Loome Integrate > Online > Connections > Connection Type Reference > Microsoft Dataverse

Microsoft Dataverse

Used for importing Data from Microsoft Dataverse.

This connection type supports the following task types:

This connection can be used in a Data Migration.

Usable as Source	Usable as Target	Usable as Incremental Source	Usable as Incremental Target
✔	❌	❌	❌

Template Name	Description
Microsoft Dataverse	The standard connection string for Dataverse, uses Open Authentication.

When selecting the Microsoft Dataverse connector in Loome Integrate, you will need to create an Azure AD application registration and also an Application user in Power Platform for your CRM environment.

Log in to Loome Integrate
Create a new connector, selecting Microsoft Dataverse
At this point you will be prompted with the following screen to complete, keep this screen open while you complete the application registration in a new tab

additional security prompt

Login to https://portal.azure.com in a new tab
Go to Azure Active Directory
Go to App Registrations
Click on + New Registration
Enter a friendly name in the Name field, such as “Loome Integrate Dataverse Import”
Click on Register
Copy the Application (client) ID value and paste it in to the Client ID field in the Loome Integrate tab
Click on Certificates & Secrets from the left
Click on + New client secret
Provide a friendly name for the secret
Choose an expiry date for the secret (note upon expiry you will need to generate a new secret and update the CRM connector)
Click ‘Add’ at the bottom of the slide out
Copy the Secret Value in to the Client Secret field in the Loome Integrate tab
Click on Authentication from the left
Click on + Add a platform
Click on Web on the right hand slide out
Go back to the Loome Integrate tab and click on Generate Redirect URI
Copy the Redirect URI value from the Loome Integrate tab in to the Redirect Uris section of the right hand slide out
Click on Configure at the bottom of the slide out
Click on API permissions from the left
Click on + Add a permission
From the right hand slide out, scroll down and select Dynamics CRM
Under Delegated Permissions, select user_impersonation
Click Add Permissions at the bottom of the slide out
Click on Grant Admin consent for ‘Organization Name’
Click Yes to the Grant admin consent confirmation

Login to https://admin.powerplatform.microsoft.com/
Click on environments on the left
Click on your CRM environment
Click Settings at the top
Click on Users + permissions
Click Application Users
Click + New app user from the top
In the slide out on the left…
Click on + Add an app
Search for the Azure AD Application Registration you created earlier in portal.azure.com
Select the business unit you will be using
Click the pen icon to the right of the Security Roles text
Select any roles required to allow the export of data that you need
Click save at the bottom of the slide out
Click create at the bottom of the slide out

Go back to the Loome Integrate tab you have open
Click on the Authorize button
Another tab will open to complete the authorization of the Application Registration, it should instruct you that Authorization was successful and you can close the tab
Go back to the Loome Integrate tab, you should see a popup indicating that Authorization is successful, click on Continue

auth successful

Click Next
Select the Microsoft Dataverse template from the Template dropdown
Modify the URL to the URL of your Dynamics CRM instance, i.e. https://myorg.crm.dynamics.com
Modify the Azure Tenant to the name of your Azure Tenant, i.e. mytenant.onmicrosoft.com
Select an appropriate agent and then click Submit
Ensure the connection successfully validates