Dataverse SDK for Python — Official Quickstart - Copilot Instruction

Dataverse SDK for Python — Official Quickstart

This instruction summarizes Microsoft Learn guidance for the Dataverse SDK for Python (preview) and provides copyable snippets.

Prerequisites

Dataverse environment with read/write
Python 3.10+
Network access to PyPI

Install

bash

pip install PowerPlatform-Dataverse-Client

Connect

python

from azure.identity import InteractiveBrowserCredential
from PowerPlatform.Dataverse.client import DataverseClient
from PowerPlatform.Dataverse.core.config import DataverseConfig

cfg = DataverseConfig()  # defaults to language_code=1033
client = DataverseClient(
    base_url="https://<myorg>.crm.dynamics.com",
    credential=InteractiveBrowserCredential(),
    config=cfg,
)

Optional HTTP settings: cfg.http_retries, cfg.http_backoff, cfg.http_timeout.

CRUD Examples

python

# Create returns list[str] of GUIDs
account_id = client.create("account", {"name": "Acme, Inc.", "telephone1": "555-0100"})[0]

# Retrieve single
account = client.get("account", account_id)

# Update (returns None)
client.update("account", account_id, {"telephone1": "555-0199"})

# Delete
client.delete("account", account_id)

Bulk Operations

python

# Broadcast patch to many IDs
ids = client.create("account", [{"name": "Contoso"}, {"name": "Fabrikam"}])
client.update("account", ids, {"telephone1": "555-0200"})

# 1:1 list of patches
client.update("account", ids, [{"telephone1": "555-1200"}, {"telephone1": "555-1300"}])

# Bulk create
payloads = [{"name": "Contoso"}, {"name": "Fabrikam"}, {"name": "Northwind"}]
ids = client.create("account", payloads)

File Upload

python

client.upload_file('account', record_id, 'sample_filecolumn', 'test.pdf')
client.upload_file('account', record_id, 'sample_filecolumn', 'test.pdf', mode='chunk', if_none_match=True)

Paging Retrieve Multiple

python

pages = client.get(
    "account",
    select=["accountid", "name", "createdon"],
    orderby=["name asc"],
    top=10,
    page_size=3,
)
for page in pages:
    print(len(page), page[:2])

Table Metadata Quickstart

python

info = client.create_table("SampleItem", {
    "code": "string",
    "count": "int",
    "amount": "decimal",
    "when": "datetime",
    "active": "bool",
})
logical = info["entity_logical_name"]
rec_id = client.create(logical, {f"{logical}name": "Sample A"})[0]
client.delete(logical, rec_id)
client.delete_table("SampleItem")

References

Getting started: View get-started on Microsoft
Working with data: View work-data on Microsoft
SDK source/examples: View microsoft/PowerPlatform-DataverseClient-Python on GitHub

Connect

python

from azure.identity import InteractiveBrowserCredential
from PowerPlatform.Dataverse.client import DataverseClient
from PowerPlatform.Dataverse.core.config import DataverseConfig

cfg = DataverseConfig()  # defaults to language_code=1033
client = DataverseClient(
    base_url="https://<myorg>.crm.dynamics.com",
    credential=InteractiveBrowserCredential(),
    config=cfg,
)

Optional HTTP settings: cfg.http_retries, cfg.http_backoff, cfg.http_timeout.

CRUD Examples

python

# Create returns list[str] of GUIDs
account_id = client.create("account", {"name": "Acme, Inc.", "telephone1": "555-0100"})[0]

# Retrieve single
account = client.get("account", account_id)

# Update (returns None)
client.update("account", account_id, {"telephone1": "555-0199"})

# Delete
client.delete("account", account_id)

Bulk Operations

python

# Broadcast patch to many IDs
ids = client.create("account", [{"name": "Contoso"}, {"name": "Fabrikam"}])
client.update("account", ids, {"telephone1": "555-0200"})

# 1:1 list of patches
client.update("account", ids, [{"telephone1": "555-1200"}, {"telephone1": "555-1300"}])

# Bulk create
payloads = [{"name": "Contoso"}, {"name": "Fabrikam"}, {"name": "Northwind"}]
ids = client.create("account", payloads)

Table Metadata Quickstart

python

info = client.create_table("SampleItem", {
    "code": "string",
    "count": "int",
    "amount": "decimal",
    "when": "datetime",
    "active": "bool",
})
logical = info["entity_logical_name"]
rec_id = client.create(logical, {f"{logical}name": "Sample A"})[0]
client.delete(logical, rec_id)
client.delete_table("SampleItem")

Dataverse SDK for Python — Official Quickstart

Dataverse SDK for Python — Official Quickstart

Prerequisites

Install

Connect

CRUD Examples

Bulk Operations

File Upload

Paging Retrieve Multiple

Table Metadata Quickstart

References

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Dataverse SDK for Python — Official Quickstart

Prerequisites

Install

Connect

CRUD Examples

Bulk Operations

File Upload

Paging Retrieve Multiple

Table Metadata Quickstart

References