Get your first synchronization running in minutes. This guide walks you through the essential steps to sync Dataverse data to Azure SQL.
Prerequisites
Before you begin, ensure you have the following:
| Requirement | Details |
| Microsoft Dataverse Environment | A Dataverse environment with data you want to synchronize (Dynamics 365, Power Platform, etc.). |
| Azure SQL Database | An Azure SQL database to receive your synchronized data. Can be new or existing. |
| Microsoft Entra App Registration | An App Registration with permissions to access your Dataverse environment and Azure SQL database. |
| Email Address | Any email address for signing up. Work, personal, or any other email you have access to. |
If you don't have an App Registration yet, see Section 2: Configuration & Prerequisites for detailed setup instructions.
| 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: Create Your Account
Navigate to sync.datamission.io and click 'Sign Up'. Enter your email address, verify it with the code sent to your inbox, and complete the onboarding wizard to create your organization. If a free trial is available, it will be applied automatically upon sign up — no credit card required.
For detailed account creation steps, see Page 5: Creating Your Account.
Step 2: Create Your First Profile
From the Dashboard, click 'Create New Profile' to start the 7-step profile creation wizard.
In Step 1 (Profile Details):
| Field | What to Enter |
| Profile Name | A descriptive name like 'Sales Data Sync' or 'Production Dataverse'. |
| Region | Select the region closest to your Azure SQL database: Canada Central, US West 2, US East 2, UK South, or North Europe. |
Note the NAT IP address displayed — you'll need to add this to your Azure SQL firewall.
Step 3: Configure Source (Dataverse)
In Step 2 (Configure Source), enter your Dataverse connection details:
| Field | What to Enter |
| Base URL | Your Dataverse environment URL (e.g., https://yourorg.crm.dynamics.com). |
| Client ID | The Application (client) ID from your Entra App Registration. |
| Client Secret | A valid client secret from your App Registration. |
Click 'Test Connection' to verify connectivity. You should see 'Connection successful' before proceeding.
Step 4: Configure Target (Azure SQL)
In Step 3 (Configure Target), enter your Azure SQL database details:
| Field | What to Enter |
| Tenant ID | Your Azure AD tenant ID. |
| Client ID | The Application ID with database access (can be same as source if configured). |
| Client Secret | The client secret for database authentication. |
| Server | Your Azure SQL server (e.g., yourserver.database.windows.net). |
| Database | The database name where data will be written. |
| Schema Name | The schema to use (default: dbo). |
Click 'Test Connection'. If you see a 504 error, your database may be auto-paused — wait a few seconds and try again.
Step 5: Select Tables & Run Sync
In Step 4 (Select Tables), search for and select the Dataverse tables you want to synchronize. Start with a few core tables like 'account', 'contact', or 'lead'.
Complete Steps 5-6 (Quiet Time and Delete Mode) with defaults, then click 'Trigger Initial Sync' in Step 7.
You'll be taken to your profile detail page where you can watch the sync progress in the Run History section. Tables will show 'Extracting' while data is being pulled, then 'Successful' when complete.
Next Steps
Congratulations! Your first sync is running. Here's what to explore next:
| Topic | Description |
| Scheduling Synchronizations | Set up automatic sync schedules to keep your data current. |
| Monitoring & Run History | Track sync status, view row counts, and troubleshoot issues. |
| Understanding Your Data | Learn about target table structure, staging tables, and delete handling. |
| Using Your Data with Power BI | Connect Power BI to your synchronized Azure SQL data. |