Overview

Cosmos has a first-class connector for Dataverse, which contains data for Microsoft applications such as:

• Dynamics 365 Sales
• Dynamics 365 Customer Service
• Dynamics 365 Field Service
• Dynamics 365 Marketing
• Dynamics 365 Project Operations
• Dynamics 365 Customer Insights – Journeys

This article covers how to add a Dataverse connector in Cosmos and how to configure the authentication in Dataverse so that Cosmos can pull data from it.

Details

Adding a Dataverse Connector in Cosmos

To add a Dataverse connector in Cosmos you must be licensed for it. If you have not purchased a Dataverse connector you can do so through your partner

To add the connector, you will navigate to your Administration Portal and go to Data Source. You can get to this screen directly from here: https://portal.cosmosdatatech.com/#/administration/datasources

You will then click "+ Data Source" at the top to add a new data source. For the Type you will select Dataverse (Preview):

You will then give the data source a Name and enter your Dataverse URL. You can typically find this in the URL when you log in to your Dataverse application, for example:

You can also click the checkbox for any Cosmos environment that you would like this connector available in.

Once this has been configured you will click the Add button at the bottom and then click the Test Connection button. When you click Test Connection the first time it will fail because the connection in Dataverse has not yet been finalized. You will then click Grant Admin Consent and accept the permissions which will add the required components to Dataverse for Cosmos to connect.

The next section will cover how to configure the connection in Dataverse so that Cosmos is allowed to pull data out of it.

Configuring the Connection in Dataverse

To configure the connection in Dataverse so that Cosmos is allowed to pull data out you will first navigate to the Power Platform Admin Center:

https://admin.powerplatform.microsoft.com/

You will then click Manage, go to Environments, and click on your desired Dynamics 365 environment:

You will then click Settings at the top:

Expand the Users + Permissions section and click on Application Users:

You will then click New App User at the top:

You will then click Add an App:

You will enter the following App ID in the search window and select the app and click Add at the bottom:

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In the Business Unit you will select the organization related to this app, which should match the Organization Name that was entered when setting up the Dataverse data source in Cosmos.

For Security Roles you will select the Service Reader role.

You will then click Create at the bottom.

Testing the Dataverse Connection in Cosmos

Once the steps outlined above are completed you can go back to the Cosmos Portal, click Test Connection, and you should received a "Connection Successful" message: