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

⇱ Connect to Microsoft Dataverse Data as a SQL Server Linked Server

Connect to Microsoft Dataverse Data as a SQL Server Linked Server

👁 Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI to create a linked server for live Microsoft Dataverse data.

SQL Server Linked Servers enable the SQL Server Database Engine to read data from remote data sources and execute commands against the remote database servers outside of the instance of SQL Server. Typically, linked servers are configured to enable the execution of a T-SQL statement that includes tables in another instance of SQL Server, or another database product such as Oracle. When paired with CData Connect AI, linked servers provides instant access to Microsoft Dataverse data from your SQL Server database. This article demonstrates how to connect to Microsoft Dataverse using Connect AI and query Microsoft Dataverse data in SQL Server Management Studio (SSMS).

CData Connect AI provides a pure SQL Server 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 SQL Server

Connectivity to Microsoft Dataverse from SQL Linked Servers is made possible through CData Connect AI. To work with Microsoft Dataverse data from SQL Linked Servers, 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 .

Connect to Microsoft Dataverse from SQL Server using Connect AI

To establish a connection from SQL Server Linked Server to the CData Connect AI Virtual SQL Server API, follow these steps.

  1. Open Microsoft SQL Server Management Studio.
  2. In the Object Explorer pane, open Server Objects, right-click Linked Servers, and select New Linked Server.
    3. 👁 Selecting new linked server
  3. The New Linked Server dialogue opens. On the General page, enter the following information:
    • Enter a name for the server in the Linked server field.
    • Select the radio button Other data source and select SQL Server Native Client 11.0 as the provider.
    • In the Data source field, enter tds.cdata.com,14333
    • In the Catalog field, enter enter the Connection Name of the CData Connect AI data source you want to connect to (for example, CDS1).
      • 👁 Configuring the new linked server
  4. Select the Security page. At the bottom, select the radio button labeled Be made using this security context and enter the following information:
    • Remote login - enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
    • With password - enter the PAT you generated on the Settings page.
      • 👁 Entering credentials
  5. Click OK to create the server.
    6. Your linked server can now be used to access the data in the data source you specified. If you need to access data from more sources, create another linked server for each one.

Execute Queries

You can now execute queries to the Microsoft Dataverse linked server from any tool that can connect to SQL Server. An example SQL query would be: 

		SELECT * FROM [CDATA CONNECT CLOUD].[CDS1].[CDS].[Accounts]
👁 Querying live data in SQL Server Management Studio (Excel Online is shown)
We have successfully created a linked server that allows us to query Microsoft Dataverse data.

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