pm-microsoft-dataverse

pm-microsoft-dataverse

Purpose

Reads Microsoft Dataverse accounts, contacts, leads, opportunities, and users through the Web API.

Icon

• id: microsoftdataverse
• asset: icons/microsoftdataverse.svg
• source: upstream_registry
• review_status: upstream_seeded
• review_url: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/overview

Capabilities

• check=true catalog=true read=true write=false query=false
• Integration type: api

Authentication

• Use pm credentials add with --from-env or --value-stdin for secret fields.

Configuration

• base_url (required)
• login_base_url
• max_pages
• mode
• page_size
• scope (required)
• token_url
• client_id (secret)
• client_secret (secret)
• tenant_id (secret)

ETL Streams

• accounts:
  • primary key: id
  • fields: created_on(string), email(string), id(string), modified_on(string), name(string)
• contacts:
  • primary key: id
  • fields: created_on(string), email(string), id(string), modified_on(string), name(string)
• leads:
  • primary key: id
  • fields: created_on(string), email(string), id(string), modified_on(string), name(string)
• opportunities:
  • primary key: id
  • fields: created_on(string), email(string), id(string), modified_on(string), name(string)
• systemusers:
  • primary key: id
  • fields: created_on(string), email(string), id(string), modified_on(string), name(string)

Sync Modes

• ETL sync modes: full_refresh_append, full_refresh_overwrite

Security

• read risk: external Microsoft Dataverse Web API read of CRM records
• approval: none; read-only OAuth2 client-credentials API
• Never pass secret values in chat, shell arguments, logs, docs, or JSON output.

Commands

Inspect as a manual

pm connectors inspect microsoft-dataverse

Inspect as structured JSON

pm connectors inspect microsoft-dataverse --json

Agent Rules

• Run pm connectors inspect microsoft-dataverse before creating credentials or plans.
• Use --json only when the caller needs structured output; use the manual for human-readable guidance.
• Never ask the user to paste secret values into chat.