Skip to content
Demiton

Microsoft Dataverse

Stable Connected tier

Microsoft Dataverse connector for the Power Platform data layer. Supports entity reads, record creation, single-record lookup, and CRM action execution.

Authentication: OAuth 2.0 via Entra ID service principal
System type: DATAVERSE
Protocol: OData v9.2
API reference: Dataverse Web API

Supported resources

ResourceFETCHPUSHLOOKUPEXECUTE
entities✓
records✓✓✓
actions✓

FETCH on entities lists available entity types. FETCH on records queries entity records with OData filters ($filter, $select, $top, $orderby). LOOKUP retrieves a single record by key. EXECUTE routes CRM actions via Microsoft.Dynamics.CRM.{action}.

Connection setup

Required values:

  • Tenant ID
  • Client ID - Entra app registration
  • Client Secret
  • Environment URL - your Dataverse environment URL (e.g. https://yourorg.crm.dynamics.com)

Security

Access type: Read and governed write

Demiton reads entity records and can create records via governed workflows. CRM action execution also occurs only through governed workflows.

Permissions required: Service principal with Dataverse application user access scoped to the specific tables your workflows use. Do not grant system administrator privileges to the Demiton service principal.

Use a dedicated app registration for Demiton and rotate credentials on a regular schedule.

Next steps