What can I automate with Microsoft Dataverse in Sim?

You can list records, get record, create record, update record, and upsert record with Microsoft Dataverse in Sim, plus 13 more Microsoft Dataverse tools listed on this page. Each runs as a tool inside an AI agent, so the agent can combine Microsoft Dataverse with any other connected service and apply LLM reasoning between steps.

How do I connect Microsoft Dataverse to Sim?

(1) Create a free account at sim.ai. (2) Create an agent in your workspace. (3) Drag a Microsoft Dataverse block onto the workflow builder. (4) Connect your Microsoft Dataverse account with one-click OAuth, with no credentials to copy. (5) Pick a tool such as "List Records", wire up its inputs, and click Run.

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Microsoft Dataverse integration for AI agents

Q: How do I list records with Microsoft Dataverse in Sim?

Add a Microsoft Dataverse block to your agent and select "List Records" as the tool. Query and list records from a Microsoft Dataverse table. Supports OData query options for filtering, selecting columns, ordering, and pagination. Fill in the required fields. Inputs can reference outputs from earlier steps, such as text generated by an AI block or data fetched from another integration.

Manage records in Microsoft Dataverse tables

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Last updated October 14, 2026

What Sim agents can do with Microsoft Dataverse

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.

Category: Databases
Authentication: OAuth
Tools: 18
Triggers: 0
Documentation: Microsoft Dataverse docs

How to automate Microsoft Dataverse with Sim

Create a free account
Sign up at sim.ai in seconds. No credit card required. Your workspace is ready immediately.
Add a Microsoft Dataverse block
Open your workspace, drag a Microsoft Dataverse block onto the workflow builder, and connect your account with one-click OAuth.
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.

Agent templates

Ready-to-use templates featuring Microsoft Dataverse. Click any to build it instantly.

Microsoft Dataverse tools

18 Microsoft Dataverse tools available to Sim agents.

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 MiB. Provide the file through the File input; its bytes are read from storage and sent as the raw request body.

Download File

Download a file from a file or image column on a Dataverse record. Stores the file in execution storage and returns a file reference, plus the base64 content and metadata directly.

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.

Get 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.

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

Sim's Microsoft Dataverse integration adds 18 tools to the AI agents you build in Sim's visual workflow builder. Manage records in Microsoft Dataverse tables.