Excel Add-In for Dataverse

Build 21.0.7930

Custom Credentials

Follow the steps below to authenticate with the credentials for a custom OAuth app. See Creating a Custom OAuth App.

Authentication with Your OAuth App

There are two types of app authentication available: using a client secret and using a certificate. You can use any of them depending on the configured app authentication.

Get an OAuth Access Token

You are ready to connect after setting one of the below connection properties groups depending on the authentication type.

  1. Authenticating using a Client Secret
    • AuthScheme: Set this to the "AzureServicePrincipal" in your app settings.
    • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
    • AzureTenant: Set this to the tenant you wish to connect to.
    • OAuthClientId: Set this to the Client Id in your app settings.
    • OAuthClientSecret: Set this to the Client Secret in your app settings.
  2. Authenticating using a Certificate
    • AuthScheme: Set this to the "AzureServicePrincipal" in your app settings.
    • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
    • AzureTenant: Set this to the tenant you wish to connect to.
    • OAuthClientId: Set this to the Client Id in your app settings.
    • OAuthJWTCert: Set this to the JWT Certificate store.
    • OAuthJWTCertType: Set this to the type of the certificate store specified by OAuthJWTCert.

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Build 21.0.7930