Dataverse
Dataverse
Follow these steps to connect Dataverse to your CData Connect Cloud account:
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Open the Connections page of the CData Connect Cloud dashboard.
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Click + Add Connection in the upper-right corner.
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Type Dataverse into the search field, then click the data source name.
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On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
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Enter the Organization URL to your organization’s Dataverse data (for example,
https://abc123.crm.dynamics.com/
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Select the Authentication method, then proceed to the relevant section and follow those instructions.
AzureAD
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Select a Schema from the drop down. System is used for optimal performance, while Entities provides more user-friendly table names.
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Click Sign in to connect securely through OAuth. This action opens the Dataverse sign-in page in a new tab.
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Log into your Dataverse account and provide the requested permissions (if applicable).
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At the top of the CData Connect Cloud Add Dataverse Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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AzureServicePrincipal
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Enter the Azure Tenant that you will use to access data.
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Enter your OAuth Client Id.
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Enter your OAuth Client Secret.
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Enter your OAuth JWT Cert. This is a multi-line key.
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Select your OAuth JWT Cert Type from the drop down.
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Select a Schema from the drop down. System is used for optimal performance, while Entities provides more user-friendly table names.
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At the top of the CData Connect Cloud Add Dataverse Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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More Information
For more information about interactions between CData Connect Cloud and Dataverse, see this information page.