Microsoft Dataverse

Microsoft Dataverse is a data storage service from Microsoft.

Integrations and Connectors

AgilePoint NX integrates in these ways with Microsoft Dataverse:

  • Activities in Process Builder
  • Access tokens

Activities in Process Builder

You can use out-of-the-box activities for Microsoft Dataverse to execute actions in process-based apps.

An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.

Figure: Process Activities for Microsoft Dataverse

Process Activities for Common Data Service

The following activities are available for Microsoft Dataverse:

  • Create Record
  • Delete Record
  • Get Record
  • Query Multiple Records
  • Update Record

For more information, refer to the process activities for Microsoft Dataverse in Process Builder.

Access Tokens

You can create access tokens for Microsoft Dataverse.

An access token is a secure object that stores an endpoint (usually a URL) and authentication credentials to connect to a service or technology. Often this is an external or third-party service, like Salesforce or SharePoint, but access tokens can also connect to an AgilePoint NX enviornment, local database, or other types of technologies. Once an access token is created, app designers can simply select and reuse it, rather than entering the credentials each time they are needed.

For more information, refer to Access Token for Microsoft Dataverse.

Figure: Microsoft Dataverse Access Token Configuration screen

Common Data Service Access Token Configuration screen

Related Topics


Microsoft Dataverse Documentation

Use these links to find third-party vendor documentation for Microsoft Dataverse:

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Microsoft Dataverse, database, storage, data store, Dynamics 365