ChatGPT is an AI chatbot developed by OpenAI, launched in November 2022. Based on large language models (LLMs), it enables users to refine and steer conversations through natural language processing. ChatGPT's developer mode, available to Plus and Pro subscribers, provides full Model Context Protocol (MCP) support for connecting to external data sources and tools.
CData Connect AI offers a dedicated cloud-to-cloud interface for connecting to Microsoft Dataverse data. The CData Connect AI Remote MCP Server enables secure communication between ChatGPT and Microsoft Dataverse. This allows you to ask questions and take actions on your Microsoft Dataverse data using ChatGPT, all without the need for data replication to a natively supported database. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to Microsoft Dataverse. This leverages server-side processing to swiftly deliver the requested 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
Step 1: Configure Microsoft Dataverse Connectivity for ChatGPT
Connectivity to Microsoft Dataverse from ChatGPT is made possible through CData Connect AI Remote MCP. To interact with Microsoft Dataverse data from ChatGPT, we start by creating and configuring a Microsoft Dataverse connection in CData Connect AI.
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Log into your Connect AI account, click Sources, and then click Add Connection.
👁 Adding a Connection
- Select "Microsoft Dataverse" from the Add Connection panel.
👁 Selecting a data source
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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)
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Click Save & Test
With the connection configured, we are ready to connect to Microsoft Dataverse data from ChatGPT.
Step 2: Connect ChatGPT to CData Connect AI
Follow these steps to add a CData Connect AI connection in ChatGPT:
- Sign in to ChatGPT with a Plus or Pro subscription.
- Navigate to Apps from the left panel.
- Select the CData Connect AI app from the list.
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👁 Search for CData Connect AI
- Click Connect to authenticate to your Connect AI account.
👁 Click Connect to authenticate
- Click Sign in with CData Connect AI to add Connect AI to your ChatGPT account.
👁 Sign in with CData Connect AI
- After successful authorization, you will be redirected back to ChatGPT.
- Click Start Chat to start a new conversation in ChatGPT with Connect AI connected at the background.
👁 Start Chat
Step 3: Explore Live Microsoft Dataverse Data with ChatGPT
- Start a new conversation in ChatGPT.
- Connect AI should ideally be automatically enabled in the chat. If not, navigate to -> More -> CData Connect AI, under the chatbox, to enable the connector from the dropdown
👁 Enable CData Connect AI in the chat
- You can now start exploring your data with natural language prompts. ChatGPT will use the Connect AI MCP server to query your live Microsoft Dataverse data. Example prompts:
- "Show me all customers from the last 30 days"
- "What are my top performing products?"
- "Analyze sales trends for this quarter"
- "List all active projects and their current status"
Refer to CData prompt library for more prompt ideas.
👁 Using natural language to explore your Microsoft Dataverse data (Salesforce used here).
- Permit ChatGPT to access your Microsoft Dataverse data. Click Query Data to continue, or Deny to refuse.
👁 Give permissions to ChatGPT.
- ChatGPT translates your natural language queries into SQL and execute them against your Microsoft Dataverse data through the Connect AI MCP server.
👁 ChatGPT shows the desired results from your Microsoft Dataverse data based on the prompts
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