Customization and Configuration · Dynamics CRM Migration · Power Platform Dataflows

{Power Platform} Migrate data using Odata Dataflows

A dataflow is a collection of entities (entities are similar to tables) that are created and managed in environments in the Power Apps service. You can add and edit entities in your dataflow, as well as manage data refresh schedules, directly from the environment in which your dataflow was created.

In today’s blog I will walk you though the steps to migrate data from one CDS environemnt to another CDS environment.

[Step – 1] Get Odata endpoint from Source environment

This article will walk through how to set up a new dataflow with the OData connector. For information on connecting to all data sources supported by dataflows.

From the source environment, get the OData endpoint for that environment:

  1. Sign in to Power Apps.
  2. Select the required source environment from the upper-right corner.
  3. Select the Settings (gear) icon in the upper-right corner, and then select Advanced Settings.
  4. On the Settings page, select the drop-down arrow next to Settings, and select Customizations.
  5. On the Customizations page, select Developer Resources.
  6. Copy the Service Root URL to Notepad.

[Step – 2] Create a new OData dataflow

In the target environment, create a new dataflow with the OData connector.

  1. Sign in to Power Apps.
  2. Select the required target environment from the upper-right corner.
  3. In the left navigation pane, expand the Data menu, and then select Dataflows.
  4. Select New dataflow to create a new dataflow. Provide a meaningful name for the dataflow. Select Create.

5. Select the OData connector.

6. In the Connection settings dialog box, type the field values:

[Step – 3] Select and transform data with Power Query

Use Power Query to select the tables and also transform data as per your requirement.

First, select the entities that need to be transferred. You can browse all entities in the source environment and preview some of the data in each entity.

I have selected IoT Alert entity to migrate the data.

Click on Transform and Power Query editor will be opened. Now select button Choose Cloumn to select the columns for which you want to migrate data.

Note

When importing relationships, remember that the parent entity dataflow needs to be imported before the child ones. The data for the child dataflow will require data to be in the parent entity for it to correctly map, otherwise it might throw an error.

[Step – 4] Configure target environment settings

For each entity chosen, select the behavior for importing that entity in these settings and then select Next.

Select Load Settings to Load to existing entity, Select Destinaltion entity, Select Auto map to map the fields from source to traget. Choose Choose Delete rows that no longer exist in the query output. This ensures that the relationships will map correctly because it maintains the values for the lookups.

Click on Next button to configure refresh settings. Choose Refresh manually as this is one time data migration.

Choose Create and initial data load will start. You can check the status of the data flow on make.powerapps .

[Step -5] Check Refresh History and status of Dataflows. Click (…) and choose Show refresh history.

Click On Action to Download log file to check any exception details.

Hoep this helps!

3 thoughts on “{Power Platform} Migrate data using Odata Dataflows

  1. Thanks…Does this solution work to load data into a table with same structure in a different dataverse env?

    Like

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