Dataverse

Setup Guide

Follow these steps to connect Dataverse to your Connect AI account:

1. Open the Connections page of the Connect AI dashboard.

2. Click + Add Connection in the upper-right corner.

3. Type Dataverse into the search field, then click the data source name.

4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

5. Enter the Organization URL to your organization’s Dataverse data (for example, https://abc123.crm.dynamics.com/).

6. Select the Authentication method, then proceed to the relevant section and follow those instructions.

Authentication Methods

AzureAD

1. Select a Schema from the drop down. System is used for optimal performance, while Entities provides more user-friendly table names.

2. Click Sign in to connect securely through OAuth. This action opens the Dataverse sign-in page in a new tab.

3. Log in to your Dataverse account and provide the requested permissions (if applicable).

4. At the top of the Connect AI Add Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

AzureServicePrincipal

1. Enter the Azure Tenant that you will use to access data.

2. Enter your OAuth Client Id.

3. Enter your OAuth Client Secret.

4. Enter your OAuth JWT Cert. This is a multi-line key.

5. Select your OAuth JWT Cert Type from the drop down.

6. Select a Schema from the drop down. System is used for optimal performance, while Entities provides more user-friendly table names.

7. At the top of the Connect AI Add Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

More Information

For more information about interactions between Connect AI and Dataverse, see this information page.