Admin

Select form fields, get BAML provider suggestions, override provider settings, and save a server profile.

Connection status

No Dataverse environment selected.

Dataverse Pack Profile Builder

Step 1 of 3

Admin mode enabled

Select one Dataverse form for each table. Form fields will be extracted from `formjson`/`formxml`.

PackTableForm

Core CRM

Accounts

account

Core CRM

Contacts

contact

Sales Pack

Accounts

account

Sales Pack

Contacts

contact

Sales Pack

Leads

lead

Sales Pack

Opportunities

opportunity

Sales Pack

Products

product

Sales Pack

Opportunity Products

opportunityproduct

Sales Pack

Quotes

quote

Sales Pack

Quote Lines

quotedetail

Sales Pack

Orders

salesorder

Sales Pack

Order Lines

salesorderdetail

Sales Pack

Invoices

invoice

Sales Pack

Invoice Lines

invoicedetail

Sales Pack

Sales Tasks

task

Service Pack

Accounts

account

Service Pack

Contacts

contact

Service Pack

Queues

queue

Service Pack

Knowledge Articles

knowledgearticle

Service Pack

Cases

incident

Service Pack

Case Tasks

task

Service Pack

Case Emails

email

Service Pack

Case Notes

annotation

23 table(s) in scope.