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Microsoft Dynamics and Dataverse

Microsoft Dynamics and Microsoft Dataverse can be connected using a System Line kind Web and the Query Handler Odata. You can connect entities (tables) of specified environments.

System Line configuration for Microsoft Dynamics and Dataverse​

  • Kind: Web (any kind of web source)

  • Authentication: Enabled

  • Short Name: As usual a descriptive and identifying name

System configuration for Microsoft Dynamics and Dataverse​

System data

  • Short Name: A descriptive and identifying name

  • Location: Assign the System to a Location (has to be created and enabled before)

  • Authentication: Here several opportunities are available, it also depends it enabled on System Line level

    • Configure on System: All Functions based on this System are using the defined authentication procedure. The following are available:
      • Azure AD OAuth2: Use Azure ActiveDirectory OAuth2 SSO for all Virtual Datasets of this system.

Authentication Configuration

  • Authentication:
    • In case of Azure AD OAuth2: https://{environment}.crm4.dynamics.com/user_impersonation

Do not forget to check the "Enabled" box and save it to make the System available.

Function configuration for Microsoft Dynamics and Dataverse​

Select the Technical Handler 'OData'.
For the Technical Parameters, please specify the following options. The options in BOLD are REQUIRED:

  • PROPERTIES: List of properties to be returned by the query, separated by semicolons. Use '*' to return all properties.

  • RESOURCE_PATH: Fixed schema name (not schema name or logical name) of the entity (table) to be connected

  • SERVICE_ROOT_URL: https://{environment}.crm4.dynamics.com/api/data/{version}/, using version e. g. v9.2

Parameter​

  • PROPERTY_FILTER: Parameter to filter a column in the queried entity (table).
    • Cardinality: all
    • Data Type: all, but Date or Time
    • Additional Properties:
      • PROPERTY_NAME: Logical name of a column in the queried entity (table).
note

The data types Date or Time are not available in Dataverse.