Model Context Protocol (MCP) finally gives AI models a way to access the business data needed to make them really useful at work. CData MCP Servers have the depth and performance to make sure AI has access to all of the answers.
Try them now for free →
Access Microsoft Dataverse Data as OData Feeds in Tableau
Use the Tableau Desktop business intelligence tool to connect to Microsoft Dataverse data using the API Server.
The CData API Server, when paired with the ADO.NET Provider for Microsoft Dataverse (or any of 200+ other ADO.NET Providers), provides Microsoft Dataverse data as OData Web services. This article will explain how to use the API Server to provide the underlying connectivity to Microsoft Dataverse data in Tableau's business intelligence tool.
About Microsoft Dataverse Data Integration
CData provides the easiest way to access and integrate live data from Microsoft Dataverse (formerly the Common Data Service). Customers use CData connectivity to:
- Access both Dataverse Entities and Dataverse system tables to work with exactly the data they need.
- Authenticate securely with Microsoft Dataverse in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.
- Use SQL stored procedures to manage Microsoft Dataverse entities - listing, creating, and removing associations between entities.
CData customers use our Dataverse connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources)or analyze live Dataverse data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).
Getting Started
Set Up the API Server
Follow the steps below to begin producing secure Microsoft Dataverse OData services:
Deploy
The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.
The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.
Connect to Microsoft Dataverse
After you deploy the API Server and the ADO.NET Provider for Microsoft Dataverse, provide authentication values and other connection properties needed to connect to Microsoft Dataverse by clicking Settings -> Connections and adding a new connection in the API Server administration console.
You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.
- InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
- OrganizationUrl: Set this to the organization URL you are connecting to, such as https://myorganization.crm.dynamics.com.
- Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.
When you connect the Common Data Service OAuth endpoint opens in your default browser. Log in and grant permissions. The OAuth process completes automatically.
When you configure the connection, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.
You can then choose the Microsoft Dataverse entities you want to allow the API Server to access by clicking Settings -> Resources.
Additionally, click Settings -> Server and set the Default Format to XML (Atom) for compatibility with Tableau.
Authorize API Server Users
After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.
Create Real-Time Microsoft Dataverse Data Visualizations
Follow the steps below to create data visualizations based on the remote Microsoft Dataverse data:
-
In Tableau, select 'Connect to data'. In the 'On a server' section, click OData.
-
In the resulting wizard, enter the URL of the OData endpoint for the API Server. Append the name of the table you want to access to the OData entry URL. For example:
https://your-server/api.rsc/Accounts -
Select the
'Use a Username and Password' option and enter the username and password of a user who has access to the API Server.
-
Tableau uses the table metadata exposed by the API Server to detect dimension and measure columns.
-
To view the Microsoft Dataverse data, right-click under the table name in the Data section of the dashboard and select the View Data option. The Microsoft Dataverse data will appear in Tableau.
