Create Microsoft Dataverse-Connected Dashboards in Grafana


Connect to Microsoft Dataverse Data via CData Connect Cloud in Grafana and create custom business dashboards with real-time access to Microsoft Dataverse data.

Grafana is an open-source platform that allows users to analyze, monitor, and visualize telemetry from various data sources. When combined with CData Connect Cloud, you gain immediate access to Microsoft Dataverse data for business dashboards. This article outlines the process of connecting to Microsoft Dataverse using Connect Cloud and creating a basic dashboard from Microsoft Dataverse data within Grafana.

CData Connect Cloud offers a pure SQL Server, cloud-to-cloud interface for Microsoft Dataverse, enabling the creation of dashboards directly from live Microsoft Dataverse data within Grafana, all without the need for data replication to a native database. As you build visualizations, Grafana generates SQL queries to gather data. With its inherent optimized data processing capabilities, CData Connect Cloud efficiently channels all supported SQL operations, including filters and JOINs, directly to Microsoft Dataverse. This leverages server-side processing to swiftly deliver the requested Microsoft Dataverse data.

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


Configure Microsoft Dataverse Connectivity for Grafana

Connectivity to Microsoft Dataverse from Grafana is made possible through CData Connect Cloud. To work with Microsoft Dataverse data from Grafana, we start by creating and configuring a Microsoft Dataverse connection.

  1. Log into Connect Cloud, click Sources, and then click Add Connection
  2. Select "Microsoft Dataverse" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to Microsoft Dataverse.

    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.

  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Microsoft Dataverse Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create.
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Microsoft Dataverse data from Grafana.

Visualize Live Microsoft Dataverse Data in Grafana

To establish a connection from Grafana to the CData Connect Cloud Virtual SQL Server API, follow these steps.

  1. If you have not already done so, download and install Grafana for your operating system from the Grafana Website. Once installed, access Grafana at http://localhost:3000/.
  2. Log in to Grafana with your username and password for Grafana. If this is your first time logging in, the username is admin and the password is admin.
  3. On the navigation menu, click Connections > Add new connection. On this page, you can search for Microsoft SQL Server and select it as your data source.
  4. Select Microsoft SQL Server and click Add new data source.
  5. Enter a name for the new data source and then enter the following connection settings:
    • Host: tds.cdata.com:14333
    • Database: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, CDS1).
    • Username: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
    • Password: enter the PAT you previously generated.
  6. Click Save & Test. A Database Connect OK message appears when you have a successful connection established.

Create a Dashboard

Once you create the data source for Microsoft Dataverse, you can start building dashboards on Microsoft Dataverse data. Start in the navigation menu and click Dashboards

  1. On the Dashboards page, click + Create dashboard, then click + Add visualization.
  2. This opens the Select data source window where you can select your created connection.
  3. After selecting your connection, you can choose the tables and columns that you want to query for your visualization. Then press Run Query to run the generated query.
  4. After running your query, the resulting data is populated above the query editor. Here you can select the visualization that you want to use to present your data on the dashboard panel.
  5. When you have finished editing your panel, you can click Save dashboard to save the changes made to your Dashboard.

To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect Cloud today!

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