dv-security

A guide for managing user access and security roles in Microsoft Dataverse, Microsoft's data platform for business applications. It also covers business units, application users, service principals, and administrator access.

In plain words
What is it for?
Use it to assign roles, add service principals, manage application users or business units, grant access, or elevate an administrator with a preview before the security change.
Why use it?
It helps change permissions in a controlled way and verify who has access to which Dataverse environments.

Skill for Claude CodeCodex

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/microsoft/dataverse-skills/dv-security
Any agent
npx skills add microsoft/Dataverse-skills --skill dv-security
Clone the repo
git clone --depth 1 https://github.com/microsoft/Dataverse-skills

Made for: Claude Code, Codex.

Per session 50 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,986 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00050 $0.01986
Opus 5 $0.00025 $0.00993
Sonnet 5 $0.00010 $0.00397
Haiku 4.5 $0.00005 $0.00199

Measured 3d ago against content hash f40e1d1e9429, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

dv-security scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 3d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

.github/plugins/dataverse/skills/dv-security/SKILL.md · 150 lines

How it starts

The opening of the file, as written. The whole thing — 150 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Skill: Security — Role Assignment and Self-Elevation

This skill uses first-party CLIs — PAC CLI for role changes, Dataverse CLI to verify. Do NOT write Python scripts for role operations.

Preview Before Running

Role grants and self-elevate are destructive (they change security posture and are logged to Purview). Before running, preview the action in plain prose — target user, role, environment(s) — using placeholders (<ENV_URL>, <USER_EMAIL>) for anything unknown, and ask for confirmation and missing values in the same turn. Skip the raw pac admin block; the user shouldn't have to read CLI syntax to approve a security change.

Key principle: the user should be able to evaluate what's about to happen from your first response. A bare "which environment?" fails that test; a one-line prose preview passes it.

Examples

Assign role (user given, env missing):

  • ❌ "Which environment should I target?"
  • ✅ "I'll assign System Administrator to [email protected] on <ENV_URL>. Confirm to proceed and provide the target environment URL (or 'all' to list and batch)."

Admin access across all environments:

  • ❌ "Please provide your email address."
  • ✅ "I'll list your environments, then assign System Administrator in parallel on each one for <YOUR_UPN>. If assign-user fails on any environment, I'll fall back to self-elevate (logged to Purview) for that one. Confirm to proceed and provide your UPN."

Skill boundaries

Need Use instead
Create or modify tables, columns, relationships dv-metadata
Manage org settings, audit, bulk delete, retention dv-admin
Query or read records dv-query
Write, update, or delete records dv-data
Tenant-level governance (DLP, env lifecycle) pac admin --help

Prerequisites

  • PAC CLI installed and authenticated (pac auth create)
  • System Administrator role in target environment (or Global/PP/D365 Admin for self-elevate)
  • Active auth profile: pac auth list
  • Headless / restricted-egress hosts: SDK handles role / user / business-unit ops; service principal for PAC-only ops; verify egress with python scripts/auth.py --check. See dv-connect/references/headless-hosts.md.

Read the full file on GitHub · 150 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 3d ago First seen · 150 lines · 50 tokens per session scan A f40e1d1e9429

Subscribe to this mod's changes

dv-security is a skill published in the GitHub repository microsoft/Dataverse-skills (213 stars, last pushed 3d ago), licensed MIT. It adds 50 tokens to every session and 1,986 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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