Symptoms
Error while connecting to Microsoft Dataverse using TimeXtender OData data source. Error Message received:
Error: 401 Unauthorized.
Resolution
To resolve the issue of connecting to Microsoft Dataverse using the TimeXtender OData data source, follow these steps:
-
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.
-
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:
Usehttp://localhost:33333
or the callback URL used in CData.
-
-
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.
-
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
.
-
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