Use Microsoft Dataverse to manage records and relationships in Dynamics 365, Power Platform, or custom environments. The block also supports queries, bulk operations, file transfer, metadata lookup, and Dataverse actions and functions.
OAuth scopes
Sim requests these scopes when someone connects a Microsoft Dataverse account. For a self-hosted deployment, register your own app with the provider using the settings below. See Integrations and OAuth for setup.
In Microsoft Entra, add the Dynamics CRM API with the delegated user_impersonation permission to the app registration.
Use the block
Create, read, update, delete, upsert, associate, query, search, and execute actions and functions against Dataverse tables using the Web API. Supports bulk operations, FetchXML, file uploads, relevance search, and table metadata lookup. Works with Dynamics 365, Power Platform, and custom Dataverse environments.
Actions
Associate Microsoft Dataverse Records
Associate two records in Microsoft Dataverse via a navigation property. Creates a relationship between a source record and a target record. Supports both collection-valued (POST) and single-valued (PUT) navigation properties.
Create Multiple Microsoft Dataverse Records
Create multiple records of the same table type in a single request. Each record in the Targets array must include an @odata.type annotation. Recommended batch size: 100-1000 records for standard tables.
Create Microsoft Dataverse Record
Create a new record in a Microsoft Dataverse table. Requires the entity set name (plural table name) and record data as a JSON object.
Delete Microsoft Dataverse Record
Delete a record from a Microsoft Dataverse table by its ID.
Disassociate Microsoft Dataverse Records
Remove an association between two records in Microsoft Dataverse. For collection-valued navigation properties, provide the target record ID. For single-valued navigation properties, only the navigation property name is needed.
Download File from Microsoft Dataverse
Download a file from a Dataverse file or image column and return its stored file reference and metadata
Execute Microsoft Dataverse Action
Execute a bound or unbound Dataverse action. Actions perform operations with side effects (e.g., Merge, GrantAccess, SendEmail, QualifyLead). For bound actions, provide the entity set name and record ID.
Execute Microsoft Dataverse Function
Execute a bound or unbound Dataverse function. Functions are read-only operations (e.g., RetrievePrincipalAccess, RetrieveTotalRecordCount, InitializeFrom). For bound functions, provide the entity set name and record ID.
FetchXML Query Microsoft Dataverse
Execute a FetchXML query against a Microsoft Dataverse table. FetchXML supports aggregation, grouping, linked-entity joins, and complex filtering beyond OData capabilities.
Get Microsoft Dataverse Table Metadata
Retrieve table (entity) and column (attribute) definitions for a Microsoft Dataverse table by its singular logical name. Use this to look up the correct entity set name and column logical names before building record data for other operations.
Get Microsoft Dataverse Record
Retrieve a single record from a Microsoft Dataverse table by its ID. Supports $select and $expand OData query options.
List Microsoft Dataverse Records
Query and list records from a Microsoft Dataverse table. Supports OData query options for filtering, selecting columns, ordering, and pagination.
Search Microsoft Dataverse
Perform a full-text relevance search across Microsoft Dataverse tables. Requires Dataverse Search to be enabled on the environment. Supports simple and Lucene query syntax.
Update Multiple Microsoft Dataverse Records
Update multiple records of the same table type in a single request. Each record must include its primary key. Only include columns that need to be changed. Recommended batch size: 100-1000 records.
Update Microsoft Dataverse Record
Update an existing record in a Microsoft Dataverse table. Only send the columns you want to change.
Upload File to Microsoft Dataverse
Upload a file to a file or image column on a Dataverse record. Supports single-request upload for files up to 128 MiB. Provide the file through the File input; its bytes are read from storage and sent as the raw request body.
Upsert Microsoft Dataverse Record
Create or update a record in a Microsoft Dataverse table. If a record with the given ID exists, it is updated; otherwise, a new record is created.
Microsoft Dataverse WhoAmI
Retrieve the current authenticated user information from Microsoft Dataverse. Useful for testing connectivity and getting the user ID, business unit ID, and organization ID.