MS Dynamics 365 – Dataverse Multi-Environment Pro Manager (1 Hour)​

Full Product Description:

 

🌐 Environments Tab

Purpose: Central hub for managing all Dataverse environments.
Features:

• Add unlimited Dataverse environments (DEV, UAT, PROD, etc.)

• Authenticate via Microsoft Device Login

• Toggle environment selection for batch operations

• Load tables from selected environments with scope filtering:

  • Custom tables only (default)

  • System tables only

  • All tables (system + custom)

• View connection status and remove environments

• Table Explorer sidebar shows all loaded tables with search, filtering, and column metadata

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🔍 CRUD Operations Tab

Purpose: Perform Create, Read, Update, Delete operations on single records.
Features:

• Select environment and table from dropdowns

• Input:

  • Record ID (for READ/DELETE)

  • OData query (for READ with filters)

  • JSON payload (for CREATE/UPDATE)

• Execute operations with real-time feedback

• Results displayed in formatted JSON with syntax highlighting

• Clear button to reset input

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📦 Bulk Data Tab

Purpose: Bulk ingestion and multi-target data loading via Dataverse Batch API.
Sub-tabs:

1. Manual/File Ingestion

• Upload JSON, CSV, Excel, or TXT files

• Paste JSON array directly

• Process in batches of 100 records

• Real-time progress and error logging

2. AI Voice/Prompt Ingestion

• Describe data in natural language

• AI generates JSON payload

• Execute AI-generated ingestion directly

3. Multi-Target Ingestion

• Configure multiple ingestion groups

• Each group: environment + table + file/JSON

• Run all groups sequentially with summary reports

4. Multi-Target Ingestion (Lookups Wizard)

• Map lookup columns (e.g., owner, contact, account)

• Automatically resolve @odata.bind references

• Ideal for complex relational data imports

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🗑️ Bulk Delete Tab

Purpose: Safe, wizard-driven bulk deletion across multiple environments and tables.
Features:

• Create Delete Groups (environment + table + key field)

• Upload files or paste JSON/IDs for deletion

• Option to delete all records in a table (non-production only)

• Audit trail with summary and error logs

• Warning prompts to prevent accidental mass deletion

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📁 Staging Tables Tab

Purpose: Create and manage Dataverse staging tables from external data.
Sub-tabs:

1. File / Manual Staging

• Upload files or paste JSON to create staging tables

• Auto-split wide tables exceeding Dataverse column limits

• Set primary naming strategy (auto, field-based, fixed)

• View file stats, batch progress, and history

2. Multi-File → Separate Tables

• Drag & drop multiple files

• Each file becomes its own staging table

• Auto-generated safe table names

3. Duplicate → Staging

• Copy tables between environments

• Options for schema mode (exact copy or auto-generated)

• Lookup handling: GUID, TEXT, or BOTH

4. Query → Staging

• Run OData/FetchXML queries and save results to staging tables

• Optional scheduling for future runs

5. API Ingest → Staging

• Connect to external JSON APIs

• Auto-pagination support (@odata.nextLink)

• Save API configurations for reuse

• Create staging tables from API data

6. API Ingest Groups

• Run 50–200+ API→Staging operations together

• Each group: saved API + environment + staging table

• Sequential execution with full logging

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📊 Reports & Comparison Tab

Purpose: Compare data across environments and tables.
Features:

• Standard Comparison: Compare two tables using a key field

• Bulk Group Comparison: Run many comparison pairs at once

• Detect duplicates and unique records

• Generate statistics and difference reports

• Visualize comparison results in tables

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🔄 Data Deduplication Tab

Purpose: Identify duplicates before ingestion.
Features:

• Upload files or paste JSON data

• Check against existing Dataverse tables using a unique field

• Split results into Duplicates and New Records

• Generate ingestion code for new records

• Execute ingestion directly from the tool

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📊 Data Analysis Tab

Purpose: Simple data analysis and visualization.
Features:

• Run OData queries against selected tables

• Visualize field distributions with Chart.js

• View analysis summary (counts, averages, etc.)

• Export charts and data

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📋 FetchXML/Advanced Query Tab

Purpose: Execute raw FetchXML or OData queries.
Features:

• Paste FetchXML or full OData paths

• Run complex joins, filters, and aggregations

• Results displayed in table format

• Error handling and syntax validation

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🧩 Multi-Table OData / FetchXML Query & Visualization

Purpose: Write multi-table queries and visualize results.
Features:

• Write FetchXML with linked entities

• Auto-detect involved tables

• Visualize results with Chart.js

• Optional visualization field (e.g., revenue, count)

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🧠 Universal Query Studio

Purpose: Paste any Dataverse Web API path or FetchXML—no table selection required.
Features:

• Accepts OData paths and FetchXML

• Multi-table joins and expansions

• Chart visualization with customizable chart types

• Query summary and statistics

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📈 Visual Query Studio (Drag & Drop Pivot)

Purpose: Build queries visually without writing code.
Features:

• Drag fields into Rows, Columns, Metrics

• Auto-generate pivot tables and charts

• Apply OData-style filters

• Real-time preview of query structure

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🔧 SQL Query (Experimental)

Purpose: Write SQL-like queries and convert to Dataverse operations.
Features:

• Type SQL SELECT/INSERT statements

• Auto-convert to OData/FetchXML

• Execute converted queries directly

• View converted API query for learning

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🤖 AI Support Tab

Purpose: Get AI-powered assistance for Dataverse operations.
Features:

• Multiple AI providers (Gemini, OpenAI, Claude, DeepSeek, Copilot, etc.)

• Drag tables into context for AI awareness

• Ask natural language questions (e.g., “Generate FetchXML for last 30 days”)

• AI generates queries, explanations, and payloads

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📚 Instructions Tab

Purpose: Comprehensive guide and sample code repository.
Sub-tabs:

1. Quick Guide

• Overview of all tabs

• Step-by-step getting started

2. Start Guide

• Browser setup (CORS disabling)

• Safety recommendations

• Authentication steps

3. Complex Ingestion

• Batch API with relationships

• Upsert operations

• Advanced filtering examples

4. Complex Ingestion 2

• Real-world JSON ingestion workflow

• Staging → Deduplication → Ingestion walkthrough

5. Sample Codes (20+ Examples)

• CRUD operations

• Bulk operations

• FetchXML & OData queries

• SQL examples

6. API Reference

• Dataverse Web API basics

• Common HTTP methods

• OData query parameters

• Error responses

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📜 History Tab

Purpose: Audit trail of all API calls.
Features:

• View all executed operations with timestamps

• Filter by favorites

• Toggle favorite status on any entry

• Export history to CSV/PDF

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⚙️ Settings Tab

Purpose: Configure app behavior and appearance.
Sub-tabs:

1. General & Storage

• Clear all local data

• Reset app to default state

2. AI Providers

• Configure API keys for multiple AI services

• Save and manage provider settings

3. Theme & Appearance

• Choose from preset themes (Light, Dark, Blue, Green, etc.)

• Customize colors, fonts, and UI elements

• Live preview of theme changes

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🎤 Voice & Accessibility Features

• Voice Guidance: Audio explanations for each tab

• Voice Input: Use voice commands in AI and bulk ingestion

• Explain Tab Button: Hear a spoken description of the current tab

• Pause/Resume/Stop controls for voice playback

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🔒 Usage Window & License Lock

• App only usable between 1 Nov 2025 – 1 Jun 2026

• Overlay block if outside date range

• Security warnings for CORS and browser safety

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🧰 Additional Tools & Utilities

• Tab Manager: Show/hide tabs for different user roles

• Searchable Dropdowns: Type-ahead search in all selects

• Drag & Drop: Drag tables/columns into query builders

• Auto-Sync: Environment and table dropdowns stay in sync

• Batch Retry Logic: Automatic retry on Dataverse metadata locks

• Multi-Format File Parser: JSON, CSV, Excel, TXT support