Microsoft Dataverse

Version:
2021.3
Last modified: October 01, 2021
Connection Type

Alteryx Tool. The latest version is available from the Alteryx Analytics Gallery.

Type of Support

Read & Write

Release Notes
Version Description
v1.0.0

·         Initial release 

·         Built-in multitenant Azure App with an option to use custom Azure App (incl. single tenant app or Service Principal) 

·         Read data from selected table using Saved Queries, Custom OData queries or Manual filters 

·         Insert, Overwrite,Upsert or Update selected tables 

·         Proxy support 

·         Compatible with Alteryx Designer version 2021.3 and later 

·         Requires Office 365 with license for Dataverse

Alteryx tools used to connect

Link

Dataverse Input Tool

Link

Dataverse Output Tool

Custom API Application Setup   

For more information on how to build and manage an application using the Microsoft Azure cloud services, refer to the Azure documentation.  

  1. Navigate to https://portal.azure.com/#home.  

  1. Sign in with your Microsoft Azure Active Directory account.   

  1. On the Home screen use Search, or go to the upper left corner menu to open the Azure Active Directory service.  

  1. Open App registrations in the left menu.  

  1. Select + New registration

  1. Specify the Name of the app.   

  1. Choose desired account type – both Single tenant and Multitenant are allowed.   

  1. In the Redirect URI (optional) part 

  1. Select Single-page application (SPA) from the dropdown menu.  

  1. Set the URL to https://login.live.com/oauth20_desktop.srf.  

  1. Select Register.    
    The Application (client) ID is your Client ID.  
    The Directory (tenant) ID is your Tenant ID.  

  1. Go to API permissions to add these Delegated permissions - Microsoft Graph 

    1. Files.ReadWrite.All 
    2. offline_access 

    3. openid 
    4. User.Read 

  1. Go to API permissions to add these Delegated permissions – Dynamics CRM 

    1. User_impersonation 
  2. To use service principal (app-only authentication) proceed to Certificates & secrets and add New client secret. Copy the Value as it won't be accessible again once you leave the page – this is your Secret ID.  
    In API permissions add these Application permissions - Microsoft Graph 

    1. Files.Read.All 
    2. Files.ReadWrite.All 
    3. Sites.Read.All

Limitations

Login expiration

Standard login, Sign in via Internet Browser option, expires after 24 hours so it isn’t suitable for scheduling workflows. For scheduling, select Use Service Principal after selecting Provide authentication information option. Service Principal requires a custom API Application.

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