Browse and manage your Dataverse process automation from the VS Code sidebar — classic workflows, actions, business rules, business process flows, and modern flows, all in one place.
No more navigating deep into the maker portal just to activate a workflow or trigger it on a specific record.
What You Can Do
- Browse all process types in a single tree, grouped by category
- Activate and deactivate workflows without opening the browser
- Delete draft workflows with a confirmation prompt — no accidental deletions
- Trigger on-demand workflows against a specific Dataverse record by entering the record ID
- View workflow properties — open a Properties wizard showing name, category, entity, status, managed state, and dates
- Open workflow XAML — view the raw XAML definition of any workflow as a read-only document
- Filter by solution — scope the tree to only show workflows that belong to your active solution
Getting Started
- Install this extension and Dataverse Tools: Environments
- Connect to an environment using the Environments extension
- The Dataverse Explorer shows a Workflows section — expand it to browse all process types
The Workflows Tree
Workflows are grouped by type so you can find what you're looking for quickly:
Workflows
► Workflows (Classic)
Account Follow-Up [Draft]
Contact Welcome Email [Activated]
► Actions
SendNotification
► Business Rules
Require Phone on Lead
► Business Process Flows
Lead to Opportunity
► Modern Flows
Approval Flow
► Dialogs
- [Draft] — the workflow is inactive. Right-click → Activate to turn it on.
- [Activated] — the workflow is live. Right-click → Deactivate to pause it.
- Right-click any item to see actions available for its current state and type.
Viewing Properties and XAML
Right-click any workflow and choose Properties… to open a wizard showing the workflow's details — name, category, entity, status, managed state, and creation/modification dates.
Choose Open to view the raw XAML definition of the workflow as a read-only document in VS Code. Useful for inspecting the underlying logic of classic workflows and actions.
Triggering an On-Demand Workflow
Classic workflows set to run on-demand can be triggered from the tree:
- Right-click the workflow and choose Trigger On-Demand…
- Enter the ID of the record to run it against
- The workflow executes immediately
Requirements
This extension is part of the Dataverse Tools suite — a collection of VS Code extensions for Dynamics 365 / Power Platform developers.
Other extensions in the suite:
- Dataverse Tools: Environments — connect and manage environments
- Dataverse Tools: Assemblies — deploy and register plugin assemblies and steps
- Dataverse Tools: Trace Viewer — view and filter plugin trace logs
- Dataverse Tools: FetchXML Builder — build and run FetchXML queries
- Dataverse Tools: Query Analyzer — query Dataverse with SQL
- Dataverse Tools: Web Resources — edit and publish web resources
- Dataverse Tools: Metadata — browse entity schema in the explorer
- Dataverse Tools: Decompiler — read decompiled plugin code from Dataverse
- Dataverse Tools: Audit Viewer — view audit history for Dataverse records
Found a bug, have a feature request, or want to suggest a new extension?
