Microsoft Dataverse connector for Okou
Connect to Microsoft Dataverse environments to inspect service documents, schema metadata, and selected standard tables through the read-only Web API.
Data & infrastructure · Microsoft Entra OAuth access token and environment host
Use Microsoft Dataverse in Okou
Use Microsoft Dataverse Web API for read-only service-document, schema-metadata, organization, CRM, activity, product, quote, order, invoice, and customer-service case workflows.
Once connected, supported Microsoft Dataverse actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Microsoft Dataverse
- Read the Dataverse service document, CSDL metadata, and the authenticated user's identity.
- Read table, relationship, and global choice metadata from the Dataverse Web API.
- Read Dataverse account collections and individual account records.
- Read Dataverse contact collections and individual contact records.
- Read Dataverse lead collections and individual lead records.
- Read Dataverse opportunity collections and individual opportunity records.
- Read Dataverse task, appointment, email, and phone-call activity records.
- Read Dataverse customer-service cases and product, quote, order, and invoice records.
How the Microsoft Dataverse connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Microsoft Dataverse
Choose Microsoft Entra OAuth access token and environment host.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Microsoft Dataverse securely
Use the connection method that fits your account and grant only the access the workflow needs.
- Microsoft Entra OAuth access token and environment host
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
Microsoft Dataverse connector questions
- What can Okou do with Microsoft Dataverse?
- Connect to Microsoft Dataverse environments to inspect service documents, schema metadata, and selected standard tables through the read-only Web API. Documented actions include: Read the Dataverse service document, CSDL metadata, and the authenticated user's identity. Read table, relationship, and global choice metadata from the Dataverse Web API.
- How do I connect Microsoft Dataverse to Okou?
- Connect Microsoft Dataverse using Microsoft Entra OAuth access token and environment host. The connection controls which supported actions a workflow can use.
- Can Microsoft Dataverse run in an automated workflow?
- Yes. After it is connected, supported Microsoft Dataverse actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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