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Add the Microsoft Dataverse Connector

Authenticate to Microsoft Dataverse

After you add the connector, you need to set the required properties. Organizational URL: Enter the URL to your Microsoft Dataverse data (for example, https://OrganizationName.crm.dynamics.com). supports authenticating to in several ways. Select your authentication method below to proceed to the relevant section that contains the authentication details.

Azure Active Directory

Azure Managed Service Identity

Azure Service Principal

Azure Service Principal Certificate

Complete Your Connection

To complete your connection:
  1. For Schema, select the schema that you want to use (System or Entities). The default schema is System.
  2. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)
  3. Connect to to connect to your account.
  4. Click Create & Test to create your connection.

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