Connecting to Microsoft Dataverse

alain-bates — Fri, 02 Aug 2024 08:17:17 GMT

Has anyone tried connecting to Microsoft Dataverse from Workato before and if so, which connector would you recommend? I can't see a Dataverse connector in the Community Library, but am wondering if any of the other Microsoft connectors such as the Graph API or Dynamics 365 connectors might be useful, or if a HTTP or SDK connector would be required to be able to authenticate to Dataverse?

Re: Connecting to Microsoft Dataverse

alain-bates — Mon, 12 Aug 2024 08:45:09 GMT

I figured it out in the end. The Microsoft Dynamics 365 Connector is the correct one to use.

Workato Connectors - Microsoft Dynamics 365 | Workato Docs

To create a connection to a Dataverse environment, you need to get the Subdomain for your environment, which can be found in the Microsoft Power Apps Portal under Settings -> Developer Resources -> Web API endpoint and taking just the domain part of the URL e.g. https://org123.api.crm1.dynamics.com

You also need to create an Application User in the Dataverse environment and assign it to the Entra ID App Registration that you've created for the connector. Microsoft's instructions on how to do that are here:

Use single-tenant server-to-server authentication (Microsoft Dataverse) - Power Apps | Microsoft Learn

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Connecting to Microsoft Dataverse

Re: Connecting to Microsoft Dataverse