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Dataverse

Dataverse

Setup Guide

Follow these steps to connect Dataverse to your CData Connect Cloud account:

  1. Open the Connections page of the CData Connect Cloud dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Dataverse into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. Enter the Organization URL to your organization’s Dataverse data (for example, https://abc123.crm.dynamics.com/).

  6. Select the Authentication method, then proceed to the relevant section and follow those instructions.

Authentication Methods

AzureAD

  1. Select a Schema from the drop down. System is used for optimal performance, while Entities provides more user-friendly table names.

  2. Click Sign in to connect securely through OAuth. This action opens the Dataverse sign-in page in a new tab.

  3. Log in to your Dataverse account and provide the requested permissions (if applicable).

  4. At the top of the CData Connect Cloud Add Dataverse Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

AzureServicePrincipal

  1. Enter the Azure Tenant that you will use to access data.

  2. Enter your OAuth Client Id.

  3. Enter your OAuth Client Secret.

  4. Enter your OAuth JWT Cert. This is a multi-line key.

  5. Select your OAuth JWT Cert Type from the drop down.

  6. Select a Schema from the drop down. System is used for optimal performance, while Entities provides more user-friendly table names.

  7. At the top of the CData Connect Cloud Add Dataverse Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

More Information

For more information about interactions between CData Connect Cloud and Dataverse, see this information page.