Excel Add-In for Dataverse

Build 21.0.7930

Establishing a Connection

Configure a Connection Profile

From the CData ribbon, click Get Data and select From Dataverse to launch the CData Query window. To setup your connection, you will have to click the Select button. Here you can set the connection settings, test the connection, and save the connection profile.

Schema

Dataverse supports schema values of 'System' and 'Entities' and can be set using the Schema property.

Using 'System' for Schema property uses the Web API to query entities/tables.

Using 'Entities' for Schema property uses the EntityDefinitions entity set path and retrieves information about EntityMetadata EntityType entities/tables. This will often result in more user friendly names, though requires extra metadata requests.

Connecting to Dataverse

To authenticate to the Dataverse source, you should first set the OrganizationUrl to the URL of the organization you are connecting to, such as https://[organization].crm.dynamics.com.

Authenticating using Azure AD

Azure AD is a connection type that goes through OAuth. Set your AuthScheme to AzureAD and see Using OAuth Authentication for an authentication guide.

Authenticating using Azure Service Principal

Azure Service Principal is a connection type that goes through OAuth. Set your AuthScheme to AzureServicePrincipal and see Using Azure Service Principal Authentication for an authentication guide.

Authenticating using MSI Authentication

If you are running Dataverse on an Azure VM, you can leverage Managed Service Identity (MSI) credentials to connect:

  • AuthScheme: Set this to AzureMSI.

The MSI credentials will then be automatically obtained for authentication.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Dataverse you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

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Build 21.0.7930