📋 Shared Instructions: shared-instructions.md - Cross-cutting concerns.

References:

• dataverse-reference.md - Picklist fields, virtual fields, lookups, file/image columns, form patterns (CRITICAL)
• api-authentication-reference.md - Dataverse API auth, token, publisher prefix
• table-management-reference.md - Query, create, extend tables and columns
• data-architecture-reference.md - Relationship types, dependency tiers

Add Dataverse

Two paths: existing tables (skip to Step 5) or new tables (full workflow).

Workflow

1. Plan → 2. Setup API Auth → 3. Review Existing Tables → 4. Create Tables → 5. Add Data Source → 6. Review Generated Files → 7. Build

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Step 1: Plan

Check memory bank for project context. Ask the user:

1. Which Dataverse table(s) do they need? (e.g., account, contact, cr123_customentity)
2. Do the tables already exist in their environment, or do they need to create new ones?

If tables already exist: Skip to Step 5.

If creating new tables:

• Ask about the data they need and design an appropriate schema
• Use standard Dataverse tables when appropriate (contact for people, account for organizations)
• Build a dependency graph -- see data-architecture-reference.md for tier classification
• Enter plan mode with EnterPlanMode, present ER model with tables, columns, relationships, and creation order
• Get approval with ExitPlanMode

Step 2: Setup API Auth (if creating tables)

See api-authentication-reference.md for full details.

az account show   # Verify Azure CLI logged in