Configure a Connection Profile

From the CData ribbon, click Get Data and select From Microsoft Dynamics GP connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Microsoft Dynamics GP Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to Microsoft Dynamics GP

To connect set URL to the Web services endpoint; for example, http://{servername}:{port}/Dynamics/GPService. Additionally, set CompanyId to the unique identifier of the company you are connecting to. You can obtain this value by querying the Company table and leaving the property empty.

Authenticating to Microsoft Dynamics GP

The Microsoft Dynamics GP data source supports the following authentication methods:

• Anonymous Authentication
• WS-Security (WSS) Authentication
• Basic Authentication
• NTLM User Authentication
• Digest
• Negotiate (Kerberos)

Anonymous Authentication

In some situations, you can connect to Microsoft Dynamics GP without setting any authentication connection properties. To do so, set the AuthScheme to None, and you are ready to connect.

WS-Security (WSS)

Set the User and Password to connect and set AuthScheme to WSS.

Note: WSS Authentication is the default authentication scheme.

Basic

Set the User and Password to connect and set AuthScheme to Basic.

Windows (NTLM)

Set the Windows User and Password to connect and set AuthScheme to NTLM.

Digest

Set the User and Password to connect and set AuthScheme to Digest.

Kerberos

See Using Kerberos for details on how to authenticate with Kerberos.

Fine Tuning Data Access

The add-in returns data summaries by default to save performance. Set LookupIds to true to return details such as line items; however, note that entities must be retrieved one at a time.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Microsoft Dynamics GP you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with Microsoft Dynamics GP data, such as using the available CData Excel Functions.