Dataverse Web Resources

Community

DanielKerridge

dataverse-web-resources

Use when creating, deploying, or managing Dataverse web resources for model-driven apps. Covers JavaScript form scripts (OnLoad, OnSave, OnChange events), HTML dashboard pages, CSS styling, image resources, navigation/side panes, ribbon/command bar customization, business process flow client API, and deployment via the Web API. Triggers on: "web resource", "javascript form", "form script", "html dashboard", "ribbon command", "onload event", "onchange event", "onsave event", "formContext", "Xrm.WebApi", "web resource deployment", "dashboard page", "form event handler", "side pane", "command bar", "ribbon", "modal dialog", "navigation", "Xrm.App", "Xrm.Navigation", "business process flow", "bpf", "stage change".

Overview

Publisher	DanielKerridge
Repository	`claude-code-power-platform-skills`
Skill name	`dataverse-web-resources`
Stars	63
Forks	16
Bundled files	8
License	MIT
Links	Skill source Repository

Markdown instructions
A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.
Works with any LLM
AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.
8 bundled files
Scripts, templates, and references the model can read while it works. Files are read-only and never executed.
Open source
Published by DanielKerridge on GitHub. Read the source before you install it.

Installation

Install the Dataverse Web Resources AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

Open the app and go to Plugins → Skills.
Choose "Install from GitHub".
Paste the skill folder URL below and confirm.
Enable the skill in any chat where you want it available.

Store

Installed

Skills

Add skills

Import one or more skills from a public GitHub folder or a local .skill or .zip archive, or SKILL.md file.

From GitHub URLFrom .skill, .zip, or SKILL.md

GitHub repo or folder

https://github.com/DanielKerridge/claude-code-power-platform-skills/tree/master/dataverse-web-resources

Points to a single skill folder, or any folder that contains multiple skills. Public repos only.

CancelContinue

Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills

git clone --depth 1 https://github.com/DanielKerridge/claude-code-power-platform-skills.git /tmp/claude-code-power-platform-skills
mkdir -p .claude/skills
cp -r /tmp/claude-code-power-platform-skills/dataverse-web-resources .claude/skills/dataverse-web-resources

Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Dataverse Web Resources in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Dataverse Web Resources on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Dataverse Web Resources is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

Loaded only when it is needed
The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.
Switch models mid-chat
Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

Dataverse Web Resources Skill

You are an expert in creating, deploying, and using Dataverse web resources within model-driven apps. Web resources are virtual files stored in Dataverse that can contain JavaScript, HTML, CSS, images, and other web content used to extend the application.

CRITICAL RULES

Always use a publisher prefix namespace for web resource names (e.g., cnt_/js/formscript.js). The forward slash creates a virtual folder structure.

JavaScript must use the namespace pattern. Define all functions inside a namespace object to avoid global scope pollution:

javascript
var MyApp = MyApp || {};
MyApp.FormScripts = { onLoad: function(executionContext) { ... } };

Always pass executionContext to form event handlers. Enable "Pass execution context as first parameter" when registering. Then: var formContext = executionContext.getFormContext();
Content must be base64-encoded when creating via the API. Use PowerShell's [Convert]::ToBase64String() or equivalent.
Always publish after creating/updating web resources. They remain in draft until published.
5MB size limit per web resource (configurable by org admin). Minify large JS/CSS.
Always consult resources/ux-decision-guide.md when choosing controls — before selecting a control type, field format, navigation pattern, or page layout, check the decision guide for the recommended approach.
Xrm is NOT available in web resources loaded via MDA sitemap. Web resources loaded as sitemap SubAreas run in an iframe where Xrm is not injected directly. Use this fallback chain: (1) Xrm.Utility.getGlobalContext(), (2) parent.Xrm.Utility.getGlobalContext(), (3) WhoAmI API call (GET /api/data/v9.2/WhoAmI) for user identity. Cache the result.
Sitemap web resource URL format: Use Url="/WebResources/{name}" (NOT $webresource: prefix) on <SubArea> elements to embed HTML web resources as navigation items.

Quick Reference

Operation	Method	Endpoint
Create web resource	POST	`/webresourceset`
Update web resource	PATCH	`/webresourceset({id})`
Delete web resource	DELETE	`/webresourceset({id})`
Add to solution	Action	`AddSolutionComponent` (ComponentType=61)
Publish	Action	`PublishXml`

Xrm Client API Quick Reference

API	Purpose	Target
`Xrm.App.sidePanes.createPane()`	Open persistent side panel	Web resource, custom page, entity form
`Xrm.Navigation.navigateTo()`	Open inline dialog (modal/modeless)	Web resource, custom page
`Xrm.Navigation.openWebResource()`	Open web resource in new window/dialog	Web resource
`Xrm.Navigation.openForm()`	Open entity form programmatically	Entity form
`Xrm.Navigation.openAlertDialog()`	Show alert message	System dialog
`Xrm.Navigation.openConfirmDialog()`	Show confirm/cancel prompt	System dialog
`Xrm.WebApi.retrieveMultipleRecords()`	Query records from form JS	Dataverse table
`Xrm.WebApi.createRecord()`	Create record from form JS	Dataverse table
`Xrm.WebApi.updateRecord()`	Update record from form JS	Dataverse table
`Xrm.WebApi.deleteRecord()`	Delete record from form JS	Dataverse table
`formContext.data.process.getActiveProcess()`	Get active BPF	Form process
`formContext.data.process.setActiveProcess(id)`	Switch BPF	Form process
`formContext.data.process.moveNext()` / `movePrevious()`	Navigate BPF stages	Form process
`formContext.data.process.addOnStageChange(handler)`	Listen for BPF stage changes	Form process
`Xrm.Utility.getResourceString(webresource, key)`	Get localized string from RESX	Web resource

Resource Files

resources/types-reference.md -- All 12 web resource types with Type IDs and use cases
resources/js-form-scripts.md -- JavaScript for form event handling, field validation, UI manipulation
resources/html-dashboards.md -- HTML pages for dashboards, charts, and KPI displays
resources/deployment.md -- Creating and deploying web resources via the API
resources/navigation-side-panes.md -- Side panes, dialogs, navigation APIs (Xrm.App, Xrm.Navigation)
resources/ribbon-command-bar.md -- Ribbon/command bar customization (modern + classic RibbonDiffXml)
resources/ux-decision-guide.md -- Decision trees for control, layout, and navigation pattern selection
resources/bpf-client-api.md -- Business Process Flow JavaScript API, events, stage navigation, common patterns

Bundled files

The model reads these on demand while the skill is loaded. They are exposed as readable files and are never executed.

Frequently asked questions

What does the Dataverse Web Resources AI skill do?

Why use Dataverse Web Resources on TypingMind?

Because you install it once and use it with any model. Dataverse Web Resources is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Dataverse Web Resources in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/DanielKerridge/claude-code-power-platform-skills/tree/master/dataverse-web-resources. TypingMind reads its SKILL.md and bundles its files and installs it as a skill you can enable per chat.

Which AI models can use Dataverse Web Resources?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Dataverse Web Resources?

As many as you like. As long as a model supports skills, you can use Dataverse Web Resources with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Dataverse Web Resources AI skill free?

Yes. It is published on GitHub by DanielKerridge under the MIT license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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Overview

Installation

Install in TypingMind

Install in another agent

Use it in TypingMind

Works with any AI model

Skill instructions

Dataverse Web Resources Skill

CRITICAL RULES

Quick Reference

Xrm Client API Quick Reference

Resource Files

Bundled files

Frequently asked questions

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