Integration

Automate records in Microsoft Dataverse without exports, scripts, or stale data

Microsoft Dataverse is a powerful cloud data platform for securely storing, managing, and interacting with structured business data. The Microsoft Dataverse integration enables you to programmatically create, read, update, delete, and link records in Dataverse tables as part of your workflow and automation needs.

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17 operations0 triggersAuth: oauth

About Microsoft Dataverse

Microsoft Dataverse is a powerful cloud data platform for securely storing, managing, and interacting with structured business data.

What teams automate with Microsoft Dataverse

List and query records: Access lists of records or query with advanced filters to find the data you need from any Dataverse table.
Create and update records: Add new records or update existing ones in any table for use across Power Platform, Dynamics 365, and custom apps.
Delete and manage records: Remove records as part of data lifecycle management directly from your automation flows.
Associate and disassociate records: Link related items together or remove associations using entity relationships and navigation properties—essential for reflecting complex business processes.
Work with any Dataverse environment: Connect to your organization’s environments, including production, sandbox, or Dynamics 365 tenants, for maximum flexibility.
Integrate with Power Platform and Dynamics 365: Automate tasks ranging from sales and marketing data updates to custom app workflows—all powered by Dataverse's security and governance.

How teams use Microsoft Dataverse

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.

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What can you do with the Microsoft Dataverse integration?

What can you do with the Microsoft Dataverse integration? Microsoft Dataverse is a powerful cloud data platform for securely storing, managing, and interacting with structured business data. The Microsoft Dataverse integration enables you to programmatically create, read, update, delete, and link records in Dataverse tables as part of your workflow and automation needs. With Microsoft Dataverse integration, you can: AptlyStar exposes 17 operations so teams can automate end-to-end processes without maintaining brittle scripts.

Automate & integrate Microsoft Dataverse

Compose Microsoft Dataverse with the rest of your stack using visual workflows and agents.

Read & query data

Pull live records, search entities, and keep downstream systems up to date.

List Records
Get Record
FetchXML Query
Search

Create & update Microsoft Dataverse records

Insert, upsert, and patch objects so Microsoft Dataverse workflows stay synchronized automatically.

Create Record
Update Record
Upsert Record
Create Multiple

Manage lifecycle

Archive, delete, merge, and reconcile records with guardrails and approvals.

Delete Record

Automate on events

React to webhooks and polling triggers the moment something happens.

Execute Action
Execute Function
Download File
Associate Records

Microsoft Dataverse analyze & report

Aggregate metrics, export datasets, and feed BI or agent summaries.

FetchXML Query
Search
Execute Action

Microsoft Dataverse automate on events

React to webhooks and polling triggers the moment something happens.

Execute Action
Execute Function
Upload File

Build Microsoft Dataverse agents

Ship AI workflows that read, decide, and act on Microsoft Dataverse — with guardrails and human approvals where you need them.

Dataverse record sync

Build a scheduled workflow that mirrors records between Microsoft Dataverse and an AptlyStar table, normalizes schemas, and posts conflict reports to Slack.

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Dataverse approval workflow

Create a scheduled workflow that polls Dataverse for new high-value records, posts an adaptive card approval to Microsoft Teams, captures the decision, and updates the record.

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Dataverse data-quality auditor

Build a scheduled workflow that scans Dataverse tables for missing required fields, format violations, and duplicates, and writes a remediation backlog to a tracking table.

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Dataverse + Power BI feeder

Create a workflow that pulls Dataverse entity data daily, transforms it into BI-ready rows in an AptlyStar table, and stages a refresh signal for downstream Power BI consumption.

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Dataverse compliance archiver

Create a scheduled workflow that exports Dataverse records older than the retention horizon into long-term storage, removes them from the live table, and writes the archive manifest for auditors.

Explore templates

Ready to solve your Microsoft Dataverse integration challenges?

Connect Microsoft Dataverse once, then reuse the same blocks across agents, workflows, and templates.

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Challenges AptlyStar solves

Keep Microsoft Dataverse in sync with the rest of your stack

Teams lose hours copying data between Microsoft Dataverse and CRMs, inboxes, and spreadsheets. AptlyStar connects Microsoft Dataverse to 17+ operations so updates flow automatically.

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Scale Microsoft Dataverse automations without custom glue code

One-off scripts break when APIs change. Use visual workflows, retries, and typed blocks so Microsoft Dataverse automations stay maintainable as you grow.

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Give AI agents secure, scoped access to Microsoft Dataverse

Agents need live Microsoft Dataverse context without over-permissioned keys. Connect credentials once, apply guardrails, and let agents act through audited workflow runs.

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Featured Microsoft Dataverse templates

Ready-to-use workflow templates that include Microsoft Dataverse, just like in the app.

Dataverse record sync

Build a scheduled workflow that mirrors records between Microsoft Dataverse and an AptlyStar table, normalizes schemas, and posts conflict reports to Slack.

Browse templates

Dataverse approval workflow

Create a scheduled workflow that polls Dataverse for new high-value records, posts an adaptive card approval to Microsoft Teams, captures the decision, and updates the record.

Browse templates

Dataverse data-quality auditor

Build a scheduled workflow that scans Dataverse tables for missing required fields, format violations, and duplicates, and writes a remediation backlog to a tracking table.

Browse templates

Dataverse + Power BI feeder

Create a workflow that pulls Dataverse entity data daily, transforms it into BI-ready rows in an AptlyStar table, and stages a refresh signal for downstream Power BI consumption.

Browse templates

Dataverse legacy CRM bridge

Build a workflow that mirrors Salesforce contacts into Microsoft Dataverse and back, mapping fields and resolving conflicts deterministically so both CRMs stay in sync during migra...

Browse templates

Dataverse compliance archiver

Create a scheduled workflow that exports Dataverse records older than the retention horizon into long-term storage, removes them from the live table, and writes the archive manifes...