Dataverse Output Tool

Version:
2021.3
Last modified: October 01, 2021

Dataverse Input reads data from Dataverse tables to Designer. See Microsoft Dataverse to learn about known limitations. More information about Dataverse can be found on the Microsoft Dataverse documentation site.

This tool is not automatically installed with Designer. To use this tool, download it from the Alteryx Analytics Gallery.

Log in to Dataverse

The OAuth method is used for authentication, so you can either use the default Alteryx application by selecting Sign in via Internet Browser or you can provide your own API application by selecting Provide authentication information. Go to Microsoft Dataverse for more information on how to create an API application.  

To schedule your workflow on Server when using the Cloud services, you need to select Use Service Principal after selecting Provide authentication information so that your token has an extended expiration, and you need to provide your own API application. 

Sign in via Internet Browser 

  1. In Authentication Method, select Sign in via Internet Browser

  2. Click Connect

  3. Enter your credentials and sign in. 

Provide Authentication Information 

  1. In Authentication Method, select Provide authentication information

  2. Enter Client ID and Tenant ID. If you want to schedule workflows, select Use Service Principal and enter Client IDClient Secret, and Tenant ID

  3. Click Connect

  4. Enter your credentials and sign in. 

Select a Table

  1. In Table, select the table to write the data.
  2. Select Output Option:
    • Insert: Adds the data to the existing table.
    • Overwrite: Clears the existing table and populates the table with new data.
    • Update: Modifies existing records with new data based on a field selected in Field Containing the Primary Key
    • Upsert: Modifies existing records with new data based on a field selected in Field Containing the Primary Key. If a record is not found, adds the data to the table.

Select an Output

The Dataverse Output tool offers 2 outputs for outgoing connection:

  • Result Data: The data which is stored to the Dataverse table as output of the tool in the JSON format.
  • Only status (success or failure): A status result in Messages window.
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