Microsoft Dataverse

Connect Microsoft Dataverse to list and describe tables, query and search records, fetch a record, and create records — work with your Dataverse data from inside Sidekick.

Available today#

Action	Description
List and describe tables	See the tables in your environment and their shape
Query and search records	Run reads and searches across records
Fetch a record	Retrieve a specific record by id
Create a record	Add a new record to a table

Setup#

Go to Settings → Connections
Click Add Connection → Microsoft Dataverse
Authorize LumenFlow to your Dataverse environment
Confirm the workspace can use the connection

Capability boundary#

Sidekick works with tables and records in the connected environment. It does not manage your Dataverse environment, security roles, or Power Platform administration.

Governance#

Reads (list, describe, query, search, fetch) auto-approve. Creating a record is a write and routes through your workspace's approval policy before Sidekick acts.