{"id":5450,"date":"2024-04-10T05:39:16","date_gmt":"2024-04-10T05:39:16","guid":{"rendered":"https:\/\/powergi.net\/?p=5450"},"modified":"2025-09-11T20:18:32","modified_gmt":"2025-09-11T20:18:32","slug":"use-dataflows-to-bring-your-dynamics-finance-operations-data-entities-to-dataverse","status":"publish","type":"post","link":"https:\/\/powergi.net\/de\/blog\/use-dataflows-to-bring-your-dynamics-finance-operations-data-entities-to-dataverse\/","title":{"rendered":"Use Dataflows to bring your Dynamics Finance &#038; Operations data entities to Dataverse."},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"5450\" class=\"elementor elementor-5450\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-24e669a6 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"24e669a6\" data-element_type=\"section\" data-e-type=\"section\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-528c461f\" data-id=\"528c461f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-09f1857 elementor-widget elementor-widget-table-of-contents\" data-id=\"09f1857\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings='{\"exclude_headings_by_selector\":[],\"marker_view\":\"bullets\",\"no_headings_message\":\"No headings were found on this page.\",\"headings_by_tags\":[\"h2\",\"h3\",\"h4\",\"h5\",\"h6\"],\"icon\":{\"value\":\"fas fa-circle\",\"library\":\"fa-solid\"},\"hierarchical_view\":\"yes\",\"min_height\":{\"unit\":\"px\",\"size\":\"\",\"sizes\":[]},\"min_height_tablet\":{\"unit\":\"px\",\"size\":\"\",\"sizes\":[]},\"min_height_mobile\":{\"unit\":\"px\",\"size\":\"\",\"sizes\":[]}}' data-widget_type=\"table-of-contents.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-toc__header\">\n\t\t\t\t\t\t<h4 class=\"elementor-toc__header-title\">\n\t\t\t\tTable of Contents\t\t\t<\/h4>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div id=\"elementor-toc__09f1857\" class=\"elementor-toc__body\">\n\t\t\t<div class=\"elementor-toc__spinner-container\">\n\t\t\t\t<i class=\"elementor-toc__spinner eicon-animation-spin eicon-loading\" aria-hidden=\"true\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dc93b68 elementor-widget elementor-widget-text-editor\" data-id=\"dc93b68\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">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&amp;O and push it to a Dataverse table. If you\u2019re working with <a href=\"https:\/\/powergi.net\/microsoft-power-platform-consulting-services\/\"><strong>Power Apps consulting services<\/strong><\/a>, this integration can significantly streamline your workflows.<\/span><\/p><p><span style=\"font-weight: 400;\">You can also read this post in our\u00a0<\/span><a href=\"https:\/\/www.linkedin.com\/pulse\/use-dataflows-bring-your-dynamics-finance-operations-data-entities-lpuee\" target=\"_blank\" rel=\"noopener\">Linkedin page<\/a><span style=\"font-weight: 400;\">.<\/span><\/p><p><span style=\"font-weight: 400;\">For businesses aiming to refine their digital transformation strategies, utilizing <a href=\"https:\/\/powergi.net\/microsoft-power-platform-consulting-services\/\"><strong>Power Platform consulting services<\/strong><\/a> can be pivotal. We are here to help you navigate and implement these tools effectively, enabling seamless data integration and automation across your systems.<\/span><\/p><h3><span style=\"font-weight: 400;\">Step 1. Get your environment URL<\/span><\/h3><p><span style=\"font-weight: 400;\">First, let\u2019s find out your dynamics URL. We will be using a sandbox URL, for this example, url will look like below:<\/span><\/p><p><span style=\"font-weight: 400;\">https:\/\/{your-org-name}.sandbox.operations.eu.dynamics.com<\/span><\/p><div id=\"seology-cta-1\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"7267\" class=\"elementor elementor-7267\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-7e3f164 e-con-full e-flex e-con e-parent\" data-id=\"7e3f164\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"background_background\":\"classic\",\"jet_parallax_layout_list\":[]}'>\n\t\t<div class=\"elementor-element elementor-element-9078c9f e-con-full e-flex e-con e-child\" data-id=\"9078c9f\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b99949 elementor-widget elementor-widget-heading\" data-id=\"7b99949\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Turn your ideas into digital solutions<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8e61db5 elementor-widget elementor-widget-heading\" data-id=\"8e61db5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Our team guides you step by step to build custom apps in Power Platform.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a578907 e-flex e-con-boxed e-con e-child\" data-id=\"a578907\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e8c827b elementor-view-stacked elementor-shape-circle elementor-widget elementor-widget-icon\" data-id=\"e8c827b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<a class=\"elementor-icon\" href=\"#ctc_chat\">\n\t\t\t<i aria-hidden=\"true\" class=\"fab fa-whatsapp\"><\/i>\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d834237 elementor-view-stacked elementor-shape-circle elementor-widget elementor-widget-icon\" data-id=\"d834237\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<a class=\"elementor-icon\" href=\"https:\/\/powergi.net\/de\/contact\/\">\n\t\t\t<i aria-hidden=\"true\" class=\"far fa-envelope\"><\/i>\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<\/div><h3><span style=\"font-weight: 400;\">Step 2. Create a dataflow<\/span><\/h3><p><span style=\"font-weight: 400;\">Go to <\/span><a href=\"https:\/\/make.powerapps.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">https:\/\/make.powerapps.com\/<\/span><\/a><span style=\"font-weight: 400;\">, and select the Dataverse environment you want to upload data to, and then go to \u201cDataflows\u201d.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-85d6dc5 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"85d6dc5\" data-element_type=\"section\" data-e-type=\"section\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-32bfb8d\" data-id=\"32bfb8d\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a467868 elementor-widget elementor-widget-image\" data-id=\"a467868\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"745\" height=\"1024\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image6-745x1024.png\" class=\"attachment-large size-large wp-image-5453\" alt=\"Dataflow Environment\" srcset=\"https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image6-745x1024.png 745w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image6-218x300.png 218w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image6-768x1055.png 768w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image6.png 791w\" sizes=\"(max-width: 745px) 100vw, 745px\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-ed8f4e0 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"ed8f4e0\" data-element_type=\"section\" data-e-type=\"section\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-50b7f19\" data-id=\"50b7f19\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-065cd77 elementor-widget elementor-widget-text-editor\" data-id=\"065cd77\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Then, just click on \u201cNew dataflow\u201d<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-a289cbe elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"a289cbe\" data-element_type=\"section\" data-e-type=\"section\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-fd0730b\" data-id=\"fd0730b\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1368391 elementor-widget elementor-widget-image\" data-id=\"1368391\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1024\" height=\"190\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image2-1024x190.png\" class=\"attachment-large size-large wp-image-5456\" alt=\"NEW Dataflow\" srcset=\"https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image2-1024x190.png 1024w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image2-300x56.png 300w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image2-768x143.png 768w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image2.png 1304w\" sizes=\"(max-width: 1024px) 100vw, 1024px\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4f29c74 elementor-widget elementor-widget-text-editor\" data-id=\"4f29c74\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Assign a name and then click on \u201ccreate\u201d.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-aff3b31 elementor-widget elementor-widget-image\" data-id=\"aff3b31\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1024\" height=\"521\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image5-1-1024x521.png\" class=\"attachment-large size-large wp-image-5455\" alt=\"create  data flow\" srcset=\"https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image5-1-1024x521.png 1024w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image5-1-300x153.png 300w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image5-1-768x391.png 768w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image5-1.png 1265w\" sizes=\"(max-width: 1024px) 100vw, 1024px\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ed1c2fa elementor-widget elementor-widget-text-editor\" data-id=\"ed1c2fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Type \u201codata\u201d in the search bar, and select the first option \u2013 OData<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ad4615a elementor-widget elementor-widget-image\" data-id=\"ad4615a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"429\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image4-1024x429.png\" class=\"attachment-large size-large wp-image-5454\" alt=\"OData\" srcset=\"https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image4-1024x429.png 1024w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image4-300x126.png 300w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image4-768x322.png 768w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image4.png 1264w\" sizes=\"(max-width: 1024px) 100vw, 1024px\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4000e39 elementor-widget elementor-widget-text-editor\" data-id=\"4000e39\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">We are using the OData connector because we will take advantage of Dynamics\u2019 data entities integration capabilities. You can learn more about these here: <\/span><a href=\"https:\/\/learn.microsoft.com\/en-us\/dynamics365\/fin-ops-core\/dev-itpro\/data-entities\/odata\" target=\"_blank\" rel=\"noopener\"><b>https:\/\/learn.microsoft.com\/en-us\/dynamics365\/fin-ops-core\/dev-itpro\/data-entities\/odata<\/b><\/a><\/p><p>\u00a0<\/p><h3><span style=\"font-weight: 400;\">Step 3. Set up your connection<\/span><\/h3><p><span style=\"font-weight: 400;\">First, let\u2019s define which table you want to bring over to Dataverse. In our case, it will be the table \u201cCurrencies\u201d.<\/span><\/p><p><span style=\"font-weight: 400;\">The format for your url should be as follows:<\/span><\/p><p><span style=\"font-weight: 400;\">https:\/\/ {your-org-name}.sandbox.operations.eu.dynamics.com\/data\/{your-table-name}<\/span><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">URL: <\/span><a href=\"https:\/\/pgi-365.sandbox.operations.eu.dynamics.com\/data\/Currencies\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">https:\/\/pgi-365.sandbox.operations.eu.dynamics.com\/data\/Currencies<\/span><\/a><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Connection: select \u201cCreate new connection\u201d option<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Authentication kind: Organizational account. Click on \u201cSign in\u201d and sign in to your M365 account with access to the Dynamics environment.<\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d63ba8b elementor-widget elementor-widget-image\" data-id=\"d63ba8b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"930\" height=\"703\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image7-1.png\" class=\"attachment-large size-large wp-image-5461\" alt=\"Connect Data Source\" srcset=\"https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image7-1.png 930w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image7-1-300x227.png 300w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image7-1-768x581.png 768w\" sizes=\"(max-width: 930px) 100vw, 930px\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c081b4e elementor-widget elementor-widget-text-editor\" data-id=\"c081b4e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Once complete, click on \u201cNext\u201d<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d18a999 elementor-widget elementor-widget-image\" data-id=\"d18a999\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"401\" height=\"112\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image1.png\" class=\"attachment-large size-large wp-image-5460\" alt=\"Click Next\" srcset=\"https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image1.png 401w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image1-300x84.png 300w\" sizes=\"(max-width: 401px) 100vw, 401px\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-29d8a3a elementor-widget elementor-widget-text-editor\" data-id=\"29d8a3a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3><span style=\"font-weight: 400;\">Step 4. Transform your data<\/span><\/h3><p><span style=\"font-weight: 400;\">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.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4851c8c elementor-widget elementor-widget-image\" data-id=\"4851c8c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"685\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image8-1024x685.png\" class=\"attachment-large size-large wp-image-5459\" alt=\"Power Query Editor\" srcset=\"https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image8-1024x685.png 1024w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image8-300x201.png 300w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image8-768x514.png 768w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image8.png 1426w\" sizes=\"(max-width: 1024px) 100vw, 1024px\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3381703 elementor-widget elementor-widget-text-editor\" data-id=\"3381703\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3><span style=\"font-weight: 400;\">Step 5. Load your Data<\/span><\/h3><p><span style=\"font-weight: 400;\">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.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">After you have selected if it\u2019s 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.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2baa958 elementor-widget elementor-widget-image\" data-id=\"2baa958\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"689\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image9-1024x689.png\" class=\"attachment-large size-large wp-image-5458\" alt=\"Dataverse\" srcset=\"https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image9-1024x689.png 1024w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image9-300x202.png 300w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image9-768x516.png 768w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image9-1536x1033.png 1536w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image9.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-aab0c33 elementor-widget elementor-widget-text-editor\" data-id=\"aab0c33\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Make sure to select which column makes your data rows unique to avoid issues in the future.<\/span><\/p><div id=\"seology-cta-2\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"7531\" class=\"elementor elementor-7531\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-7e3f164 e-con-full e-flex e-con e-parent\" data-id=\"7e3f164\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"background_background\":\"classic\",\"jet_parallax_layout_list\":[]}'>\n\t\t<div class=\"elementor-element elementor-element-9078c9f e-con-full e-flex e-con e-child\" data-id=\"9078c9f\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b99949 elementor-widget elementor-widget-heading\" data-id=\"7b99949\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Are you ready to discover the joy of automation?<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8e61db5 elementor-widget elementor-widget-heading\" data-id=\"8e61db5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Whether you have a project in mind or just want to know how we can help, we\u2019re happy to have a conversation<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a578907 e-flex e-con-boxed e-con e-child\" data-id=\"a578907\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e8c827b elementor-view-stacked elementor-shape-circle elementor-widget elementor-widget-icon\" data-id=\"e8c827b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<a class=\"elementor-icon\" href=\"#ctc_chat\">\n\t\t\t<i aria-hidden=\"true\" class=\"fab fa-whatsapp\"><\/i>\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d834237 elementor-view-stacked elementor-shape-circle elementor-widget elementor-widget-icon\" data-id=\"d834237\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<a class=\"elementor-icon\" href=\"https:\/\/powergi.net\/de\/contact\/\">\n\t\t\t<i aria-hidden=\"true\" class=\"far fa-envelope\"><\/i>\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<\/div><h3><span style=\"font-weight: 400;\">Step 6. Define a refresh schedule.<\/span><\/h3><p><span style=\"font-weight: 400;\">Depending on your use case, you may need this data to be refreshed hourly, daily, monthly, etc. \u2013 for this just select the \u201crefresh automatically\u201d option and define how often refresh should happen.<\/span><\/p><p><span style=\"font-weight: 400;\">If it\u2019s a one-time only data pull, use the \u201crefresh manually\u201d option.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ce3801f elementor-widget elementor-widget-image\" data-id=\"ce3801f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"709\" height=\"275\" src=\"https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image3-1.png\" class=\"attachment-large size-large wp-image-5457\" alt=\"Refresh Manually\" srcset=\"https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image3-1.png 709w, https:\/\/powergi.net\/wp-content\/uploads\/2024\/04\/image3-1-300x116.png 300w\" sizes=\"(max-width: 709px) 100vw, 709px\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-385daa9 elementor-widget elementor-widget-text-editor\" data-id=\"385daa9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2><span style=\"font-weight: 400;\">Optional: add filters and\/or other options<\/span><\/h2><p><span style=\"font-weight: 400;\">Since we are using OData capabilities, we can apply filters to our connection, of define which columns we want to bring into our Dataflow.<\/span><\/p><p><span style=\"font-weight: 400;\">To do so, we just need to add parameters to the URL.<\/span><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">If you want to define which columns you need, use the query parameter \u201c$select\u201d<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">If you want to filter data, use the query parameter \u201c$filter\u201d<\/span><\/li><\/ul><div><div>https:\/\/bg-d365-01.sandbox.operations.eu.dynamics.com\/data\/Currencies?$select=CurrencyCode,Name&amp;$filter=CurrencyCode eq \u2018USD\u2019<\/div><div>\u00a0<\/div><div>\u00a0<\/div><div>To learn more this feature, visit\u00a0<a style=\"font-family: var( --e-global-typography-text-font-family ), Poppins; font-weight: var( --e-global-typography-text-font-weight ); font-size: 1rem;\" href=\"https:\/\/learn.microsoft.com\/en-us\/dynamics365\/fin-ops-core\/dev-itpro\/data-entities\/odata\" target=\"_blank\" rel=\"noopener\">Microsoft Learn.<\/a><\/div><div>\u00a0<\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fad5d42 elementor-widget elementor-widget-text-editor\" data-id=\"fad5d42\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">And that\u2019s it! You\u2019re ready to bring your data entities from Dynamics to Dataverse!<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Table of Contents 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&amp;O and push it to a Dataverse table. If you&#8217;re working with Power Apps consulting services, this [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":5468,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"glossary_letter":"","footnotes":""},"categories":[139,35],"tags":[142,141,140],"class_list":["post-5450","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dataverse","category-microsoft-excel","tag-dataflows","tag-dynamics-finance-operations","tag-finance-and-operations"],"glossary_letter":null,"rank_math_title":"Dataverse | Dynamics Finance & Operations | Power GI","rank_math_description":"Enhance your business efficiency with Dynamics Finance & Operations, Dataverse from Power GI. Explore our website for expert guidance!","rank_math_focus_keyword":"Dataverse","_links":{"self":[{"href":"https:\/\/powergi.net\/de\/wp-json\/wp\/v2\/posts\/5450","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/powergi.net\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/powergi.net\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/powergi.net\/de\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/powergi.net\/de\/wp-json\/wp\/v2\/comments?post=5450"}],"version-history":[{"count":0,"href":"https:\/\/powergi.net\/de\/wp-json\/wp\/v2\/posts\/5450\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/powergi.net\/de\/wp-json\/wp\/v2\/media\/5468"}],"wp:attachment":[{"href":"https:\/\/powergi.net\/de\/wp-json\/wp\/v2\/media?parent=5450"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/powergi.net\/de\/wp-json\/wp\/v2\/categories?post=5450"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/powergi.net\/de\/wp-json\/wp\/v2\/tags?post=5450"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}