OAuth 2.0 for Microsoft Dataverse

Configure the Trifacta Application to integrate with your Microsoft Dataverse deployment using OAuth 2.0 to authenticate.

Prerequisites

OAuth 2.0 is supported for Microsoft Dataverse, which is available on Microsoft Azure.
OAuth 2.0 authentication must be enabled in theAlteryx Analytics Cloud. For more information, seeEnable OAuth 2.0 Authentication.
Tip
OAuth 2.0 for Microsoft Dataverse may work for other tenant-based identity providers. You can use this solution as a template for creating the required objects in your identity provider's console and the Trifacta Application.

Create OAuth 2.0 Client App in Azure

In the Azure console, you must create the client app.

Steps:

Login to Azure: https://portal.azure.com/#home
Select Azure Active Directory > App Registrations > New registration.

Specify the following fields:

Field	Description
Name	The name of the app.
Supported Account Types	Select either: `Single tenant` `Multi tenant`
Redirect URI	Specify the URL in the following format, depending your project or workspace login: https://<Login_URL>/oauth2/callback Example: `https://cloud.trifacta.com/oauth2/callback`

Field

Description

Name

The name of the app.

Supported Account Types

Select either:

Single tenant
Multi tenant

Redirect URI

Specify the URL in the following format, depending your project or workspace login:

https://<Login_URL>/oauth2/callback

Example:

https://cloud.trifacta.com/oauth2/callback

To create the new registration, click Register.
Overview tab:
Note
Copy the value for the Application (client) Id. This value must be applied in the Trifacta Application.

Branding tab: (optional) Specify the following fields:

Field	Description
Name	The name of the app should match the value you specified previously.
Logo	Upload a preferred logo for the app.
Homepage URL	Set this value to the following: https://trifacta.com
Terms of Service URL	Set this value to the following: https://www.trifacta.com/terms-conditions/
Privacy Policy	Set this value to the following: https://www.trifacta.com/privacy-policy/
Publisher Domain	Set this value to the following: trifacta.com
MPN ID	If you are a Microsoft Partner, you can specify your MPN ID.

Certificates & Secrets tab: To create a new client secret:
1. Select New client secret.
2. Set the Expires option to Never.
3. Select Add.
  Note
  Copy the Value field. This value is the client secret and must be applied in the Trifacta Application.
API Permissions tab:
1. Select Add a permission.
2. Grant these permissions.
  API
  Permissions name
  Type
  Admin consent request
  Dynamics CRM
  user_impersonation
  Delegated
  No
  Microsoft Graph
  User Read
  Delegated
  No
Save your changes.

API	Permissions name	Type	Admin consent request
Dynamics CRM	user_impersonation	Delegated	No
Microsoft Graph	User Read	Delegated	No

Create OAuth 2.0 Client for Microsoft Dataverse

After the Microsoft Dataverse client app is created, you must create an OAuth 2.0 client in the Trifacta Application, which is used to integrate with the OAuth 2.0 Client app that you created in Azure.

Steps:

Login to the Trifacta Application as a workspace administrator.
In the lefthand menu, select User menu > Admin console > OAuth 2.0 Clients.
In the OAuth 2.0 Clients page, click Register OAuth 2.0.0 Client.

Specify the fields for the new client:

Field	Description
Type	Microsoft Dataverse
Name	Enter a name for the client.
Client ID	Paste the value of the Application (client) Id that was generated when you created the client app in Azure.
Client Secret	Paste the value of the client secret that was generated when you created the client app in Azure.
Authorization URL	Single tenant: https://login.microsoftonline.com/<tenant_identifier>/oauth2/v2.0/authorize Multi-tenant: https://login.microsoftonline.com/common/oauth2/v2.0/authorize
Token URL	Single tenant: https://login.microsoftonline.com/<tenant_identifier>/oauth2/v2.0/token Multi-tenant: https://login.microsoftonline.com/common/oauth2/v2.0/authorize
Scopes	Set the scopes to the following values: Note Individual scopes must be separated by a space. https://xxxxxx.crm.dynamics.com/user_impersonation offline_access
Access Token Expires In	Set this value to the following: `3599999`.
Refresh Token Expires In	Set this value to the following: `7775999999`.

To save your OAuth 2.0 client, click Save.

For more information, see Create OAuth2 Client.

Create Microsoft Dataverse Connection

After you have created the two OAuth 2.0 client references, you can create a connection to your Microsoft Dataverse data.

Note

You must create a separate connection for each OAuth 2.0 client that is available in the Trifacta Application.

For more information, see Microsoft Dataverse Connections.

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