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Quick Start Guide

Updated

⭐ FEATURED ARTICLE

Get up and running with DvSchemaSync in under 10 minutes. This guide walks you through installation, connecting to your Dataverse environment, connecting to Azure SQL, and running your first synchronization.

Prerequisites

Before you begin, ensure you have the following information ready:

Dataverse Environment URL: Your organization's Dataverse URL (e.g., https://yourorg.crm.dynamics.com)

Dataverse Authentication: A Microsoft Entra App Registration with Client ID, Client Secret, and Tenant ID. This is required for connecting to Dataverse.

Azure SQL Connection Details: Server name, database name, and either a Microsoft Entra App Registration or SQL Server authentication credentials (username and password).

Need help with authentication setup? If you haven't yet configured your Microsoft Entra App Registration, Dataverse permissions, or Azure SQL Database, see Section 2: Configuration & Prerequisites for detailed step-by-step guidance on setting up these requirements.

Step 1: Install DvSchemaSync

  1. Download the latest version of DvSchemaSync from the Mission Impact Partners download portal.
  2. Run the installer (DvSchemaSyncSetup.exe) and follow the on-screen prompts.
  3. If prompted to install the .NET 8.0 Runtime, click Yes to download and install it.
  4. Once installation completes, launch DvSchemaSync from the Start menu or desktop shortcut.

Step 2: Add Your Dataverse Connection

  1. From the main screen, click Manage → to open Connection Management.
  2. Click the + New button in the Saved Connections panel.
  3. Select Dataverse from the Connection Type dropdown.
  4. Enter a Connection Name (e.g., "Production CRM").
  5. Enter your Dataverse URL (e.g., https://yourorg.crm.dynamics.com).
  6. Enter your Microsoft Entra App Registration details:
    • Tenant ID (Directory ID)
    • Client ID (Application ID)
    • Client Secret
  7. Click Test to verify your settings.
  8. Click Save to store the connection securely in Windows Credential Manager.

Step 3: Add Your Azure SQL Connection

  1. In Connection Management, click + New again.
  2. Select SQL Server from the Connection Type dropdown.
  3. Enter a Connection Name (e.g., "Reporting Database").
  4. Enter your SQL Server name (e.g., yourserver.database.windows.net).
  5. Enter the SQL Database name.
  6. Select your Authentication Mode:
    • Windows Authentication: Uses Microsoft Entra App Registration. Enter Tenant ID, Client ID, and Client Secret.
    • SQL Server Authentication: Uses SQL username and password.
  7. Click Test to verify your settings.
  8. Click Save to store the connection.
  9. Click ← Back to return to the main screen.

Step 4: Run Your First Sync

  1. From the main screen, click Start Sync → to launch the sync wizard.
  2. Step 1: Dataverse Connection — Select your saved Dataverse connection from the dropdown, then click Next →. Select ‘Refresh’ if not connections immediately appear.
  3. Step 2: SQL Server Connection — Select your Azure SQL connection from the dropdown, then click Next →.
  4. Step 3: Sync Options — Select the tables you want to synchronize. Start with a small table for your first sync.
  5. Review the Synchronization Options (create tables, update schemas, truncate data).
  6. Click Next → to begin synchronization.
  7. Monitor the Sync Progress screen. You'll see real-time updates showing Total, Done, Active, Errors, and Records counts.
  8. Once complete, verify your data in Azure SQL using your preferred query tool.

✓ Congratulations! You've successfully completed your first Dataverse to Azure SQL synchronization.

Next Steps

• Explore the Performance Settings page to optimize sync speed for your environment

• Learn about selecting specific columns in the Selecting Tables & Columns article

• Try generating test data with the Dummy Data Generation feature

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