DatriseAI-first ETL

Microsoft Dataverse to Yellowfin Integration

AI-first ETL from Microsoft Dataverse into Yellowfin. Governed entities, incremental sync, typed landing tables.

How Datrise loads Microsoft Dataverse into Yellowfin

Datrise syncs Microsoft Dataverse's tables, rows, columns, relationships, choice sets, and change tracking into Yellowfin as warehouse tables Yellowfin builds views on. Flexible or custom fields land in flattened columns, and timestamps such as created, updated, and status changes are typed as date/time dimensions.

Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts. Yellowfin views reference columns by name, so Datrise lands stable, well-typed columns to keep reports valid.

Ideal for dashboards with automated data storytelling.

Endpoints

Microsoft Dataverse: Business data platform behind Dynamics and Power Apps.

Yellowfin: BI suite with dashboards, automated insights, and data storytelling.

How Microsoft Dataverse entities map to Yellowfin

Microsoft Dataverse entityYellowfin objectNotes
tablesmicrosoft_dataverse_tablesid PK · custom fields → flattened columns
rowsmicrosoft_dataverse_rowsid PK · linked to microsoft_dataverse_tables
columnsmicrosoft_dataverse_columnsid PK · linked to microsoft_dataverse_tables
relationshipsmicrosoft_dataverse_relationshipsid PK · linked to microsoft_dataverse_tables

FAQ

How does Datrise handle Microsoft Dataverse's custom fields in Yellowfin?

Flexible values are stored as flattened columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Yellowfin types.

How does the Microsoft Dataverse to Yellowfin sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the connected tables.

Related pipelines

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