Symptoms

Error while connecting to Microsoft Dataverse using TimeXtender OData data source. Error Message received:

Resolution

To resolve the issue of connecting to Microsoft Dataverse using the TimeXtender OData data source, follow these steps:

1. Configure the OData Data Source:

• Open the TimeXtender Portal and select the Ingest Instance.
• Define the necessary authentication settings for the data source.
• Provide the URL to the OData metadata discovery EDMX file. For example: https://yourorg.api.crm.dynamics.com/api/data/v9.2/$metadata.
• Click the Configure button to open the Metadata discovery modal.
• In the modal, select the endpoints and possible expansions you want to configure.
• Click Submit to return to the data source configurations.

2. Authentication Setup:

• Ensure you have registered an app in Azure under "App Registrations".
• Use the following URLs for authentication:

  • Auth URL:

    https://login.microsoftonline.com//oauth2/authorize?resource=https://.api.crm4.dynamics.com

  • Client ID:

    The client ID used in CData.

  • Callback URL:

    Use http://localhost:33333 or the callback URL used in CData.

3. Testing with Postman:

• Use Postman to test the connection by entering the Auth URL and other required parameters.
• Obtain the bearer token and use it to configure the connection in TimeXtender.

4. Minimum Permissions:

• Assign the Azure app the "System Administrator" role in the Power Platform environment to ensure it has access to Dataverse.
• Ensure the app has the necessary permissions, such as user_impersonation.

5. Endpoint Configuration:

• Use the base URL format: https://yourorg.api.crm.dynamics.com/api/data/v9.2.
• Add the specific endpoints, such as accounts, to fetch data from the respective tables.

Reference Ticket

33948

Reference Links

TimeXtender OData Data Source