Enable Tables Offline

Shared instructions: shared-instructions.md — read first.

References:

• offline-profile-schema.md — entity field map (IsAvailableOffline, ChangeTrackingEnabled)

Enable Tables Offline

Flip IsAvailableOffline=true AND ChangeTrackingEnabled=true on the EntityMetadata of one or more Dataverse tables, then publish customizations. This is the prerequisite shown in Image 4 of the maker portal ("Can be taken offline" + "Track changes") — without both, a table CANNOT be added to a Mobile Offline Profile.

Sequential (Dataverse metadata lock) and idempotent: re-running on an already-enabled table is a no-op.

Workflow

1. Verify project & auth → 2. Resolve table list → 3. Inspect current state → Gate → 4. PUT EntityMetadata per table → 5. Publish → 6. Verify → 7. Summary

Step 1 — Verify project & auth

test -f power.config.json && test -f app.config.js
node "${PLUGIN_ROOT}/scripts/resolve-environment.js" "$(node -e \"console.log(require('./power.config.json').environmentId)\")"

Capture the Environment URL from the resolver for <envUrl>. STOP if not authenticated.

Step 2 — Resolve table list

Tables to enable come from one of (in order):

If the resolved list is empty, STOP with: "No Dataverse tables found in this project. Run /add-dataverse first."

Step 3 — Inspect current state

Print before starting:

"→ Querying current IsAvailableOffline + ChangeTrackingEnabled for table(s)…"

For each table, in sequence:

node "${PLUGIN_ROOT}/scripts/dataverse-request.js" <envUrl> GET \
  "EntityDefinitions(LogicalName='<table>')?\$select=LogicalName,DisplayName,IsAvailableOffline,ChangeTrackingEnabled,IsCustomizable"

Build a status table:

| Table              | IsAvailableOffline | ChangeTrackingEnabled | IsCustomizable | Needs change? |
|--------------------|--------------------|-----------------------|----------------|---------------|
| cr123_note         | false              | false                 | true           | YES (both)    |
| cr123_visit        | true               | false                 | true           | YES (track)   |
| contact            | true               | true                  | true           | NO            |

Hard rule: if IsCustomizable.Value=false on any table, that table CANNOT be modified. Drop it from the change set and flag in DONE_WITH_CONCERNS — system-managed tables (most OOB) require an admin solution patch path the skill does not handle.

Gate — Approval before mutation

Enter plan mode with the status table from Step 3 plus the planned operation per table. Wait for user ExitPlanMode before proceeding.

Plan body:

The following EntityMetadata changes will be PUT in sequence:

cr123_note   → set IsAvailableOffline=true, ChangeTrackingEnabled=true
cr123_visit  → set ChangeTrackingEnabled=true (IsAvailableOffline already true)

After all updates, a single PublishAllXml request will commit the changes.

Tables already in the desired state are skipped (no API call).

If the user rejects, STOP. If they approve, proceed.

Step 4 — PUT EntityMetadata per table

Print before starting:

"→ Updating EntityMetadata for table(s) sequentially (Dataverse serializes metadata writes)…"

⚠️ Concurrency rule — do not violate. Metadata writes hold an exclusive lock per org. Issue one PUT, wait for 2xx, then the next. No batching, no parallel calls. Same rule as /add-dataverse Step 5.

For each table needing change (skip ones already in target state):

node "${PLUGIN_ROOT}/scripts/update-entity-offline-flags.js" <envUrl> \
  --table <table> \
  --offline true \
  --tracking true

The helper:

• Re-reads EntityMetadata to pick up the current MetadataId + SchemaName (both required in the PUT body — Dataverse rejects PUT without them).
• Sends MSCRM.MergeLabels: true so display labels are preserved (the alternative wipes labels — never use false).
• Returns { "status": 200, "noop": true, ... } if the table is already in the target state (skip silently).
• Returns { "status": 200, "skipped": "uncustomizable", ... } for tables whose IsCustomizable.Value=false (system-managed; you must surface as DONE_WITH_CONCERNS).
• Returns { "status": 204, ... } on successful update.
• Handles 401 token refresh and 429 back-off automatically.

If the helper returns status 403 PrivilegeCheckFailed: the user lacks "Customize System" privilege. Print the table name and which privilege is missing, then STOP.

If status 400 with ChangeTrackingEnabled cannot be disabled: ignore — that path only triggers when going from true to false, which we never do.

Print ✓ <table> after each 204; print ↷ <table> (already enabled) for no-ops; print ⚠ <table> (uncustomizable) for skips.

Step 5 — Publish customizations (targeted PublishXml, with PublishAllXml fallback)

Print before starting:

"→ Publishing customizations (targeted PublishXml on the entities just edited)…"

Use targeted PublishXml scoped to the entities that were actually modified — avoids the org-wide rate-limit storms (0x80071151 "concurrent PublishAll already running") observed on shared envs. Empirical 2026-05-25.

# Build the <entities> XML body from the list of tables modified in Step 4
node "${PLUGIN_ROOT}/scripts/dataverse-request.js" <envUrl> POST \
  "PublishXml" --body '{
    "ParameterXml": "<importexportxml><entities><entity>cr720_fcbflag</entity><entity>cr720_rolloutevent</entity></entities></importexportxml>"
  }'

Substitute <entity>...</entity> lines for every table the helper PUT'd flags on in Step 4. Tables that were no-ops or uncustomizable are omitted.

On 204: success — continue to Step 6.

On 429 / 0x80071151 ("concurrent publish already running"): back off automatically via dataverse-request.js's retry logic. If still failing after 4 retries, return DONE_WITH_CONCERNS: publish bottlenecked on shared env; metadata changes are committed but maker portal will not refresh until next publish. The downstream skill (/setup-offline-profile) can proceed — metadata-level writes are durable.

Fallback to PublishAllXml (only when the targeted call returns a non-rate-limit error like 0x80048d19 malformed body):

node "${PLUGIN_ROOT}/scripts/dataverse-request.js" <envUrl> POST \
  "PublishAllXml" --body '{}'

Same timeout-but-success handling as /setup-offline-profile Step 8: if the client times out but a follow-up GET on the table's EntityMetadata shows the flags are set, treat as success.

Step 6 — Verify

Print before starting:

"→ Re-querying EntityMetadata to confirm flags are set…"

Re-run the Step 3 query for each modified table. Assert IsAvailableOffline=true and ChangeTrackingEnabled=true on every changed row. If any disagree, BLOCKED — something rejected the PUT silently (extremely unlikely; usually an indication of a managed-solution layer that's masking the unmanaged change).

Step 7 — Summary

Print:

✓ Offline prerequisites enabled on <N> table(s):
  - cr123_note    (IsAvailableOffline + ChangeTrackingEnabled set)
  - cr123_visit   (ChangeTrackingEnabled set; IsAvailableOffline already on)

Skipped (already enabled): contact

Next: run /setup-offline-profile to design the offline profile that uses these tables.

Update memory-bank.md under ## Offline profile with the timestamp and table list.

Status code

Final line of the skill's response is one of:

• DONE — all requested tables now have both flags set
• DONE_WITH_CONCERNS: <list> — some tables skipped (uncustomizable, publish warning, etc.)
• NEEDS_CONTEXT: <missing> — couldn't resolve table list and user didn't provide
• BLOCKED: <reason> — auth failure, privilege check failed, or post-PUT verification disagreed