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Connect to data in Microsoft Dataverse

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Note

Dynamics 365 Marketing and Dynamics 365 Customer Insights are now Customer Insights - Journeys and Customer Insights - Data. For more information, see Dynamics 365 Customer Insights FAQs.

Microsoft Dataverse users can quickly connect to analytical tables in Dataverse. Only one data source of an environment can simultaneously use the same Dataverse environment.

Note

To support performance requirements, data from the Dataverse SQL tables sync to the Dataverse-managed data lake for up to 2 years, based on record creation time. This doesn't apply to the data sync of Dataverse SQL tables to your own Azure Data Lake Storage.

Prerequisites

  • Data stored in online services, such as Azure Data Lake Storage, may be stored in a different location than where data is processed or stored in Dynamics 365 Customer Insights. By importing or connecting to data stored in online services, you agree that data can be transferred to and stored with Dynamics 365 Customer Insights. Learn more at the Microsoft Trust Center.

  • Only Dataverse tables with change tracking enabled are visible. These tables used in Customer Insights - Data. Out-of-box Dataverse tables have change tracking enabled by default. You need to turn on change tracking for custom tables. To check if a Dataverse table is enabled for change tracking, go to Power Apps > Data > Tables. Find the table of your interest and select it. Go to Settings > Advanced options and review the Track changes setting.

  • You must be an admin on the Dataverse organization to proceed and view the list of tables.

Connect to Dataverse

  1. Go to Data > Data sources.

  2. Select Add a data source.

  3. Select Microsoft Dataverse.

  4. Enter a Name for the data source and an optional Description.

  5. Provide the Server address for the Dataverse organization, and select Sign in.

  6. Select the tables you want to import from the list.

    Note

    If some tables are already selected, they might be used by other Dynamics 365 applications (such as Dynamics 365 Sales Insights or Customer Service Insights). You can't change the selection. These tables will be available once the data source is created.

    Dialog box showing a list of tables in the Dataverse environment.

  7. Save your selection to start syncing the selected tables from Dataverse. You find the newly added connection on the Data sources page. It's queued for refresh and show the table count as 0 until all the selected tables are synced.

    Tip

    There are statuses for tasks and processes. Most processes depend on other upstream processes, such as data sources and data profiling refreshes.

    Select the status to open the Progress details pane and view the progress of the tasks. To cancel the job, select Cancel job at the bottom of the pane.

    Under each task, you can select See details for more progress information, such as processing time, the last processing date, and any applicable errors and warnings associated with the task or process. Select the View system status at the bottom of the panel to see other processes in the system.

Loading data can take time. After a successful refresh, the ingested data can be reviewed from the Data > Tables page.

Edit a Dataverse data source

You only edit the table selection after creating the data source. For example, if tables were added to Dataverse and you want to import them too. To connect to a different Dataverse environment, create a new data source.

  1. Go to Data > Data sources. Next to the data source you'd like to update, select Edit.

  2. Select the tables from the available list of tables.

  3. Select Save to apply your changes and return to the Data sources page.

    Tip

    There are statuses for tasks and processes. Most processes depend on other upstream processes, such as data sources and data profiling refreshes.

    Select the status to open the Progress details pane and view the progress of the tasks. To cancel the job, select Cancel job at the bottom of the pane.

    Under each task, you can select See details for more progress information, such as processing time, the last processing date, and any applicable errors and warnings associated with the task or process. Select the View system status at the bottom of the panel to see other processes in the system.

Loading data can take time. After a successful refresh, review the ingested data from the Data > Tables page.

Next steps