Microsoft Dataverse

Applies to: Dataedo 24.x (current) versions, Article available also for: 10.x, 23.x

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

Connector features

Data catalog

Dataedo documents metadata of 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 source of each of the columns.

Data profiling

Dataedo does not supports profiling for Dataverse.

Unique keys

Datedo marks columns as unique keys when data type equals UniqueIdentifier or column has 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.

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On the connection screen choose Microsoft Dataverse as DBMS.

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Connection details

  • Environment URL - URL to your Dataverse instance. eg.
  • 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 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.

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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.

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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.

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Click Import to start the import.

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When done close import window with Finish button.


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

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Connector specification

Tested environments

Dataedo connection were tested with follwoing application/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
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