Certification, Customer Insights, Data

MB-260: Attach to a Microsoft Dataverse data lake

To connect to a Dataverse data source you go to “Data” -> “Data sources” and select Microsoft Dataverse. Here you need to give the source a name and connect to your Dataverse server address (til is the URL of your Microsoft CRM system).

Add Dataverse as a data source

You then select the tables you want to sync to CI-D. I’ve added accounts and contacts and clicked save.

Add table in Dataverse data source

I’m now back to my data source and can see the Dataverse source refreshing.

Dataverse refreshing 2 tables

If you have a lot of data in the tables you’re using, this can take hours, so bring some patience.

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