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Get the Report →Connect to Microsoft Dataverse Data as an External Data Source using PolyBase
Use CData Connect Cloud and PolyBase to create an external data source in SQL Swerver with access to live Microsoft Dataverse data.
PolyBase for SQL Server allows you to query external data by using the same Transact-SQL syntax used to query a database table. When paired with the CData ODBC Driver for Microsoft Dataverse, you get access to your Microsoft Dataverse data directly alongside your SQL Server data. This article describes creating an external data source and external tables to grant access to live Microsoft Dataverse data using T-SQL queries.
NOTE: PolyBase is only available on SQL Server 19 and above, and only for Standard SQL Server.
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.
About Microsoft Dataverse Data Integration
CData provides the easiest way to access and integrate live data from Microsoft Dataverse (formerly the Common Data Service). Customers use CData connectivity to:
- Access both Dataverse Entities and Dataverse system tables to work with exactly the data they need.
- Authenticate securely with Microsoft Dataverse in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.
- Use SQL stored procedures to manage Microsoft Dataverse entities - listing, creating, and removing associations between entities.
CData customers use our Dataverse connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources)or analyze live Dataverse data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).
Getting Started
Configure Microsoft Dataverse Connectivity for PolyBase
Connectivity to Microsoft Dataverse from PolyBase is made possible through CData Connect Cloud. To work with Microsoft Dataverse data from PolyBase, we start by creating and configuring a Microsoft Dataverse connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Microsoft Dataverse" from the Add Connection panel
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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.
- Click Create & Test
- 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.
- Click on your username at the top right of the Connect Cloud app and click User Profile.
- On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
- Give your PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Create an External Data Source for Microsoft Dataverse Data
After configuring the connection, you need to create a credential database for the external data source.
Creating a Credential Database
Execute the following SQL command to create credentials for the external data source connected to Microsoft Dataverse data.
NOTE: Set IDENTITY to your Connect Cloud username and set SECRET to your Personal Access Token.
CREATE DATABASE SCOPED CREDENTIAL ConnectCloudCredentials WITH IDENTITY = 'yourusername', SECRET = 'yourPAT';
Create an External Data Source for Microsoft Dataverse
Execute a CREATE EXTERNAL DATA SOURCE SQL command to create an external data source for Microsoft Dataverse with PolyBase:
CREATE EXTERNAL DATA SOURCE ConnectCloudInstance WITH ( LOCATION = 'sqlserver://tds.cdata.com:14333', PUSHDOWN = ON, CREDENTIAL = ConnectCloudCredentials );
Create External Tables for Microsoft Dataverse
After creating the external data source, use CREATE EXTERNAL TABLE statements to link to Microsoft Dataverse data from your SQL Server instance. The table column definitions must match those exposed by CData Connect Cloud. You can use the Data Explorer in Connect Cloud to see the table definition.
Sample CREATE TABLE Statement
Execute a CREATE EXTERNAL TABLE SQL command to create the external table(s), using the collation and setting the LOCATION to three-part notation for the connection, catalog, and table. The statement to create an external table based on a Microsoft Dataverse Accounts would look similar to the following.
CREATE EXTERNAL TABLE Accounts( AccountId COLLATE [nvarchar](255) NULL, Name COLLATE [nvarchar](255) NULL, ... ) WITH ( LOCATION='CDS1.CDS.Accounts', DATA_SOURCE=ConnectCloudInstance );
Having created external tables for Microsoft Dataverse in your SQL Server instance, you are now able to query local and remote data simultaneously. To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your SQL Server database, try CData Connect Cloud today!