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Frequently Asked Questions

What is a Dataverse instance?​

A Dataverse instance is a cloud-based database environment provided by Microsoft Dataverse. It allows you to securely store and manage data used by business applications. Here are some key points about a Dataverse instance:

Data Storage: Data is stored in tables, which are collections of rows and columns. You can use standard tables provided by Dataverse or create custom tables to fit your specific needs1. Security: Dataverse uses Azure Active Directory for identity and access management, ensuring that only authorized users can access the data2. Integration: It integrates seamlessly with other Microsoft services like Dynamics 365, Power Apps, and Power Automate, allowing you to build comprehensive business solutions3. Customization: You can customize tables, columns, and relationships to reflect your business processes and rules4.

Does it work with Developer instance?​

Yes, you can use Developer instance

Can I use username/password for connection?​

No, you should register an app in Microsoft Entra admin center and add client secret credentials. See more details

What's the difference between DataPress (Dataverse Integration) and Dynamics 365 Integration?​

Key Features

DataPress (Dataverse Integration):

  • Uses 100% Web API-based communication, ensuring a future-proof investment.
  • Secure server-to-server authentication, eliminating the need for usernames and passwords.
  • Allows creation of custom forms in WordPress that map to Dataverse tables and columns.
  • Extensible through WordPress actions and filters.

Dynamics 365 Integration:

  • Initially used WS-Trust protocol for authentication, but now supports app ID/secret authentication.
  • Directly integrates with Dynamics 365 applications, providing access to Dynamics 365 data.
  • Suitable for users who primarily work within the Dynamics 365 ecosystem.

Use Cases

DataPress (Dataverse Integration):

  • Ideal for businesses that use Dataverse as a central data repository and want to extend its capabilities to WordPress.
  • Suitable for creating custom forms, collecting leads, and displaying data from Dataverse without coding.

Dynamics 365 Integration:

  • Best for organizations that rely heavily on Dynamics 365 and need direct integration with WordPress.
  • Useful for accessing and displaying Dynamics 365 data within WordPress.

Extensibility

DataPress (Dataverse Integration):

  • Highly extensible through WordPress actions and filters.
  • Supports custom layouts using the Twig template engine.

Dynamics 365 Integration:

  • Extensible within the Dynamics 365 framework.
  • Primarily focused on direct data integration and display.