Automated Continuous Microsoft Dataverse Replication to SQLite

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Microsoft Dataverse data into your SQLite instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure SQLite as a Replication Destination

Using CData Sync, you can replicate Microsoft Dataverse data to SQLite. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select SQLite as a destination.
3. Enter the necessary connection properties. To connect to SQLite, set the following:
   • Data Source: The path to the database. You can replicate to an existing database or to a new one. The application must have permissions to access the database.
4. Click Test Connection to ensure that the connection is configured properly.
5. Click Save Changes.

Configure the Microsoft Dataverse Connection

You can configure a connection to Microsoft Dataverse from the Connections tab. To add a connection to your Microsoft Dataverse account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (Microsoft Dataverse).
3. Configure the connection properties.
   
   

   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 Connect to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Microsoft Dataverse data to SQLite.