Skip to Content

Dynamics 365 Sales Connection Details

Introduction

Connector Version

This documentation is based on version 21.0.8662 of the connector.

Get Started

Dynamics 365 Sales Version Support

The driver connects to Dynamics 365 Sales versions 9.0, and connects through the OData V4 API.

Establish a Connection

Connect to Dynamics 365 Sales

Authenticate using Azure AD

Azure AD is a connection type that goes through OAuth. Set your AuthScheme to AzureAD and see Using OAuth Authentication for an authentication guide.

Authenticate using Azure Service Principal

Azure Service Principal is a connection type that goes through OAuth. Set your AuthScheme to AzureServicePrincipal and see Using Azure Service Principal Authentication for an authentication guide.

Authenticate using MSI Authentication

If you are running Dynamics 365 Sales on an Azure VM, you can leverage Managed Service Identity (MSI) credentials to connect:

  • AuthScheme: Set this to AzureMSI.

The MSI credentials will then be automatically obtained for authentication.

Use OAuth Authentication

OAuth requires the authenticating user to interact with Dynamics 365 Sales using the browser. The connector facilitates this in various ways as described below.

Embedded Credentials

See Embedded Credentials to connect with the connector's embedded credentials and skip creating a custom OAuth app.

Custom Credentials

Instead of connecting with the connector's embedded credentials, you can register an app with Custom Credentials to obtain the OAuthClientId and OAuthClientSecret.

When to Create a Custom OAuth App

Creating a custom OAuth app is optional as the connector is already registered with Dynamics 365 Sales and you can connect with its embedded credentials. You might want to create a custom OAuth app to change the information displayed when users log into the Dynamics 365 Sales OAuth endpoint to grant permissions to the connector.

Create a Custom OAuth App

See Creating a Custom OAuth App for a procedure.

Admin Consent

Admin consent refers to when the Admin for an Azure Active Directory tenant grants permissions to an application which requires an admin to consent to the use case. The embedded app within the Dynamics 365 Sales connector, contains no permissions that require admin consent. Therefore, this information applies only to custom applications.

When creating a new OAuth app in the Azure Portal, you must specify which permissions the app will require. Some permissions may be marked stating "Admin Consent Required". For example, all Groups permissions require Admin Consent. If your app requires admin consent, there are a couple of ways this can be done.

The easiest way to grant admin consent is to just have an admin log into portal.azure.com and navigate to the app you have created in App Registrations. Under API Permissions, there will be a button for Grant Consent. You can consent here for your app to have permissions on the tenant it was created under.

If your organization has multiple tenants or the app needs to be granted permissions for other tenants outside your organization, the GetAdminConsentURL may be used to generate the Admin Authorization URL. Unlike the GetOAuthAuthorizationUrl, there will be no important information returned from this endpoint. If the admin grants access, it will simply return a boolean indicating that permissions were granted.

Once an admin grants consent, authentication may be performed as normal.

Client Credentials

Client credentials refers to a flow in OAuth where there is no direct user authentication taking place. Instead, credentials are created for just the app itself. All tasks taken by the app are done without a default user context. This makes the authentication flow a bit different from standard.

Client OAuth Flow

All permissions related to the client oauth flow require admin consent. This means the app embedded with the Dynamics 365 Sales connector cannot be used in the client oauth flow. You must create your own OAuth app in order to use client credentials. See Creating a Custom OAuth App for more details.

In your App Registration in portal.azure.com, navigate to API Permissions and select the Microsoft Graph permissions. There are two distinct sets of permissions - Delegated and Application permissions. The permissions used during client credential authentication are under Application Permissions. Select the applicable permissions you require for your integration.

You are ready to connect after setting one of the below connection properties groups depending on the authentication type.

  1. Authenticating using a Client Secret
    • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
    • AzureTenant: Set this to the tenant you wish to connect to.
    • OAuthGrantType: Set this to CLIENT.
    • OAuthClientId: Set this to the Client ID in your app settings.
    • OAuthClientSecret: Set this to the Client Secret in your app settings.
  2. Authenticating using a Certificate
    • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
    • AzureTenant: Set this to the tenant you wish to connect to.
    • OAuthGrantType: Set this to CLIENT.
    • OAuthClientId: Set this to the Client ID in your app settings.
    • OAuthJWTCert: Set this to the JWT Certificate store.
    • OAuthJWTCertType: Set this to the type of the certificate store specified by OAuthJWTCert.

Authentication with client credentials will take place automatically like any other connection, except there will be no window opened prompting the user. Because there is no user context, there is no need for a browser popup. Connections will take place and be handled internally.

Use Azure Service Principal Authentication

The authentication as an Azure Service Principal is handled via the OAuth Client Credentials flow, and it does not involve direct user authentication. Instead, credentials are created for just the app itself. All tasks taken by the app are done without a default user context, but based on the assigned roles. The application access to the resources is controlled through the assigned roles' permissions.

Custom Credentials

You will need to register an OAuth app to obtain the OAuth property values before connection to the Dynamics 365 Sales data source. You can check the Custom Credentials guide on how to set the OAuth properties.

Create a Custom OAuth App

See Creating a Custom OAuth App for a procedure.

Create a Custom OAuth App

Creating a custom OAuth app and a service principal that can access the necessary resources is required when authenticating using an Azure Service Principal.

Follow the steps below to create a custom OAuth app and obtain the connection properties for the Azure Service Principal authentication.

Steps to Create a Custom OAuth App

Follow the steps below to obtain the OAuth values for your app.

  1. Log in to https://portal.azure.com.
  2. In the left-hand navigation pane, select Azure Active Directory then App Registrations and click on New registration button.
  3. Enter an app name and set the radio button for "Any Azure AD Directory - Multi Tenant". Then set the redirect URL to something such as http://localhost:33333, the connector's default.
  4. Copy the Application (client) ID value displayed on the Overview section after creating the app, since this value is used as the OAuthClientId
  5. Define the app authentication type by going to the Certificates & Secrets section. There are two types of authentication available: using a client secret and using a certificate. The recommended authentication method is via a certificate, but you can also create an application secret.
    • Option 1 - Upload a certificate: In the Certificates & Secrets section, select Upload certificate and select the certificate to upload from your local machine.
    • Option 2 - Create a new application secret: In the Certificates & Secrets section, select New Client Secret for the app and select its duration. After saving the client secret, the key value is displayed. Copy this value as it is displayed only once, and it is used as the OAuthClientSecret.
  6. In the Authentication tab, make sure to check the option: Access tokens (used for implicit flows).
  7. Open the Subscriptions page by searching and selecting the Subscriptions service from the search bar.
  8. Select the particular subscription to assign the application to, then open the Access control (IAM) section, and click on the Add role assignment button.
  9. Select Owner as the role to assign to your created OAuth app.

Custom Credentials

Follow the steps below to authenticate with the credentials for a custom OAuth app. See Creating a Custom OAuth App.

Authentication with Your OAuth App

There are two types of app authentication available: using a client secret and using a certificate. You can use any of them depending on the configured app authentication.

Get an OAuth Access Token

You are ready to connect after setting one of the below connection properties groups depending on the authentication type.

  1. Authenticating using a Client Secret
    • AuthScheme: Set this to the "AzureServicePrincipal" in your app settings.
    • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
    • AzureTenant: Set this to the tenant you wish to connect to.
    • OAuthClientId: Set this to the Client ID in your app settings.
    • OAuthClientSecret: Set this to the Client Secret in your app settings.
  2. Authenticating using a Certificate
    • AuthScheme: Set this to the "AzureServicePrincipal" in your app settings.
    • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
    • AzureTenant: Set this to the tenant you wish to connect to.
    • OAuthClientId: Set this to the Client ID in your app settings.
    • OAuthJWTCert: Set this to the JWT Certificate store.
    • OAuthJWTCertType: Set this to the type of the certificate store specified by OAuthJWTCert.

Important Notes

Configuration Files and Their Paths

  • All references to adding configuration files and their paths refer to files and locations on the Harmony Agent where the connector is installed. These paths are to be adjusted as appropriate depending on the agent and the operating system. If multiple agents are used in an agent group, identical files will be required on each agent.

Advanced Features

This section details a selection of advanced features of the Dynamics 365 Sales connector.

User Defined Views

The connector allows you to define virtual tables, called user defined views, whose contents are decided by a pre-configured query. These views are useful when you cannot directly control queries being issued to the drivers. See User Defined Views for an overview of creating and configuring custom views.

SSL Configuration

Use SSL Configuration to adjust how connector handles TLS/SSL certificate negotiations. You can choose from various certificate formats; see the SSLServerCert property under "Connection String Options" for more information.

Proxy

To configure the connector using Private Agent proxy settings, select the Use Proxy Settings checkbox on the connection configuration screen.

User Defined Views

The Dynamics 365 Sales connector allows you to define a virtual table whose contents are decided by a pre-configured query. These are called User Defined Views, which are useful in situations where you cannot directly control the query being issued to the driver, e.g. when using the driver from Jitterbit. The User Defined Views can be used to define predicates that are always applied. If you specify additional predicates in the query to the view, they are combined with the query already defined as part of the view.

There are two ways to create user defined views:

  • Create a JSON-formatted configuration file defining the views you want.
  • DDL statements.

Define Views Using a Configuration File

User Defined Views are defined in a JSON-formatted configuration file called UserDefinedViews.json. The connector automatically detects the views specified in this file.

You can also have multiple view definitions and control them using the UserDefinedViews connection property. When you use this property, only the specified views are seen by the connector.

This User Defined View configuration file is formatted as follows:

  • Each root element defines the name of a view.
  • Each root element contains a child element, called query, which contains the custom SQL query for the view.

For example:

{
    "MyView": {
        "query": "SELECT * FROM Accounts WHERE MyColumn = 'value'"
    },
    "MyView2": {
        "query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
    }
}

Use the UserDefinedViews connection property to specify the location of your JSON configuration file. For example:

"UserDefinedViews", "C:\Users\yourusername\Desktop\tmp\UserDefinedViews.json"

Schema for User Defined Views

User Defined Views are exposed in the UserViews schema by default. This is done to avoid the view's name clashing with an actual entity in the data model. You can change the name of the schema used for UserViews by setting the UserViewsSchemaName property.

Work with User Defined Views

For example, a SQL statement with a User Defined View called UserViews.RCustomers only lists customers in Raleigh:

SELECT * FROM Customers WHERE City = 'Raleigh';

An example of a query to the driver:

SELECT * FROM UserViews.RCustomers WHERE Status = 'Active';

Resulting in the effective query to the source:

SELECT * FROM Customers WHERE City = 'Raleigh' AND Status = 'Active';

That is a very simple example of a query to a User Defined View that is effectively a combination of the view query and the view definition. It is possible to compose these queries in much more complex patterns. All SQL operations are allowed in both queries and are combined when appropriate.

SSL Configuration

Customize the SSL Configuration

By default, the connector attempts to negotiate SSL/TLS by checking the server's certificate against the system's trusted certificate store.

To specify another certificate, see the SSLServerCert property for the available formats to do so.

Data Model

The Dynamics 365 Sales connector models Dynamics 365 Sales entities in relational Tables, Views, and Stored Procedures. The table definitions are dynamically obtained from the OData service you connect to. Any changes in the metadata, such as added or removed columns or changes in data type, can be loaded by reconnecting.

Views

Views describes the available views. Views are statically defined to model PicklistAttributeMetadata, MultiPicklistAttributeMetadata and more.

Stored Procedures

Stored Procedures are function-like interfaces to the data source. They can be used to perform additional operations that fall outside of the

standard CRUD model such as retrieving an OAuth access token.

Tables

The connector uses the OData services of Dynamics 365 Sales to dynamically obtain a list of tables. All of your Dynamics 365 Sales tables will display as available once you connect.

Views

Views are composed of columns and pseudo columns. Views are similar to tables in the way that data is represented; however, views do not support updates. Entities that are represented as views are typically read-only entities. Often, a stored procedure is available to update the data if such functionality is applicable to the data source.

Queries can be executed against a view as if it were a normal table, and the data that comes back is similar in that regard. To find out more about tables and stored procedures, please navigate to their corresponding entries in this help document.

Dynamics 365 Sales Connector Views

Name Description
MultiSelectPickListAttributeMetaData Contains the Picklist metadata for an attribute type MultiSelect OptionSet.
MultiSelectPickListOptions Contains the Options Value of MultiSelect PicklistMetadata.
PickListAttributeMetaData Contains the metadata for an attribute type Picklist.
PickListOptions Contains the Options value of PickListMetaData

MultiSelectPickListAttributeMetaData

Contains the Picklist metadata for an attribute type MultiSelect OptionSet.

Select

The connector will use the Dynamics 365 Sales API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.

  • TableName supports '=','IN' operators.

For example, the following queries are processed server side:

SELECT * FROM MultiSelectPickListAttributeMetaData

SELECT * FROM MultiSelectPickListAttributeMetaData where TableName = 'teams'

SELECT * FROM MultiSelectPickListAttributeMetaData where TableName IN ('accounts','teams')
Columns
Name Type Description
ColumnName [KEY] String
MetadataId String
OptionSet_Description_LocalizedLabels String
OptionSet_Description_LocalizedLabels_HasChanged String
OptionSet_Description_LocalizedLabels_IsManaged String
OptionSet_Description_LocalizedLabels_Label String
OptionSet_Description_LocalizedLabels_LanguageCode String
OptionSet_Description_LocalizedLabels_MetadataId String
OptionSet_Description_UserLocalizedLabel_HasChanged String
OptionSet_Description_UserLocalizedLabel_IsManaged Boolean
OptionSet_Description_UserLocalizedLabel_Label String
OptionSet_Description_UserLocalizedLabel_LanguageCode Integer
OptionSet_Description_UserLocalizedLabel_MetadataId String
OptionSet_DisplayName_LocalizedLabels String
OptionSet_DisplayName_LocalizedLabels_HasChanged String
OptionSet_DisplayName_LocalizedLabels_IsManaged String
OptionSet_DisplayName_LocalizedLabels_Label String
OptionSet_DisplayName_LocalizedLabels_LanguageCode String
OptionSet_DisplayName_LocalizedLabels_MetadataId String
OptionSet_DisplayName_UserLocalizedLabel_HasChanged String
OptionSet_DisplayName_UserLocalizedLabel_IsManaged Boolean
OptionSet_DisplayName_UserLocalizedLabel_Label String
OptionSet_DisplayName_UserLocalizedLabel_LanguageCode Integer
OptionSet_DisplayName_UserLocalizedLabel_MetadataId String
OptionSet_ExternalTypeName String
OptionSet_HasChanged String
OptionSet_IntroducedVersion String
OptionSet_IsCustomizable_CanBeChanged Boolean
OptionSet_IsCustomizable_ManagedPropertyLogicalName String
OptionSet_IsCustomizable_Value Boolean
OptionSet_IsCustomOptionSet Boolean
OptionSet_IsGlobal Boolean
OptionSet_IsManaged Boolean
OptionSet_MetadataId String
OptionSet_Name String
OptionSet_OptionSetType String
OptionSet_ParentOptionSetName String
TableName String

MultiSelectPickListOptions

Contains the Options Value of MultiSelect PicklistMetadata.

Select

The connector will use the Dynamics 365 Sales API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.

  • TableName supports '=','IN' operators.

For example, the following queries are processed server side:

SELECT * FROM MultiSelectPickListOptions

SELECT * FROM MultiSelectPickListOptions where TableName = 'teams'

SELECT * FROM MultiSelectPickListOptions where TableName IN ('accounts','teams')
Columns
Name Type Description
ColumnName String
Color String
ExternalValue String
HasChanged String
IsManaged Boolean
Label_LocalizedLabels String
Label_LocalizedLabels_HasChanged String
Label_LocalizedLabels_IsManaged Boolean
Label_LocalizedLabels_Label String
Label_LocalizedLabels_LanguageCode Integer
Label_LocalizedLabels_MetadataId String
Label_UserLocalizedLabel_HasChanged String
Label_UserLocalizedLabel_IsManaged Boolean
Label_UserLocalizedLabel_Label String
Label_UserLocalizedLabel_LanguageCode Integer
Label_UserLocalizedLabel_MetadataId String
Description_LocalizedLabels String
Description_LocalizedLabels_HasChanged String
Description_LocalizedLabels_IsManaged Boolean
Description_LocalizedLabels_Label String
Description_LocalizedLabels_LanguageCode Integer
Description_LocalizedLabels_MetadataId String
Description_UserLocalizedLabel_HasChanged String
Description_UserLocalizedLabel_IsManaged Boolean
Description_UserLocalizedLabel_Label String
Description_UserLocalizedLabel_LanguageCode Integer
Description_UserLocalizedLabel_MetadataId String
MetadataId String
ParentValues String
Value Integer
TableName String

PickListAttributeMetaData

Contains the metadata for an attribute type Picklist.

Select

The connector will use the Dynamics 365 Sales API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.

  • TableName supports '=','IN' operators.

For example, the following queries are processed server side:

SELECT * FROM PickListAttributeMetaData

SELECT * FROM PickListAttributeMetaData where TableName = 'teams'

SELECT * FROM PickListAttributeMetaData where TableName IN ('accounts','teams')
Columns
Name Type Description
ColumnName [KEY] String
MetadataId String
OptionSet_Description_LocalizedLabels String
OptionSet_Description_LocalizedLabels_HasChanged String
OptionSet_Description_LocalizedLabels_IsManaged String
OptionSet_Description_LocalizedLabels_Label String
OptionSet_Description_LocalizedLabels_LanguageCode String
OptionSet_Description_LocalizedLabels_MetadataId String
OptionSet_Description_UserLocalizedLabel_HasChanged String
OptionSet_Description_UserLocalizedLabel_IsManaged Boolean
OptionSet_Description_UserLocalizedLabel_Label String
OptionSet_Description_UserLocalizedLabel_LanguageCode Integer
OptionSet_Description_UserLocalizedLabel_MetadataId String
OptionSet_DisplayName_LocalizedLabels String
OptionSet_DisplayName.LocalizedLabels_HasChanged String
OptionSet_DisplayName.LocalizedLabels_IsManaged String
OptionSet_DisplayName.LocalizedLabels_Label String
OptionSet_DisplayName.LocalizedLabels_LanguageCode String
OptionSet_DisplayName.LocalizedLabels_MetadataId String
OptionSet_DisplayName.UserLocalizedLabel_HasChanged String
OptionSet_DisplayName.UserLocalizedLabel_IsManaged Boolean
OptionSet_DisplayName.UserLocalizedLabel_Label String
OptionSet_DisplayName.UserLocalizedLabel_LanguageCode Integer
OptionSet_DisplayName.UserLocalizedLabel_MetadataId String
OptionSet_ExternalTypeName String
OptionSet_HasChanged String
OptionSet_IntroducedVersion String
OptionSet_IsCustomizable_CanBeChanged Boolean
OptionSet_IsCustomizable_ManagedPropertyLogicalName String
OptionSet_IsCustomizable_Value Boolean
OptionSet_IsCustomOptionSet Boolean
OptionSet_IsGlobal Boolean
OptionSet_IsManaged Boolean
OptionSet_MetadataId String
OptionSet_Name String
OptionSet_OptionSetType String
OptionSet_ParentOptionSetName String
TableName String

PickListOptions

Contains the Options value of PickListMetaData

Select

The connector will use the Dynamics 365 Sales API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.

  • TableName supports '=','IN' operators.

For example, the following queries are processed server side:

SELECT * FROM PickListOptions

SELECT * FROM PickListOptions where TableName = 'teams'

SELECT * FROM PickListOptions where TableName IN ('accounts','teams')
Columns
Name Type Description
ColumnName String
Color String
ExternalValue String
HasChanged String
IsManaged Boolean
Label_LocalizedLabels String
LabelLocalizedLabels.HasChanged String
Label_LocalizedLabels_IsManaged Boolean
Label_LocalizedLabels_Label String
Label_LocalizedLabels_LanguageCode Integer
Label_LocalizedLabels_MetadataId String
Label_UserLocalizedLabel_HasChanged String
Label_UserLocalizedLabel_IsManaged Boolean
Label_UserLocalizedLabel_Label String
Label_UserLocalizedLabel_LanguageCode Integer
Label_UserLocalizedLabel_MetadataId String
Description.LocalizedLabels String
Description.UserLocalizedLabel String
MetadataId String
ParentValues String
Value Integer
TableName String

Stored Procedures

Stored procedures are available to complement the data available from the Data Model. It may be necessary to update data available from a view using a stored procedure because the data does not provide for direct, table-like, two-way updates. In these situations, the retrieval of the data is done using the appropriate view or table, while the update is done by calling a stored procedure. Stored procedures take a list of parameters and return back a dataset that contains the collection of tuples that constitute the response.

Dynamics 365 Sales Connector Stored Procedures

Name Description
CreateAssociation Creates an association between two entities based on a navigation property. Set the IncludeNavigationProperties connection property to true in order to use this stored procedure.
GetAdminConsentURL Gets the admin consent URL that must be opened separately by an admin of a given domain to grant access to your application. Only needed when using custom OAuth credentials.
GetOAuthAccessToken Gets the auth token used to authenticate to the service.
GetOAuthAuthorizationUrl Gets an authorization URL from the data source. The authorization URL can be used to generate a verifier required to obtain the OAuth token.
ListAssociations Lists associations for a given table and navigation property. Set the IncludeNavigationProperties connection property to true in order to use this stored procedure.
ListNavigationProperties Lists navigation properties for a given table and the tables they are associated with. Navigation properties are used by the Association stored procedures. Set the IncludeNavigationProperties connection property to true in order to use this stored procedure.
RefreshOAuthAccessToken Obtains an updated OAuthAccessToken if passed a token to refresh.
RemoveAssociation Removes an association between two entities based on a navigation property. Set the IncludeNavigationProperties connection property to true in order to use this stored procedure.

CreateAssociation

Creates an association between two entities based on a navigation property. Set the IncludeNavigationProperties connection property to true in order to use this stored procedure.

Input
Name Type Required Description
FromId String True The ID of the entity you are creating an associations for.
FromTable String True The table where the entity comes from that you are creating an association for. For example, if the FromId was from a table called Customers, set this parameter to: Customers.
ToNavigationProperty String True The navigation property you are creating an association on. It can be obtained from ListNavigationProperties.
ToId String True The ID of the navigation entity. This will come from the table associated with the navigation property.

GetAdminConsentURL

Gets the admin consent URL that must be opened separately by an admin of a given domain to grant access to your application. Only needed when using custom OAuth credentials.

Input
Name Type Required Description
CallbackUrl String False The URL the user will be redirected to after authorizing your application. This value must match the Reply URL in the Azure AD app settings.
State String False The same value for state that you sent when you requested the authorization code.
Result Set Columns
Name Type Description
URL String The authorization URL, entered into a Web browser to obtain the verifier token and authorize your app.

GetOAuthAccessToken

Gets the auth token used to authenticate to the service.

Input
Name Type Required Description
AuthMode String False The type of authentication you are attempting. Use App for a Windows application, or Web for Web-based applications. The default value is APP.
Verifier String False A verifier returned by the service that must be input to return the access token. Needed only when using the Web auth mode. Obtained by navigating to the URL returned in GetOAuthAuthorizationUrl.
CallbackUrl String False The URL the user will be redirected to after authorizing your application.
State String False This field indicates any state that may be useful to your application upon receipt of the response. Your application receives the same value it sent, as this parameter makes a round-trip to Dynamics authorization server and back. Uses include redirecting the user to the correct resource in your site, using nonces, and mitigating cross-site request forgery.
Prompt String False Defaults to 'select_account' which prompts the user to select account while authenticating. Set to 'None', for no prompt, 'login' to force user to enter their credentials or 'consent' to trigger the OAuth consent dialog after the user signs in, asking the user to grant permissions to the app.
Result Set Columns
Name Type Description
OAuthAccessToken String The OAuth access token.
\* String Other outputs that may be returned by the data source.

GetOAuthAuthorizationUrl

Gets an authorization URL from the data source. The authorization URL can be used to generate a verifier required to obtain the OAuth token.

Input
Name Type Required Description
CallbackURL String False The URL the user will be redirected to after authorizing your application.
State String False This field indicates any state that may be useful to your application upon receipt of the response. Your application receives the same value it sent, as this parameter makes a round-trip to Dynamics authorization server and back. Uses include redirecting the user to the correct resource in your site, using nonces, and mitigating cross-site request forgery.
Prompt String False Defaults to 'select_account' which prompts the user to select account while authenticating. Set to 'None', for no prompt, 'login' to force user to enter their credentials or 'consent' to trigger the OAuth consent dialog after the user signs in, asking the user to grant permissions to the app.
Result Set Columns
Name Type Description
Url String The authorization URL that will need to be opened for the user to authorize your app.

ListAssociations

Lists associations for a given table and navigation property. Set the IncludeNavigationProperties connection property to true in order to use this stored procedure.

Input
Name Type Required Description
FromId String True The ID of the entity you are listing associations for.
FromTable String True The table where the entity comes from that you are listing entities for. For example, if the FromId was from a table called Customers, set this parameter to: Customers.
NavigationProperty String True The navigation property you are listing assications for. It can be obtained from ListNavigationProperties.
Result Set Columns
Name Type Description
Uri String The linked URL.

ListNavigationProperties

Lists navigation properties for a given table and the tables they are associated with. Navigation properties are used by the Association stored procedures. Set the IncludeNavigationProperties connection property to true in order to use this stored procedure.

Input
Name Type Required Description
TableName String True The name of the table to list navigation properties for.
Result Set Columns
Name Type Description
Name String The name of the navigation property.
AssociatedTable String The table the navigation property is associated with.

RefreshOAuthAccessToken

Obtains an updated OAuthAccessToken if passed a token to refresh.

Input
Name Type Required Description
OAuthRefreshToken String True The refresh token returned from the original authorization code exchange.
Result Set Columns
Name Type Description
OAuthAccessToken String The new OAuthAccessToken returned from the service.
OAuthRefreshToken String A token that may be used to obtain a new access token.
ExpiresIn String The remaining lifetime on the access token.

RemoveAssociation

Removes an association between two entities based on a navigation property. Set the IncludeNavigationProperties connection property to true in order to use this stored procedure.

Input
Name Type Required Description
FromId String True The ID of the entity you are removing an associations for.
FromTable String True The table where the entity comes from that you are removing an association for. For example, if the FromId was from a table called Customers, set this parameter to: Customers.
ToNavigationProperty String True The navigation property you are removing an association on. It can be obtained from ListNavigationProperties.
ToId String True The ID of the navigation entity. This will come from the table associated with the navigation property.

System Tables

You can query the system tables described in this section to access schema information, information on data source functionality, and batch operation statistics.

Schema Tables

The following tables return database metadata for Dynamics 365 Sales:

Data Source Tables

The following tables return information about how to connect to and query the data source:

  • sys_connection_props: Returns information on the available connection properties.
  • sys_sqlinfo: Describes the SELECT queries that the connector can offload to the data source.

Query Information Tables

The following table returns query statistics for data modification queries, including batch operations:

  • sys_identity: Returns information about batch operations or single updates.

sys_catalogs

Lists the available databases.

The following query retrieves all databases determined by the connection string:

SELECT * FROM sys_catalogs
Columns
Name Type Description
CatalogName String The database name.

sys_schemas

Lists the available schemas.

The following query retrieves all available schemas:

SELECT * FROM sys_schemas
Columns
Name Type Description
CatalogName String The database name.
SchemaName String The schema name.

sys_tables

Lists the available tables.

The following query retrieves the available tables and views:

SELECT * FROM sys_tables
Columns
Name Type Description
CatalogName String The database containing the table or view.
SchemaName String The schema containing the table or view.
TableName String The name of the table or view.
TableType String The table type (table or view).
Description String A description of the table or view.
IsUpdateable Boolean Whether the table can be updated.

sys_tablecolumns

Describes the columns of the available tables and views.

The following query returns the columns and data types for the Accounts table:

SELECT ColumnName, DataTypeName FROM sys_tablecolumns WHERE TableName='Accounts'
Columns
Name Type Description
CatalogName String The name of the database containing the table or view.
SchemaName String The schema containing the table or view.
TableName String The name of the table or view containing the column.
ColumnName String The column name.
DataTypeName String The data type name.
DataType Int32 An integer indicating the data type. This value is determined at run time based on the environment.
Length Int32 The storage size of the column.
DisplaySize Int32 The designated column's normal maximum width in characters.
NumericPrecision Int32 The maximum number of digits in numeric data. The column length in characters for character and date-time data.
NumericScale Int32 The column scale or number of digits to the right of the decimal point.
IsNullable Boolean Whether the column can contain null.
Description String A brief description of the column.
Ordinal Int32 The sequence number of the column.
IsAutoIncrement String Whether the column value is assigned in fixed increments.
IsGeneratedColumn String Whether the column is generated.
IsHidden Boolean Whether the column is hidden.
IsArray Boolean Whether the column is an array.

sys_procedures

Lists the available stored procedures.

The following query retrieves the available stored procedures:

SELECT * FROM sys_procedures
Columns
Name Type Description
CatalogName String The database containing the stored procedure.
SchemaName String The schema containing the stored procedure.
ProcedureName String The name of the stored procedure.
Description String A description of the stored procedure.
ProcedureType String The type of the procedure, such as PROCEDURE or FUNCTION.

sys_procedureparameters

Describes stored procedure parameters.

The following query returns information about all of the input parameters for the GetOAuthAccessToken stored procedure:

SELECT * FROM sys_procedureparameters WHERE ProcedureName='GetOAuthAccessToken' AND Direction=1 OR Direction=2
Columns
Name Type Description
CatalogName String The name of the database containing the stored procedure.
SchemaName String The name of the schema containing the stored procedure.
ProcedureName String The name of the stored procedure containing the parameter.
ColumnName String The name of the stored procedure parameter.
Direction Int32 An integer corresponding to the type of the parameter: input (1), input/output (2), or output(4). input/output type parameters can be both input and output parameters.
DataTypeName String The name of the data type.
DataType Int32 An integer indicating the data type. This value is determined at run time based on the environment.
Length Int32 The number of characters allowed for character data. The number of digits allowed for numeric data.
NumericPrecision Int32 The maximum precision for numeric data. The column length in characters for character and date-time data.
NumericScale Int32 The number of digits to the right of the decimal point in numeric data.
IsNullable Boolean Whether the parameter can contain null.
IsRequired Boolean Whether the parameter is required for execution of the procedure.
IsArray Boolean Whether the parameter is an array.
Description String The description of the parameter.
Ordinal Int32 The index of the parameter.

sys_keycolumns

Describes the primary and foreign keys.

The following query retrieves the primary key for the Accounts table:

SELECT * FROM sys_keycolumns WHERE IsKey='True' AND TableName='Accounts'
Columns
Name Type Description
CatalogName String The name of the database containing the key.
SchemaName String The name of the schema containing the key.
TableName String The name of the table containing the key.
ColumnName String The name of the key column.
IsKey Boolean Whether the column is a primary key in the table referenced in the TableName field.
IsForeignKey Boolean Whether the column is a foreign key referenced in the TableName field.
PrimaryKeyName String The name of the primary key.
ForeignKeyName String The name of the foreign key.
ReferencedCatalogName String The database containing the primary key.
ReferencedSchemaName String The schema containing the primary key.
ReferencedTableName String The table containing the primary key.
ReferencedColumnName String The column name of the primary key.

sys_foreignkeys

Describes the foreign keys.

The following query retrieves all foreign keys which refer to other tables:

SELECT * FROM sys_foreignkeys WHERE ForeignKeyType = 'FOREIGNKEY_TYPE_IMPORT'
Columns
Name Type Description
CatalogName String The name of the database containing the key.
SchemaName String The name of the schema containing the key.
TableName String The name of the table containing the key.
ColumnName String The name of the key column.
PrimaryKeyName String The name of the primary key.
ForeignKeyName String The name of the foreign key.
ReferencedCatalogName String The database containing the primary key.
ReferencedSchemaName String The schema containing the primary key.
ReferencedTableName String The table containing the primary key.
ReferencedColumnName String The column name of the primary key.
ForeignKeyType String Designates whether the foreign key is an import (points to other tables) or export (referenced from other tables) key.

sys_indexes

Describes the available indexes. By filtering on indexes, you can write more selective queries with faster query response times.

The following query retrieves all indexes that are not primary keys:

SELECT * FROM sys_indexes WHERE IsPrimary='false'
Columns
Name Type Description
CatalogName String The name of the database containing the index.
SchemaName String The name of the schema containing the index.
TableName String The name of the table containing the index.
IndexName String The index name.
ColumnName String The name of the column associated with the index.
IsUnique Boolean True if the index is unique. False otherwise.
IsPrimary Boolean True if the index is a primary key. False otherwise.
Type Int16 An integer value corresponding to the index type: statistic (0), clustered (1), hashed (2), or other (3).
SortOrder String The sort order: A for ascending or D for descending.
OrdinalPosition Int16 The sequence number of the column in the index.

sys_connection_props

Returns information on the available connection properties and those set in the connection string.

When querying this table, the config connection string should be used:

jdbc:cdata:d365sales:config:

This connection string enables you to query this table without a valid connection.

The following query retrieves all connection properties that have been set in the connection string or set through a default value:

SELECT * FROM sys_connection_props WHERE Value <> ''
Columns
Name Type Description
Name String The name of the connection property.
ShortDescription String A brief description.
Type String The data type of the connection property.
Default String The default value if one is not explicitly set.
Values String A comma-separated list of possible values. A validation error is thrown if another value is specified.
Value String The value you set or a preconfigured default.
Required Boolean Whether the property is required to connect.
Category String The category of the connection property.
IsSessionProperty String Whether the property is a session property, used to save information about the current connection.
Sensitivity String The sensitivity level of the property. This informs whether the property is obfuscated in logging and authentication forms.
PropertyName String A camel-cased truncated form of the connection property name.
Ordinal Int32 The index of the parameter.
CatOrdinal Int32 The index of the parameter category.
Hierarchy String Shows dependent properties associated that need to be set alongside this one.
Visible Boolean Informs whether the property is visible in the connection UI.
ETC String Various miscellaneous information about the property.

sys_sqlinfo

Describes the SELECT query processing that the connector can offload to the data source.

Collaborative Query Processing

When working with data sources that do not support SQL-92, you can query the sys_sqlinfo view to determine the query capabilities of the underlying APIs, expressed in SQL syntax. The connector offloads as much of the SELECT statement processing as possible to the server and then processes the rest of the query in memory.

Discovering the Data Source's SELECT Capabilities

Below is an example data set of SQL capabilities. The following result set indicates the SELECT functionality that the connector can offload to the data source or process client side. Your data source may support additional SQL syntax. Some aspects of SELECT functionality are returned in a comma-separated list if supported; otherwise, the column contains NO.

Name Description Possible Values
AGGREGATE_FUNCTIONS Supported aggregation functions. AVG, COUNT, MAX, MIN, SUM, DISTINCT
COUNT Whether COUNT function is supported. YES, NO
IDENTIFIER_QUOTE_OPEN_CHAR The opening character used to escape an identifier. [
IDENTIFIER_QUOTE_CLOSE_CHAR The closing character used to escape an identifier. ]
SUPPORTED_OPERATORS A list of supported SQL operators. =, >, <, >=, <=, <>, !=, LIKE, NOT LIKE, IN, NOT IN, IS NULL, IS NOT NULL, AND, OR
GROUP_BY Whether GROUP BY is supported, and, if so, the degree of support. NO, NO_RELATION, EQUALS_SELECT, SQL_GB_COLLATE
STRING_FUNCTIONS Supported string functions. LENGTH, CHAR, LOCATE, REPLACE, SUBSTRING, RTRIM, LTRIM, RIGHT, LEFT, UCASE, SPACE, SOUNDEX, LCASE, CONCAT, ASCII, REPEAT, OCTET, BIT, POSITION, INSERT, TRIM, UPPER, REGEXP, LOWER, DIFFERENCE, CHARACTER, SUBSTR, STR, REVERSE, PLAN, UUIDTOSTR, TRANSLATE, TRAILING, TO, STUFF, STRTOUUID, STRING, SPLIT, SORTKEY, SIMILAR, REPLICATE, PATINDEX, LPAD, LEN, LEADING, KEY, INSTR, INSERTSTR, HTML, GRAPHICAL, CONVERT, COLLATION, CHARINDEX, BYTE
NUMERIC_FUNCTIONS Supported numeric functions. ABS, ACOS, ASIN, ATAN, ATAN2, CEILING, COS, COT, EXP, FLOOR, LOG, MOD, SIGN, SIN, SQRT, TAN, PI, RAND, DEGREES, LOG10, POWER, RADIANS, ROUND, TRUNCATE
TIMEDATE_FUNCTIONS Supported date/time functions. NOW, CURDATE, DAYOFMONTH, DAYOFWEEK, DAYOFYEAR, MONTH, QUARTER, WEEK, YEAR, CURTIME, HOUR, MINUTE, SECOND, TIMESTAMPADD, TIMESTAMPDIFF, DAYNAME, MONTHNAME, CURRENT_DATE, CURRENT_TIME, CURRENT_TIMESTAMP, EXTRACT
REPLICATION_SKIP_TABLES Indicates tables skipped during replication.
REPLICATION_TIMECHECK_COLUMNS A string array containing a list of columns which will be used to check for (in the given order) to use as a modified column during replication.
IDENTIFIER_PATTERN String value indicating what string is valid for an identifier.
SUPPORT_TRANSACTION Indicates if the provider supports transactions such as commit and rollback. YES, NO
DIALECT Indicates the SQL dialect to use.
KEY_PROPERTIES Indicates the properties which identify the uniform database.
SUPPORTS_MULTIPLE_SCHEMAS Indicates if multiple schemas may exist for the provider. YES, NO
SUPPORTS_MULTIPLE_CATALOGS Indicates if multiple catalogs may exist for the provider. YES, NO
DATASYNCVERSION The Data Sync version needed to access this driver. Standard, Starter, Professional, Enterprise
DATASYNCCATEGORY The Data Sync category of this driver. Source, Destination, Cloud Destination
SUPPORTSENHANCEDSQL Whether enhanced SQL functionality beyond what is offered by the API is supported. TRUE, FALSE
SUPPORTS_BATCH_OPERATIONS Whether batch operations are supported. YES, NO
SQL_CAP All supported SQL capabilities for this driver. SELECT, INSERT, DELETE, UPDATE, TRANSACTIONS, ORDERBY, OAUTH, ASSIGNEDID, LIMIT, LIKE, BULKINSERT, COUNT, BULKDELETE, BULKUPDATE, GROUPBY, HAVING, AGGS, OFFSET, REPLICATE, COUNTDISTINCT, JOINS, DROP, CREATE, DISTINCT, INNERJOINS, SUBQUERIES, ALTER, MULTIPLESCHEMAS, GROUPBYNORELATION, OUTERJOINS, UNIONALL, UNION, UPSERT, GETDELETED, CROSSJOINS, GROUPBYCOLLATE, MULTIPLECATS, FULLOUTERJOIN, MERGE, JSONEXTRACT, BULKUPSERT, SUM, SUBQUERIESFULL, MIN, MAX, JOINSFULL, XMLEXTRACT, AVG, MULTISTATEMENTS, FOREIGNKEYS, CASE, LEFTJOINS, COMMAJOINS, WITH, LITERALS, RENAME, NESTEDTABLES, EXECUTE, BATCH, BASIC, INDEX
PREFERRED_CACHE_OPTIONS A string value specifies the preferred cacheOptions.
ENABLE_EF_ADVANCED_QUERY Indicates if the driver directly supports advanced queries coming from Entity Framework. If not, queries will be handled client side. YES, NO
PSEUDO_COLUMNS A string array indicating the available pseudo columns.
MERGE_ALWAYS If the value is true, The Merge Mode is forcibly executed in Data Sync. TRUE, FALSE
REPLICATION_MIN_DATE_QUERY A select query to return the replicate start datetime.
REPLICATION_MIN_FUNCTION Allows a provider to specify the formula name to use for executing a server side min.
REPLICATION_START_DATE Allows a provider to specify a replicate startdate.
REPLICATION_MAX_DATE_QUERY A select query to return the replicate end datetime.
REPLICATION_MAX_FUNCTION Allows a provider to specify the formula name to use for executing a server side max.
IGNORE_INTERVALS_ON_INITIAL_REPLICATE A list of tables which will skip dividing the replicate into chunks on the initial replicate.
CHECKCACHE_USE_PARENTID Indicates whether the CheckCache statement should be done against the parent key column. TRUE, FALSE
CREATE_SCHEMA_PROCEDURES Indicates stored procedures that can be used for generating schema files.

The following query retrieves the operators that can be used in the WHERE clause:

SELECT * FROM sys_sqlinfo WHERE Name='SUPPORTED_OPERATORS'

Note that individual tables may have different limitations or requirements on the WHERE clause; refer to the Data Model section for more information.

Columns
Name Type Description
NAME String A component of SQL syntax, or a capability that can be processed on the server.
VALUE String Detail on the supported SQL or SQL syntax.

sys_identity

Returns information about attempted modifications.

The following query retrieves the Ids of the modified rows in a batch operation:

SELECT * FROM sys_identity
Columns
Name Type Description
Id String The database-generated ID returned from a data modification operation.
Batch String An identifier for the batch. 1 for a single operation.
Operation String The result of the operation in the batch: INSERTED, UPDATED, or DELETED.
Message String SUCCESS or an error message if the update in the batch failed.

Data Type Mapping

Data Type Mappings

The connector maps types from the data source to the corresponding data type available in the schema. The table below documents these mappings.

Dynamics 365 Sales (OData V4) Schema
Edm.Binary binary
Edm.Boolean bool
Edm.Date datetime
Edm.DateTimeOffset datetime
Edm.Decimal decimal
Edm.Double double
Edm.Guid guid
Edm.Int32 int
Edm.String string
Edm.TimeOfDay time

Advanced Configurations Properties

The advanced configurations properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure. Click the links for further details.

Authentication

Property Description
AuthScheme The type of authentication to use when connecting to Dynamics 365 Sales.
OrganizationURL The URL to your Dynamics 365 organization. For instance, https://abc123.crm.dynamics.com/.
ApiVersion The API version being used. This can be specified to access a new version of the API once it is released.

Azure Authentication

Property Description
AzureTenant The Microsoft Online tenant being used to access data. If not specified, your default tentant will be used.
AzureEnvironment The Azure Environment to use when establishing a connection.

OAuth

Property Description
InitiateOAuth Set this property to initiate the process to obtain or refresh the OAuth access token when you connect.
OAuthClientId The client ID assigned when you register your application with an OAuth authorization server.
OAuthClientSecret The client secret assigned when you register your application with an OAuth authorization server.
OAuthAccessToken The access token for connecting using OAuth.
CallbackURL The OAuth callback URL to return to when authenticating. This value must match the callback URL you specify in your app settings.
OAuthGrantType The grant type for the OAuth flow.
OAuthVerifier The verifier code returned from the OAuth authorization URL.
OAuthRefreshToken The OAuth refresh token for the corresponding OAuth access token.
OAuthExpiresIn The lifetime in seconds of the OAuth AccessToken.
OAuthTokenTimestamp The Unix epoch timestamp in milliseconds when the current Access Token was created.

SSL

Property Description
SSLServerCert The certificate to be accepted from the server when connecting using TLS/SSL.

Schema

Property Description
Location A path to the directory that contains the schema files defining tables, views, and stored procedures.
BrowsableSchemas This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA, SchemaB, SchemaC.
Tables This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA, TableB, TableC.
Views Restricts the views reported to a subset of the available tables. For example, Views=ViewA, ViewB, ViewC.

Miscellaneous

Property Description
AllowDuplicateRecords Indicates if the driver should check the configured duplicate detection rules.
IncludeFormattedValues Indicates if columns that hold formatted values should be exposed.
IncludeNavigationProperties A boolean indicating if navigation properties should be included in the column listing.
MaxRows Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.
Other These hidden properties are used only in specific use cases.
Pagesize The maximum number of results to return per page from Dynamics 365 Sales.
PseudoColumns This property indicates whether or not to include pseudo columns as columns to the table.
Timeout The value in seconds until the timeout error is thrown, canceling the operation.

Authentication

This section provides a complete list of authentication properties you can configure.

Property Description
AuthScheme The type of authentication to use when connecting to Dynamics 365 Sales.
OrganizationURL The URL to your Dynamics 365 organization. For instance, https://abc123.crm.dynamics.com/.
ApiVersion The API version being used. This can be specified to access a new version of the API once it is released.

AuthScheme

The type of authentication to use when connecting to Dynamics 365 Sales.

Possible Values

AzureAD, AzureMSI, AzureServicePrincipal

Data Type

string

Default Value

AzureAD

Remarks
  • AzureAD: Set this to perform Azure Active Directory OAuth authentication.
  • AzureMSI: Set this to automatically obtain Managed Service Identity credentials when running on an Azure VM.
  • AzureServicePrincipal: Set this to authenticate as an Azure Service Principal.

OrganizationURL

The URL to your Dynamics 365 organization. For instance, https://abc123.crm.dynamics.com/.

Data Type

string

Default Value

""

Remarks

The URL you use to log into your Dynamics 365 organization. For instance, https://abc123.crm.dynamics.com/. This may also be known as the resource.

ApiVersion

The API version being used. This can be specified to access a new version of the API once it is released.

Data Type

string

Default Value

9.0

Remarks

The API version being used. This can be specified to access a new version of the API once it is released. Otherwise, you can use the default.

Azure Authentication

This section provides a complete list of Azure authentication properties you can configure.

Property Description
AzureTenant The Microsoft Online tenant being used to access data. If not specified, your default tentant will be used.
AzureEnvironment The Azure Environment to use when establishing a connection.

AzureTenant

The Microsoft Online tenant being used to access data. If not specified, your default tentant will be used.

Data Type

string

Default Value

""

Remarks

The Microsoft Online tenant being used to access data. For instance, contoso.onmicrosoft.com. Alternatively, specify the tenant Id. This value is the directory ID in the Azure Portal > Azure Active Directory > Properties.

Typically it is not necessary to specify the Tenant. This can be automatically determined by Microsoft when using the OAuthGrantType set to CODE (default). However, it may fail in the case that the user belongs to multiple tenants. For instance, if an Admin of domain A invites a user of domain B to be a guest user. The user will now belong to both tenants. It is a good practice to specify the Tenant, although in general things should normally work without having to specify it.

The AzureTenant is required when setting OAuthGrantType to CLIENT. When using client credentials, there is no user context. The credentials are taken from the context of the app itself. While Microsoft still allows client credentials to be obtained without specifying which Tenant, it has a much lower probability of picking the specific tenant you want to work with. For this reason, we require AzureTenant to be explicitly stated for all client credentials connections to ensure you get credentials that are applicable for the domain you intend to connect to.

AzureEnvironment

The Azure Environment to use when establishing a connection.

Possible Values

GLOBAL, CHINA, GERMANY, USGOVT

Data Type

string

Default Value

GLOBAL

Remarks

In most cases, leaving the environment set to global will work. However, if your Azure Account has been added to a different environment, the AzureEnvironment may be used to specify which environment.

OAuth

This section provides a complete list of OAuth properties you can configure.

Property Description
InitiateOAuth Set this property to initiate the process to obtain or refresh the OAuth access token when you connect.
OAuthClientId The client ID assigned when you register your application with an OAuth authorization server.
OAuthClientSecret The client secret assigned when you register your application with an OAuth authorization server.
OAuthAccessToken The access token for connecting using OAuth.
CallbackURL The OAuth callback URL to return to when authenticating. This value must match the callback URL you specify in your app settings.
OAuthGrantType The grant type for the OAuth flow.
OAuthVerifier The verifier code returned from the OAuth authorization URL.
OAuthRefreshToken The OAuth refresh token for the corresponding OAuth access token.
OAuthExpiresIn The lifetime in seconds of the OAuth AccessToken.
OAuthTokenTimestamp The Unix epoch timestamp in milliseconds when the current Access Token was created.

InitiateOAuth

Set this property to initiate the process to obtain or refresh the OAuth access token when you connect.

Possible Values

OFF, GETANDREFRESH, REFRESH

Data Type

string

Default Value

OFF

Remarks

The following options are available:

  1. OFF: Indicates that the OAuth flow will be handled entirely by the user. An OAuthAccessToken will be required to authenticate.
  2. GETANDREFRESH: Indicates that the entire OAuth Flow will be handled by the connector. If no token currently exists, it will be obtained by prompting the user via the browser. If a token exists, it will be refreshed when applicable.
  3. REFRESH: Indicates that the connector will only handle refreshing the OAuthAccessToken. The user will never be prompted by the connector to authenticate via the browser. The user must handle obtaining the OAuthAccessToken and OAuthRefreshToken initially.

OAuthClientId

The client ID assigned when you register your application with an OAuth authorization server.

Data Type

string

Default Value

""

Remarks

As part of registering an OAuth application, you will receive the OAuthClientId value, sometimes also called a consumer key, and a client secret, the OAuthClientSecret.

OAuthClientSecret

The client secret assigned when you register your application with an OAuth authorization server.

Data Type

string

Default Value

""

Remarks

As part of registering an OAuth application, you will receive the OAuthClientId, also called a consumer key. You will also receive a client secret, also called a consumer secret. Set the client secret in the OAuthClientSecret property.

OAuthAccessToken

The access token for connecting using OAuth.

Data Type

string

Default Value

""

Remarks

The OAuthAccessToken property is used to connect using OAuth. The OAuthAccessToken is retrieved from the OAuth server as part of the authentication process. It has a server-dependent timeout and can be reused between requests.

The access token is used in place of your user name and password. The access token protects your credentials by keeping them on the server.

OAuthSettingsLocation

The location of the settings file where OAuth values are saved when InitiateOAuth is set to GETANDREFRESH or REFRESH. Alternatively, you can hold this location in memory by specifying a value starting with 'memory://'.

Data Type

string

Default Value

%APPDATA%\CData\Acumatica Data Provider\OAuthSettings.txt

Remarks

When InitiateOAuth is set to GETANDREFRESH or REFRESH, the driver saves OAuth values to avoid requiring the user to manually enter OAuth connection properties and to allow the credentials to be shared across connections or processes.

Instead of specifying a file path, you can use memory storage. Memory locations are specified by using a value starting with 'memory://' followed by a unique identifier for that set of credentials (for example, memory://user1). The identifier can be anything you choose but should be unique to the user. Unlike file-based storage, where credentials persist across connections, memory storage loads the credentials into static memory, and the credentials are shared between connections using the same identifier for the life of the process. To persist credentials outside the current process, you must manually store the credentials prior to closing the connection. This enables you to set them in the connection when the process is started again. You can retrieve OAuth property values with a query to the sys_connection_props system table. If there are multiple connections using the same credentials, the properties are read from the previously closed connection.

The default location is "%APPDATA%\CData\Acumatica Data Provider\OAuthSettings.txt" with %APPDATA% set to the user's configuration directory. The default values are

  • Windows: "register://%DSN"
  • Unix: "%AppData%..."

where DSN is the name of the current DSN used in the open connection.

The following table lists the value of %APPDATA% by OS:

Platform %APPDATA%
Windows The value of the APPDATA environment variable
Linux ~/.config

CallbackURL

The OAuth callback URL to return to when authenticating. This value must match the callback URL you specify in your app settings.

Data Type

string

Default Value

""

Remarks

During the authentication process, the OAuth authorization server redirects the user to this URL. This value must match the callback URL you specify in your app settings.

OAuthGrantType

The grant type for the OAuth flow.

Possible Values

CODE, CLIENT, PASSWORD

Data Type

string

Default Value

CLIENT

Remarks

The grant type for the OAuth flow. The following options are available: CODE,CLIENT,PASSWORD

OAuthVerifier

The verifier code returned from the OAuth authorization URL.

Data Type

string

Default Value

""

Remarks

The verifier code returned from the OAuth authorization URL. This can be used on systems where a browser cannot be launched such as headless systems.

Authentication on Headless Machines

See to obtain the OAuthVerifier value.

Set OAuthSettingsLocation along with OAuthVerifier. When you connect, the connector exchanges the OAuthVerifier for the OAuth authentication tokens and saves them, encrypted, to the specified file. Set InitiateOAuth to GETANDREFRESH automate the exchange.

Once the OAuth settings file has been generated, you can remove OAuthVerifier from the connection properties and connect with OAuthSettingsLocation set.

To automatically refresh the OAuth token values, set OAuthSettingsLocation and additionally set InitiateOAuth to REFRESH.

OAuthRefreshToken

The OAuth refresh token for the corresponding OAuth access token.

Data Type

string

Default Value

""

Remarks

The OAuthRefreshToken property is used to refresh the OAuthAccessToken when using OAuth authentication.

OAuthExpiresIn

The lifetime in seconds of the OAuth AccessToken.

Data Type

string

Default Value

""

Remarks

Pair with OAuthTokenTimestamp to determine when the AccessToken will expire.

OAuthTokenTimestamp

The Unix epoch timestamp in milliseconds when the current Access Token was created.

Data Type

string

Default Value

""

Remarks

Pair with OAuthExpiresIn to determine when the AccessToken will expire.

SSL

This section provides a complete list of SSL properties you can configure.

Property Description
SSLServerCert The certificate to be accepted from the server when connecting using TLS/SSL.

SSLServerCert

The certificate to be accepted from the server when connecting using TLS/SSL.

Data Type

string

Default Value

""

Remarks

If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is rejected.

This property can take the following forms:

Description Example
A full PEM Certificate (example shortened for brevity) -----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE-----
A path to a local file containing the certificate C:\cert.cer
The public key (example shortened for brevity) -----BEGIN RSA PUBLIC KEY----- MIGfMA0GCSq......AQAB -----END RSA PUBLIC KEY-----
The MD5 Thumbprint (hex values can also be either space or colon separated) ecadbdda5a1529c58a1e9e09828d70e4
The SHA1 Thumbprint (hex values can also be either space or colon separated) 34a929226ae0819f2ec14b4a3d904f801cbb150d

If not specified, any certificate trusted by the machine is accepted.

Certificates are validated as trusted by the machine based on the System's trust store. The trust store used is the 'javax.net.ssl.trustStore' value specified for the system. If no value is specified for this property, Java's default trust store is used (for example, JAVA_HOME\lib\security\cacerts).

Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.

Schema

This section provides a complete list of schema properties you can configure.

Property Description
Location A path to the directory that contains the schema files defining tables, views, and stored procedures.
BrowsableSchemas This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA, SchemaB, SchemaC.
Tables This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA, TableB, TableC.
Views Restricts the views reported to a subset of the available tables. For example, Views=ViewA, ViewB, ViewC.

Location

A path to the directory that contains the schema files defining tables, views, and stored procedures.

Data Type

string

Default Value

%APPDATA%\D365Sales Data Provider\Schema

Remarks

The path to a directory which contains the schema files for the connector (.rsd files for tables and views, .rsb files for stored procedures). The folder location can be a relative path from the location of the executable. The Location property is only needed if you want to customize definitions (for example, change a column name, ignore a column, and so on) or extend the data model with new tables, views, or stored procedures.

If left unspecified, the default location is "%APPDATA%\D365Sales Data Provider\Schema" with %APPDATA% being set to the user's configuration directory:

Platform %APPDATA%
Windows The value of the APPDATA environment variable
Mac ~/Library/Application Support
Linux ~/.config

BrowsableSchemas

This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.

Data Type

string

Default Value

""

Remarks

Listing the schemas from databases can be expensive. Providing a list of schemas in the connection string improves the performance.

Tables

This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.

Data Type

string

Default Value

""

Remarks

Listing the tables from some databases can be expensive. Providing a list of tables in the connection string improves the performance of the connector.

This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.

Specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.

Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.

Views

Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.

Data Type

string

Default Value

""

Remarks

Listing the views from some databases can be expensive. Providing a list of views in the connection string improves the performance of the connector.

This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.

Specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.

Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.

Miscellaneous

This section provides a complete list of miscellaneous properties you can configure.

Property Description
AllowDuplicateRecords Indicates if the driver should check the configured duplicate detection rules.
IncludeFormattedValues Indicates if columns that hold formatted values should be exposed.
IncludeNavigationProperties A boolean indicating if navigation properties should be included in the column listing.
MaxRows Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.
Other These hidden properties are used only in specific use cases.
Pagesize The maximum number of results to return per page from Dynamics 365 Sales.
PseudoColumns This property indicates whether or not to include pseudo columns as columns to the table.
Timeout The value in seconds until the timeout error is thrown, canceling the operation.

AllowDuplicateRecords

Indicates if the driver should check the configured duplicate detection rules.

Data Type

string

Default Value

true

Remarks

Set this value to false to avoid adding duplicate records while performing Insert peration.

IncludeFormattedValues

Indicates if columns that hold formatted values should be exposed.

Data Type

bool

Default Value

false

Remarks

For each column, an extra one is added to expose the formatted value. New columns will have "_display" postfix.

IncludeNavigationProperties

A boolean indicating if navigation properties should be included in the column listing.

Data Type

bool

Default Value

false

Remarks

Navigation properties will not populate with information when retrieving data. Instead, navigation properties may be used to bind to an existing resource during inserts or updates. For example:

INSERT INTO accounts (_primarycontactid_value) VALUES ('123456')

To specify multiple values, use a comma-separated list. For instance:

INSERT INTO accounts (lead_customer_accounts) VALUES ('123,456')

MaxRows

Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.

Data Type

int

Default Value

-1

Remarks

Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.

Other

These hidden properties are used only in specific use cases.

Data Type

string

Default Value

""

Remarks

The properties listed below are available for specific use cases. Normal driver use cases and functionality should not require these properties.

Specify multiple properties in a semicolon-separated list.

Integration and Formatting
Property Description
DefaultColumnSize Sets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000.
ConvertDateTimeToGMT Determines whether to convert date-time values to GMT, instead of the local time of the machine.
RecordToFile=filename Records the underlying socket data transfer to the specified file.

Pagesize

The maximum number of results to return per page from Dynamics 365 Sales.

Data Type

int

Default Value

5000

Remarks

The Pagesize property affects the maximum number of results to return per page from Dynamics 365 Sales. Setting a higher value may result in better performance at the cost of additional memory allocated per page consumed.

PseudoColumns

This property indicates whether or not to include pseudo columns as columns to the table.

Data Type

string

Default Value

""

Remarks

This setting is particularly helpful in Entity Framework, which does not allow you to set a value for a pseudo column unless it is a table column. The value of this connection setting is of the format "Table1=Column1, Table1=Column2, Table2=Column3". You can use the "*" character to include all tables and all columns; for example, "*=*".

Timeout

The value in seconds until the timeout error is thrown, canceling the operation.

Data Type

int

Default Value

60

Remarks

If Timeout = 0, operations do not time out. The operations run until they complete successfully or until they encounter an error condition.

If Timeout expires and the operation is not yet complete, the connector throws an exception.