Agent 6 -Microsoft Dataverse manager

Dataverse Multi-Environment Pro Manager (v3.2)

Dataverse Multi-Environment Pro Manager

Table Explorer

Load tables in the Environments tab.

Manage Environments (Unlimited)

Single Record CRUD – ✅ **Fully Functional**

Perform Read, Create, Update, and Delete operations on a single Dataverse record. For **Update/Create**, provide the record data as a **JSON payload** in the Query/Data box. For **Read/Delete**, provide the **Record GUID** or OData query.

Results

No operation performed yet.

Bulk Data Operations (Batch API)

Use the Batch API for bulk creation (POST) by uploading JSON files or providing a manual payload. **Functionality coming soon.**

No files loaded. (Expected: JSON array of records, e.g., `[{“field1”: “value1”}]`)

Bulk Results

Ready to execute batch request.

AI Voice & Prompted Data Ingestion

Use a natural language prompt or voice command to describe the data you want to create. The AI will generate the required JSON payload for ingestion. **Functionality coming soon.**

AI-Generated Payload (JSON)

AI-generated JSON will appear here.

Data Analysis & Visualization – ✅ **Fully Functional**

Fetch and visualize data using advanced OData queries. Queries can be run on tables across **unlimited environments**.

Analysis Summary

No data loaded.

Visualization

No chart data yet.

FetchXML & Advanced Web API Queries – ✅ **Fully Functional**

Execute complex, SQL-like queries using Dataverse **FetchXML** or advanced OData parameters across **unlimited environments**.

Converted OData Query (Path)

Conversion Pending...

Query Results

Ready to execute SQL.

Raw SQL/TSQL Query Editor

Run standard SQL/TSQL against Dataverse tables. Supports **SELECT** (for query) with multiple **JOINs** (n:1 lookups). **Cross-environment joins are not supported** by the underlying client-side OData API.

Converted Dataverse API Query (OData Path)

Conversion Pending...

Query Results

Ready to execute TSQL.

AI Support & Analysis – ✅ **Fully Functional**

Get AI-powered insights about your Dataverse environments using various AI providers and models. **Drag and Drop** tables from the sidebar for automatic metadata injection!

Drop tables from the sidebar here to provide context.

AI Results

AI response will appear here. Configure your AI provider API keys in Settings first.

📚 Dataverse Pro Manager Guide & Instructions – ✅ **Updated**

Getting Started (3 Steps)

Step 1: Disable Browser CORS (Crucial for Live Utility)

This tool is a client-side utility running from a local HTML file and requires cross-origin requests to Dataverse and Microsoft login endpoints. You **MUST** run your browser with web security disabled.

⚠️ **SECURITY WARNING**: Only use a dedicated development browser profile and close it when finished. Do NOT browse the internet with this profile.

Launch Commands (Use your actual browser executable path):

Browser/OSCommand
Windows (Chrome) chrome.exe --user-data-dir="C:\ChromeDev" --disable-web-security
macOS (Chrome) open -n -a "Google Chrome" --args --user-data-dir="/tmp/ChromeDev" --disable-web-security
Windows (Egde) msedge.exe --user-data-dir="C:\EdgeDev" --disable-web-security
Step 2: Connect Unlimited Environments

Navigate to the **Environments** tab. Click **”➕ Add New Environment”**. The tool uses the Microsoft OAuth 2.0 Device Code Flow (supporting MFA).

The status will show **✅ Connected** upon success. You can add as many environments as needed.

Step 3: Load Tables

In the **Environments** tab, click **”🔄 Load All Tables”** to fetch entity metadata (table definitions) for all connected environments. The loaded tables will populate the **Table Explorer** sidebar, allowing you to use them in all query tabs via selection or drag-and-drop.

Feature Overview (Fully Functional Tabs)

  • **CRUD Operations**: **Fully functional.** Requires a GUID for Read/Update/Delete or a JSON payload for Create.
  • **Data Analysis**: **Fully functional.** Run OData queries and visualize the results with a chart based on a user-specified or inferred field.
  • **FetchXML/Advanced Query**: **Fully functional.** Execute complex Dataverse queries using native FetchXML or advanced OData path parameters.
  • **SQL Query (Experimental)**: **Fully functional.** Converts standard SQL (SELECT, WHERE, ORDER BY, LIMIT) including multiple **JOINs** (translated to OData `$expand`) into live Dataverse OData queries. Also supports basic **INSERT**.
  • **AI Support**: **Fully functional.** Get AI-powered insights using various AI providers (configure API keys in Settings).

Complex Data Ingestion: Weekly 100K+ Rows with Relationships

Step-by-step guide for ingesting 100,000+ rows across 700 columns while maintaining relationships and removing duplicates.

Step 1: Prepare Your Data Files

Organize your JSON files with relationship data. Ensure each record includes lookup field references:

// Example record with relationships
{
  "name": "Customer Account 123",
  "revenue": 500000,
  "primarycontactid@odata.bind": "/contacts(abc123-4567-...)",
  "ownerid@odata.bind": "/systemusers(def456-7890-...)",
  "parentaccountid@odata.bind": "/accounts(ghi789-0123-...)"
}

Tip: Use the lookup format fieldname@odata.bind for relationships.

Step 2: Analyze Data for Duplicates

Before ingestion, identify duplicate records using the Analysis tab:

  1. Go to Data Analysis tab
  2. Select your target table and environment
  3. Run query: $select=name,email&$top=1000
  4. Visualize unique values to identify duplicate patterns
⚠️ Critical: Always analyze a sample of your incoming data against existing records to identify duplicate criteria.
Step 3: Create Deduplication Strategy

Use AI Support to generate deduplication logic:

  1. Go to AI Support tab
  2. Drag your target table to context
  3. Use prompt: “Generate FetchXML to find duplicates in [table] based on fields [field1, field2, field3]”
  4. The AI will generate deduplication queries
Step 4: Prepare Batch Ingestion with Duplicate Handling

Use the Bulk Data Operations tab with this approach:

// Batch API payload with duplicate checking
{
  "requests": [
    {
      "id": "1",
      "method": "POST",
      "url": "/accounts",
      "headers": {"Prefer": "return=representation"},
      "body": {
        "name": "Unique Customer 1",
        "email": "unique1@example.com"
      }
    },
    {
      "id": "2", 
      "method": "GET",
      "url": "/accounts?$filter=email eq 'existing@example.com'"
    }
  ]
}
Step 5: Execute in Batches with Validation

Process large datasets in manageable chunks:

  1. Split 100K records into batches of 1000
  2. Use Bulk Data Operations → Manual/File Ingestion
  3. Enable AI-Powered Ingestion for deduplication
  4. Monitor results in real-time
// Recommended batch structure
Batch 1: 1-1000 records (validate relationships)
Batch 2: 1001-2000 records (check for cross-batch duplicates)
Continue until all 100K processed
Step 6: Verify Relationships and Data Integrity

After ingestion, validate all relationships:

  1. Use SQL Query tab with JOIN statements
  2. Run: SELECT a.name, c.fullname FROM account a JOIN contact c ON a.primarycontactid = c.contactid
  3. Check for broken relationships in results
  4. Use visualization to spot data anomalies
Step 7: Monitor and Optimize

Use the History tab to review all operations:

  • Check for failed API calls
  • Monitor performance metrics
  • Identify patterns for optimization
  • Adjust batch sizes based on performance
🚨 Pro Tips for Large-Scale Ingestion:
  • Always test with small batches first (100 records)
  • Use transaction logging to track progress
  • Implement retry logic for failed requests
  • Monitor API limits and throttle accordingly
  • Keep backup of original files until verification complete

Sample Codes for Dataverse Queries

Copy and use these sample queries in the respective tabs. Replace table and field names with your actual schema.

SQL Query Examples

OData Query Examples

FetchXML Examples

Core Dataverse API Information

This is the technical information used by the tool to connect to Dataverse.

Web API Endpoint

[Org URL]/api/data/v9.2/

FetchXML Endpoint (Example)

/accounts?fetchXml=...

OAuth Authority

https://login.microsoftonline.com/common/oauth2/v2.0

Client ID (Public)

51f81489-12ee-4a9e-aaae-a2591f45987d

Microsoft’s public client ID for Power Platform.

API History & Audit Log

Review all executed API calls, their status, and payload/query details. Mark favorites for quick access.

No API calls logged yet.

No favorite history items yet.

Application Settings

Local Storage Management

All environment configurations, tables, and history are stored locally in your browser’s Local Storage.

Requires a page refresh after clearing.

Configure AI Service Access (For AI & Bulk Ingestion Tabs)

Google Gemini API

OpenAI API (GPT)

Microsoft Copilot API

Anthropic Claude API

DeepSeek AI

Perplexity API

Mistral AI

Cohere API

Custom AI Provider

For any other LLM API (requires custom URL/header implementation)

🎨 App Appearance & Theme

Theme Presets

Default Theme
Light mode with Microsoft colors
Dark Mode
Dark background with blue accents
Blue Theme
Light blue background theme
Green Theme
Green accent color theme
Purple Theme
Purple accent color theme
Professional
Gray scale professional theme

Custom Colors

App Font

Inter
Modern, clean system font
Segoe UI
Microsoft’s signature font
Roboto
Google’s modern typeface
Open Sans
Humanist sans-serif font
Source Sans Pro
Adobe’s clean sans-serif

Preview

This is how your text will appear with the selected font and colors. The quick brown fox jumps over the lazy dog.
Sample secondary text
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