Dataverse Instructions

Streamline uses Dataverse Web APIs to discover workspaces and datasets and retrieve data. This document outlines the essential steps to create a Dataverse app that interacts with the Dataverse service through its Web APIs, focusing on initial setup and credential generation.

Steps to Create a Dataverse App

Follow these steps to set up your Dataverse app:

1. Register an application

The first step is to configure your application within Microsoft Entra (Azure AD).

• Navigate to the Entra admin portal https://entra.microsoft.com/#home

• Register a new application in “Applications | App registrations”. This registered application will represent your Dataverse app.

• For “Supported account types”, select “Accounts in any organizational directory (Any Microsoft Entra ID tenant - Multitenant)”

• No Redirect URI is required

As a result of this step, you will get the Client ID and Tenant ID values which will be used as part of credentials:

2. Generate Client Secret

• In “Certificates & secrets”, create a client secret for the application.

• This secret will be shared with Intellistack to authenticate the application.

• Deleting this secret will revoke Intellistackʼs access to Dataverse Web APIs

As a result of this step, you will get the Client secret value which will be used as part of credentials:

3. Add the Application User to Dataverse

After creating the application user in Entra, it is necessary to register it with the Dataverse application.

• Navigate to the Power Platform admin center, Manage Environments page https://admin.powerplatform.microsoft.com/manage/environments

• Select your environment

• On your environment page

  • Save Environment URL value – it is part of credentials

  • Open “Business units” page and take a note on listed units. You will need to use one in the next step

  • Open “S2S apps” page and proceed to next step

• On the opened “Application users” page select “New app user”

• In the form that appeared:

  • Select the application created in step 1

  • Select your business unit

  • Select “Service writer” security role

  • Click “Create”

Next steps

In the previous steps you have got the following values:

• Client ID (step 1)

• Tenant ID (step 1)

• Client secret (step 2)

• Organization URL (step 3)

With these values, you can now create connections to your Dataverse environment from the Streamline