Microsoft Dataverse

Dataverse connector allows accessing data in Microsoft Dynamics 365, Microsoft Power Pages, and other tables you store inside the Dataverse instance.

Connector features

Data catalog

Dataedo documents metadata of the following objects:

• Tables
• Views
• System forms

What are system forms

System forms are predefined forms that are used to display and interact with data for various entities. These forms are managed by the system and are typically used for standard system operations such as viewing, editing, and creating records. System forms are automatically generated and maintained by the Dataverse platform to provide users with an out-of-the-box user interface for working with data. They are designed to be functional and customizable to meet the needs of different users and organizations.

Data lineage

For Dataverse, Dataedo supports both manual and automatic lineage. Automatic lineage is available for views and forms. Dataedo will parse views and show the source of each of the columns.

Data profiling

Dataedo does not support profiling for Dataverse.

Unique keys

Dataedo marks columns as unique keys when the data type equals UniqueIdentifier or the column has a defined alternate key on it.

Connecting to Dataverse

Add new connection

To connect to Dataverse and create new documentation, click Add documentation and choose Database connection.

On the connection screen, choose Microsoft Dataverse as DBMS.

Connection details

You can connect to Dataverse using two authentication methods:

Interactive Authentication

• Environment URL - URL to your Dataverse instance (e.g., org432482.crm4.dynamic.com)
• Authentication Type: Select "Interactive"
• App ID - Application ID. The default App ID is provided by Microsoft for tests and development purposes. If you'd like to change it, set up an application with the Microsoft identity platform. Learn more
• Redirect URI - Redirect URI needs to match a URI set up with your Microsoft identity app. The default Redirect URI is provided by Microsoft and meant for tests and development. Learn more
• Language
  • User localized language - The language the current user has the account set up
  • Organization base language - Default language enabled and set by the organization

Service Principal Authentication

To use Service Principal authentication, follow these steps:

1. Create App Registration in Azure Portal

   1. Sign in to the Azure portal
   2. Navigate to "Azure Active Directory" > "App registrations"
   3. Select "New registration"
   4. Name your application (e.g., "Dataedo Integration")
   5. Choose "Accounts in this organizational directory only"
   6. Click "Register"

2. Create Client Secret

   1. Go to "Certificates & secrets"
   2. Click "New client secret"
   3. Add description and set expiration
   4. Copy the secret value immediately (it won't be visible later)

3. Add Application User in Power Platform

   1. Go to Power Platform Admin Center
   2. Navigate to your environment > Settings > Users + permissions > Application users
   3. Click "+ New app user"
   4. Add your registered application and assign necessary security roles

4. Configure in Dataedo

   • Environment URL: Your Dataverse instance URL
   • Authentication Type: Select "Service Principal"
   • Application (client) ID: Paste from Azure Portal
   • Client Secret: Paste the secret value
   • Tenant ID: Paste the Directory (tenant) ID
   • Language: Select preferred language option

Note: When using Service Principal authentication, ensure all values are copied exactly as shown in Azure Portal and that proper permissions have been granted.

Get Environment URL

1. Go to make.powerapps.com and log in with your Microsoft account.
2. Click Settings icon in the top right corner.
3. Open Session details
4. Copy Instance URL, this is your Dataverse Environment URL.

Saving password

You can save the password for later connections by checking the Save password option. Passwords are securely stored in the repository database.

Importing schema

When the connection is successful, Dataedo will read objects and show a list of objects found. You can choose which objects to import. You can also use an advanced filter to narrow down the list of objects.

Confirm the list of objects to import by clicking Next.

The next screen allows you to change the default name of the documentation under which your schema will be visible in the Dataedo repository.

Click Import to start the import.

When done, close the import window with the Finish button.

Outcome

Your database schema has been imported to new documentation in the repository.

Connector specification

Tested environments

Dataedo connection was tested with the following applications/environments:

• Dynamics 365 Sales
• Dynamics 365 Marketing
• Power Pages

Imported objects

Object	Imported as
Table	Table
View	View
Form	Form

Tables metadata

Metadata	Imported as
Name	Name
Description	Description
Columns	Columns
Name	Name
Title	Title
Data type	Data type
Description	Description
Primary keys	Primary keys
Unique keys	Unique keys

Views metadata

Metadata	Imported as
Name	Name
Schema	Schema
Description	Description
Script	Script
Columns	Columns
Name	Name
Title	Title
Data type	Data type
Description	Description

Forms metadata

Metadata	Imported as
Name	Name
Description	Description
Columns	Columns
Name	Name
Position	Position
Description	Description