Use Dataflows to bring your Dynamics Finance & Operations data entities to Dataverse.

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Dataflows are an amazing tool to bring data from external systems into your Dataverse environment, and today we will show you how you can use them to bring data from your data entities in Dynamics F&O and push it to a Dataverse table.

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Step 1. Get your environment URL

First, let’s find out your dynamics URL. We will be using a sandbox URL, for this example, url will look like below:


Step 2. Create a dataflow

Go to, and select the Dataverse environment you want to upload data to, and then go to “Dataflows”.

Dataflow Environment

Then, just click on “New dataflow”

NEW Dataflow

Assign a name and then click on “create”.

create data flow

Type “odata” in the search bar, and select the first option – OData


We are using the OData connector because we will take advantage of Dynamics’ data entities integration capabilities. You can learn more about these here:


Step 3. Set up your connection

First, let’s define which table you want to bring over to Dataverse. In our case, it will be the table “Currencies”.

The format for your url should be as follows:

https:// {your-org-name}{your-table-name}

Connect Data Source

Once complete, click on “Next”

Click Next

Step 4. Transform your data

The next step will take you to the Power Query Editor, where you can transform your data by removing columns, adding new columns or applying filters.

Power Query Editor

Step 5. Load your Data

Once you have defined the final query result, just click on next and this will take you to a new screen where you can define if your data will be loaded to a new table or an existing one. 

After you have selected if it’s a new or existing table, on the right side of the screen, you will see a list of columns where you can map how your columns from Dynamics will be mapped to the Dataverse.


Make sure to select which column makes your data rows unique to avoid issues in the future.

Step 6. Define a refresh schedule.

Depending on your use case, you may need this data to be refreshed hourly, daily, monthly, etc. – for this just select the “refresh automatically” option and define how often refresh should happen.

If it’s a one-time only data pull, use the “refresh manually” option.

Refresh Manually

Optional: add filters and/or other options

Since we are using OData capabilities, we can apply filters to our connection, of define which columns we want to bring into our Dataflow.

To do so, we just need to add parameters to the URL.

  • If you want to define which columns you need, use the query parameter “$select”
  • If you want to filter data, use the query parameter “$filter”$select=CurrencyCode,Name&$filter=CurrencyCode eq ‘USD’
To learn more this feature, visit Microsoft Learn.

And that’s it! You’re ready to bring your data entities from Dynamics to Dataverse!