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URL: https://www.cdata.com/kb/tech/dataverse-ssis-task-import-2008.rst

⇱ Build Data Flows from Microsoft Dataverse to SQL Server using SSIS

Build Data Flows from Microsoft Dataverse to SQL Server using SSIS

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Easily back up Microsoft Dataverse data to SQL Server using the SSIS components for Microsoft Dataverse.

Using SQL Server as a backup for critical business data provides an essential safety net against loss. Backing up data to SQL Server enables business users to more easily connect that data with features like reporting, analytics, and more.

This example demonstrates how to use the CData SSIS Tasks for Microsoft Dataverse inside of a SQL Server SSIS workflow to transfer Microsoft Dataverse data into a Microsoft SQL Server database.

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


Add the Components

To get started, add a new Microsoft Dataverse source and SQL Server ADO.NET destination to a new data flow task.

👁 The Data Flow task used in this example. (Salesforce is shown.)

Create a New Connection Manager

Follow the steps below to save Microsoft Dataverse connection properties in a connection manager.

  1. In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
  2. In the Connection Manager type menu, select CDS. The CData Microsoft Dataverse Connection Manager is displayed.
  3. Configure connection properties.

    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).

Configure the Microsoft Dataverse Source

Follow the steps below to specify the query to be used to extract Microsoft Dataverse data.

  1. Double-click the Microsoft Dataverse source to open the source component editor.
  2. In the Connection Manager menu, select the connection manager previously created.
  3. Specify the query to use for the data extraction. For example: 
    SELECT AccountId, Name FROM Accounts WHERE Name = 'MyAccount'
    👁 The SQL query to retrieve records. (Salesforce is shown.)
  4. Close the Microsoft Dataverse Source control and connect it to the ADO.NET Destination.

Configure the SQL Server Destination

Follow the steps below to specify the SQL server table to load the Microsoft Dataverse data into.

  1. Open the ADO.NET Destination and add a New Connection. Enter your server and database information here.
  2. In the Data access mode menu, select "table or view".
  3. In the Table Or View menu, select the table or view to populate.
  4. Configure any properties you wish to on the Mappings screen. 👁 The mappings from the SSIS source component to SQL Server. (Salesforce is shown.)

Run the Project

You can now run the project. After the SSIS Task has finished executing, your database will be populated with Microsoft Dataverse data.

👁 The completed import. (Salesforce is shown.)

Ready to get started?

Download a free trial of the Microsoft Dataverse SSIS Component to get started:

 Download Now

Learn more:

👁 Microsoft Dataverse Icon
Microsoft Dataverse SSIS Components

Powerful SSIS Components that allows you to easily connect SQL Server with Microsoft Dataverse through SSIS Workflows.

Use the Data Flow Components to synchronize with any Dataverse entities. Perfect for data synchronization, local back-ups, workflow automation, and more!