Import Dataverse Entities
The Import Dataverse Entities step imports one or more Dataverse entities directly into SQL Server as part of an Ouvvi project.
The step handles table creation and schema synchronisation automatically making it straightforward to set up reporting from SQL tables, environment backups, or data migrations without needing to configure individual projects for each entity.
Deletes are hard deletes — if a record is no longer present in the source Dataverse environment it will be permanently deleted from the SQL database.
Please note you will need to have saved your Dynamics and SQL connections to your Ouvvi Connection Library before starting. You can find out how to create or upload existing connection files to Ouvvi here.
To create the step select Import Dataverse Entities from the list, then enter in a name for the step before moving onto the configuration.
Configuration
You now need to define your connections and specify the entities to synchronise.
The table below explains what each parameter is:
| Parameter | Description |
|---|---|
| Dataverse Connection | Select your Dataverse connection from the dropdown. Connections are loaded from the Ouvvi Connection Library. Only OAuth Client Credentials and OAuth Client Credentials with Certificate authentication flows are supported. |
| SQL Server Connection | Select the target SQL Server connection from the dropdown. Only SQL Server SQL Client connections are supported. Connections are loaded from the Ouvvi Connection Library. Tables will be created automatically if they do not already exist. |
| Entities to Import | The Dataverse entities to import. Multiple entities can be separated by a space, comma, or semicolon — for example account contact, account,contact, or account;contact. We recommend picking one separator and using it consistently. |
| Incremental | When enabled, only new and modified records are imported rather than the full dataset. This results in a faster sync but will not detect or process deleted records. |
| Synchronise Table Schema | When enabled (default), the SQL table schema will be checked on each run and any changes applied, such as new or renamed columns. Disable this if your tables are already correctly defined and you want to skip the schema check for performance. |
| Database Schema | The SQL schema to use for the imported tables. Defaults to dbo. Use a custom schema such as crm to keep your Dataverse data isolated from other tables in the same database, or when exporting from multiple Dataverse environments into the same database. |
| Dataverse Page Size | The number of records fetched per page from Dataverse. Defaults to 5000. Reduce this for entities with large data such as attachments or files to avoid timeouts. |
Once you are satisfied with the configuration click OK to add the step to your project. You can then reorder it within the project, and run it to test everything is configured correctly.