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URL: https://www.cdata.com/kb/tech/dataverse-cloud-airbyte.rst

⇱ Connect to Microsoft Dataverse Data in Airbyte ELT Pipelines

Connect to Microsoft Dataverse Data in Airbyte ELT Pipelines

👁 Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI to build ELT pipelines for Microsoft Dataverse data in Airbyte.

Airbyte empowers users to load your data into any data warehouse, data lake, or database. When combined with CData Connect AI, Airbyte users can create Extract, Load, Transform (ELT) pipelines directly from live Microsoft Dataverse data. This article illustrates the process of connecting to Microsoft Dataverse through Connect AI and constructing ELT pipelines for Microsoft Dataverse data within Airbyte.

CData Connect AI offers a dedicated SQL Server interface for Microsoft Dataverse, facilitating data querying without the need for data replication to a native database. With built-in optimized data processing capabilities, CData Connect AI efficiently directs all supported SQL operations, including filters and JOINs, straight to Microsoft Dataverse. This harnesses server-side processing to swiftly retrieve the desired Microsoft Dataverse data.

About Microsoft Dataverse Data Integration

CData provides the easiest way to access and integrate live data from Microsoft Dataverse (formerly the Common Data Service). Customers use CData connectivity to:

  • Access both Dataverse Entities and Dataverse system tables to work with exactly the data they need.
  • Authenticate securely with Microsoft Dataverse in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.
  • Use SQL stored procedures to manage Microsoft Dataverse entities - listing, creating, and removing associations between entities.

CData customers use our Dataverse connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources)or analyze live Dataverse data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).


Getting Started


Configure Microsoft Dataverse Connectivity for Airbyte

Connectivity to Microsoft Dataverse from Airbyte is made possible through CData Connect AI. To work with Microsoft Dataverse data from Airbyte, we start by creating and configuring a Microsoft Dataverse connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Microsoft Dataverse" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to Microsoft Dataverse.

    You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

    • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
    • OrganizationUrl: Set this to the organization URL you are connecting to, such as https://myorganization.crm.dynamics.com.
    • Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

    When you connect the Common Data Service OAuth endpoint opens in your default browser. Log in and grant permissions. The OAuth process completes automatically.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Microsoft Dataverse Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Microsoft Dataverse data from Airbyte.

Connect to Microsoft Dataverse from Airbyte

To establish a connection from Airbyte to CData Connect AI, follow these steps.

  1. Log in to your Airbyte account 👁 Logging into Airbyte
  2. On the left panel, click Sources, then Add New Source
    • Set Source Type to MSSQL Server to connect the TDS endpoint
    • Set Source Name
    • Set Host URL to tds.cdata.com
    • Set Port to 14333
    • Set Database to the name of the connection you previously configured, e.g. CDS1.
    • Set Username to your Connect AI username
    • Set SSL Method to Encrypted (trust server certificate), leave the Replication Method as standard, and set SSH Tunnel Method to No Tunnel
    • (Optional) Set Schema to anything you want to apply to the source
    • Set Password to your Connect AI PAT
    • (Optional) Enter any needed JBDC URL Params
  3. Click Test and Save to create the data source.
👁 Configuring the connection to Connect AI

Create ELT Pipelines for Microsoft Dataverse Data

To connect Microsoft Dataverse data with a new destination, click Sources and then Set Up Connection to connect to your destination. Select the source created above and your desired destination, then allow Airbyte to process. When it is done, your connection is ready for use.

Get CData Connect AI

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from Airbyte, try CData Connect AI today!