This section shows how to set up ODBC connectivity and configure DSNs on macOS.

Minimum macOS Version

The CData ODBC Driver for Microsoft Dynamics CRM driver requires macOS Sierra (10.12) or above.

Licensing the Driver

In a terminal, run the following commands to license the driver. To activate a trial, omit the <key> input.

cd "/Applications/CData ODBC Driver for Microsoft Dynamics CRM/bin"
sudo ./install-license.sh <key>

You'll be prompted for a name and password. These refer to your name and your machine's password.

Connecting to Microsoft Dynamics CRM

To connect, set Url to the root URL of your organization and set User, Password, and CRMVersion.

Authenticating to CRM On-Premises

Additionally for CRM on-premises, select an authentication method. By default, the driver uses Windows (NTLM) authentication. To use another authentication type, such as Kerberos delegation, set AuthScheme. The following is an example connection string:

AuthScheme=Auto;Url=https://myOrg.crm.dynamics.com/;User=username;Password=password;CRM Version='CRM2011+'"

Internet Facing Deployments

For Dynamics CRM with IFD, set InternetFacingDeployment to true. The following is an example connection string:

AuthScheme=Auto;Url=https://myOrg.crm.dynamics.com/;User=username;Password=password;InternetFacingDeployment=True;CRM Version='CRM2011+'"

AzureAD

Microsoft Dynamics CRM supports AzureAD. To authenticate using AzureAD, you must create a custom app to obtain the OAuthClientId, OAuthClientSecret to use custom AzureAD credentials. In addition to those properties, set CallbackURL.

You should set the AuthScheme to OAuth to enforce the OAuth Authentication scheme.

After creating your OAuth Application, set the following connection properties:

• AuthScheme: Set to OAuth.
• OAuthClientId: Set to the consumer key in your app settings.
• OAuthClientSecret(optional): Set to the consumer secret in your app settings.
• ADFSServer: Set to the ADFS server in your deployment.

When you connect, the driver opens the AzureAD endpoint in your default browser. Log in and grant permissions to the application. The driver then completes the following AzureAD process:

1. Gets the callback URL and sets the access token and ADFSServer to authenticate requests.
2. Saves OAuth values in your connection settings. These values persist across connections.
3. Exchanges the returned refresh token for a new, valid access token.

The following is an example connection string for Internet Facing Deployments:

AuthScheme=OAuth;Url=https://myOrg.crm.dynamics.com/;CRM Version=CRM2011+;InitiateOAuth=GETANDREFRESH;CallbackUrl=http://localhost:33333;OAuthClientId=ClientID;ADFSServer=https://auth.adfs.com/;"

The following is an example connection string for Online Instance:

AuthScheme=OAuth;Url=https://myOrg.crm.dynamics.com/;CRM Version=CRMOnline;InitiateOAuth=GETANDREFRESH;CallbackUrl=http://localhost:33333;OAuthClientId=ClientID;AzureTenant=xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx;"

Kerberos

Please see Using Kerberos for details on how to authenticate with Kerberos

Uninstalling the Driver

The easiest way to uninstall the driver is to open a terminal and run the included uninstall.sh script, located in the installation directory. For example:

cd "/Applications/CData ODBC Driver for Microsoft Dynamics CRM"
sudo ./uninstall.sh

Note: The script needs to be run from the installation directory.