Connecting Microsoft Dataverse as a Data Source in Streamline

Integrating Microsoft Dataverse with Streamline lets you unlock the full potential of your organization's business data. This guide will help you connect Dataverse as a data source and walk you through creating reusable datasets to power your workflows.

Note: This article is focused on Microsoft Dataverse. If you're using a different data source, check our Data Source Library for platform-specific guides.

Prerequisites

Before you get started, make sure:

• You have an active Microsoft Power Platform environment with access to Dataverse.

• Your user account has necessary permissions (like environment maker or system admin).

• You've set up an application registration in Azure AD (for OAuth) and have the correct client ID, tenant ID, and secret.

• The environment's API access is enabled.

If you're unsure about permissions or setup, consult your Microsoft 365 administrator or Power Platform admin.

Note: please check out this article for the essential steps to create a Dataverse app.

Part 1: Connect to a Dataverse Data Source

1. Go to the Integrations Page

• From your Streamline dashboard, click on Integrations from the left sidebar.

• Click + New Connection to start a new data source integration.

2. Select Microsoft Dataverse

• In the integration pop-up, choose Microsoft Dataverse from the supported data sources list.

• Provide a Connection Name and Description that are easily recognizable.
  Example: “Dataverse - Sales Environment” or “CRM Integration”

💡 Use names that reflect the business area or environment (e.g., production, dev, sandbox).

3. Enter Connection Details

You’ll be prompted to enter:

• Client ID

• Tenant ID

• Client Secret

• Environment URL (e.g., https://<org>.crm.dynamics.com)

Click Connect to test and validate your credentials.

4. Finalize the Connection

After your Dataverse connection is finished with classifying, your connection will now be listed under Integrations and available for dataset creation.

Note: Classifying can take a few minutes to finish based on the number of data fields. 

Part 2: Create and Manage Datasets from Dataverse

Now that Dataverse is connected, you can begin creating datasets to organize and use that data in your workflows.

1. Navigate to the Datasets Panel

• From the main menu, click Datasets.

• Select + Create New Dataset

2. Configure Dataset Basics

• Give your dataset a meaningful name.

• Select your Dataverse connection as the data source.

• Choose a primary entity (e.g., contacts, accounts, leads, etc.).

• Assign a friendly display label to help with identifying the name for use across the entity and its records.
  Example: Use “Customer Records” instead of contacts

3. Customize Fields and Access

• Review the list of columns/fields from the selected table.

• Adjust field visibility, rename labels, or restrict access if needed.

• Click Create to publish your dataset.

Optional Enhancements

Create from the Data Catalog

• Browse entities in the Data Catalog, click on one, and choose New Dataset from Entity to quickly jump into dataset creation.

Add Related Entities

• Add relationships such as:

  • Contacts linked to Accounts

  • Opportunities linked to Leads

• Streamline will detect Dataverse relationships (based on metadata). You can also manually define joins where needed.

Edit Existing Datasets

• Locate your dataset under the Datasets tab.

• Click Edit or the three dots to:

  • Add or remove related tables

  • Update field names, labels, or access levels

  • Save changes by clicking Next & Update

You're All Set!

With Dataverse now connected, you can explore your business data, build dynamic workflows, and deliver smarter automation using Streamline. Need help refining your datasets? Visit our Help Center or contact support.