dataverse-sdk-use

name	dataverse-sdk-use
description	Guidance for using the PowerPlatform Dataverse Client Python SDK. Use when calling the SDK like creating CRUD operations, SQL queries, table metadata management, relationships, and upload files.

PowerPlatform Dataverse SDK Guide

Overview

Use the PowerPlatform Dataverse Client Python SDK to interact with Microsoft Dataverse.

Key Concepts

Schema Names vs Display Names

• Standard tables: lowercase (e.g., "account", "contact")
• Custom tables: include customization prefix (e.g., "new_Product", "cr123_Invoice")
• Custom columns: include customization prefix (e.g., "new_Price", "cr123_Status")
• ALWAYS use schema names (logical names), NOT display names

Operation Namespaces

• client.records -- CRUD and OData queries
• client.query -- query and search operations
• client.tables -- table metadata, columns, and relationships
• client.files -- file upload operations
• client.batch -- batch multiple operations into a single HTTP request

Bulk Operations

The SDK supports Dataverse's native bulk operations: Pass lists to create(), update() for automatic bulk processing, for delete(), set use_bulk_delete when passing lists to use bulk operation

Paging

• Control page size with page_size parameter on records.list(), records.list_pages(), or QueryBuilder.page_size()
• Use top parameter to limit total records returned
• Preferred: client.query.builder(table)....execute_pages() — composable where(col(...)) filters, formatted values, expand with nested selects, full pagination control
• Simple streaming shortcut: records.list_pages(table, *, filter, select, top, orderby, expand, page_size, count, include_annotations) — string-based OData filter only, yields one QueryResult per page
• execute(by_page=True/False) is deprecated and emits UserWarning; use execute_pages() instead
• QueryBuilder.to_dataframe() is deprecated; use .execute().to_dataframe() instead

QueryResult

• Returned by records.list(), records.retrieve(), execute(), and each page from list_pages() / execute_pages()
• Iterable: for record in result — each item is a dict-like Record
• .to_dataframe() — convert to pandas DataFrame
• .first() — return the first record or None (safe: returns None on empty result)
• result[n] — index access returns a Record; result[n:m] returns a QueryResult
• len(result) — number of records in this result/page

DataFrame Support

• DataFrame operations are accessed via the client.dataframe namespace: client.dataframe.create(), client.dataframe.update(), client.dataframe.delete() — client.dataframe.get() is deprecated; use client.query.builder(table).where(...).execute().to_dataframe() instead

Common Operations

Import

from azure.identity import (
    InteractiveBrowserCredential,
    ClientSecretCredential,
    CertificateCredential,
    AzureCliCredential
)
from PowerPlatform.Dataverse.client import DataverseClient

Client Initialization

# Development options
credential = InteractiveBrowserCredential()
credential = AzureCliCredential()

# Production options
credential = ClientSecretCredential(tenant_id, client_id, client_secret)
credential = CertificateCredential(tenant_id, client_id, cert_path)

# Create client with context manager (recommended -- enables HTTP connection pooling)
# No trailing slash on URL!
with DataverseClient("https://yourorg.crm.dynamics.com", credential) as client:
    ...  # all operations here
# Session closed, caches cleared automatically

# Or without context manager:
client = DataverseClient("https://yourorg.crm.dynamics.com", credential)

CRUD Operations

Create Records

# Single record
account_id = client.records.create("account", {"name": "Contoso Ltd", "telephone1": "555-0100"})

# Bulk create (uses CreateMultiple API automatically)
contacts = [
    {"firstname": "John", "lastname": "Doe"},
    {"firstname": "Jane", "lastname": "Smith"}
]
contact_ids = client.records.create("contact", contacts)

Read Records

# Get single record by ID
account = client.records.retrieve("account", account_id, select=["name", "telephone1"])

# With expand — fetch a related record in the same HTTP request
account = client.records.retrieve(
    "account", account_id,
    select=["name"],
    expand=["primarycontactid"],
)
contact = (account.get("primarycontactid") or {})
print(contact.get("fullname"))

# Simple shortcut — use records.list() only for basic filter + select without composable logic.
# Follows @odata.nextLink automatically and loads all matching records into memory.
# For filtering, sorting, expansion, or formatted values, prefer client.query.builder() (see below).
result = client.records.list("account", filter="statecode eq 0", select=["name", "accountid"])
for record in result:
    print(record["name"])

Query Builder (Preferred for Filtering, Sorting, Expand, Formatted Values)

Use client.query.builder() for any query that goes beyond simple filter + select. It provides composable where(col(...)) expressions, formatted value support, nested expansion, and streaming — all with a fluent API.

from PowerPlatform.Dataverse.models.filters import col
from PowerPlatform.Dataverse.models.query_builder import ExpandOption

# Basic query with composable filter and sort
result = (client.query.builder("account")
          .select("accountid", "name", "statecode")
          .where(col("statecode") == 0)
          .order_by("name asc")
          .execute())
for record in result:
    print(record["name"])

# Composable filters — AND / OR / NOT using Python operators
result = (client.query.builder("contact")
          .select("fullname", "emailaddress1")
          .where((col("statecode") == 0) & (col("emailaddress1").contains("@contoso.com")))
          .execute())

# Formatted values — display labels for option sets, currency symbols, etc.
result = (client.query.builder("account")
          .select("accountid", "name", "industrycode")
          .where(col("statecode") == 0)
          .include_formatted_values()
          .execute())
for record in result:
    label = record.get("[e-mail]")
    print(record["name"], label)

# Navigation property expansion with nested column select
result = (client.query.builder("account")
          .select("name")
          .expand(ExpandOption("primarycontactid").select(, ))
          .where(col() == )
          .execute())
 record  result:
    contact = record.get(, {})
    ()


 page  (client.query.builder()
             .select(, )
             .where(col() == )
             .order_by()
             .page_size()
             .execute_pages()):
     record  page:
        (record[])


df = (client.query.builder()
      .select(, )
      .where(col() == )
      .execute()
      .to_dataframe())


result = client.query.builder().select().top().execute()


 page  client.records.list_pages(, =, select=[], page_size=):
     record  page:
        (record[])

Create Records with Lookup Bindings (@odata.bind)

# Set lookup fields using @odata.bind with PascalCase navigation property names
# CORRECT: use the navigation property name (case-sensitive, must match $metadata)
guid = client.records.create("new_ticket", {
    "new_name": "TKT-001",
    "[e-mail]": f"/new_customers({customer_id})",
    "[e-mail]": f"/new_agents({agent_id})",
})

# WRONG: lowercase navigation property causes 400 error
# "[e-mail]" -> ODataException: undeclared property 'new_customerid'

Update Records

# Single update
client.records.update("account", account_id, {"telephone1": "555-0200"})

# Bulk update (broadcast same change to multiple records)
client.records.update("account", [id1, id2, id3], {"industry": "Technology"})

Upsert Records

Creates or updates records identified by alternate keys. Single item -> PATCH; multiple items -> UpsertMultiple bulk action.

Prerequisite: The table must have an alternate key configured in Dataverse for the columns used in alternate_key. Without it, Dataverse will reject the request with a 400 error.

from PowerPlatform.Dataverse.models import UpsertItem

# Single upsert
client.records.upsert("account", [
    UpsertItem(
        alternate_key={"accountnumber": "ACC-001"},
        record={"name": "Contoso Ltd", "telephone1": "555-0100"},
    )
])

# Bulk upsert (uses UpsertMultiple API automatically)
client.records.upsert("account", [
    UpsertItem(alternate_key={"accountnumber": "ACC-001"}, record={"name": "Contoso Ltd"}),
    UpsertItem(alternate_key={"accountnumber": "ACC-002"}, record={"name": "Fabrikam Inc"}),
])

# Composite alternate key
client.records.upsert("account", [
    UpsertItem(
        alternate_key={"accountnumber": "ACC-001", "address1_postalcode": "98052"},
        record={"name": "Contoso Ltd"},
    )
])

# Plain dict syntax (no import needed)
client.records.upsert("account", [
    {"alternate_key": {"accountnumber": "ACC-001"}, "record": {"name": "Contoso Ltd"}}
])

Delete Records

# Single delete
client.records.delete("account", account_id)

# Bulk delete (uses BulkDelete API)
client.records.delete("account", [id1, id2, id3], use_bulk_delete=True)

DataFrame Operations

The SDK provides DataFrame wrappers for all CRUD operations via the client.dataframe namespace, using pandas DataFrames and Series as input/output.

Note: client.dataframe.get() is deprecated. Use client.query.builder(table).select(...).where(...).execute().to_dataframe() instead. QueryBuilder.to_dataframe() (without .execute()) is also deprecated — always call .execute() first.

import pandas as pd

# Query records -- returns a single DataFrame (GA pattern: .execute().to_dataframe())
from PowerPlatform.Dataverse.models.filters import col
df = client.query.builder("account").where(col("statecode") == 0).select("name").execute().to_dataframe()
print(f"Got {len(df)} rows")

# Limit results with top
df = client.query.builder("account").select("name").top(100).execute().to_dataframe()

# Via records.list() (simpler for basic queries)
df = client.records.list("account", filter="statecode eq 0", select=["name"]).to_dataframe()

# Create records from a DataFrame (returns a Series of GUIDs)
new_accounts = pd.DataFrame([
    {"name": "Contoso", "telephone1": "555-0100"},
    {"name": "Fabrikam", "telephone1": "555-0200"},
])
new_accounts["accountid"] = client.dataframe.create("account", new_accounts)

# Update records from a DataFrame (id_column identifies the GUID column)
new_accounts["telephone1"] = ["555-0199", "555-0299"]
client.dataframe.update("account", new_accounts, id_column="accountid")

# Clear a field by setting clear_nulls=True (by default, NaN/None fields are skipped)
df = pd.DataFrame([{"accountid": "guid-1", : }])
client.dataframe.update(, df, id_column=, clear_nulls=)


client.dataframe.delete(, new_accounts[])

SQL Queries

SQL queries are read-only and support limited SQL syntax. A single SELECT statement with optional WHERE, TOP (integer literal), ORDER BY (column names only), and a simple table alias after FROM is supported. But JOIN and subqueries may not be. Refer to the Dataverse documentation for the current feature set.

results = client.query.sql(
    "SELECT TOP 10 accountid, name FROM account WHERE statecode = 0"
)
for record in results:
    print(record["name"])

FetchXML Queries

client.query.fetchxml(xml) returns an inert FetchXmlQuery object — no HTTP request is made until .execute() or .execute_pages() is called.

xml = """
<fetch top="50">
  <entity name="account">
    <attribute name="accountid" />
    <attribute name="name" />
    <filter>
      <condition attribute="statecode" operator="eq" value="0" />
    </filter>
  </entity>
</fetch>
"""

# Load all results into memory (simple, small-to-medium sets)
query = client.query.fetchxml(xml)
result = query.execute()              # returns QueryResult — all pages fetched upfront
for record in result:
    print(record["name"])

# Stream page-by-page (large sets or early exit)
for page in query.execute_pages():    # yields one QueryResult per HTTP page
    process(page.to_dataframe())

Table Management

Create Custom Tables

# Create table with columns (include customization prefix!)
table_info = client.tables.create(
    "new_Product",
    {
        "new_Code": "string",
        "new_Price": "decimal",
        "new_Active": "bool",
        "new_Quantity": "int",
    },
)

# With solution assignment and custom primary column
table_info = client.tables.create(
    "new_Product",
    {"new_Code": "string", "new_Price": "decimal"},
    solution="MyPublisher",
    primary_column="new_ProductCode",
)

Supported Column Types

Types on the same line map to the same exact format under the hood

• "string" or "text" - Single line of text
• "memo" or "multiline" - Multiple lines of text (4000 character default)
• "int" or "integer" - Whole number
• "decimal" or "money" - Decimal number
• "float" or "double" - Floating point number
• "bool" or "boolean" - Yes/No
• "datetime" or "date" - Date
• "file" - File column
• Enum subclass - Local option set (picklist)

Manage Columns

# Add columns to existing table (must include customization prefix!)
client.tables.add_columns("new_Product", {
    "new_Category": "string",
    "new_InStock": "bool",
})

# Remove columns
client.tables.remove_columns("new_Product", ["new_Category"])

Inspect Tables

# Get single table information
table_info = client.tables.get("new_Product")
print(f"Logical name: {table_info['table_logical_name']}")
print(f"Entity set: {table_info['entity_set_name']}")

# List all tables
tables = client.tables.list()
for table in tables:
    print(table)

Delete Tables

client.tables.delete("new_Product")

Relationship Management

Create One-to-Many Relationship

from PowerPlatform.Dataverse.models import (
    CascadeConfiguration,
    Label,
    LocalizedLabel,
    LookupAttributeMetadata,
    OneToManyRelationshipMetadata,
)
from PowerPlatform.Dataverse.common.constants import CASCADE_BEHAVIOR_REMOVE_LINK

lookup = LookupAttributeMetadata(
    schema_name="new_DepartmentId",
    display_name=Label(
        localized_labels=[LocalizedLabel(label="Department", language_code=1033)]
    ),
)

relationship = OneToManyRelationshipMetadata(
    schema_name="new_Department_Employee",
    referenced_entity="new_department",
    referencing_entity="new_employee",
    referenced_attribute="new_departmentid",
    cascade_configuration=CascadeConfiguration(
        delete=CASCADE_BEHAVIOR_REMOVE_LINK,
    ),
)

result = client.tables.create_one_to_many_relationship(lookup, relationship)
print(f"Created lookup field: {result.lookup_schema_name}")

Create Many-to-Many Relationship

from PowerPlatform.Dataverse.models import ManyToManyRelationshipMetadata

relationship = ManyToManyRelationshipMetadata(
    schema_name="new_employee_project",
    entity1_logical_name="new_employee",
    entity2_logical_name="new_project",
)

result = client.tables.create_many_to_many_relationship(relationship)
print(f"Created: {result.relationship_schema_name}")

Convenience Method for Lookup Fields

result = client.tables.create_lookup_field(
    referencing_table="new_order",
    lookup_field_name="new_AccountId",
    referenced_table="account",
    display_name="Account",
    required=True,
)

Query and Delete Relationships

# Get relationship metadata
rel = client.tables.get_relationship("new_Department_Employee")
if rel:
    print(f"Found: {rel.relationship_schema_name}")

# Delete relationship
client.tables.delete_relationship(result.relationship_id)

File Operations

# Upload file to a file column
client.files.upload(
    table="account",
    record_id=account_id,
    file_column="new_Document",  # If the file column doesn't exist, it will be created automatically
    path="/path/to/document.pdf",
)

Batch Operations

Use client.batch to send multiple operations in one HTTP request. All batch methods return None; results arrive via BatchResult after execute().

# Build a batch request
batch = client.batch.new()
batch.records.create("account", {"name": "Contoso"})
batch.records.update("account", account_id, {"telephone1": "555-0100"})
batch.records.retrieve("account", account_id, select=["name"], expand=["primarycontactid"], include_annotations="OData.Community.Display.V1.FormattedValue")  # single record with expand
batch.records.list("account", filter="statecode eq 0", select=["name"], orderby=["name asc"], top=50, page_size=25, count=True)  # multi-record, single page
batch.query.sql("SELECT TOP 5 name FROM account")

result = batch.execute()
for item in result.responses:
    if item.is_success:
        print(f"[OK] {item.status_code} entity_id={item.entity_id}")
        if item.data:
            # GET responses populate item.data with the parsed JSON record
            print(item.data.get("name"))
    else:
        print(f"[ERR] {item.status_code}: {item.error_message}")

# Transactional changeset (all succeed or roll back)
with batch.changeset() as cs:
    ref = cs.records.create("contact", {"firstname": "Alice"})
    cs.records.update(, account_id, {: ref})


result = batch.execute(continue_on_error=)
()

BatchResult properties:

• result.responses -- list of BatchItemResponse in submission order
• result.succeeded -- responses with 2xx status codes
• result.failed -- responses with non-2xx status codes
• result.has_errors -- True if any response failed
• result.entity_ids -- GUIDs from OData-EntityId headers (creates and updates)

Batch limitations:

• Maximum 1000 operations per batch
• batch.records.get() is deprecated; use batch.records.retrieve() for single records
• batch.records.list() returns a single page (no pagination); use top to bound results
• flush_cache() is not supported in batch

Error Handling

The SDK provides structured exceptions with detailed error information:

from PowerPlatform.Dataverse.core.errors import (
    DataverseError,
    HttpError,
    MetadataError,
    SQLParseError,
    ValidationError,
)
from PowerPlatform.Dataverse.client import DataverseClient

try:
    client.records.retrieve("account", "invalid-id")
except HttpError as e:
    print(f"HTTP {e.status_code}: {e.message}")
    print(f"Error code: {e.code}")
    print(f"Subcode: {e.subcode}")
    if e.is_transient:
        print("This error may be retryable")
except ValidationError as e:
    print(f"Validation error: {e.message}")

Common Error Patterns

Authentication failures:

• Check environment URL format (no trailing slash)
• Verify credentials have Dataverse permissions
• Ensure app registration is properly configured

404 Not Found:

• Verify table schema name is correct (lowercase for standard tables)
• Check record ID exists
• Ensure using schema names, not display names
• Cache issue could happen, so retry might help, especially for metadata creation

400 Bad Request:

• Check filter/expand parameters use correct case
• Verify column names exist and are spelled correctly
• Ensure custom columns include customization prefix
• For @odata.bind errors ("undeclared property"): the navigation property name before @odata.bind is case-sensitive and must match the entity's $metadata exactly (e.g., [e-mail] for custom lookups, [e-mail] for system lookups). The SDK preserves @odata.bind key casing.

Best Practices

Performance Optimization

1. Prefer client.query.builder() for any non-trivial query — use the builder for filtering, sorting, expansion, or formatted values; records.list() is a convenience shortcut for simple filter+select only
2. Use bulk operations - Pass lists to create/update/delete for automatic optimization
3. Specify select fields - Limit returned columns to reduce payload size
4. Control page size - Use top and page_size parameters appropriately; use execute_pages() for large sets
5. Reuse client instances - Don't create new clients for each operation
6. Use production credentials - ClientSecretCredential or CertificateCredential for unattended operations
7. Error handling - Implement retry logic for transient errors (e.is_transient)
8. Always include customization prefix for custom tables/columns
9. Use lowercase for column names, match $metadata for navigation properties - Column names in $select/$filter/record payloads use lowercase LogicalNames. Navigation properties in $expand and @odata.bind keys are case-sensitive and must match the entity's $metadata (PascalCase for custom lookups like new_CustomerId, lowercase for system lookups like parentaccountid)
10. Test in non-production environments first
11. Use named constants - Import cascade behavior constants from PowerPlatform.Dataverse.common.constants

Async Client

The SDK ships a full async client, AsyncDataverseClient, under PowerPlatform.Dataverse.aio. Requires the [async] extra: pip install "PowerPlatform-Dataverse-Client[async]".

Note: snippets in this section are fragments. Every await line assumes it lives inside an async def main(): ... body with client and credential already constructed (see the Client Initialization block for the wrapper). Outside an async function, await is a SyntaxError.

Import

from azure.identity.aio import DefaultAzureCredential
from PowerPlatform.Dataverse.aio import AsyncDataverseClient

Client Initialization

# given: credential constructed (e.g. DefaultAzureCredential())

# Context manager (recommended -- closes session and clears caches automatically)
async with AsyncDataverseClient("https://yourorg.crm.dynamics.com", credential) as client:
    ...  # all operations here

# Standalone (call aclose() in a finally block)
client = AsyncDataverseClient("https://yourorg.crm.dynamics.com", credential)
try:
    ...
finally:
    await client.aclose()

CRUD Operations

Every sync method has an async equivalent -- add await:

# given: client is an open AsyncDataverseClient

# Create
account_id = await client.records.create("account", {"name": "Contoso Ltd"})

# Read
account = await client.records.retrieve("account", account_id, select=["name", "telephone1"])

# Update
await client.records.update("account", account_id, {"telephone1": "555-0200"})

# Delete
await client.records.delete("account", account_id)

# Bulk create
ids = await client.records.create("account", [{"name": "A"}, {"name": "B"}])

Query Builder

# given: client is an open AsyncDataverseClient
from PowerPlatform.Dataverse.models.filters import col

# Collect all results
result = await (
    client.query.builder("account")
    .select("name", "telephone1")
    .where(col("statecode") == 0)
    .top(10)
    .execute()
)
for record in result:
    print(record["name"])

# Lazy page iteration (memory-efficient)
async for page in (
    client.query.builder("account")
    .select("name")
    .page_size(500)
    .execute_pages()
):
    for record in page:
        print(record["name"])

# SQL query
rows = await client.query.sql("SELECT TOP 5 name FROM account")

# FetchXML
xml = '<fetch top="5"><entity name="account"><attribute name="name"/></entity></fetch>'
rows = await client.query.fetchxml(xml).execute()

Batch and Changesets

# given: client is open; account_id from an earlier records.create

# Plain batch
batch = client.batch.new()
batch.records.create("account", {"name": "Alpha"})
result = await batch.execute()

# Atomic changeset
batch = client.batch.new()
async with batch.changeset() as cs:
    ref = cs.records.create("contact", {"firstname": "Alice"})
    cs.records.update("account", account_id, {"[e-mail]": ref})
result = await batch.execute()

DataFrame Operations

# given: client is an open AsyncDataverseClient
import pandas as pd

# Query to DataFrame
result = await (
    client.query.builder("account")
    .select("name", "telephone1")
    .where(col("statecode") == 0)
    .execute()
)
df = result.to_dataframe()

# Create from DataFrame
new_accounts = pd.DataFrame([{"name": "Contoso"}, {"name": "Fabrikam"}])
ids = await client.dataframe.create("account", new_accounts)

Additional Resources

Load these resources as needed during development:

• API Reference
• Product Documentation
• Dataverse Web API
• Azure Identity

Key Reminders

1. Use client.query.builder() for queries — it's the primary query pattern; records.list() is a shortcut for trivial filter+select only
2. Schema names are required - Never use display names
3. Custom tables need prefixes - Include customization prefix (e.g., "new_")
4. Filter is case-sensitive - Use lowercase logical names
5. Bulk operations are encouraged - Pass lists for optimization
6. No trailing slashes in URLs - Format: https://org.crm.dynamics.com
7. Structured errors - Check is_transient for retry logic