How to integrate Metabase with Microsoft Dataverse Data

Metabase is an open source data visualization tool that allows users to create interactive dashboards. When paired with CData Connect AI, users can easily create visualizations and dashboards linked to live Microsoft Dataverse data. This article describes how to connect to Microsoft Dataverse and build a simple visualization using Microsoft Dataverse data.

CData Connect provides a pure cloud-to-cloud interface for Microsoft Dataverse, allowing you to easily integrate with live Microsoft Dataverse data in Metabase — without replicating the data. Connect looks exactly like a SQL Server database to Metabase and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Microsoft Dataverse, leveraging server-side processing to quickly return Microsoft Dataverse data.

Getting Started

---

Configure Microsoft Dataverse Connectivity for Metabase

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

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Microsoft Dataverse" from the Add Connection panel
👁 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 Metabase.

Connect to CData Connect AI from Metabase

After creating the connection in Connect AI, navigate to your Metabase instance. Use the SQL Server interface to connect to Connect AI.

1. Navigate to the administration screen (Settings -> Admin) and click "Add Database" from the "Databases" tab 👁 Adding a new database connection to Metabase.
   
2. Configure the connection to Connect AI and click "Save"
   • Database type: Select "SQL Server"
   • Name: Name the connection (e.g. "Microsoft Dataverse (Connect AI)")
   • Host: tds.cdata.com
   • Port: 14333
   • Database name: The name of the connection you just created (e.g. CDS1)
   • Username: A Connect AI username (e.g. [email protected])
   • Password: The PAT previously created
   • Click to Use a secure connection (SSL)
   👁 Configuring the connection to Connect AI.
   

Execute Microsoft Dataverse Data with Metabase

Once you configure the connection to Connect AI, you can query Microsoft Dataverse and build visualizations.

1. Use the "Write SQL" tool to retrieve the Microsoft Dataverse data 👁 Click the 'Write SQL' button.
   
2. Write a SQL query based on the Microsoft Dataverse connection in CData Connect AI, e.g.
   
   

   SELECT AccountId, Name FROM Accounts WHERE Name = 'MyAccount'

   👁 Collected data (Salesforce is shown).
   
3. Navigate to the "Visualization" screen, choose a visualization, and configure the visualization 👁 Collected data (Salesforce is shown).
   

More Information & Free Trial

At this point, you have built a simple visualization from Microsoft Dataverse data in Metabase. You can continue to work with live Microsoft Dataverse data in Metabase just like you would any SQL Server database. For more information on creating a live connection to Microsoft Dataverse (and more than 100 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live Microsoft Dataverse data in Metabase today.