Connect Microsoft Dataverse to clariBI
Connect Dataverse and Dynamics 365 through clariBI's MCP catalog. Read-only Entra ID OAuth on every table (standard Dynamics 365 Sales/Service entities, custom Power Apps tables, and the relationships between them) behind every analysis you run.
clariBI| Connection | MCP app. You sign in to Microsoft Dataverse and approve read access. |
| Access | Read-only. clariBI keeps only the Microsoft Dataverse tools that read. |
| Data | clariBI calls Microsoft Dataverse when you ask a question and syncs list data where the server offers it. |
| Plans | Professional and Enterprise only. |
About Microsoft Dataverse
Microsoft Dataverse is the data layer behind Power Apps, Power Pages, Power Automate, Dynamics 365 Sales, Service, Customer Insights, and any custom business app a team has built on the Power Platform.
clariBI reaches your Dataverse environment through the official Microsoft Dataverse MCP server: list_tables, describe_table, read_query (SELECT-only; Dataverse rejects non-SELECT server-side), Search, and Fetch. Write tools (create_record, update_record, delete_record, schema mutations) are filtered out at the catalog layer and never reachable through clariBI.
Vendor site: Microsoft Learn
What clariBI can read
Microsoft's Dataverse MCP server offers a small, SQL-style set of tools. clariBI uses the five read-side tools; the row-mutation, schema-mutation, and delete tools are filtered out at the catalog layer.
Excluded at the catalog layer (clariBI never reaches these): create_record, update_record, delete_record, Create Table, Update Table, Delete Table.
Microsoft Dataverse is one of 86 apps in the clariBI MCP catalog. See the catalog
What you can chart
- Dynamics 365 Sales: pipeline, win rate, close cycle, top accounts
- Dynamics 365 Service: case volume, SLA compliance, first-touch resolution
- Custom Power Apps tables and your team's bespoke business objects
- Account-level rollups across multiple Dataverse tables
- Table-level health: row counts, recency, column completeness
How to connect Microsoft Dataverse
Enable Dataverse MCP for your environment
A Power Platform administrator enables the MCP server and the allowed-clients list in the target environment. (Power Platform admin centre > Environments > MCP server.) Find your Dataverse organization name; it's the prefix in your URL (e.g. contoso.crm.dynamics.com, the org name is contoso).
Paste the org name in clariBI
In clariBI Data Sources > MCP Servers, find Microsoft Dataverse, paste your org name, and click Connect. clariBI builds the endpoint as https://<org>.crm.dynamics.com/api/mcp.
Sign in with Entra ID, ask questions
Authorize on the Microsoft sign-in screen. clariBI inherits the row-level + column-level security of the connected account. Ask "Which Opportunities closed-won last quarter and what was the average close cycle?" or "How many Cases were resolved within SLA in November?", and clariBI reads Dataverse alongside Stripe, HubSpot, and your other sources.
Questions you can ask
Asking in plain English uses AI credits. The AI decides which Microsoft Dataverse tools to call, totals are computed from the rows they return, and the AI writes the explanation.
- "For closed-won Opportunities in Q3, what's the actual Stripe revenue and the gap vs estimated value?"
- "Which accounts have open Dynamics Cases AND open Plain threads, and what's the combined SLA risk?"
- "Which Stripe customers would move to a different tier under the Customer Tier field in our cs_customer table?"
About the Microsoft Dataverse connector
Which licence do I need?
A Power Platform environment with the MCP server enabled (your Power Platform admin enables this). For Dynamics 365 access without per-call Copilot Credit billing, a Dynamics 365 Premium licence (Sales/Finance/Supply Chain/Service Premium) or Microsoft 365 Copilot User Subscription License (USL) covers the cost.
How does the row-level security work?
Entra ID OAuth ties the connection to a specific user. Dataverse applies the same row-level, column-level, and table-level security that user sees in Power Apps. clariBI can't see rows the user can't see; there's no service-account elevation.
Can clariBI create, update, or delete Dataverse records?
No. The Dataverse MCP exposes create_record, update_record, delete_record, and the corresponding schema-mutation tools, but clariBI's catalog filters them out. The planner only sees list_tables, describe_table, read_query, Search, and Fetch.
Why does the connect modal ask for an "org name"?
Each Dataverse environment has its own MCP endpoint at https://<org>.crm.dynamics.com/api/mcp. The org name is the subdomain prefix; find it as the first segment of any URL you use to reach your environment. clariBI substitutes it into the endpoint template at connect time.
Does this replace Power BI?
No. clariBI reads Dataverse through the MCP server and answers questions in plain English, alongside your other connected sources. It does not import or replace Power BI reports.
Which clariBI plans include Microsoft Dataverse?
Microsoft Dataverse needs a Professional or Enterprise plan. MCP apps are not part of the Free or Lite plans. The 14-day trial does not include it.
Try Microsoft Dataverse in clariBI
Microsoft Dataverse needs the Professional plan ($199 a month) or above. The 14-day trial does not include it, but you can use the trial to try the rest of clariBI first.