Microsoft Dataverse

Overview

Integrate Microsoft Dataverse into your workflow. 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, and relevance search. Works with Dynamics 365, Power Platform, and custom Dataverse environments.

How to automate Microsoft Dataverse with Sim

1. 01

   Create a free account

   Sign up at sim.ai in seconds. No credit card required. Your workspace is ready immediately.

2. 02

   Add a Microsoft Dataverse block

   Open a workflow, drag a Microsoft Dataverse block onto the canvas, and connect your account with one-click OAuth.

3. 03

   Configure, connect, and run

   Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Microsoft Dataverse automation is live.

Supported tools

17 Microsoft Dataverse tools available in Sim

• List Records

  Query and list records from a Microsoft Dataverse table. Supports OData query options for filtering, selecting columns, ordering, and pagination.

• Get Record

  Retrieve a single record from a Microsoft Dataverse table by its ID. Supports $select and $expand OData query options.

• Create 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.

• Update Record

  Update an existing record in a Microsoft Dataverse table. Only send the columns you want to change.

• Upsert 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.

• Delete Record

  Delete a record from a Microsoft Dataverse table by its ID.

• Create Multiple

  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.

• Update Multiple

  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.

• FetchXML Query

  Execute a FetchXML query against a Microsoft Dataverse table. FetchXML supports aggregation, grouping, linked-entity joins, and complex filtering beyond OData capabilities.

• Search

  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.

• Execute 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 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.

• Upload File

  Upload a file to a file or image column on a Dataverse record. Supports single-request upload for files up to 128 MB. The file content must be provided as a base64-encoded string.

• Download File

  Download a file from a file or image column on a Dataverse record. Returns the file content as a base64-encoded string along with file metadata from response headers.

• Associate 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.

• Disassociate 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.

• 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.

Frequently asked questions