DVRS - Dataverse

[DVRS]

The DVRS data source in SCA provides access to contacts stored by apps built on Microsoft Dataverse, for example apps developed on Microsoft Power Platform. Contacts are queried via the Dataverse API, and are managed in your Dataverse environment.

App Configuration Parameters

Defaults (SecContacts.Defaults):

• DVRS_Enabled → Enables or disables the DVRS data source.

• DVRS_InitValue → Defines the default state of the user’s switch in the app (on/off). This controls whether the data source is visible or hidden when the user first launches SCA.

Service URLs (SecContacts.ServiceUrls):

• SecContacts.ServiceUrls → Set this parameter to add the URL of your Dataverse environment.

• Using ServiceUrls, administrators can also configure:

  • Custom API filters to retrieve only relevant contacts

  • Splitting of Dataverse contacts into multiple separate SCA data sources (e.g., by business unit, department, or region)

• Additional Steps:

  • Download and install the custom table schema (contact us for details).

Customization:

• SecContacts.CustomDatasourceNames → Assign friendly display names for the DVRS source.

Requirements to Access Dataverse Contacts

To access DVRS contacts in SCA, a user must have:

• An appropriate Azure/M365 license assigned for Dataverse

• Authorized access to the contact entities in Dataverse

Requirements for DVRS Contacts

Any DVRS contact to be shown in SCA must have the following fields populated:

1. First name

2. Last name

3. Valid phone number

Note: All eligible DVRS contacts that meet these requirements will appear in SCA

• Each data source, including DVRS, can be hidden by the user if they do not want to see or use it.

• Hiding the DVRS data source does not affect Caller Identification — contacts from hidden sources will still resolve incoming calls.

• The DVRS data source is only available with the Enterprise Edition of SCA.