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docs: streamline README authentication section and fix broken link
- Simplified authentication guidance to single OAuth documentation link
- Corrected 'bulk methods' to 'batch operations' to match actual API
- Fixed broken Dataverse SDK for .NET link (404 -> working URL)
- Enhanced troubleshooting with specific common fixes
- Added missing limitations and production credential guidance
- Validated all external links for accuracy and functionality
> **Complete authentication setup**: See **[Use OAuth with Dataverse](https://learn.microsoft.com/power-apps/developer/data-platform/authenticate-oauth)** for app registration, all credential types, and security configuration.
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## Key concepts
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The SDK provides a simple, pythonic interface for Dataverse operations:
@@ -242,7 +241,7 @@ For comprehensive information on Microsoft Dataverse and related technologies:
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|**[Dataverse Web API Reference](https://learn.microsoft.com/power-apps/developer/data-platform/webapi/)**| Detailed Web API reference and examples |
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|**[Azure Identity for Python](https://learn.microsoft.com/python/api/overview/azure/identity-readme)**| Authentication library documentation and credential types |
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|**[Power Platform Developer Center](https://learn.microsoft.com/power-platform/developer/)**| Broader Power Platform development resources |
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|**[Dataverse SDK for .NET](https://learn.microsoft.com/power-apps/developer/data-platform/dataverse-sdk-dotnet/)**| Official .NET SDK for Microsoft Dataverse |
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|**[Dataverse SDK for .NET](https://learn.microsoft.com/power-apps/developer/data-platform/org-service/overview)**| Official .NET SDK for Microsoft Dataverse |
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## Troubleshooting
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@@ -268,25 +267,29 @@ except ValidationError as e:
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### Authentication issues
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- Ensure your credential has proper permissions to access Dataverse
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- Verify the `base_url` format: `https://yourorg.crm.dynamics.com`
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- Check that required Azure Identity environment variables are set
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**Common fixes:**
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- Verify environment URL format: `https://yourorg.crm.dynamics.com` (no trailing slash)
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- Ensure Azure Identity credentials have proper Dataverse permissions
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- Check app registration permissions are granted and admin-consented
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### Performance considerations
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For optimal performance in production environments:
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| Best Practice | Description |
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|---------------|-------------|
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|**Bulk Operations**|Use bulk methods for multiple records instead of individual operations|
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|**Batch Operations**|Pass lists to `create()`, `update()`, and `delete()` for automatic bulk processing|
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|**Select Fields**| Specify `select` parameter to limit returned columns and reduce payload size |
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|**Page Size Control**| Use `top` and `page_size` parameters to control memory usage |
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|**Connection Reuse**| Reuse `DataverseClient` instances across operations |
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|**Production Credentials**| Use `ClientSecretCredential` or `ClientCertificateCredential` for unattended operations |
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|**Error Handling**| Implement retry logic for transient errors (`e.is_transient`) |
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### Limitations
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- SQL queries are **read-only** and support a limited subset of SQL syntax
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- Create Table supports a limited number of column types.
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- Creating relationships between tables is not yet supported.
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- File uploads are limited by Dataverse file size restrictions (default 128MB per file)
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- Custom table creation requires appropriate security privileges in the target environment
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- Rate limits apply based on your Power Platform license and environment configuration
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