Microsoft Dataverse to SharePoint by COZYROC

This integration seamlessly connects Microsoft Dataverse to Sharepoint using Graph connection, specializing in the transfer of object data from Dataverse to Sharepoint. The integration initiates by extracting relevant information associated with Dataverse objects, such as contact, account, or other entities.

Setup Guide

This integration will establish a connection between Dataverse and Sharepoint. Once the connection is established, the integration will then pull the data from each Dataverse object specified in the Object List parameter. The integration will then generate a CSV file for each object and send all files to the desired SharePoint location. If the parameter Compression is set to true, all CSV files will be compressed and uploaded to SharePoint. The uploaded files will be named as Object_currentdate.

To run this integration and connect Dataverse to Sharepoint, you need to configure the parameters that are mentioned below.

Dataverse

• Server Host Required. Specify the correct instance in the server host URL.
• Token File Required. Select the Rest Token file from the drop-down list. Review the KB-Article mentioned here on how to generate the token file.
• Object List Required. This parameter accepts comma-separated values if you want to pull data from multiple Dataverse objects, e.g. account, contact, etc.
• Batch Size Required. The default is set to 200.
• Query Parameter Optional. Multiple query parameters are separated by a new line.
• Compression Optional. The default is set to True.

Microsoft Graph

• Server Host Required. Default is set to https://graph.microsoft.com/v1.0/sites/root when connecting to the default SharePoint instance. Set to https://graph.microsoft.com/v1.0/sites/<site-id> when connecting to a specific SharePoint instance.
• Token File Required. Select the Rest Token file from the drop-down list. Review the KB-Article mentioned here regarding how to generate the token file.
• Destination Folder Required. Specify the path to the destination folder ending with a trailing slash.

Note Specify entity logical name for parameter Object List. Multiple entity logical names are comma-separated.