dv-solution

Skill: Solution

Create, export, unpack, pack, import, and validate Dataverse solutions via PAC CLI. Includes post-import validation using the Python SDK.

Skill boundaries

Create a New Solution

Use the Python SDK for publisher and solution record creation — not raw HTTP. Publishers and solutions are standard Dataverse tables. client.records.create() and client.records.list() handle auth, pagination, and error handling automatically, avoiding the URL encoding, header boilerplate, and GUID-parsing bugs that raw urllib calls introduce.

Step 1: Find or Create the Publisher

Every solution belongs to a publisher. The publisher's customizationprefix (e.g., contoso, sa, lit) is prepended to every custom table, column, and relationship schema name. This prefix is effectively permanent — existing components keep their prefix forever, even if you change the publisher later.

Never use the default new prefix. It provides no organizational identity, risks naming collisions, and signals the developer did not follow best practices.

Discovery flow — always run this before creating a publisher:

import os, sys
sys.path.insert(0, os.path.join(os.getcwd(), "scripts"))
from auth import get_client

Rules:

• Always ask the user before creating a new publisher or choosing a prefix. Never hardcode a prefix.
• The prefix must match any tables already created in the solution — you cannot mix prefixes.
• One publisher can own many solutions. Reuse an existing publisher when possible.

Step 2: Create the Solution Record

Use the SDK to create the solution record (preferred over raw Web API):

The required fields:

Note: There is no pac solution create command. PAC CLI handles export/import/pack/unpack, not solution record creation. Use the SDK or Web API to create the record.

Step 3: Add Components

Use pac solution add-solution-component to add tables, forms, views, and other components:

Note: PAC CLI uses camelCase args here (--solutionUniqueName, --componentType), not kebab-case.

Common component type codes:

Repeat the command for each component you need to add.

Alternative: Auto-add via MSCRM.SolutionName Header

When creating metadata via the Web API, include the MSCRM.SolutionName header to auto-add components to the solution:

Important: After using this approach, verify components were added by querying the solutioncomponent table with the SDK (pac solution list-components is not available in current PAC):

If the header was misspelled or the solution doesn't exist, components will be created in the default solution instead — silently. Always verify.

Find the Solution Name

Before exporting, confirm the exact unique name:

The UniqueName column is what you pass to other commands. Display names have spaces; unique names do not.

Pull: Export + Unpack

Confirm the target environment before exporting or importing. Run pac auth list + pac org who, show the output to the user, and confirm it matches the intended environment. Developers work across multiple environments — do not assume.

Export the solution as unmanaged (source of truth):

Unpack into editable source files:

Windows file-lock race. Run export and unpack as separate commands (as above); chaining them immediately can hit a transient ZIP file-lock right after export. If unpack fails with a lock / "in use" error, retry after a moment, and verify the unpacked folder has the expected components before deleting the zip.

Delete the zip — the unpacked folder is the source:

Commit:

Push: Pack + Import

Pack the source files back into a zip:

Import (async recommended for large solutions):

Poll Import Status

After async import, check the job:

Post-Import Validation

After importing a solution, verify that components are live. Use the Python SDK to check directly — no external scripts needed.

Check a table exists

Check a form is published

Check a view exists

Check a user's role assignment (N:N $expand)

records.list passes $expand straight through, so read the N:N navigation property directly with the SDK:

Alternatively, the managed Dataverse CLI escape hatch (dataverse api request — not urllib), or FetchXML with a link-entity:

The response value[0].systemuserroles_association is the list of assigned roles (each with name).

Check import errors

For detailed error history, also query msdyn_solutionhistory:

Validation error reference

Notes

• Always use --managed false / --packagetype Unmanaged for the development solution. Managed packages are for deployment to downstream environments (test, prod).
• --activate-plugins ensures any registered plugins in the solution are activated on import.
• If you see "solution already exists" errors, use --import-mode ForceUpgrade to overwrite.
• Large solutions (Sales, Customer Service) can take 10–20 minutes to import. Be patient and poll rather than re-importing.
• All validation queries above require auth. Use scripts/auth.py for credential/token acquisition. See dv-query for SDK query patterns and dv-data for write patterns.