Dataverse Input Tool

Last modified: October 01, 2021

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

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

Log 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. Click 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 IDClient Secret, and Tenant ID

  3. Click 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 the 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 the custom query in the text field.

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