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Dataverse Explorer

Complete guide for using the Dataverse Explorer plugin

Dataverse Explorer — User Guide

Overview

Dataverse Explorer is a Postman-style HTTP client built for the Dataverse Web API. Build and execute GET, POST, PATCH, and DELETE requests with an entity picker, OData query builder, schema-aware body editor, and structured response viewer — all within MSDC Toolbox.


Prerequisites

  • An active connection to a Dataverse environment
  • Appropriate Dataverse privileges for the operations you intend to perform

Getting Started

  1. Select Dataverse Explorer from the sidebar
  2. Wait for the plugin to connect and load the entity list

Interface Layout

Area Description
Request builder (top) Method selector, URL bar, OData query options
Body editor (middle) Schema-aware JSON editor for POST/PATCH payloads
Response viewer (bottom) Table view or raw JSON of the response
History panel (side) Saved recent requests

Workflow

1. Build a Request

Select the HTTP method:

  • GET — Read one or many records
  • POST — Create a new record
  • PATCH — Update an existing record
  • DELETE — Delete a record

Set the URL:

  • Use the entity picker to choose a table — the collection endpoint is auto-filled (e.g. /api/data/v9.2/accounts)
  • For a single record, append the GUID in parentheses: /api/data/v9.2/accounts(00000000-...)

**Add OData query options (GET only)😗*

Option Example
$select name,emailaddress1
$filter statecode eq 0
$orderby createdon desc
$top 50
$expand primarycontactid($select=fullname)

2. Edit the Request Body (POST / PATCH)

  • The body editor is pre-populated with the entity schema
  • Remove fields you are not setting — Dataverse ignores unknown fields
  • Lookup fields use the @odata.bind syntax: "[email protected]": "/contacts(guid)"

3. Execute

Click Send — the response appears immediately below.

4. View the Response

  • Table view — Columns from the OData value array in a sortable grid
  • Raw JSON — Full response body with syntax highlighting
  • HTTP status code and response time are shown in the response header bar

5. Save to History

Successful requests are saved automatically. Open the History panel to re-run or edit a previous request.


Tips

Tip Detail
Use $select on every GET Reduces payload size and avoids rate limiting on large tables
Test PATCH before DELETE Retrieve the record first to confirm the GUID before deleting
Check formatted values Add Prefer: odata.include-annotations="*" to see display labels for option sets and lookups

Troubleshooting

Problem Resolution
401 Unauthorized Your token may have expired — switch away and back to refresh
404 on entity endpoint Confirm the collection name (e.g. accounts, not account)
Body validation error Ensure JSON is valid and lookup fields use @odata.bind format
Response is paginated Follow the @odata.nextLink URL to fetch subsequent pages