Dataverse Output Tool

Use Dataverse Output to write data from Designer to Dataverse tables. 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

Important

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 by selecting Sign in via Internet Browser or you can provide your own API application by selecting Provide authentication information. 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 selecting 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

  1. In Table, select the table to write the data.
  2. Select an Output Option:
    • Insert: Add the data to the existing table.
    • Overwrite: Clear the existing table and populate the table with new data.
    • Update: Modify existing records with new data based on a field selected in Field Containing Primary Key.
    • Upsert: Modify existing records with new data based on a field selected in Field Containing the Primary Key. If a record is not found, add data to the table.

Select an Output

Use Dataverse Output tool offers 2 outputs for outgoing connection:

  1. Result Data: The data that is stored to the Dataverse table as output of the tool in JSON format.
  2. Only status (success or failure): A status result in the Messages window.