cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
James_L
Regular Visitor

Connect to Dataverse Table from Dataflow

I'm having problems connecting to existing Dataverse tables from a new Dataflow.  

 

I've got several Dataflows running currently, pulling data from on-premises, manipulating it and saving it to Dataverse tables.  I'm working on a new Dataflow that needs to reference a couple of those existing tables.  

 

I've built it all in Power BI and it's working fine but I can't successfully translate it to a Dataflow.

 

If I try to 'Connect to data source' using type 'Power Platform dataflows' I see an existing connection of type 'Organizational account' but when I connect I see nothing under 'Environments' or 'Workspaces' (even after expanding and refreshing).    Creating a new connection gives me the message "Invalid credentials" followed by a Session ID. 

 

I've also tried to connect using SQL as the connection type - this also works fine using Power BI but not in a Dataflow.   I've done this by trying to set up the SQL connection fresh and by copying the working connection information into the 'Advanced editor'.    Either way I run into similar authentication issues.  I'm basically repeatedly prompted to connect no matter how I try to do so. 

 

One odd fact - when entering credentials for the SQL connection.   When I select 'Authentication kind' I do not see the option for 'Organizational account', only 'Windows', 'Basic', and 'Microsoft account'.    I've tried all of these, both with the checkbox for 'Use Encrypted Connection' check and unchecked...   

 

I believe I should be able to connect to these tables.   Can anyone give me any advice?

 

Thanks,
James

4 REPLIES 4
CharlesS
Kudo Kingpin
Kudo Kingpin

You make a very valid point. The work process for my organization is quite similar. I've struggled with the exact same issue. Unfortunately, while it is very easy to get data into Dataverse, it is a bit more complicated to work with it once it is there.

 

I discussed this issue with a Microsoft engineer who works on the dataflow team just last week. Here was his answer:

"This [using Dataverse as a dataflow source] is supported today. I will take an action item to update different documentation articles to make sure the explanation I provide below is more accessible. Here are the details:

Dataverse supports an OData endpoint which you can access with the ODATA connector available in Dataflows. You would need to obtain the organization name, and create a URL like this: https://yourorgname.api.crm.dynamics.com/api/data/v9.1/

 

We are working with the Dataverse team to include their Dataverse connector in the Dataflow’s “Get Data” screen’s list of connectors, to make this process simpler (i.e. you would not need to construct the URL above yourself) but I don’t have an ETA for that just yet."

 

Before I knew about this, I developed my own crude and dirty solution. I'm not proud of it, but it got the job done. 

If I need to merge incoming data with Dataverse data to perform calculations, I simply connect back to the same external source I had initially used to import the data into Dataverse in the first place. So in effect, I wasn't using the data in Dataverse at all.  This worked because my application had the same data in both places.

 

Sometimes, it isn't that easy, because your dataflow needs data that was created within Dataverse, in opposition to simply referencing data that was imported there from an external source and not transformed along the way. So I devised another even dirtier and cruder solution.

 

Often the values you need to leverage in dataflows are the ones created by users interacting with Dataverse through Power Apps, or indirectly through Power Automate. In those cases, I created a Power Automate flow to update a (*gasp*) Sharepoint list upon the modification of a relevant record in Dataverse. Then, I could easily retrieve it in my dataflow.

 

I recommend you do not follow this advice. I am a little ashamed of it actually. But sometimes there's a deadline and your minimum viable product depends on things like this working. So I got it working. 

 

You should do what the Microsoft engineer said, he knows his stuff. Hopefully, the Dataverse team comes through with that Dataverse Dataflow connector so no one ever has to apply this nasty solution of mine. ‌‌


So I encourage you all to vote on @crmkeeper 's idea here:

https://powerusers.microsoft.com/t5/Power-Apps-Ideas/Dataflow-connectors-should-have-CDS-connector/i...

 

Cheers and keep 'em flowin'

Charles

Fubar
Multi Super User
Multi Super User

Use oData, you can find the url for your instance under  

  • for the classic interface: (under the cog in the right hand side of the banner) Advanced Settings->Settings->Customization->Developer Tools (the one for Instance Web Api on that page)
  • for https://admin.powerplatform.microsoft.com/environments: select the environment and then Settings->Resources->All legacy settings->Settings->Customization->Developer Tools (Instance Web Api on that page)
James_L
Regular Visitor

Thank you @CharlesS and @Fubar!    

 

I'll give oData a shot.

Hi @James_L, yes oData is the method to integrate between two Dataverse environments, see this post: https://powerusers.microsoft.com/t5/Microsoft-Dataverse/CDS-to-CDS-Data-Integration/m-p/586311 

Cheers! 

Helpful resources

Announcements

Community will be READ ONLY July 16th, 5p PDT -July 22nd

Dear Community Members,   We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd.   During this period, members will not be able to Kudo, Comment, or Reply to any posts.   On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities.   What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!

Summer of Solutions | Week 4 Results | Winners will be posted on July 24th

We are excited to announce the Summer of Solutions Challenge!   This challenge is kicking off on Monday, June 17th and will run for (4) weeks.  The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions in the Forums to as many questions as you can. Answers can be provided in all the communities.    Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”)   - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024   Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods.  You must enter into each weekly Entry Period separately.   How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different.    Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers.  At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing.  Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random.  Individuals will be contacted before the announcement with the opportunity to claim or deny the prize.  Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners.   Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event.   ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE**   Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Community MembersNumber of SolutionsSuper UsersNumber of Solutions @anandm08  23 @WarrenBelz  31 @DBO_DV  10 @Amik  19 AmínAA 6 @mmbr1606  12 @rzuber  4 @happyume  7 @Giraldoj  3@ANB 6 (tie)   @SpongYe  6 (tie)     Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Community MembersSolutionsSuper UsersSolutions @anandm08  10@WarrenBelz 25 @DBO_DV  6@mmbr1606 14 @AmínAA 4 @Amik  12 @royg  3 @ANB  10 @AllanDeCastro  2 @SunilPashikanti  5 @Michaelfp  2 @FLMike  5 @eduardo_izzo  2   Meekou 2   @rzuber  2   @Velegandla  2     @PowerPlatform-P  2   @Micaiah  2     Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 3:Community MembersSolutionsSuper UsersSolutionsPower Apps anandm0861WarrenBelz86DBO_DV25Amik66Michaelfp13mmbr160647Giraldoj13FLMike31AmínAA13SpongYe27     Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 4:Community MembersSolutionsSuper UsersSolutionsPower Apps DBO-DV21WarranBelz26Giraldoj7mmbr160618Muzammmil_0695067Amik14samfawzi_acml6FLMike12tzuber6ANB8   SunilPashikanti8

Check Out | 2024 Release Wave 2 Plans for Microsoft Dynamics 365 and Microsoft Power Platform

On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners.    The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights.    Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.    

Updates to Transitions in the Power Platform Communities

We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for.  We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport.   To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages

Users online (771)