Microsoft Dataverse
Type of Support: | Read & Write |
Connection Type: | Alteryx Tool. The latest version is available from the Alteryx Community. |
Release Notes
Version | Description |
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 |
|
Alteryx Tools Used to Connect
Dataverse Input Tool and 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.
- Navigate to https://portal.azure.com/#home.
- Sign in with your Microsoft Azure Active Directory account.
- On the Home screen use Search, or go to the upper left corner menu to open the Azure Active Directory service.
- Open App registrations in the left menu.
- Select + New registration.
- Specify the Name of the app.
- Choose desired account type–both Single tenant and Multitenant are allowed.
- In the optional Redirect URI...
- Select Single-page application (SPA) from the dropdown.
- To maintain full functionality with various versions of the connector, set the 2 URLs:
https://cef.alteryx.com/designer/oauthcallback
https://login.live.com/oauth20_desktop.srf
- Select Register.
- The Application (client) ID is your Client ID.
- The Directory (tenant) ID is your Tenant ID.
- Go to API permissions to add these Delegated permissions - Microsoft Graph:
- Files.ReadWrite.All
- offline_access
- openid
- User.Read
- profile
- Go to API permissions to add these Delegated permissions – Dynamics CRM:
- User_impersonation
- 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:
- Files.Read.All
- Files.ReadWrite.All
- Sites.Read.All
Create a user for your app in Power Platform and add System Administrator security role:
- Navigate to Microsoft Power Platorm Admin center.
- Select an environment.
- Select Settings. In Users + permissions, select Application users.
- Select New app user.
- Select Add an app and select your app.
- Select a Business unit.
- In Security role, select System Administrator.
- Select Create.
Limitations
Sign-In 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.