dataverse-schema-design

dataverse-schema-design

This skill provides guidance on designing Dataverse table schemas and data models. Use when users ask about "Dataverse table design", "Dataverse schema", "Dataverse relationships", "Dataverse columns", "data modeling Dataverse", "Dataverse best practices", or need help designing their data structure.

Table Design Fundamentals

Naming Conventions

• Table prefix: Use publisher prefix (e.g., new_, cr123_)
• Table names: PascalCase, singular (e.g., new_Project, new_Task)
• Column names: prefix_columnname (e.g., new_projectname, new_startdate)

Create Table with SDK

# Basic table
client.create_table("new_Project", {
    "new_ProjectName": "string",      # Text column
    "new_Description": "string",       # Multi-line text
    "new_Budget": "decimal",           # Currency/decimal
    "new_StartDate": "datetime",       # Date and time
    "new_IsActive": "bool",            # Yes/No
    "new_Priority": Priority           # Choice/enum
})

Column Types

Text Columns

# Single line (max 4000 chars)
"new_Name": "string"

# Multi-line text (memo)
"new_Description": "string"  # Will be nvarchar(max)

Number Columns

# Integer
"new_Quantity": "int"

# Decimal (with precision)
"new_Amount": "decimal"  # Default precision

# Currency (use decimal with formatting)
"new_Budget": "decimal"

Date/Time Columns

# Date and time
"new_StartDate": "datetime"

# Date only (format in app)
"new_DueDate": "datetime"

Boolean Columns

# Yes/No
"new_IsActive": "bool"
"new_IsApproved": "bool"

Choice (Picklist) Columns

from enum import IntEnum

class Status(IntEnum):
    DRAFT = 1
    SUBMITTED = 2
    APPROVED = 3
    REJECTED = 4

class Priority(IntEnum):
    LOW = 1
    MEDIUM = 2
    HIGH = 3

# Create table with choices
client.create_table("new_Request", {
    "new_Name": "string",
    "new_Status": Status,
    "new_Priority": Priority
})