Microsoft Dataverse

Dataedo 10.2 adds native connector to Microsoft Dataverse platform.

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

Connector

Supported schema elements and metadata

• Tables
  • Display name (Title)
  • Description
  • Columns
    • Logical name
    • Display name (Title)
    • Position
    • Data type
    • Description
  • Primary keys
  • Unique keys
• Views
  • Columns
    • Logical name
    • Display name (Title)
    • Data type
    • Description
  • OfflineSQLQuery (Script)

Unique keys

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

Data profiling

Datedo does not support data profiling in Microsoft Dataverse.

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

• Environment URL - URL to your Dataverse instance. eg. org432482.crm4.dynamic.com
• User - Dataverse username.
• Password - Dataverse password.
• Language
  • User localized language - The language current user has the account set up.
  • Organization base language - Default language enabled and set by organization.
• 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

Get Environment URL

1. Go to make.powerapps.com and log in with you 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 password for later connections by checking Save password option. Passwords are securely stored in the repository database.

Importing schema

When the connection was 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 list of objects to import by clicking Next.

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

Click Import to start the import.

When done close import window with Finish button.

Outcome

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