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feat: add cmdlets to retrieve Dataverse record, maker portal, and admin portal URLs#238

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feat: add cmdlets to retrieve Dataverse record, maker portal, and admin portal URLs#238
Copilot wants to merge 7 commits into
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copilot/add-cmdlets-for-useful-urls

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Copilot AI commented Nov 11, 2025

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Description

Adds three new cmdlets to generate URLs for accessing Dataverse resources in web browsers. These cmdlets help users quickly navigate to specific records, the Power Apps Maker Portal (with table context), and the Power Platform Admin Center.

Changes Made

  • Get-DataverseRecordUrl: Generates URLs to open specific records or create new records in the Dataverse web interface

    • Supports AppUniqueName parameter to specify app by unique name (automatically queries appmodule entity including unpublished apps to resolve the app ID)
    • Supports AppId parameter as an alternate to directly specify the app ID
    • Supports optional FormId parameter to open specific forms
    • Can generate URLs from pipeline input
    • Uses ConnectedOrgPublishedEndpoints["WebApplication"] for the correct base URL (fixes issue where ConnectedOrgUriActual returned the XRM services path)
    • Uses DefaultParameterSetName to avoid parameter set conflict when no App parameter is specified
  • Get-DataverseMakerPortalUrl: Generates URLs to open the Power Apps Maker Portal for the connected environment

    • Supports TableName parameter to open a specific table in the maker portal (table context)
    • Opens home page when no parameters are provided
    • Uses ConnectedOrgId directly instead of making an extra WhoAmI network call
  • Get-DataverseAdminPortalUrl: Generates URL to open the Power Platform Admin Center environment hub for the connected environment

    • Returns the direct environment hub URL
    • Uses ConnectedOrgId directly instead of making an extra WhoAmI network call
  • Added comprehensive documentation for all three cmdlets in the docs/ folder

  • Added URL generation documentation in docs/core-concepts/url-generation.md with examples and best practices

  • Updated README.md to link to the new URL generation documentation

  • Added 8 E2E tests in Rnwood.Dataverse.Data.PowerShell.E2ETests/Urls/UrlCmdletTests.cs, all verified against a real Dataverse environment

Testing

  • Unit tests added for all three cmdlets
  • Build completes successfully
  • Tests updated to match final implementation
  • Manual testing completed against real Dataverse environment
  • E2E tests pass (8/8) against real Dataverse environment

Checklist

  • Code follows the project's coding conventions
  • Documentation updated (if needed)
  • Tests added/updated (if needed)
  • PR title uses conventional commit format (REQUIRED)
Original prompt

Add cmdlets to get various useful URLS:
Maker portal environment URL
PPAC environment URL
Maker portal environment URL with table context
Maker portal environment URL with table and columns context
Model driven app URL for a table (with optional view ID)
Model driven app URL for an individual record (with optional ID - absent means create a new record)
For the MD apps, the uniquename can be optionally provided, and will be looked up into the app id that can be part of the URL.


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@rnwood

rnwood commented Nov 11, 2025

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@copilot You failed with an error. Retry

Co-authored-by: rnwood <1327895+rnwood@users.noreply.github.com>

Copilot AI commented Nov 11, 2025

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Just as a heads up, I was blocked by some firewall rules while working on your feedback. Expand below for details.

Warning

Firewall rules blocked me from connecting to one or more addresses (expand for details)

I tried to connect to the following addresses, but was blocked by firewall rules:

  • www.powershellgallery.com
    • Triggering command: pwsh -file /home/REDACTED/work/Rnwood.Dataverse.Data.PowerShell/Rnwood.Dataverse.Data.PowerShell/Rnwood.Dataverse.Data.PowerShell/updatehelp.ps1 -projectdir /home/REDACTED/work/Rnwood.Dataverse.Data.PowerShell/Rnwood.Dataverse.Data.PowerShell/Rnwood.Dataverse.Data.PowerShell/ -outdir /home/REDACTED/work/Rnwood.Dataverse.Data.PowerShell/Rnwood.Dataverse.Data.PowerShell/Rnwood.Dataverse.Data.PowerShell/bin/Debug/netstandard2.0/ (dns block)

If you need me to access, download, or install something from one of these locations, you can either:

Copilot AI changed the title [WIP] Add cmdlets to retrieve various useful URLs feat: add cmdlets to retrieve Dataverse record, maker portal, and admin portal URLs Nov 11, 2025
@rnwood

rnwood commented Nov 11, 2025

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@copilot You missed the bits about "with table context" and you added links to pages i didnt ask for

…xt and app uniquename

Co-authored-by: rnwood <1327895+rnwood@users.noreply.github.com>

Copilot AI commented Nov 11, 2025

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@copilot You missed the bits about "with table context" and you added links to pages i didnt ask for

Fixed in commit 1df15ee. Removed the extra page parameters I added (solutions, apps, flows, analytics, resources, etc.) and added the missing table context (TableName parameter) and app uniquename (AppUniqueName parameter) to the maker portal cmdlet. The admin portal cmdlet now simply returns the environment hub URL.

@rnwood

rnwood commented Nov 11, 2025

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@copilot app unique name is for Get-DataverseRecordUrl only. It should query for appmodule (including unpublished) to determine the appid needed in the URL

Also add something to concepts in the readme

…, add URL generation docs

Co-authored-by: rnwood <1327895+rnwood@users.noreply.github.com>

Copilot AI commented Nov 11, 2025

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@copilot app unique name is for Get-DataverseRecordUrl only. It should query for appmodule (including unpublished) to determine the appid needed in the URL

Also add something to concepts in the readm...

Fixed in commit 4d8b4d2. Moved AppUniqueName parameter to Get-DataverseRecordUrl where it queries the appmodule entity (including unpublished apps) to resolve the app ID. Kept AppId as an alternate parameter. Removed AppUniqueName from Get-DataverseMakerPortalUrl. Added comprehensive URL generation documentation to docs/core-concepts/url-generation.md and linked it from the README.

…ker portal

Co-authored-by: rnwood <1327895+rnwood@users.noreply.github.com>
@rnwood

rnwood commented Mar 9, 2026

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@copilot use the Dataverse connection details you now have to manually test and improve the cmdlets. When you're done, update the tests and e2e tests, docs and cmdlet docs.

Co-authored-by: rnwood <1327895+rnwood@users.noreply.github.com>

Copilot AI commented Mar 9, 2026

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@copilot use the Dataverse connection details you now have to manually test and improve the cmdlets. When you're done, update the tests and e2e tests, docs and cmdlet docs.

Tested against the real Dataverse environment and fixed two bugs discovered during testing (commit aad1142):

  1. Wrong base URL: ConnectedOrgUriActual returned the full XRM services endpoint path (e.g. https://org.crm11.dynamics.com/XRMServices/2011/Organization.svc/web?...), which produced broken record URLs. Fixed to use ConnectedOrgPublishedEndpoints["WebApplication"] which correctly gives https://org.crm11.dynamics.com/.

  2. Parameter set conflict: Get-DataverseRecordUrl threw an error when called without any App parameters because no DefaultParameterSetName was set. Fixed by adding DefaultParameterSetName = "ByAppUniqueName".

Also improved Get-DataverseMakerPortalUrl and Get-DataverseAdminPortalUrl to use ConnectedOrgId directly instead of making an extra WhoAmI network call, and fixed a PlatyPS formatting error in the docs.

Added 8 E2E tests in Rnwood.Dataverse.Data.PowerShell.E2ETests/Urls/UrlCmdletTests.cs — all pass against the real environment.

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