User Guide

Add live Dataverse data to your Confluence pages

ℹī¸ Prerequisite: Your Confluence admin must have completed the PP2Wiki setup first. If you can't add PP2Wiki, ask your admin to configure it.

How to Add PP2Wiki to a Page

1

Open a Confluence Page

Open any Confluence page where you want to add a data table, and click Edit.

Screenshot: Confluence page in edit mode showing where to add PP2Wiki macro

Screenshot: Confluence page in edit mode showing where to add PP2Wiki macro

2

Insert the Macro

  1. In the editor, type a forward slash: /
  2. Type PP2Wiki (or just search for it)
  3. Click the PP2Wiki macro from the dropdown
💡 Tip: The macro appears as a configuration panel where you can set it up.
3

Configure the Macro

Fill in the configuration panel with the following:

📋 Required Settings

Setting What to Enter Example
Entity Logical Name The name of the Dataverse table you want to display account, contact, lunicrm_projekt
Columns Field names to display, separated by commas name,email,createdon

🏷ī¸ Optional Settings

Setting What to Enter Example
Column Headers Display names for columns (if different from field names), separated by commas Name,Email,Created On
Dataverse Environment (Optional) Specific Dataverse environment URL for this macro instance. Leave empty to use the admin default environment. https://orgname.crm.dynamics.com
Show Debug Information Yes = shows technical info (useful if something goes wrong)
No = clean view (recommended for end users)		 No
💡 Tip: You can copy an existing macro and only change Entity Logical Name, Columns, and optionally Dataverse Environment (Optional).
4

Publish

Click Publish to save your page. The data table will now appear!

Screenshot: Published page showing PP2Wiki data table with Dataverse records

Screenshot: Published page showing PP2Wiki data table with Dataverse records

Using the Data Table

🔍 Search

A search box appears above the table. Type any text to filter the data in real-time. For example, search for a company name or contact name.

↕ī¸ Sort

Click on any column header to sort by that column. Click again to reverse the sort order.

📊 View Data

The table shows your Dataverse data with one row per record. If a column contains a lookup (like "Owner"), it shows the formatted display value.

Common Examples

Example 1: Display All Accounts

Entity Logical Name: account

Columns: name,revenue,ownerid

Column Headers: Company Name,Annual Revenue,Owner

This shows a list of all accounts with their revenue and owner.

Example 2: Display Recent Contacts

Entity Logical Name: contact

Columns: fullname,email,phone,createdon

Column Headers: Full Name,Email,Phone,Created On

This shows a list of contacts with their contact info and creation date.

Example 3: Display Custom Projects

Entity Logical Name: lunicrm_projekt

Columns: lunicrm_name,lunicrm_status,lunicrm_projectmanagerid

Column Headers: Project Name,Status,Project Manager

This shows a list of custom projects (the exact field names depend on your Dataverse setup).

Troubleshooting

❌ "No data to display"

Possible reasons:

  • Entity name is wrong – Check the exact name of your Dataverse table (case-sensitive)
  • Table is empty – The Dataverse table might not have any records
  • Column names are wrong – Field names must match exactly

Solution: Check with your admin or Dataverse expert for the correct entity and field names.

❌ "Error: Column 'X' does not exist"

Possible reasons:

  • Field name is misspelled – Field names are case-sensitive
  • Field doesn't exist in this table – The column might be on a different table

Solution: Remove the incorrect column name and try again.

❌ "The field 'X' in Order by (OData) does not exist"

Reason: The value in Order by (OData) references a field that does not exist in the selected entity.

Solution: Correct or clear Order by (OData).

❌ "The field 'X' in Filter (OData) does not exist"

Reason: The value in Filter (OData) references a field that does not exist in the selected entity.

Solution: Correct or clear Filter (OData).

❌ Optional Dataverse URL not found

Reason: The URL in Dataverse Environment (Optional) is not configured by your admin.

Solution: Clear the optional field to use default environment, or ask your admin to add that URL in PP2Wiki configuration.

❌ I need to change a Dataverse URL that already exists

Info: Existing environment URLs are fixed identifiers in admin configuration.

Solution: Ask your admin to duplicate the environment, set the new URL in the copy, then remove the old entry.

❌ "Authorization failed"

Possible reasons:

  • Dataverse application user missing or no Security Role assigned
  • Insufficient privileges – the assigned role does not allow reading the selected table/columns
  • Admin configuration issue – credentials/permissions/consent are incomplete

Solution: Ask your Confluence admin to test the connection and verify the Dataverse application user + Security Role.

❌ I see an error message

If you're not sure what it means:

  • Check the error message text for clues
  • Try refreshing the page
  • Ask your Confluence admin for help (they can see more details if debug mode is enabled)

Tips & Best Practices

Need More Help?

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