• Resolved shuangmiles

    (@shuangmiles)


    I’m looking to get tables from this CRM Hub from Business Apps onto Dataverse and was wondering if this was at all possible since I don’t see the table or connection from Dataverse.

Viewing 9 replies - 1 through 9 (of 9 total)
  • Plugin Author alexacrm

    (@alexacrm)

    @shuangmiles can you clarify what you are trying to do, please? CRM Hub is an app built on top of Dataverse so whatever tables you see in CRM Hub *are* in Dataverse. Can you give an example of a table you can’t locate?

    Thread Starter shuangmiles

    (@shuangmiles)

    @alexacrm Hi I am looking to be able to integrate a form to the contacts of the crm hub. I need to find the entitity and field names to put but in the dataverse tables I don’t see which table corresponds to crm hub’s contacts. There is a contact table but it is blank



    Plugin Author alexacrm

    (@alexacrm)

    @shuangmiles if you’re looking for the list of all available columns, you can access it from the makers portal (second screenshot of yours) by selecting Columns in the Schema section.

    There could be two reasons why you’re not seeing any data:

    1. There aren’t any records in the contact table. That’s the default for new instances.
    2. Your permissions are not sufficient to see the records. For example, role of System Customizer allows full schema access and modifications but does not let you access the data apart from your own.

    If you are new to Power Platform and Dataverse in particular, official documentation is a good start: Dataverse documentation – Power Apps | Microsoft Learn.

    HTH

    Thread Starter shuangmiles

    (@shuangmiles)

    Hmm the contacts for the CRM Hub isn’t empty though how do I add the table of the CRM Hub to the table for Dataverse?

    Plugin Author alexacrm

    (@alexacrm)

    @shuangmiles let’s try again:

    1. Dataverse is the underlying storage.
    2. CRM Hub is an app that uses Dataverse as a storage.
    3. Any table you see in CRM Hub is actually a table in Dataverse.

    It’s quite possible you are looking at a different instance of Dataverse as you can have multiple instances in one tenant. I can see from URL that you are probably in the default environment. Try switching the environment using a selector in the top right-hand corner.

    In any case, how’s your question related to the WordPress plugin?

    Thread Starter shuangmiles

    (@shuangmiles)

    Oh I see, I found it in a different environment. I guess what I am looking for is creating the form to submit entries to this table. So would the entity on the twig template just be the name column of this table and then how do I specify from which environment that it would refer to in the twig form?

    Plugin Author alexacrm

    (@alexacrm)

    @shuangmiles

    yes, table and entity are interchangeable terms.

    Each environment has a unique url that you enter on the connection screen

    Thread Starter shuangmiles

    (@shuangmiles)

    Is the application ID the same thing as the environment id or organization id? Where would i find the client secret for that then if that is what you mean on the connection screen?

    Plugin Author alexacrm

    (@alexacrm)

    All ids you mentioned are different things. This might help: Create app id and secret for OAuth authentication – AlexaCRM.

Viewing 9 replies - 1 through 9 (of 9 total)
  • The topic ‘Does anyone know how to get the table for a Business App to show up in dataverse’ is closed to new replies.