Dynamics 365

ExpandedToggleIcon        Connection Dialog

To connect to Dynamics 365, first you need to select Authentication Type and specify Server - the login URL to Dynamics 365 service.

 

Then, for UserNamePassword authentication type, specify the following parameters.

1.User Id - The Dynamics 365 login account;
2.Password - The password for the Dynamics 365 login account;

 

For RefreshToken (OAuth 2.0) authentication, perform the following steps:

1.Click the Web Login button
2.In the opened Web Login dialog box sign in to your Dynamics 365 account.
3.Review the list of required permissions, select the Consent on behalf of your organization check box, and click Accept.

 

In addition to the required options, Advanced connection options may be set for more fine connection tuning.

 

ExpandedToggleIcon        Advanced Connection Options

The following table describes the options that you can include in the Connection String using the Advanced Connection Editor dialog box:

 

Option

Description

Authentication Type

Determines the authentication type to use - UserNamePassword or RefreshToken (OAuth 2.0).

Client Id

One of the pair of OAuth 2.0 credentials, that you can obtain when you register an OAuth app in your Azure AD tenant.

Client Secret

The second one of the pair of OAuth 2.0 credentials, that you can obtain when you register an OAuth app in your Azure AD tenant.

Connection Lifetime

When a connection is returned to the pool, its creation time is compared with the current time, and the connection is destroyed if that time span (in seconds) exceeds the value specified by Connection Lifetime. The default value is 0 (connection always returns to pool).

Connection Timeout

The length of time (in seconds) to wait for a connection to the server before terminating the attempt and generating an error. The default value is 15.

Default Command Timeout

The time in seconds to wait while trying to execute a command before terminating the attempt and generating an error.

Failover Retries

The number of retry attempts to automatically re-run a command before displaying an error message in case when the command failed because of an error that may be temporary.

Local SQL Engine

Determines whether to use local SQL engine for SELECT queries, that are too complex to translate them directly to Dynamics 365 API calls or to show an error message.

Max Pool Size

The maximum number of connections allowed in the pool. Setting the Max Pool Size value in the connection string can affect performance. The default value is 100.

Min Pool Size

The minimum number of connections allowed in the pool. The default value is 0.

Password

The password for the account.

Persist Security Info

Indicates if security-sensitive information, such as the password, is not returned as part of the connection if the connection is open or has ever been in an open state.

Pooling

If true, by default, the connection is drawn from the appropriate pool or is created and added to the appropriate pool.

Proxy Host

The host name or IP address of proxy server.

Proxy Password

The password for the proxy server account.

Proxy Port

The port number of the proxy server. The default value is 3128.

Proxy User

The proxy server account name.

Readonly

Indicates whether the connection is read-only (allows only SELECT statements).

Refresh Token

OAuth 2.0 refresh token for Dynamics 365. Obtained automatically when you perform Web Login.

Server

The login URL to Dynamics 365 service.

Token Server

The path to a file to store the refresh token between sessions. Used for RefreshToken authentication. This parameter is specified automatically when performing web login, and in most cases there is no need to modify it. If you want, you may specify a custom path to use instead of the default one.

User ID

The Dynamics login account.

UTC Dates

If set to True, dates will be converted to UTC format during import, and the date values entered in Excel are considered UTC dates when saving them to the data source.