Import Microsoft Dataverse Data into the Power BI Service for Visualizations

Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect Cloud, you get access to Microsoft Dataverse data for visualizations, dashboards, and more. This article shows how to connect to Microsoft Dataverse in CData Connect Cloud, publish a dataset from Power BI Desktop to the Power BI Service and then create reports on Microsoft Dataverse data in the Power BI service.

Configure Microsoft Dataverse Connectivity for Power BI Service

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

(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

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.

With the connection configured, you are ready to connect to Microsoft Dataverse data from the Power BI service.

Publish a Dataset from Power BI Desktop

Once you connect to Microsoft Dataverse in Connect Cloud, you can create a dataset in Power BI desktop and publish the dataset to the Power BI service.

1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect Cloud and click "Connect"
2. Click "Sign in" and authenticate with your CData Connect Cloud account
3. After signing in, click "Connect"
4. Select tables in the Navigator dialog
5. Click Load to establish the connection to your Microsoft Dataverse data from Power BI

6. Define any relationships between the selected entities on the Relationships tab.
7. Click Publish (from the Home menu) and select a Workspace.

Build Reports and Dashboards on Microsoft Dataverse Data in the Power BI Service

Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:

1. Log in to PowerBI.com.
2. Click Workspaces and select a workspace.
3. Click Create and select Report.
4. Select the published dataset for the report.
5. Choose fields and visualizations to add to your report.

Live Access to Microsoft Dataverse Data from Cloud Applications

Now you have a direct connection to live Microsoft Dataverse data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating Microsoft Dataverse data.

To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect Cloud.