## Microsoft Dataverse crawler

URL: https://docs.atlan.com/product/capabilities/lineage/references/microsoft-dataverse-crawler

> Catalog Microsoft Dataverse entities and their relationships in Atlan as lineage. Reference for crawler configuration, entity selection, relationship mapping, and sync options.

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# Microsoft Dataverse crawler 

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Creates or reuses a Dataverse connection, fetches entities and attributes, and publishes lineage relationships between entities. It also archives Atlan assets when they're deleted in Dataverse. This reference documents app configuration, entity selection, relationship mapping, archival behavior, and sync scheduling options.

## Access

The Microsoft Dataverse Crawler app isn't enabled by default. To use this app, contact [Atlan support](https://docs.atlan.com/support/submit-request) and request it be added to your tenant. Once enabled, admins or users with workflow permissions can configure and run the crawler.

### Client ID

Use the application (client) ID from your Azure app registration. This value identifies the app that the crawler uses for OAuth. Find it in Azure Portal under **App registrations** > **Overview**.

*Example:*

```text
123456ab-987c-12a1-1234-ab12345a1234
```

### Client secret

Use the client secret value created for the Azure app registration. The crawler uses this value to request tokens for the app. Use the secret value itself, not the secret ID.

*Example:*

```text
Abc1Z~abCD._a1CD2EF~A1-AbcDEfgHIj1kLmnop
```

### Tenant ID

Use the tenant (directory) ID for the Microsoft Entra tenant that owns the Dataverse environment. The crawler uses it to target the correct identity provider. Find it in Azure Portal under **Microsoft Entra ID** > **Overview**.

*Example:*

```text
123abc1a-1ab2-1234-1234-123456a12ab1
```

### Dataverse URI

Provide the full Dynamics 365 URL for the Dataverse environment. Use the base environment URL that ends with `.crm.dynamics.com`. The crawler uses this to reach Dataverse APIs.

*Example:*

```text
https://bag-mpd365-crm-sandbox.crm.dynamics.com
```

### Connection

Choose the name of the Atlan connection created or reused by this app. This name appears in Atlan and groups all assets from the Dataverse source. The name must be unique across Dataverse connections.

*Example:*

```text
dataverse-prod
```

### Connection admins

Controls who has admin permissions on the Atlan connection. The default value adds all workspace admins. Update this to scope admin access to the right owners.

*Example:*

```text
All_admins
```

### Include entities by regex

Use a regex filter to ingest only entities that match the pattern. This filter limits the crawl scope so only matching entities and their attributes are processed.

*Example:*

```text
^(Account|Contact|Lead)$
```

### Exclude entities by regex

Use a regex filter to exclude entities that match the pattern. This filter removes matching entities and their attributes from the crawl scope.

*Example:*

```text
^Test_.*
```

## See also

- [Lineage Builder](https://docs.atlan.com/llms/catalog/lineage/lineage-builder/llms.txt)
- [Lineage Generator (no transformations)](https://docs.atlan.com/llms/catalog/lineage/lineage-generator/llms.txt)
- [Generate lineage between assets App](https://docs.atlan.com/product/capabilities/lineage/how-tos/generate-lineage-between-assets)

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