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Showing 9 of 9 collected skills.
One-step setup and connection diagnostics for a Dataverse environment — installs tools, authenticates, registers MCP, writes `.env`, and verifies active profiles and linked ERP endpoints. Use when starting a new project, switching environments, fixing…
Record-level CRUD and bulk operations — 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, or plan or perform…
Dataverse schema authoring and inspection — tables, columns, relationships, forms, and views. Use when the user wants to define, evolve, or inspect the data model — add a column, create a table, set up a lookup, customize a form, build a view, or list…
Foundational cross-cutting context for Dataverse / Power Platform work — scope and the skill map, the tool-capability reference, the safety rules, and the safe change lifecycle. Use when the user mentions Dataverse, Dynamics 365, Power Platform, CRM, or ERP;…
Bulk reads, multi-page iteration, and analytics over Dataverse data. Use when the user wants to read, list, filter, aggregate, group, join, or analyze records — including pandas DataFrame workflows and notebook exploration. Also covers ERP (Finance and…
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…
X++ code development lifecycle for Finance and Operations — scaffold models, author classes, custom services/APIs, and data entities, install matching SDKs, compile deployable packages, deploy packages, synchronize databases, and verify deployed artifacts.…
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.
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.
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