Jitterbit is an enterprise iPaaS (integration platform as a service) that lets you streamline your data workflows. When paired with CData Connect AI, Jitterbit gets access to live Microsoft Dataverse data. This article demonstrates how to connect to Microsoft Dataverse using Connect AI and integrate with live Microsoft Dataverse data in Jitterbit.
CData Connect AI provides a pure OData interface for Microsoft Dataverse, allowing you to query data from Microsoft Dataverse without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Microsoft Dataverse, leveraging server-side processing to return the requested Microsoft Dataverse data quickly.
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 Jitterbit
To work with Microsoft Dataverse data from Jitterbit, we need to connect to Microsoft Dataverse from Connect AI, provide user access to
the connection, and create a Workspace for the Microsoft Dataverse data.
Connect to Microsoft Dataverse from Connect AI
CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.
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Log into Connect AI, 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
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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.
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Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
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On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the PAT a name and click Create.
👁 Creating a new PAT
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The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Configure Microsoft Dataverse Endpoints for Jitterbit
After connecting to Microsoft Dataverse, create a workspace for your desired table(s).
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Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
👁 The Workspaces page.
👁 Adding a new Workspace.
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Click Add to add new assets to the Workspace.
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Select the Microsoft Dataverse connection (e.g. CDS1) and click Next.
👁 Selecting an Asset (Salesforce is shown).
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Select the table(s) you wish to work with and click Confirm.
👁 Selecting Tables (Salesforce is shown).
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Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}
With the connection, PAT, and Workspace configured, you are ready to connect to Microsoft Dataverse data from Jitterbit.
Connect to Microsoft Dataverse from Jitterbit using Connect AI
To establish a connection from Jitterbit to CData Connect AI using the OData protocol, follow these steps.
- Log into Jitterbit.
- Create a project in Cloud Studio and provide a workspace environment for it.
👁 Creating a new project in Jitterbit.
- click Sources and enter OData in the search bar.
- Select the OData connector.
- Enter the OData connection properties.
- Connection Name: enter a connection name.
- OData Metadata URL: enter https://cloud.cdata.com/api/odata/{workspace_name}.
- Authentication: select Basic Auth.
- User Name: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
- Password: enter the PAT you generated on the Settings page.
👁 Configuring connectivity to the Connect AI OData endpoint.
- Click Test to test the connection, and then click Save Changes.
- Choose the operation you want to perform and drag it to the workflow in your project.
👁 Selecting the operation for the workflow.
- Double-click the query operation to see all the tables and derived views available in your OData endpoint.
👁 Viewing the available endpoints.
- Select a table and configure the query.
You can now transform and integrate live Microsoft Dataverse data in Jitterbit.
Get CData Connect AI
To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from Jitterbit,
try CData Connect AI today!
