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Dataverse Input Tool

Version:
2022.1
Last modified: May 04, 2022

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

To maintain full functionality of this data connector, note compatibility with Designer.

Connector Version 1.0.1 and Later

Designer version 2021.3.3 and later.

Connector Version 1.0.0

Designer versions 2021.2.1 - 2021.3.1.

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

Sign In to Dataverse

The OAuth method is used for authentication, so you can either use the default Alteryx application via the Sign in via Internet Browser option, or you can provide your own API application via the Provide authentication information option. 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 you select 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. Select 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 ID, Client Secret, and Tenant ID.
  3. Select Connect.
  4. Enter your credentials and sign in.

Select a Table and Columns

  1. In Table, select the table to read the data from.
  2. In Columns, select only the columns to read. You can leave the field blank to read all the columns.
  3. Select Propagate field immediately to the next tool in the Options tab to propagate all fields to a connected tool without the need to run the workflow.

Filter the Data

Use Dataverse Input filters to specify which data to read.

  • Saved Query: Select a predefined query. Max Number of Rows and Start From Rows (Offset) options are applicable.
  • Define filters – Manually: Select a column to apply a logical operation on. Max Number of Rows and Start From Rows (Offset) options are applicable.
  • Define filters – Custom OData Query: Enter a custom query in the text field.
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