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Microsoft Dataverse

Connection Type

Alteryx Tool. The latest version is available from the Alteryx Marketplace.

Type of Support

Read & Write

Version

Description

v1.2.0

  • Compatible with Alteryx Designer and Server version 2021.4.2 Patch 6, 2022.1 Patch 4 and later.

  • Requires AMP engine.

  • Added support for DCM.

  • FIPS capable.

  • Fixed issue where Dataverse Output returned errors when writing number datatypes into Dataverse. (TPM-2265)

  • Fixed issue where Insert and Update operation didn’t work on rows with foreign key columns. (TPM-2343)

  • Fixed issue where Dataverse Output returned an error when writing medium sized dash (U+2013). (TPM-2342)

  • Fixed issue where Dataverse Output returned an error when writing Null values. (TPM-2266)

  • Fixed issue where Overwrite action in Dataverse Output only affected first 5000 records. (TPM-2557)

v1.1.2

  • Compatible with Alteryx Designer and Server version 2023.2 and later.

  • Minor update to maintain compatibility with Designer and Server 2023.2.

v1.1.0

  • Compatible with Alteryx Designer version 2021.3.4 to 2023.1.

  • Authentication occurs using user's browser instead of embedded CEF in Designer to comply with modern security policies like Conditional Access.

v1.0.1

  • Fixed blank screen issue when authenticating in Designer 2021.3.2.54175. Please note that you also need to update to Designer 21.3.3.63061 or later.

v1.0.0

  • Initial release.

  • Compatible with Alteryx Designer version 2021.3 and later.

  • Built-in multitenant Azure App with an option to use custom Azure App (including 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.

  • Requires Office 365 with license for Dataverse.

Alteryx Tools Used to Connect

Dataverse Input Tool

Dataverse Icon

Link

Dataverse Output Tool

Dataverse Icon

Link

Custom API Application Setup

To set up a custom API application for this tool, see our guide.

Limitations

Standard sign-in (Sign in via Internet Browser) expires after 24 hours so it's not suitable for scheduling workflows. For scheduling, select Use Service Principal after you select the Provide authentication information option. Service Principal requires a custom API Application.