> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloud.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dataverse

export const title_1 = "Dataverse";

export const title_0 = "Dataverse";

## Setup Guide

Follow these steps to connect Dataverse to your Connect AI account:

<Steps>
  <Step>
    Open the **Sources** page of the Connect AI navigation menu.
  </Step>

  <Step>
    Click **+ Add Connection** in the upper-right corner.
  </Step>

  <Step>
    Type *Dataverse* into the search field, then click the data source name.
  </Step>

  <Step>
    On the **Basic Settings** tab of the new connection, enter a connection name or keep the default name.
  </Step>

  <Step>
    Enter the **Organization URL** to your organization's Dataverse data (for example, `https://abc123.crm.dynamics.com/`).
  </Step>

  <Step>
    Select the Authentication method, then proceed to the relevant section and follow those instructions.
  </Step>
</Steps>

## Authentication Methods

<Tabs>
  <Tab title="AzureAD">
    <Steps>
      <Step>
        Select a **Schema** from the drop down. System is used for optimal performance, while Entities provides more user-friendly table names.
      </Step>

      <Step>
        Click **Sign in** to connect securely through OAuth. This action opens the Dataverse sign-in page in a new tab.
      </Step>

      <Step>
        Log in to your Dataverse account and provide the requested permissions (if applicable).
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_0} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>

  <Tab title="AzureServicePrincipal">
    <Steps>
      <Step>
        Enter the **Azure Tenant** that you will use to access data.
      </Step>

      <Step>
        Enter your **OAuth Client Id**.
      </Step>

      <Step>
        Enter your **OAuth Client Secret**.
      </Step>

      <Step>
        Enter your **OAuth JWT Cert**. This is a multi-line key.
      </Step>

      <Step>
        Select your **OAuth JWT Cert Type** from the drop down.
      </Step>

      <Step>
        Select a **Schema** from the drop down. System is used for optimal performance, while Entities provides more user-friendly table names.
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_1} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>
</Tabs>

## More Information

For more information about interactions between Connect AI and Dataverse, see [this information page](https://cdn.cdata.com/help/UVM/cloud/default.htm#default).