Documentation

Get value quickly. Investigate calmly.

Practical starting points for Dataverse practitioners evaluating DVQR: begin from Quick Starts or 94 guided prompts, talk to Dataverse through Local MCP, inspect the live Operational Profile + DVQR Score, build metadata-aware queries, traverse relationships, compare environments, reconstruct timeline evidence, generate Mini RCA briefings, and export investigation handoffs.

Quickstart

First useful investigation in minutes.

Step 1

Choose your entry point

Open the Prompt Library and choose a Quick Start, search one of 94 guided prompts, or work directly in the editor. Every route leads back to the same deterministic DV Quick Run capability surface.

Prompt Library: 94 prompts across six categories · 69 Free + 25 Pro. Local MCP: 30 Free tools + 32 Pro-only tools = 62 total with Pro.

Step 2

Install DV Quick Run

Install from the VS Code Marketplace, then open the DV Quick Run Hub from the command palette.

Command: DV Quick Run: Open Hub

Step 3

Connect to Dataverse

Use your existing Dataverse environment connection context. DVQR is designed to work where Dataverse practitioners already investigate, explain, and verify operational evidence.

Keep environment context visible before running operational workflows.

Step 4

Try Custom API Intelligence

Ask DVQR to explain or recommend a Custom API, then create a preview for an eligible public global Action. Review the plan, reply EXECUTE in a later message, and interpret the stored evidence afterward.

Recommended flow: discover → explain → recommend → architecture → preview → EXECUTE → interpret.

Step 5

Run a focused query

Start with the smallest OData or FetchXML query that reproduces the operational question. For OData, even a bare entity set can begin metadata-aware lookup discovery.

Useful first surfaces: Show Metadata-Aware Query Suggestions, Explain Query, Result Viewer, Copy Query, Copy JSON.

Step 6

Continue into operational evidence

Use Result Viewer actions, Query Understanding, Cross Diff Explain, Access Context, Operational Profiles, or comparison workflows to continue investigation without treating signals as certainty.

DVQR observes operational drift. DVQR does not fix operational drift.

Investigation Playbooks

Workflow-oriented guides for operational Dataverse questions.

Run and interpret a Custom API

Use Custom API Intelligence when you need to understand an operation, preview an eligible execution, confirm it explicitly, and preserve the runtime result for interpretation.

Ask DVQR to explain or recommend the Custom API
Preview the exact request and review previewId, expiry, method, route, parameters, and outputs
Reply exactly EXECUTE in a later message
Interpret the stored execution evidence without rerunning the operation

Build a lookup-aware OData query

Use Metadata-Aware Query Suggestions when you need a lookup identifier or target-specific navigation without memorising Dataverse relationship syntax.

Start with a bare entity set or an existing OData query
Run Show Metadata-Aware Query Suggestions
Choose a lookup and review its supported targets
Copy the preview in Free or explicitly apply it in Pro; DVQR never executes the suggestion

Explain query intent

Use Query Understanding when a query needs operational interpretation rather than clause-by-clause syntax notes.

Open an OData query
Run Explain Query
Review Investigation Summary, Stage, Profile, and Confidence
Use Investigation Pattern and Things Worth Verifying before relying on the result as evidence

Explain comparison evidence

Use Cross Diff Explain before detailed evidence review to understand what changed, why it matters, how confident DVQR is, and where to investigate next.

Run Cross-Environment Diff
Open Reports → Cross Diff Explain
Review Investigation Summary and Key Operational Changes
Use provider evidence, audit evidence, and raw comparison data as the source of truth

Reconstruct operational timeline

Use Timeline Reconstruction with 3+ compatible snapshots from the same entity and environment to understand when drift was first observed.

Select compatible snapshots
Review the timeline graph
Inspect first-observed findings
Export Timeline Summary or Handoff reports, or open Timeline Understanding as an additional Markdown briefing

Generate Mini RCA briefing

Use Mini RCA (Experimental) from Cross-Environment Diff or Timeline Reconstruction to turn canonical investigation evidence into a bounded report with Investigation Readiness, contributor candidates, deterministic Evidence Correlation, shared recommendations, and appendix-backed technical trace.

Run or open a Cross-Environment Diff or Timeline Reconstruction
Generate Mini RCA (Experimental)
Review the Ready, Conditional, Limited, or NotAssessable posture and material evidence gaps
Export one frozen HTML, Markdown, and canonical JSON artifact set; regenerate explicitly when the evidence changes

Compare environments before escalation

Use Cross-Environment Diff to compare operational participation, runtime behaviour, workflows, identity participation, relationship metadata, column metadata, choice metadata, entity configuration, environment variable current values, and reportable drift evidence.

Start with the same operational subject
Open Cross Diff Explain, then review top drift signals
Inspect grouped evidence
Export findings, handoff reports, DVAF, DVIM, DVCE, or DVEVM artifacts where eligible

Generate reconstruction handoff

Use eligible Metadata Attribute, Identity Participation, Choice Metadata, and Environment Variable Drift findings to export DVAF, DVIM, DVCE, or DVEVM reconstruction artifacts while keeping remediation and preview/apply outside DVQR.

Identify source-side drift
Export a DVAF, DVIM, DVCE, or DVEVM artifact
Preserve artifact references in reports
Review and apply in the companion utility

Investigate runtime behaviour

Use plugin step, workflow, solution participation, and runtime drift surfaces to understand observed behavioural differences without claiming root cause.

Review state, stage, mode, rank, and ownership signals
Inspect provider-owned evidence
Treat signals as verification prompts
Document unresolved review items

Understand access participation

Use Access Context to inspect bounded user, application user, team, role, and business-unit participation without simulating effective access.

Check direct and inherited participation
Review operational significance
Search local evidence
Export participation evidence when needed

Create investigation handoff

Use report exports to produce portable evidence summaries that help humans verify next steps outside DVQR.

Summarise observed drift
Preserve evidence references
Avoid remediation certainty
Hand off for external validation

Operational Principle

DVQR helps teams verify, not blindly fix.

DVQR surfaces operational evidence, comparison signals, and investigation continuity. It does not create deployment authority, remediation certainty, or autonomous root-cause claims. Humans remain responsible for validating operational decisions.

FAQ

Practical answers for buyers, evaluators, and Dataverse practitioners.

What is Talk to Dataverse?

Business Architecture Understanding is the GitHub Copilot experience powered by DV Quick Run's extension-owned Local MCP server. It can execute bounded OData GET requests, explain OData and lookups, inspect metadata, discover and rank relationship paths, generate verified relationship queries, probe bounded runtime evidence, and use the Custom API Intelligence lifecycle for discovery, explanation, recommendation, preview-confirmed execution, and interpretation.

Is Talk to Dataverse included in Free?

Yes. The Local MCP foundation is included in Free, including read-only investigation, bounded OData GET execution, query explanation, metadata inspection, deterministic discovery, lookup explanation, navigation resolution, relationship-path discovery, query generation, basic Custom API Intelligence, and eligible preview-confirmed Custom API execution. Pro retains the commercial boundary for deeper intelligence, orchestration, environment awareness, evidence continuity, and productivity acceleration.

How do I enable Talk to Dataverse?

Open the DV Quick Run Hub and select Enable Local MCP. The preference is remembered per workspace. VS Code registers the server and starts the local stdio process on demand when its tools are discovered or used. You do not need to run a permanent service or keep a terminal open.

Do I need to start Local MCP after every restart?

No reconfiguration is required. Enablement is remembered for the workspace across VS Code restarts and computer reboots. The stdio process itself is session-bound and VS Code starts it on demand in each session.

How does Local MCP authenticate to Dataverse?

In v0.16.0, live Dataverse reads, managed investigation evidence acquisition, and eligible Custom API execution use an Azure CLI tenant session. Dataverse-only tenants can sign in with az login --allow-no-subscriptions. DVQR's normal editor workflows continue to use their existing connection context. Reusing the extension authentication session is planned as a later refinement.

Can Talk to Dataverse create, update, or delete Dataverse records?

Not generally. OData and investigation tools remain read-only. v0.16.0 retains the deliberately narrow POST path for eligible public global Custom API Actions only after a short-lived preview and a later explicit EXECUTE confirmation. PATCH, DELETE, upload, remediation, administrative operations, hidden mutation, and unpreviewed execution remain outside the Local MCP authority boundary.

Does Talk to Dataverse send my data to a hosted DVQR service?

No. The MCP server runs locally as a VS Code-managed stdio process. DVQR does not host the server or upload your Dataverse records, metadata search catalogue, snapshots, or investigation artifacts. As with any Copilot workflow, review your organisation's GitHub Copilot data policies separately.

Which AI clients can use Talk to Dataverse?

v0.16.0 is packaged and verified for VS Code and GitHub Copilot through VS Code's MCP support. The server uses the standard MCP stdio protocol, but other clients are not yet presented as supported DVQR workflows.

Does DVQR upload Dataverse investigation data?

No. DVQR is designed as a local-first operational investigation tool. Operational investigation data, Dataverse records, snapshots, exports, and comparison evidence are not uploaded during entitlement validation.

What is the Prompt Library?

The Prompt Library is a guided discovery surface for DVQR's MCP capabilities. It contains 94 curated user-intent prompts—69 Free and 25 Pro—across six categories. Quick Starts help users begin from common outcomes; search, category and tier filters narrow the catalogue; required parameters render into the exact copy-ready natural-language request; and suggested next prompts continue the evidence-backed journey. The library is guidance and catalogue metadata, not a second reasoning engine.

What is the Operational Profile MCP tool?

Free MCP exposes the canonical live Operational Profile and DVQR Score through Free MCP. It uses the same profile/evidence/scoring path as the GUI, exposes weighted evidence and calibrated score math, preserves unavailable evidence as unknown rather than zero, and explicitly prevents DVQR Score from being interpreted as a health, risk, security, performance, quality, business-value, or root-cause score. For current-state questions, the live result is authoritative over older workspace snapshots unless the user explicitly asks for historical comparison.

What is Custom API Intelligence?

Custom API Intelligence is DVQR's end-to-end metadata-to-runtime lifecycle: discover, explain, compare, recommend, architect, preview, explicitly confirm, execute, and interpret. Execution uses a short-lived single-use preview session. Interpretation reads stored runtime evidence and never reruns the operation or contacts Dataverse again.

Can a Custom API execution be replayed?

No. Each preview is short-lived and atomically consumed before transport. A second attempt with the same preview is rejected, even when the first Dataverse call returned an HTTP error. A fresh execution always requires a fresh preview and a new explicit confirmation.

What are Managed Business Paths?

New in v0.16.0, Managed Business Paths let DVQR preserve an explicitly runtime-verified relationship route as workspace-owned Preferred traversal knowledge. Saved paths are inspectable JSON artifacts under .dvforgelab/dvqr/business-paths, surface first without hiding metadata-derived alternatives, and can be reused from a real source record through the exact saved relationship hops. Preferred means user-selected workspace knowledge, not universal business truth or causal proof.

What is Managed Investigation Intelligence?

New in v0.15.8, Managed Investigation Intelligence lets Pro users start from a real Dataverse record and continue a persisted MCP investigation across turns. DVQR preserves the subject, explicit downstream target, confirmed intent, deterministic strategy, acquired evidence, readiness state, Mini RCA checkpoint state, and state-consistency diagnostics. Deterministic actions are bound to exact tools and persisted-safe arguments through scoped action IDs; stale, replayed, substituted, or altered requests are rejected. Observed participation and runtime reachability remain evidence, not proof of mechanism, root cause, or causality.

What is Investigation Readiness?

Investigation Readiness explains whether the evidence supplied to Timeline or Cross-Diff Mini RCA is prepared for bounded synthesis. Ready, Conditional, Limited, and NotAssessable are qualitative postures—not scores. The assessment preserves contributor availability distinctions, evaluates provenance, coverage, freshness, scope, repeatability, and consistency, and may preserve or reduce synthesized confidence. It never certifies truth, proves root cause, raises confidence, or authorises remediation.

What is Mini RCA?

Mini RCA (Experimental) is an evidence-backed operational explanation layer. In v0.15.3, Cross-Environment Diff and Timeline Reconstruction flow through canonical investigation input and the same Investigation Readiness contract. Reports separate subject-local evidence from cross-cutting context, expose explicit dominance criteria, preserve provider-owned evidence, and explain material gaps without claiming root-cause certainty or causation.

What does Metadata-Aware Query Intelligence do?

DVQR uses metadata from the active Dataverse environment to recognise standard and polymorphic lookups, validate navigation properties, and preview target-specific OData suggestions. It separates schema-valid targets from the target used by a particular row, never guesses uncertain fields, and never executes a suggested query. Free users can inspect and copy; Pro users can explicitly apply a preview.

Does DVQR use AI to guess root cause?

No. DVQR focuses on evidence-backed operational investigation. It can help structure review and handoff, but it does not claim autonomous diagnosis, root-cause certainty, or remediation authority.

Does DVQR modify Dataverse?

DVQR is preview-first and evidence-first. Execution workflows are governed and explicit. Comparison and investigation surfaces are observational unless the user intentionally performs a supported execution action.

What is Free vs Pro?

Free currently exposes 30 Local MCP tools for foundational Dataverse understanding, Managed Business Path discovery/validation, bounded queries, metadata and relationship intelligence, and eligible Custom API workflows. Pro adds 32 Pro-only MCP tools, for 62 total. The Pro MCP surface includes persisted Managed Investigation Intelligence: deterministic continuation, target-aware runtime evidence, readiness, bounded Mini RCA, state reconciliation, and investigation handoff, alongside the existing Pro comparison, timeline, audit, reporting, and reconstruction workflows. Online Pro plans include a 14-day free trial.

What is Pathfinder?

Pathfinder Founder is the limited founder pricing tier for the first 200 customers. It includes the same Pro capabilities, a 14-day free trial, and $19/month founder pricing for as long as the subscription remains active.

What is Offline Pro?

Offline Pro is annual-only, manually issued licensing for regulated, locked-down, and air-gapped environments. Commercial transactions still flow through DV ForgeLab and Lemon Squeezy.

Community

Built with operational feedback.

Feedback, operational scenarios, feature ideas, and roadmap discussion happen through GitHub. DVQR evolves through rapid iteration, dogfooding, and Dataverse practitioner feedback.