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

Specifies 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

Specifies 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

Specifies the time span (in seconds), compared against a connection's creation time when it is returned to the pool; the connection is destroyed if this span is exceeded. The default value is 0 (connection always returns to pool).

Connection Timeout

Specifies 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 60.

Default Command Timeout

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

Failover Retries

Specifies 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.

Initialization Command

Specifies a command to execute after establishing the connection.

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

Specifies 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

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

NormalizeDbNames

Determines whether database object names are normalized when retrieved from the database.

Password

Specifies 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

Draws the connection from the appropriate pool, or creates and adds it to the appropriate pool, when set to true. This is the default behavior.

Proxy Host

Specifies the host name or IP address of the proxy server.

Proxy Password

Specifies the password for the proxy server account.

Proxy Port

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

Proxy User

Specifies the proxy server account name.

Readonly

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

Refresh Token

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

Run Once Command

Specifies a command to execute after establishing the connection. Unlike Initialization Command, it is not executed for connections obtained from the connection pool.

Server

Specifies the login URL to Dynamics 365 service.

Token Server

Specifies 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

Specifies the Dynamics login account.

UTC Dates

Converts dates to UTC format during import when set to True; the date values entered in Excel are then considered UTC dates when saving them to the data source.