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:
```
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

dataverse-web-resources

Dataverse Web Resources Skill

CRITICAL RULES

Quick Reference

Xrm Client API Quick Reference

Resource Files