Dynamics 365

ExpandedToggleIcon        Connection Dialog

To connect to Dynamics 365, first you need to select Authentication Type and specify Host - 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.Optionally select the Use custom OAuth App check box and specify the custom Client ID and Client Secret. You can obtain these parameters when registering an OAuth app in your Azure AD tenant. See this tutorial for more information.
2.Click the Sign In button.
3.In the opened Web Login dialog box sign in to your Dynamics 365 account.
4.Review the list of required permissions, select the Consent on behalf of your organization check box, and click Accept.

For the RefreshTokenInteractive (OAuth Interactive) authentication, perform the following steps:

1.In Server, specify the server name, for example: https://connectivitysenvironment.crm4.dynamics.com.
2.Click Test Connection.
3.In the browser window, sign in to Dynamics 365 with your username and password.

     After successful authorization, the Refresh Token, Client ID, and Client Secret are filled in automatically.

 

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 maximum lifetime (in seconds) of a connection. 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 exceeds the value specified by Connection Lifetime. 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 re-run a command in case when the command failed because of an exception, that indicates that the reason of the failure may be temporary.

Initialization Command

Specifies a data source-specific command to execute immediately after the connection is established.

Local SQL Engine

Determines whether to enable local SQL processing (enabled by default). Local SQL processing allows performing complex SELECT statements that cannot be directly compiled to Dynamics 365 API calls. In this case ll the data from the mentioned cloud objects is queried to the local cache, and then the query is performed against the cache.

If local SQL processing is disabled, only simple SELECT statements that can be directly translated into Dynamics 365 API calls can be used. More complex SELECT statements will fail.

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

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

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

Stores the OAuth 2.0 refresh token for Dynamics 365. The value is obtained automatically when you perform Web Login.

Run Once Command

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

Token Server

Is not used for Dynamics 365.

Server

Specifies the server name.

User ID

Specifies the Dynamics login account.

UTC Dates

Converts dates to UTC format during import if set to True, and treats the date values entered by the user (in SELECT statements, etc.) as UTC dates when sending them to the data source.