Dataverse - Configuration

With the Dataverse connector you get the chance to connect to Microsoft Dataverse and exchange data.

There are two connection types:

  • Compliance Suite Dynamics
    This connection type uses the Compliance Suite connection to communicate with the instance of Dynamics365, that Compliance Suite is part of.

    This connection type only works if Compliance Suite and Dataverse are in the same environment.

  • Dataverse Connection
    This connection type uses a dedicated connection to the Dataverse.

    This connection type can be used to connect to different environments.

How to set up the connection with Dataverse Connection:

  1. Create a Dataverse Connection record in Compliance Suite / Dynamics365.

  2. Save the ID of this record.

  3. Use one of the following connection types to connect to Dataverse:

Connection Type Description Setup

User

The user has to connect via a username and a password.

  1. Add ClientId, DataverseUserName, DataversePassword, TenantId, and DataverseConnectionType to a key vault.

  2. In the key vault, enter your values to these parameters:

    • ClientId: {Dataverse Connection Id}-clientId

      The Dataverse Connection Id is the record ID saved in step 2 above.

    • DataverseUserName: {Dataverse Connection Id}-dataverseUserName

    • DataversePassword: {Dataverse ConnectionId}-dataversePassword

    • TenantId: {Dataverse ConnectionId}-TenantId

    • DataverseConnectionType: {Dataverse ConnectionId}-dataverseConnectionType

      The value has to be DataverseNative.

Application User

The user has to connect via a ClientId and ClientSecret.

  1. Add ClientId, ClientSecret, TenantId and DataverseConnecitonType to the key vault.

  2. In the key vault, enter your values to these parameters:

    • ClientId: {Dataverse Connection Id}-clientId

      The Dataverse Connection Id is the record ID saved in step 2 above.

    • ClientSecret: {Dataverse Connection Id}-clientSecret

    • TenantId: {Dataverse ConnectionId}-tenantId

    • DataverseConnectionType: {Dataverse ConnectionId}-dataverseConnectionType

      The value has to be DataverseAppUser.

Example for the settings:

15644342908828

How to configure a Dataverse user system:

When creating a new Dataverse user system, you need to perform the following configurations, to define which user entity should be imported and how it should be matched with a CCS person.

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Field Description

Dataverse Connection Type

Two connection types are available:

  • Compliance Suite / Dynamic365

  • Dataverse Connection

Dataverse Connection

System name in CCS.

Dataverse URI

Tell which Dataverse environment to connect to.

Compliance Suite Match Type

Match on an AzureAD object Id or a person field.

A person field can be any field existing for a CCS person, for example, idm_name, idm_employeeid.

Dataverse Match Field Column

The logical name from Dataverse. The field to be used from Dataverse to map to a CCS person.

Compliance Suite Match Field

The logical field name in CCS to which the Dataverse field should be matched to.

This field is not available when AzureAD Object Id is chosen in field Compliance Suite Match Type.

User Id Column

The logical Id name of the user. This is the object Id of the Dataverse user system identity.

User Name Column

The logical display name of the user. This is the name of the Dataverse user system identity.

User Table Name

The plural name of the type of user, that should be imported.