Microsoft Dataverse

dv-admin

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 environment settings, manage retention policies, or list/cancel ERP batch jobs.

dv-connect

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 authentication, troubleshooting MCP, or checking existing Dataverse / Finance and Operations connectivity or linkage.

dv-data

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 Finance and Operations (ERP) record writes and DMF package imports.

dv-metadata

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 existing columns and relationships.

dv-overview

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; load this first for orientation. Specialist skills self-route via their own frontmatter triggers. Finance and Operations / F&O business-data requests also require this skill first, then dv-query for reads.

dv-query

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 Operations / F&O) business-data reads and runtime entity, schema, or action discovery; load dv-overview first, then this skill.

dv-security

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.

dv-solution

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.

erp-xpp

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. Use when the user explicitly requests creating, building, compiling, packaging, deploying, DB-syncing, or verifying X++ customizations, or an end-to-end ERP code change.