[Canvas Apps] Add skill to migrate apps with SP list data sources to Dataverse Tables by rsantos00 · Pull Request #103 · microsoft/power-platform-skills

rsantos00 · 2026-04-17T10:35:48Z

Add a new skill to migrate Apps with Sharepoint list datasources to Dataverse tables.

rsantos00 · 2026-04-17T10:38:00Z

@microsoft-github-policy-service agree

rsantos00 · 2026-04-17T10:38:19Z

@microsoft-github-policy-service agree company="Microsoft"

Copilot

Pull request overview

Adds a new Canvas Apps skill intended to guide migration of Canvas App .pa.yaml formulas from SharePoint (and other non-Dataverse sources) to Dataverse tables, using the Canvas Authoring MCP workflow.

Changes:

Introduces a new migrate-to-dataverse skill with a prescribed discovery → mapping → replacement → compile/validate workflow.
Adds user-facing guidance for building a column mapping plan and requesting approval before applying edits.

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Copilot · 2026-04-17T10:39:05Z

+version: 1.0.0
+description: Read the YAML files of an existing Canvas App and replace Power FX data source calls with equivalent Dataverse table calls. USE WHEN the user wants to migrate, replace, or update data source references in pa.yaml files to point to Dataverse tables.
+author: Rui Santos
+user-invocable: true


The skill frontmatter is missing an allowed-tools entry. In this plugin, other skills declare allowed-tools to permit required MCP tools and file operations; without it, this skill may be unable to call sync_canvas, list_data_sources, get_data_source_schema, compile_canvas, or edit files at runtime.

Suggested change

user-invocable: true

user-invocable: true

allowed-tools:

- sync_canvas

- list_data_sources

- get_data_source_schema

- compile_canvas

- read_file

- edit_file

Copilot · 2026-04-17T10:39:06Z

+## CRITICAL: Sync the Canvas App First
+
+Before reading or editing any YAML files, call the `sync_canvas` MCP tool to ensure a local copy of the canvas app YAML is present and up to date. This pulls the current app state from the coauthoring session into local `.pa.yaml` files.
+
+Only proceed after `sync_canvas` completes successfully.


This workflow instructs calling sync_canvas/compile_canvas but never establishes a working directory or specifies the target directory argument. Other canvas-app skills create a dedicated folder and pass that absolute path to these tools to avoid syncing/editing into the repo root and to ensure compilation runs against the right files.

Copilot · 2026-04-17T10:39:06Z

+description: Read the YAML files of an existing Canvas App and replace Power FX data source calls with equivalent Dataverse table calls. USE WHEN the user wants to migrate, replace, or update data source references in pa.yaml files to point to Dataverse tables.
+author: Rui Santos
+user-invocable: true
+---
+
+# Migrate Canvas App Data Sources to Dataverse
+
+Read the YAML files of the current Canvas App and replace all Power FX data source calls with Dataverse equivalents for the following requirements:


The document uses both "Power FX" and "Power Fx"; elsewhere in this plugin (and in TechnicalGuide.md) the casing is consistently "Power Fx". Standardizing the term will keep guidance consistent and avoid search/replace misses in downstream tooling.

Suggested change

description: Read the YAML files of an existing Canvas App and replace Power FX data source calls with equivalent Dataverse table calls. USE WHEN the user wants to migrate, replace, or update data source references in pa.yaml files to point to Dataverse tables.

author: Rui Santos

user-invocable: true

---

# Migrate Canvas App Data Sources to Dataverse

Read the YAML files of the current Canvas App and replace all Power FX data source calls with Dataverse equivalents for the following requirements:

description: Read the YAML files of an existing Canvas App and replace Power Fx data source calls with equivalent Dataverse table calls. USE WHEN the user wants to migrate, replace, or update data source references in pa.yaml files to point to Dataverse tables.

author: Rui Santos

user-invocable: true

---

# Migrate Canvas App Data Sources to Dataverse

Read the YAML files of the current Canvas App and replace all Power Fx data source calls with Dataverse equivalents for the following requirements:

Update metadata Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>

Copilot

Pull request overview

Copilot reviewed 1 out of 1 changed files in this pull request and generated no new comments.

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lesaltzm · 2026-04-17T19:12:53Z

@@ -0,0 +1,111 @@
+---
+name: migrate-to-dataverse


Does this skill need to specifically be migrating to dataverse, or could it be genericized to any table-replacement operations?

I think the Power Fx syntax might be tricky if we have think of SQL Views/Tables and the 95% of migration cases are SP-> Dataverse. Based on customers we should start with this one and if we get customer asking for SQL or any datasources, we can enhance with more targeted skills.

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>

Copilot

Pull request overview

Copilot reviewed 1 out of 1 changed files in this pull request and generated 2 comments.

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Copilot · 2026-04-19T15:39:45Z

+- Identify every Power Fx formula that references a non-Dataverse data source (e.g. `Filter('MyList', …)`, `Patch('MyList', …)`, `LookUp('MyList', …)`, `Collect`, `ClearCollect`, etc.).
+- Note the source table/list name, the columns referenced, and the operation type (`Filter`, `Patch`, `LookUp`, `Collect`, etc.).


The PR is described as migrating SharePoint list data sources to Dataverse, but Step 2 targets any “non-Dataverse” data source. That can unintentionally include connectors where a Dataverse mapping isn’t valid or desired (SQL, Excel, etc.). Tighten the instructions to explicitly scope detection/replacement to SharePoint list data sources (or clearly enumerate which connector types are supported).

Copilot · 2026-04-19T15:39:45Z

+> |------|------|-------------|
+> | [Table Name] | Dataverse / SharePoint / … | [column names] |
+
+For each Dataverse table identified, call `get_data_source_schema` to retrieve the full column list and Power Fx types. This information is required to map source columns to destination columns accurately.


Step 1 says to call get_data_source_schema for each Dataverse table returned by list_data_sources. In environments with many Dataverse tables this is unnecessarily expensive and can slow the workflow. Instead, first scan the synced .pa.yaml files to identify which source lists are actually referenced, then fetch schemas only for (a) those sources and (b) the specific target tables being mapped/approved.

Add a new skill

96442e9

Add a new skill to migrate Apps with Sharepoint list datasources to Dataverse tables.

rsantos00 requested a review from a team as a code owner April 17, 2026 10:35

Copilot AI review requested due to automatic review settings April 17, 2026 10:35

Copilot started reviewing on behalf of rsantos00 April 17, 2026 10:36 View session

Copilot AI reviewed Apr 17, 2026

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Update plugins/canvas-apps/skills/migrate-to-dataverse/SKILL.md

e36184e

Update metadata Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>

Copilot AI review requested due to automatic review settings April 17, 2026 10:40

Copilot started reviewing on behalf of rsantos00 April 17, 2026 10:41 View session

Copilot AI reviewed Apr 17, 2026

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lesaltzm changed the title ~~Add a new skill~~ [Canvas Apps] Add skill to migrate apps with SP list data sources to Dataverse Tables Apr 17, 2026

lesaltzm reviewed Apr 17, 2026

View reviewed changes

Update plugins/canvas-apps/skills/migrate-to-dataverse/SKILL.md

5d8ce18

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>

Copilot AI review requested due to automatic review settings April 19, 2026 15:36

Copilot started reviewing on behalf of rsantos00 April 19, 2026 15:36 View session

Copilot AI reviewed Apr 19, 2026

View reviewed changes

-user-invocable: true
+user-invocable: true
+allowed-tools:
+  - sync_canvas
+  - list_data_sources
+  - get_data_source_schema
+  - compile_canvas
+  - read_file
+  - edit_file

		- Identify every Power Fx formula that references a non-Dataverse data source (e.g. `Filter('MyList', …)`, `Patch('MyList', …)`, `LookUp('MyList', …)`, `Collect`, `ClearCollect`, etc.).
		- Note the source table/list name, the columns referenced, and the operation type (`Filter`, `Patch`, `LookUp`, `Collect`, etc.).

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