Connect to Microsoft Dataverse Data in RunMyProcess through Connect Cloud

Akorbi Digital RunMyProcess makes it easy to create applications for complex business applications, such as budget application and contract management. CData Connect Cloud creates a live connection to Microsoft Dataverse and can be used to generate an OData API (natively supported in RunMyProcess) for Microsoft Dataverse. By pairing RunMyProcess with CData Connect Cloud, you get true cloud-to-cloud connectivity to all your SaaS and cloud-based Big Data and NoSQL sources - no need to migrate your data or write your own integrations. Simply connect to Connect Cloud from RunMyProcess as you would any other REST service and get instant, live access to your Microsoft Dataverse data.

In this article, we walk through connecting to Microsoft Dataverse from CData Connect Cloud and accessing Microsoft Dataverse data through an OData feed in RunMyProcess.

Connect to Microsoft Dataverse from RunMyProcess

To work with live Microsoft Dataverse data in RunMyProcess, we need to connect to Microsoft Dataverse from Connect Cloud, provide user access to the connection, and create OData endpoints for the Microsoft Dataverse data.

(Optional) Add a New Connect Cloud User

As needed, create Users to connect to Microsoft Dataverse through Connect Cloud.

1. Navigate to the Users page and click Invite Users
2. Enter the new user's email address and click Send to invite the user
3. You can review and edit users from the Users page

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.

Connect to Microsoft Dataverse from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

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 Microsoft Dataverse OData Endpoints in Connect Cloud

After connecting to Microsoft Dataverse, create OData Endpoints for the desired table(s).

1. Navigate to the OData page and click Add to create new OData endpoints
2. Select the Microsoft Dataverse connection (e.g. CDS1) and click Next
3. Select the table(s) you wish to work with and click Confirm

Sample URLs for OData Feeds

Once you have configured a connection to Microsoft Dataverse, created a user, and created OData endpoints in Connect Cloud, you can access OData feeds for Microsoft Dataverse data. Below, you will see the URLs to access tables and the list of tables. For information on accessing the tables, you can navigate to the OData page for Connect Cloud. For the URLs, you will need the URL of Connect Cloud: https://cloud.cdata.com/api/odata/service.

As with standard OData feeds, if you wish to limit the fields returned, you can add a $select parameter to the query, along with other standard OData URL parameters, such as $filter, $orderby, $skip, and $top. See the help documentation for more information on supported OData queries.

With the connection and OData endpoints configured, you are ready to connect to Microsoft Dataverse data from RunMyProcess.

Retrieve Microsoft Dataverse Data from RunMyProcess DigitalSuite Studio

With the connection to Microsoft Dataverse and OData endpoints created, we are ready to add Microsoft Dataverse data to RunMyProcess for Retrieval.

Create a Provider

1. Log into RunMyProcess and open DigitalSuite Studio.
2. Click Resources to bring up the Resources page, then select then the CONNECTORS tab.
3. Click the + (New Provider) button to create a new provider, choose the account to use, then click Confirm.
4. In the provider settings page, configure the following properties.
   • URL: Set the OData endpoint in the Connect Cloud OData page: https://cloud.cdata.com/api/odata/service.
   • Authentication Schema: Select Login/Password.
   • Login: Specify a CData Connect Cloud username (e.g. user@mydomain.com).
   • Password: Specify the PAT of the Connect Cloud user.
5. Fill in the same properties in the ACCEPTANCE and TEST tabs. Note: You can copy the configured settings by clicking 'Copy this configuration button,' then pasting the content in the new tab by clicking 'Paste previously copied configuration.'
6. Click Save to save the properties.

Retrieve Microsoft Dataverse Data by Creating a Connector

1. In the CONNECTORS tab, click the button with three dots to create the provider, then select Add connector from the menu.
2. In the following page, set Connector URL to the OData endpoint configured in Connect Cloud (e.g. https://cloud.cdata.com/api/odata/service)
3. Click Save then Launch to test the connector execution. Click Launch test to execute. The process is successful if you get the JSON response of your configured table information.

More Information & Free Trial

Now, you have created a provider and connector to retrieve Microsoft Dataverse data. For more information on creating OData feeds from Microsoft Dataverse (and more than 100 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Microsoft Dataverse data in RunMyProcess.