Build Microsoft Dataverse-Connected Visualizations in datapine

datapine is a browser-based business intelligence platform. When paired with the CData Connect Cloud, you get access to your Microsoft Dataverse data directly from your datapine visualizations and dashboards. This article describes connecting to Microsoft Dataverse in CData Connect Cloud and building a simple Microsoft Dataverse-connected visualization in datapine.

CData Connect Cloud provides a pure SQL Server interface for Microsoft Dataverse, allowing you to query data from Microsoft Dataverse without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Microsoft Dataverse, leveraging server-side processing to return the requested Microsoft Dataverse data quickly.

Getting Started

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Configure Microsoft Dataverse Connectivity for datapine

Connectivity to Microsoft Dataverse from datapine is made possible through CData Connect Cloud. To work with Microsoft Dataverse data from datapine, we start by creating and configuring a Microsoft Dataverse connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Microsoft Dataverse" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Microsoft Dataverse.

   You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • OrganizationUrl: Set this to the organization URL you are connecting to, such as https://myorganization.crm.dynamics.com.
   • Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

   When you connect the Common Data Service OAuth endpoint opens in your default browser. Log in and grant permissions. The OAuth process completes automatically.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Microsoft Dataverse Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Connecting to Microsoft Dataverse from datapine

Once you configure your connection to Microsoft Dataverse in Connect Cloud, you are ready to connect to Microsoft Dataverse from datapine.

1. Log into datapine
2. Click Connect to navigate to the "Connect" page
3. Select MS SQL Server as the data source
4. In the Integration step, fill in the connection properties and click "Save and Proceed"
   • Set the Internal Name
   • Set Database Name to the name of the connection we just configured (e.g. CDS1)
   • Set Host / IP to "tds.cdata.com"
   • Set Username to your Connect Cloud username (e.g. [email protected])
   • Set Password to the corresponding PAT
   • Set Database Port to "14333"
5. In the Data Schema step, select the tables and fields to visualize and click "Save and Proceed"
6. In the References step, define any relationships between your selected tables and click "Save and Proceed"
7. In the Data Transfer step, click "Go to Analyzer"

Visualize Microsoft Dataverse Data in datapine

After connecting to CData Connect Cloud, you are ready to visualize your Microsoft Dataverse data in datapine. Simply select the dimensions and measures you wish to visualize!

Having connect to Microsoft Dataverse from datapine, you are now able to visualize and analyze real-time Microsoft Dataverse data no matter where you are. To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from datapine, try CData Connect Cloud today!