dv-metadata

Skill: Metadata — Making Changes

Before the first metadata change in a session:

1. Confirm the target environment with the user — see the Multi-Environment Rule in dv-overview.
2. Confirm the solution — ask "What solution should these components go into?" If SOLUTION_NAME is in .env, confirm it. If no solution exists yet, you MUST ask the user for the solution name and publisher prefix before creating anything. The publisher prefix is permanent — it cannot be changed after components are created with it.

STOP and ask the user:

"What solution name and publisher prefix should I use? The prefix (e.g., contoso, lit, soc) is permanent on every table and column."

Then query existing publishers and show them — the user may want to reuse one:

# Publisher discovery + solution creation — use SDK (never raw Web API).
# See dv-solution for the full publisher discovery flow.
publishers = client.records.list("publisher",
    filter="customizationprefix ne 'none' and uniquename ne 'MicrosoftCorporation'",
    select=["publisherid", "uniquename", "friendlyname", "customizationprefix"], top=10)
# MANDATORY: Show existing publishers to user and ask which to use or create new

After user confirms, create using SDK:

publisher_id = client.records.create("publisher", {
    "uniquename": "<name>", "friendlyname": "<display>",
    "customizationprefix": "<prefix>",  # from user input, NOT hardcoded
    "description": "<desc>",
})
solution_id = client.records.create("solution", {
    "uniquename": "<SolutionName>", "friendlyname": "<Display Name>",
    "version": "1.0.0.0",
    "[email protected]": f"/publishers({publisher_id})",
})

Never create tables or columns outside a solution.

1. Pass solution="<UniqueName>" in every SDK call, or include "MSCRM.SolutionName": "<UniqueName>" on every raw Web API call.

Skill boundaries

Need	Use instead
Create, update, or delete data records	dv-data
Query or read records	dv-query
Export or deploy solutions	dv-solution
ERP schema	see erp-target.md