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CRM & operations

Microsoft Dataverse

Discover the authorized Dataverse schema and work with its tables and records without assuming names or fields.

CAPABILITIES

What your agent can do with Microsoft Dataverse

Discover tables and fields

Lets the agent discover tables and fields within the authorized configuration.

Read

Read records

Lets the agent read records within the authorized configuration.

Read

Create records when enabled

Lets the agent create records when enabled within the authorized configuration.

Write

Update records when enabled

Lets the agent update records when enabled within the authorized configuration.

Write

See how an agent works with Microsoft Dataverse

A practical example of how your agent can help in everyday work.

Query active leads and summarize which ones are ready to contact.

10:14

I read the authorized sales table and found four high-intent leads.

10:15

Priority leads

Leads: 4

Segment: Enterprise

Read only

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The essentials, before connecting

Review the key details for using Microsoft Dataverse with your agents.

How is Microsoft Dataverse connected?

OAuth connection with Microsoft and selection of the authorized environment.

What can an agent do with Microsoft Dataverse?

Discover tables and fields · Read records · Create records when enabled · Update records when enabled

What controls apply?

Available only in internal contexts · Writes require explicit confirmation · Dataverse roles remain authoritative · Data deletion is not supported