Configure a Windows DSN for Dynamics 365

A Data Source Name (DSN) stores connection details, such as server information and user credentials, for establishing a connection to Dynamics 365.

Create a DSN

1. In the Windows search box, enter ODBC Data Sources, then select the version of the ODBC Data Source Administrator that matches the bitness of your third-party application (32-bit or 64-bit).

2. Select the appropriate tab to choose the DSN type:

  • User DSN – Specific to a user account and only accessible to that user.

  • System DSN – Accessible to all users on the computer and used by system-wide applications.

  • File DSN – Portable and system-independent, a File DSN stores connection details in a file, allowing it to be shared across different systems.

Note

Most applications support all DSN types, but some may require a specific one.

3. Click Add.

4. Select Devart ODBC Driver for Dynamics 365, then click Finish.

Create a Windows DSN for Devart ODBC Driver

5. Enter a name for your data source and specify the connection details.

Devart ODBC Driver Configuration dialog with specified connection details

The default authentication method is OAuth 2.0. To use basic authentication, select User ID and Password from the Authentication menu.

6. Optional: Click Test Connection to verify the connection settings.

Test Connection button highlighted in the Devart ODBC Driver Configuration dialog and the Connection successful notification

7. Click OK.

Note

If you’re using Login and Password authentication when connecting to a data source and the password isn’t saved in the DSN, you’ll be prompted to enter it at runtime. If the password is saved in the DSN, or if you’re using OAuth 2.0 authentication, leave the User ID and Password fields empty.