixes a column's type and logical name at creation — to change either, add_attribute a new column, migrate the values with update_record, then delete_attribute the old one.

Delete a column from a Dataverse table (currently disabled for safety)

List CRM components that reference a column — forms, views, workflows, business rules, plugins. Call this when delete_attribute fails with 0x8004f01f, or before any destructive change to a column. Component names are best-effort: resolved for common types, null otherwise. Backed by the Dataverse RetrieveDependenciesForDelete function.

Create an alternate key on a Dataverse table (composite supported via key_attributes). Use for race-safe upserts via keyed-PATCH or to enforce a uniqueness constraint that the primary key doesn't cover. NOTE: Dataverse builds the supporting unique index asynchronously — the key is not usable for keyed lookups until its EntityKeyIndexStatus becomes 'Active'. Poll with list_entity_keys.

Delete an alternate key from a Dataverse table (currently disabled for safety)

Add an option to an existing Local or Global OptionSet (Dataverse InsertOptionValue action). Requires Customizer or System Administrator role; HTTP 403 otherwise.

Update an existing option's label/description on a Local or Global OptionSet (Dataverse UpdateOptionValue action). Requires Customizer or System Administrator role.

Remove an option from a Local or Global OptionSet (currently disabled for safety)