> ## Documentation Index
> Fetch the complete documentation index at: https://docs.skypoint.ai/llms.txt
> Use this file to discover all available pages before exploring further.

#  

# Connecting to Dataverse

## Overview

Dataverse is an easy to use, easy to manage, compliant, secure, scalable, and globally available SaaS data service that stores your data within a set of tables. It helps you to acquire insights and motivate corporate action by enabling the use of any sort of data or app.

## Prerequisite

You will need the following details to configure and import data using [Dataverse connector](https://powerplatform.microsoft.com/en-in/dataverse/):

* [Service Uri](https://learn.microsoft.com/en-us/azure/data-factory/connector-dynamics-crm-office-365?tabs=data-factory#create-a-linked-service-to-dynamics-365-microsoft-dataverse-or-dynamics-crm-using-ui)
* Office 365 Username and Password.

## Import data using Dataverse connector

Follow the below steps to create a new dataflow for the Dataverse import connector:

1. Go to **Dataflow > Imports**.
2. Click **New dataflow**.

The **Set dataflow name** page appears.

<img src="https://mintcdn.com/skypoint/OAzQZDbhgP065cI-/doc_snippets/Dataverse_Setdataflowname.png?fit=max&auto=format&n=OAzQZDbhgP065cI-&q=85&s=9387bd8a0f2f4c095e98e59e84ad9f10" alt="Alt text" width="727" height="365" data-path="doc_snippets/Dataverse_Setdataflowname.png" />

3. Enter **Dataflow name** in the **Name** text area.
4. Click **Next**.

The **Choose connector** page appears.

<img src="https://mintcdn.com/skypoint/OAzQZDbhgP065cI-/doc_snippets/Dataverse_Chooseconnectorpage.png?fit=max&auto=format&n=OAzQZDbhgP065cI-&q=85&s=09d9c7ae0e08d501375ca220a74417e4" alt="Alt text" width="1618" height="763" data-path="doc_snippets/Dataverse_Chooseconnectorpage.png" />

## To add Dataverse connector

1. In the **Choose connector** page, select **Dataverse** connector.

<Note>
  You can also use the Search feature to find the connector. The Dataverse connector is listed under both the Developer Tools and Sales categories.
</Note>

<br />

<img src="https://mintcdn.com/skypoint/OAzQZDbhgP065cI-/doc_snippets/Dataverse_Setdataflowconfigure1.png?fit=max&auto=format&n=OAzQZDbhgP065cI-&q=85&s=5ae237445319a69738ac41761de7fd70" alt="Alt text" width="435" height="551" data-path="doc_snippets/Dataverse_Setdataflowconfigure1.png" />

2. Enter **Display Name** for your dataflow in the text area.
3. Enter **Description** for your dataflow in the text area.
4. Click **Next**.

The Connect to **Dataverse** page appears.

<img src="https://mintcdn.com/skypoint/OAzQZDbhgP065cI-/doc_snippets/Dataverse_connecttodataverse.png?fit=max&auto=format&n=OAzQZDbhgP065cI-&q=85&s=7dfc8a8f69b5588c792be1fc945a7210" alt="Alt text" width="607" height="626" data-path="doc_snippets/Dataverse_connecttodataverse.png" />

## To configure Dataverse

Follow the below steps to configure the connection to Dataverse:

1. Enter the **Service Uri** details in the text area.
2. Select an **Authentication Type** option from the drop-down list.
3. Enter your **Username** and **Password**.
4. Click **Connect**.

The **Table Details** columns appear.

<img src="https://mintcdn.com/skypoint/OAzQZDbhgP065cI-/doc_snippets/Dataverse_Tabledetails.png?fit=max&auto=format&n=OAzQZDbhgP065cI-&q=85&s=3db82b3dadad798fba6a4073b8079402" alt="Alt text" width="833" height="615" data-path="doc_snippets/Dataverse_Tabledetails.png" />

5. Enter the **Table Details** to process the data.

| Item       | Description                                                   |
| :--------- | :------------------------------------------------------------ |
| Purpose    | Option to assign a purpose (Data or Metadata) for each table. |
| Data       | Loads customer data.                                          |
| Metadata   | Loads Metadata.                                               |
| File name  | Displays the name of the file that you imported.              |
| Table name | Displays the imported table name.                             |

6. Click **Save**.

## Run, edit, and delete the imported data

Once you save the connector, the Dataverse connector gets displayed in the list of tables created in the Dataflow page.

<img src="https://mintcdn.com/skypoint/OAzQZDbhgP065cI-/doc_snippets/Dataverse_Importoutput.png?fit=max&auto=format&n=OAzQZDbhgP065cI-&q=85&s=17f7fd16fe28894a747255326f8de4ae" alt="Alt text" width="1257" height="382" data-path="doc_snippets/Dataverse_Importoutput.png" />

| Item              | Description                                                                                                   |
| :---------------- | :------------------------------------------------------------------------------------------------------------ |
| Name              | Displays the name of the imported Dataflow.                                                                   |
| Type              | Displays connector type symbol.                                                                               |
| Status            | Indicates whether the data is imported successfully.                                                          |
| Tables Count      | Displays the number of tables.                                                                                |
| Created Date      | Displays date of creation.                                                                                    |
| Last refresh type | Displays the refresh value. You can see whether the value is Full or Incremental after the last data refresh. |
| Updated Date      | Displays last modified date.                                                                                  |
| Last Refresh      | Displays the latest refresh date, which updates each time you refresh the data.                               |
| Group by          | Option to view the items in a specific Group (For example, name, type, status).                               |

* Select the horizontal ellipsis in the **Actions** column and do the following:

| If you want to                       | Then                                                                                               |
| :----------------------------------- | :------------------------------------------------------------------------------------------------- |
| Modify the Dataflow                  | Select **Edit** and modify the Dataflow. Click **Save** to apply your changes.                     |
| Execute the Dataflow                 | Select **Run**.                                                                                    |
| Bring the data to its previous state | Select **Rollback**.                                                                               |
| Delete the Dataflow                  | Select **Remove** and then click the **Delete** button. All tables in the data source get deleted. |
| See the run history of the Dataflow  | Select **Run history**.                                                                            |

## Next step

After completing the data import, start the [Master Data Management (MDM) - Stitch](stitch.md) process to develop a unified view of your customers.