Dynamics 365 Sales Version Support

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

Connecting to Dynamics 365 Sales

Authenticating 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.

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.

Creating a Custom OAuth App

See Creating a Custom OAuth App for a procedure.

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.

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

Currently, only using a client secret is supported for authentication.

Get an OAuth Access Token

You are ready to connect after setting the following connection properties:

• 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.

Stored Procedures

• The stored procedures features described in this documentation are not currently supported.
• Because stored procedures are not currently supported, any feature dependent on stored procedures is also currently not supported.

Configuration Files and Their Paths

• All references to adding configuration files and their paths refer to files and locations on the Jitterbit 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.

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.

The Jitterbit Connector for Dynamics 365 Sales 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.

Defining 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 connectio property to specify the location of your JSON configuration file. For example:

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

Defining Views Using DDL Statements

The connector is also capable of creating and altering the schema via DDL Statements such as CREATE LOCAL VIEW, ALTER LOCAL VIEW, and DROP LOCAL VIEW.

Create a View

To create a new view using DDL statements, provide the view name and query as follows:

CREATE LOCAL VIEW [MyViewName] AS SELECT * FROM Customers LIMIT 20;

If no JSON file exists, the above code creates one. The view is then created in the JSON configuration file and is now discoverable. The JSON file location is specified by the UserDefinedViews connection property.

Alter a View

To alter an existing view, provide the name of an existing view alongside the new query you would like to use instead:

ALTER LOCAL VIEW [MyViewName] AS SELECT * FROM Customers WHERE TimeModified > '3/1/2020';

The view is then updated in the JSON configuration file.

Drop a View

To drop an existing view, provide the name of an existing schema alongside the new query you would like to use instead.

DROP LOCAL VIEW [MyViewName]

THis removes the view from the JSON configuration file. It can no longer be queried.

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.

Working 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.

Customizing 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.

The Jitterbit Connector for Dynamics 365 Sales 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

NOTE: Stored procedures are not currently supported. See the above note for details.

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.

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 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.

Jitterbit Connector for Dynamics 365 Sales 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

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_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_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

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_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_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

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_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_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

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
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* 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.

Jitterbit Connector for Dynamics 365 Sales 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.

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.

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.

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.

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.

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.

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.

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.

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.

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:

• sys_catalogs: Lists the available databases.
• sys_schemas: Lists the available schemas.
• sys_tables: Lists the available tables and views.
• sys_tablecolumns: Describes the columns of the available tables and views.
• sys_procedures: Describes the available stored procedures.
• sys_procedureparameters: Describes stored procedure* parameters.
• sys_keycolumns: Describes the primary and foreign keys.
• sys_indexes: Describes the available indexes.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 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

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.
OAuthGrantType	The grant type for the OAuth flow.

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.

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.

The type of authentication to use when connecting to Dynamics 365 Sales. Currently, only AzureServicePrincipal is supported

Possible Values

AzureServicePrincipal

Data Type

string

Default Value

"AzureServicePrincipal"

Remarks

• AzureServicePrincipal: Set this to authenticate as an Azure Service Principal.

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.

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.

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.

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, "example.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.

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.

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.
OAuthGrantType	The grant type for the OAuth flow.

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

Possible Values

GETANDREFRESH

Data Type

string

Default Value

"GETANDREFRESH"

Remarks

The following option is supported:

• GETANDREFRESH: Indicates that the entire OAuth Flow will be handled by the connector. If no token currently exists, it will be obtained. If a token exists, it will be refreshed when applicable.

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.

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 client secret, also called a consumer secret. Set the client secret as the OAuthClientSecret property.

You will also receive an OAuthClientId, also called a consumer key.

The grant type for the OAuth flow.

Possible Values

CLIENT

Data Type

string

Default Value

"CLIENT"

Remarks

The grant type for the OAuth flow. Only the CLIENT option is supported.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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')

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.

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

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.

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.

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, "*=*".

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.