Configure Microsoft Dataverse as a Source

In this Aticle:

• Overview
• Step-by-Step Configuration Guide
• Add a New Data Source
• Configure Connection
• Scan the Data Source
  • Scan Summary
  • Browsing the Data Catalog

Overview

This article explains how to configure Microsoft Dataverse as a data source in the DvSum Data Catalog, including connection setup and authentication. It also covers scanning the source to extract metadata and browsing discovered data assets in the catalog.

For this source, rule execution and lineage scans cannot be configured, only profile scans are available.

Before setting up Dataverse as a source in DvSum, please ensure all prerequisites are completed. Refer to the article “Prerequisites and Permissions for DvSum Data Source Configuration.”

Step-by-Step Configuration Guide

Add a New Data Source 

1. Navigate to Administration → Data Sources. 
2. Click ⊕ Add Source. 
3. Select Microsoft Dataverse. 
4. Provide a name for the source and click Save. 

Configure Connection

Once the source is saved, the connection settings detail page appears.

Enter the required connection details: 

• Tenant Id : The unique identifier of your Microsoft Entra ID tenant.
• Client Id : The unique identifier for the application registered in your Azure portal to access Dataverse.Instance Name: (if applicable).
• Environment URL : The unique identifier for the application registered in your Azure portal to access Dataverse.

• Authentication Type: The method used to verify credentials and establish a secure connection to the data source.

Optione 1: Client Secret

• The method used to verify credentials and establish a secure connection to the data source.
• Client Secret : The secret key generated in your Azure portal to authenticate the application and authorize access to Dataverse.
• Click Authenticate to verify credentials.

Optione 2: Client Certificate

• Certificate File: Upload a valid .pfx or .pem certificate file.
• The password required to decrypt and access the uploaded .pfx certificate file.
• Click Authenticate to verify credentials.

Note: When adding or editing a Data Source, if incorrect details or invalid credentials are entered, it will still allows to save the Data Source. However, authentication will fail, and the Data Source will be marked as unusable with a red icon. The Data Source will not be usable until the correct credentials are provided.

The connection is saved, but it cannot be used until valid authentication details are updated.

Scan the Data Source 

1. Navigate to Scan History Page. 
2. Click Scan Now. 
3. Once the scan completes, the status will change to Completed. 

Note: Scan Catalog: Provides metadata to discover data assets. Profile scans are enabled by default to summarize data characteristics.

Scan Summay

Click on the Execution ID to view the Scan Summary. 

The Scan Summary page displays all the insights of the scan. It indicates how many new tables and columns are fetched in this scan.

Your Microsoft Dataverse connection is now fully configured and functional.

Browsing the Data Catalog 

1. Navigate to Database Tables. 
2. Click the Recently Refreshed tab. 
3. View newly discovered tables and their details.