Integrate with Microsoft Dataverse Data in SnapLogic

SnapLogic's iPaaS platform helps organizations automate application, data and cloud integrations. When paired with CData Connect Cloud, SnapLogic gets access to live Microsoft Dataverse data. This article demonstrates how to connect to Microsoft Dataverse using Connect Cloud and integrate with Microsoft Dataverse data in SnapLogic.

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 SnapLogic

Connectivity to Microsoft Dataverse from SnapLogic is made possible through CData Connect Cloud. To work with Microsoft Dataverse data from SnapLogic, 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.

Connect to Microsoft Dataverse from SnapLogic using Connect Cloud

To establish a connection from SnapLogic to CData Connect Cloud, you will need to download the JDBC Driver.

1. Open the Client Tools page of CData Connect Cloud.
2. In the Dev Tools section, click JDBC.
3. Download and run the setup file.
4. When the installation is complete, locate the JDBC Connect JAR file in the JDBC driver's installation directory, for example, C:\Program Files\CData\JDBC Driver for CData Connect\lib.
5. Copy the JDBC Connect JAR file (cdata.jdbc.connect.jar).

After copying the JDBC CData Connect JAR file, you will need to paste it into the SnapLogic installation location and configure the connection to Connect Cloud.

1. Log into SnapLogic.
2. Click the Managers tab.
3. Select a folder from the Project Spaces to add the JDBC JAR file to.
4. Click the Files tab.
5. Click the button in the top right to upload the CData Connect Cloud JDBC JAR file. It appears as a file once uploaded.
6. Click the Designer tab.
7. Click JDBC to expand the options for "snaps."
8. Click and drag a Generic JDBC - Select "snap" onto the designer.
9. Click Add Account > Continue.
10. Enter the JDBC connection properties.
    • JDBC driver: add the CData Connect Cloud JAR file
    • JDBC driver Class: enter cdata.jdbc.connect.ConnectDriver
    • JDBC Url: enter a JDBC connection string for the JDBC driver. For example: jdbc:connect:AuthScheme=Basic;User={username};Password={PAT};
    • Username: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
    • Password: enter the PAT you generated on the Settings page.
11. Click Validate. If the connection succeeds, the "snap" is ready to use.
12. Click Apply.

You can now create reports with the connected data.

Get CData Connect Cloud

To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from SnapLogic, try CData Connect Cloud today!