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: 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:
    • Entra ID OAuth2: Use Azure ActiveDirectory OAuth2 SSO for all Virtual Datasets of this system.

Authentication Configuration

• Authentication:
  • In case of Entra ID 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.