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Set up your Common Data Service (Legacy) connection

This article outlines the steps to create a Common Data Service (Legacy) connection.

Supported authentication types

The Common Data Service (Legacy) connector supports the following authentication types for copy and Dataflow Gen2 respectively.

Authentication type Copy Dataflow Gen2
Organizational account n/a √

Set up your connection for Dataflow Gen2

You can connect Dataflow Gen2 to Common Data Service (Legacy) in Microsoft Fabric using Power Query connectors. Follow these steps to create your connection:

  1. Check capabilities to make sure your scenario is supported.
  2. Complete prerequisites for Common Data Service (Legacy).
  3. Get data in Fabric.
  4. Find your Common Data Service (Legacy) URL.
  5. Connect to Common Data Service (Legacy).

Capabilities

  • Server URL
  • Advanced
    • Reorder columns
    • Add display column

Prerequisites

You must have a Common Data Service (Legacy) environment with maker permissions to access the portal, and read permissions to access data within tables.

Get data

To get data in Data Factory:

  1. On the left side of Data Factory, select Workspaces.

  2. From your Data Factory workspace, select New > Dataflow Gen2 to create a new dataflow.

    Screenshot showing the workspace where you choose to create a new dataflow.

  3. In Power Query, either select Get data in the ribbon or select Get data from another source in the current view.

    Screenshot showing the Power Query workspace with the Get data option emphasized.

  4. In the Choose data source page, use Search to search for the name of the connector, or select View more on the right hand side the connector to see a list of all the connectors available in Power BI service.

    Screenshot of the Data Factory Choose data source page with the search box and the view more selection emphasized.

  5. If you choose to view more connectors, you can still use Search to search for the name of the connector, or choose a category to see a list of connectors associated with that category.

    Screenshot of the Data Factory Choose data source page displayed after selecting view more, with the list of connectors.

Find your Common Data Service (Legacy) URL

Open Power Apps. In the upper right of the Power Apps page, select the environment you're going to connect to. Select the Settings icon. settings icon, and then select Advanced settings.

In the new browser tab that opens, copy the root of the URL. This root URL is the unique URL for your environment. The URL will be in the format of https://<yourenvironmentid>.crm.dynamics.com/. Keep this URL somewhere handy so you can use it later, for example, when you create Power BI reports.

Location of the Common Data Service (Legacy) environment URL.

Connect to Common Data Service (Legacy)

To connect to Common Data Service (Legacy) from Power Query Online:

  1. Select the Common Data Service (Legacy) option in the get data experience. Different apps have different ways of getting to the Power Query Online get data experience. For more information about how to get to the Power Query Online get data experience from your app, go to Where to get data.

    Screenshot of the get data choose data source window in Power Query Online.

  2. Enter the server URL address of the data you want to load.

    Screenshot of the common data service connection settings page, showing an example server URL.

  3. If necessary, enter an on-premises data gateway if you're going to be using on-premises data. For example, if you're going to combine data from Dataverse and an on-premises SQL Server database.

  4. Sign in to your organizational account.

  5. When you've successfully signed in, select Next.

  6. In the navigation page, select the data you require, and then select Transform Data.

Set up your connection in a pipeline

Data Factory in Microsoft Fabric doesn't currently support Common Data Service (Legacy) in pipelines.

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