Microsoft Dynamics 365 Business Central Connector for CData Sync

Build 22.0.8462
  • Microsoft Dynamics 365 Business Central
    • Establishing a Connection
      • Business Central Endpoints
    • Advanced Features
      • SSL Configuration
      • Firewall and Proxy
    • Data Model
      • Tables
      • Data Type Mapping
    • Connection String Options
      • Authentication
        • AuthScheme
        • OrganizationURL
        • User
        • AccessKey
        • Company
        • UseSandbox
      • Azure Authentication
        • AzureTenant
        • AzureEnvironment
      • OAuth
        • OAuthClientId
        • OAuthClientSecret
      • JWT OAuth
        • OAuthJWTCert
        • OAuthJWTCertType
        • OAuthJWTCertPassword
        • OAuthJWTCertSubject
        • OAuthJWTIssuer
        • OAuthJWTSubject
      • SSL
        • SSLServerCert
      • Firewall
        • FirewallType
        • FirewallServer
        • FirewallPort
        • FirewallUser
        • FirewallPassword
      • Proxy
        • ProxyAutoDetect
        • ProxyServer
        • ProxyPort
        • ProxyAuthScheme
        • ProxyUser
        • ProxyPassword
        • ProxySSLType
        • ProxyExceptions
      • Logging
        • LogModules
      • Schema
        • Location
        • BrowsableSchemas
        • Tables
        • Views
      • Miscellaneous
        • EndpointType
        • IncludeNavigationProperties
        • MaxRows
        • Other
        • PseudoColumns
        • Timeout
        • UserDefinedViews

Microsoft Dynamics 365 Business Central Connector for CData Sync

Overview

The CData Sync App provides a straightforward way to continuously pipeline your Microsoft Dynamics 365 Business Central data to any database, data lake, or data warehouse, making it easily available for Analytics, Reporting, AI, and Machine Learning.

The Microsoft Dynamics 365 Business Central connector can be used from the CData Sync application to pull data from Microsoft Dynamics 365 Business Central and move it to any of the supported destinations.

Microsoft Dynamics 365 Business Central Connector for CData Sync

Establishing a Connection

Create a connection to Microsoft Dynamics 365 Business Central by navigating to the Connections page in the Sync App application and selecting the corresponding icon in the Add Connections panel. If the Microsoft Dynamics 365 Business Central icon is not available, click the Add More icon to download and install the Microsoft Dynamics 365 Business Central connector from the CData site.

Required properties are listed under the Settings tab. The Advanced tab lists connection properties that are not typically required.

To connect to data, specify OrganizationUrl. The OrganizationUrl should be set to one of the following:

  • The endpoint to your business central account such as https://businesscentral.dynamics.com/abc123/
  • The web services root.
  • The custom API base url.

Please see Business Central Endpoints for more details on how to specify the OrganizationUrl and which endpoints are available.

If you have multiple companies in your organization, you must also specify the Company to indicate which company you would like to connect to. Company does not need to be specified if you have only one company.

User and Access Key

Note: User and Access key Authentication will not be supported for cloud version starting in Apr 2021. For on-premises, Web Service Access Key (Basic Auth) will remain an option for the time being.

To use Access Key auth, set the AuthScheme to Access Key. To authenticate to Microsoft Dynamics 365 Business Central, you may provide the User and AccessKey connection properties. Microsoft recommends these for testing and development purposes, but discourages their use for production environments.

To obtain the User and AccessKey values, navigate to the Users page in Microsoft Dynamics 365 Business Central and then click on Edit. The User Name and Web Service Access Key values are what you will enter as the User and AccessKey connection string properties. Note that the User Name is not your email address. It is a shortened user name.

Connecting to Microsoft Dynamics 365 Business Central

To authenticate to the Microsoft Dynamics 365 Business Central source, you should first set the OrganizationUrl to the URL of the organization you are connecting to, such as https://businesscentral.dynamics.com/abc123/.

Access Key

Set the User along with the AccessKey to authenticate to the Microsoft Dynamics 365 Business Central source.

Azure AD

Azure AD is a connection type that leverages OAuth to authenticate. OAuth requires the authenticating user to interact with Microsoft Dynamics 365 Business Central using an internet browser. The Sync App facilitates this in several ways as described below. Set your AuthScheme to AzureAD. All AzureAD flows assume that you have done so.

Desktop Applications

CData provides an embedded OAuth application that simplifies OAuth desktop Authentication. Alternatively, you can create a custom OAuth application. See Creating a Custom AzureAD App for information about creating custom applications and reasons for doing so.

For authentication, the only difference between the two methods is that you must set two additional connection properties when using custom OAuth applications.

After setting the following connection properties, you are ready to connect:

  • OAuthClientId: (custom applications only) Set this to the client Id in your application settings.
  • OAuthClientSecret: (custom applications only) Set this to the client secret in your application settings.
  • CallbackURL: Set this to the Redirect URL in your application settings.

When you connect the Sync App opens the OAuth endpoint in your default browser. Log in and grant permissions to the application.

Web Applications

When connecting via a Web application, you need to register a custom OAuth app with Microsoft Dynamics 365 Business Central. See Creating a Custom AzureAD App. You can then use the Sync App to get and manage the OAuth token values. Get an OAuth Access Token

Set one of the following connection properties groups depending on the authentication type to obtain the OAuthAccessToken:

  1. Authenticating using a Client Secret
    • OAuthClientId: Set this to the client Id in your app settings.
    • OAuthClientSecret: Set this to the client secret in your app settings.
  2. Authenticating using a Certificate
    • OAuthClientId: Set this to the client Id in your app settings.
    • OAuthJWTCert: Set this to the JWT Certificate store.
    • OAuthJWTCertType: Set this to the type of the certificate store specified by OAuthJWTCert.

You can then call stored procedures to complete the OAuth exchange:

  1. Call the GetOAuthAuthorizationUrl stored procedure. Set the AuthMode input to WEB and set the CallbackURL input to the Redirect URI you specified in your app settings. If necessary, set the Permissions parameter to request custom permissions.

    The stored procedure returns the URL to the OAuth endpoint.

  2. Open the URL, log in, and authorize the application. You are redirected back to the callback URL.
  3. Call the GetOAuthAccessToken stored procedure. Set the AuthMode input to WEB. Set the Verifier input to the "code" parameter in the query string of the callback URL. If necessary, set the Permissions parameter to request custom permissions.

To connect to data, set the OAuthAccessToken connection property to the access token returned by the stored procedure. When the access token expires after ExpiresIn seconds, call GetOAuthAccessToken again to obtain a new access token.

Admin Consent

Admin consent refers to when the Admin for an Azure Active Directory tenant grants permissions to an application which requires an admin to consent to the use case. The embedded app within the CData Sync App, contains no permissions that require admin consent. Therefore, this information applies only to custom applications.

Admin Consent Permissions

When creating a new AzureAD app in the Azure Portal, you must specify which permissions the app will require. Some permissions may be marked as "Admin Consent Required". For example, all Groups permissions require Admin Consent. If your app requires admin consent, there are a couple of ways this can be done.

The easiest way to grant admin consent is to just have an admin log into portal.azure.com and navigate to the app you have created in App Registrations. Under API Permissions, click Grant Consent for your app to have permissions on the tenant under which it was created.

If your organization has multiple tenants or you need to grant application permissions for other tenants outside your organization, use the GetAdminConsentURL stored procedure to generate the Admin Authorization URL. Unlike the GetOAuthAuthorizationUrl, there will be no important information returned from this endpoint. After the OAuth application is successfully authorized, it returns a Boolean indicating that permissions have been granted.

After the administrator has approved the OAuth Application, you can continue to authenticate.

Azure Service Principal

Azure Service Principal is a connection type that goes through OAuth. Set your AuthScheme to AzureServicePrincipal. 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.

Note: You must create a custom application prior to assigning a role. See Creating a Custom AzureAD App for more information.

When authenticating using an Azure Service Principal, you must register an application with an Azure AD tenant. Follow the steps below to create a new service principal that can be used with the role-based access control.

Assign a role to the application

To access resources in your subscription, you must assign a role to the application.

  1. Open the Subscriptions page by searching and selecting the Subscriptions service from the search bar.
  2. Select the particular subscription to assign the application to.
  3. Open the Access control (IAM) and select Add > Add role assignment to open the Add role assignment page.
  4. Select Owner as the role to assign to your created Azure AD app.

Complete the Authentication

You are ready to connect after setting one of the below connection properties groups, depending on the configured app authentication (client secret or certificate).

In both methods

Before choosing client secret or certicate authentication, follow these steps then continue to the relevant section below:

  1. AuthScheme: Set this to the AzureServicePrincipal in your app settings.
  2. InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
  3. AzureTenant: Set this to the tenant you wish to connect to.
  4. OAuthClientId: Set this to the client Id in your app settings.
Authenticating using a Client Secret

Continue with the following:

  1. OAuthClientId: Set this to the client Id in your app settings.
  2. OAuthClientSecret: Set this to the client secret in your app settings.

Authenticating using a Certificate

Continue with the following:

  1. OAuthJWTCert: Set this to the JWT Certificate store.
  2. OAuthJWTCertType: Set this to the type of the certificate store specified by OAuthJWTCert.

MSI

If you are running Microsoft Dynamics 365 Business Central on an Azure VM, you can leverage Managed Service Identity (MSI) credentials to connect:

  • AuthScheme: Set this to AzureMSI.

The MSI credentials are automatically obtained for authentication.

Microsoft Dynamics 365 Business Central Connector for CData Sync

Business Central Endpoints

Microsoft Dynamics 365 Business Central supports several different endpoints to connect to data, with the two main categories being the Common Service endpoints, and the Web Services endpoints. Beyond that, each set of endpoints are split into Production and Testing endpoints. Production endpoints require an OAuth connection, whereas Testing endpoints may be connected to via User and AccessKey. Note that both Production and Testing endpoints access and interact with the same data - they just have different restrictions on what authentication methods are allowed.

Note: Basic authentication will not be supported for cloud version starting in Apr 2021.

The OrganizationUrl by default will attempt to resolve to a Common Service Production endpoint if any https://businesscentral.dynamics.com/ URL is specified. However, this may be configured by modifying the EndpointType. In addition, specifying any https://api.businesscentral.dynamics.com/ will override both EndpointType and UseSandbox as the specified OrganizationUrl supplied will be used without alteration.

Common Service Endpoints

Common Service endpoints contain the business data associated with Microsoft Dynamics 365 Business Central. For instance, accounts, sales orders, and sales invoices will all be found on the Common Service.

Common Service Endpoints - Production

  • https://api.businesscentral.dynamics.com/v2.0/{environment name}/api/v2.0
  • https://api.businesscentral.dynamics.com/v1.0/api/v2.0
  • https://api.businesscentral.dynamics.com/v2.0/sandbox/api/v2.0

Common Service Endpoints - Testing

  • https://api.businesscentral.dynamics.com/v2.0/{tenant id}/{environment name}/api/v2.0
  • https://api.businesscentral.dynamics.com/v1.0/{tenant id}/api/v2.0
  • https://api.businesscentral.dynamics.com/v2.0/{tenant id}/sandbox/api/v2.0

Note: The Tenant Id is the id of your tenant in Azure that the Business Central app is available on. This may be obtained by logging into portal.azure.com, selecting your user name, and going to Switch Directory. It may also be found under portal.azure.com, going to Active Directory, and Overview. Environment names may be found under https://businesscentral.dynamics.com/{tenant id}/admin.

Web Services Endpoints

Web Service endpoints include anything that has been custom exposed in Microsoft Dynamics 365 Business Central. This may include KPIs, reports, individual entites, or other feeds. In Microsoft Dynamics 365 Business Central, click the magnifying glass and search for Web Services to get an idea of what all are exposed by these endpoints.

Web Services Endpoint - Production

  • https://api.businesscentral.dynamics.com/v1.0/ODataV4/

Web Services Endpoint - Testing

  • https://api.businesscentral.dynamics.com/v1.0/{tenant id}/ODataV4/

Custom API Endpoints

To connect to custom API endpoints you need to set the OrganizationUrl property to your custom base url which is in the format: https://api.businesscentral.dynamics.com/v2.0/{tenant}/api/{API publisher}/{API group}/{API version}

Endpoint Default Changes from 2019

In the 2019 version, the default endpoint resolved to was the Web Services testing endpoint if a https://businesscentral.dynamics.com/ url was supplied to OrganizationUrl. The new default is the Common Service production endpoint. To continue using the Web Services testing endpoint, either set it directly or change the EndpointType to WSTesting.

Microsoft Dynamics 365 Business Central Connector for CData Sync

Advanced Features

This section details a selection of advanced features of the Microsoft Dynamics 365 Business Central Sync App.

User Defined Views

The Sync App 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 Sync App handles TLS/SSL certificate negotiations. You can choose from various certificate formats; see the SSLServerCert property under "Connection String Options" for more information.

Firewall and Proxy

Configure the Sync App for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.

Query Processing

The Sync App offloads as much of the SELECT statement processing as possible to Microsoft Dynamics 365 Business Central and then processes the rest of the query in memory (client-side).

See Query Processing for more information.

Logging

See Logging for an overview of configuration settings that can be used to refine CData logging. For basic logging, you only need to set two connection properties, but there are numerous features that support more refined logging, where you can select subsets of information to be logged using the LogModules connection property.

Microsoft Dynamics 365 Business Central Connector for CData Sync

SSL Configuration

Customizing the SSL Configuration

By default, the Sync App 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.

Microsoft Dynamics 365 Business Central Connector for CData Sync

Firewall and Proxy

Connecting Through a Firewall or Proxy

HTTP Proxies

To connect through the Windows system proxy, you do not need to set any additional connection properties. To connect to other proxies, set ProxyAutoDetect to false.

In addition, to authenticate to an HTTP proxy, set ProxyAuthScheme, ProxyUser, and ProxyPassword, in addition to ProxyServer and ProxyPort.

Other Proxies

Set the following properties:

  • To use a proxy-based firewall, set FirewallType, FirewallServer, and FirewallPort.
  • To tunnel the connection, set FirewallType to TUNNEL.
  • To authenticate, specify FirewallUser and FirewallPassword.
  • To authenticate to a SOCKS proxy, additionally set FirewallType to SOCKS5.

Microsoft Dynamics 365 Business Central Connector for CData Sync

Data Model

The CData Sync App models Microsoft Dynamics 365 Business Central 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.

Tables

The Sync App models the writable entities described in the service metadata document as bidirectional Tables.

Stored Procedures

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.

Miscellaneous information

Be aware that 'insert' statement on table SalesInvoiceLines works only when the status of the sales invoice is 'DRAFT'. If the status is 'PAID' or 'OPEN' then the 'insert' statement will not complete successfully. This is an API limitation.

Microsoft Dynamics 365 Business Central Connector for CData Sync

Tables

Default Table Display

The Microsoft Dynamics 365 Business Central Sync App only exposes tables configured as Web Services in your account. It uses the Odata services of Microsoft Dynamics 365 Business Central to dynamically obtain and display the list of tables after you connect. You can display additional tables; the next section describes the procedure.

Displaying Additional Tables

If you want to display tables (endpoints) other than the ones the Microsoft Dynamics 365 Business Central Sync App has displayed, first configure the tables you want as a Web Service from your account. The Sync App then detects the exposed endpoints and displays them. To do this, follow these steps:

  1. Log in to your Dynamics 365 Business Central account.
  2. Navige to Web Services and click New.
  3. Under Object Type, select Page or Query. The Codeunit option is available in Dynamics 365 Business Central version 16.3 or later.
  4. In the Object ID open the dropdown list and click Select from full list.
  5. Select the tables you want to display from the Object Name column.
  6. Specify the Service Name to define how the service is displayed.
  7. Select the Published check box and wait until the ODat V4 URL field is populated.
  8. Inspect the upper right corner of the page to make sure the changes are saved.
  9. Repeat this procedure for any other tables (configured as web services) that you want to add.

Filtering with AL Enum objects

Some Business Central API pages, including most API v2.0 pages, have fields based on AL Enum objects.

Fields based on AL enum objects must have names that are consistent and always the same so that filters on the report always work no matter the language or OS you are using. For this reason, the fields based on AL enums are not translated and Buisness Central API requires them to be encoded to avoid any special character.

To be able to filter with an Enum value, you need to encode the value by refering to https://www.w3.org/Style/XSL/TestSuite/results/4/XEP/symbol.pdf documentation and appending _(underscore) before and after the symbol.

In particual, for space this would be "_x0020_". e.g: SELECT * FROM DimensionSetLines WHERE parentid={id} and parentType='Sales_x0020_Order'

To check if the field is an enum object you can refer to the IsEnumeration column of the sys_tablecolumns table.

Microsoft Dynamics 365 Business Central Connector for CData Sync

Data Type Mapping

Data Type Mappings

The Sync App maps types from the data source to the corresponding data type available in the schema. The table below documents these mappings.

Microsoft Dynamics 365 Business Central (OData V4) CData 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

Microsoft Dynamics 365 Business Central Connector for CData Sync

Connection String Options

The connection string 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 in the connection string for this provider. Click the links for further details.

For more information on establishing a connection, see Establishing a Connection.

Authentication


PropertyDescription
AuthSchemeWhether to use OAuth Authentication or Access Key Authentication when connecting to Business Central.
OrganizationURLThe URL to your Dynamics 365 organization. For instance, https://businesscentral.dynamics.com/abc123/.
UserThe username of the Dynamics 365 OnPremise account used to authenticate to the Microsoft Dynamics 365 Business Central server.
AccessKeyThe access key used to authenticate to the Microsoft Dynamics 365 Business Central.
CompanyThe name of the Company being used for Microsoft Dynamics 365 Business Central.
UseSandboxA boolean indicating if a sandbox is being used. Set this to true if you have a sandbox name other than simply 'sandbox'.

Azure Authentication


PropertyDescription
AzureTenantThe Microsoft Online tenant being used to access data. If not specified, your default tentant will be used.
AzureEnvironmentThe Azure Environment to use when establishing a connection.

OAuth


PropertyDescription
OAuthClientIdThe client Id assigned when you register your application with an OAuth authorization server.
OAuthClientSecretThe client secret assigned when you register your application with an OAuth authorization server.

JWT OAuth


PropertyDescription
OAuthJWTCertThe JWT Certificate store.
OAuthJWTCertTypeThe type of key store containing the JWT Certificate.
OAuthJWTCertPasswordThe password for the OAuth JWT certificate.
OAuthJWTCertSubjectThe subject of the OAuth JWT certificate.
OAuthJWTIssuerThe issuer of the Java Web Token.
OAuthJWTSubjectThe user subject for which the application is requesting delegated access.

SSL


PropertyDescription
SSLServerCertThe certificate to be accepted from the server when connecting using TLS/SSL.

Firewall


PropertyDescription
FirewallTypeThe protocol used by a proxy-based firewall.
FirewallServerThe name or IP address of a proxy-based firewall.
FirewallPortThe TCP port for a proxy-based firewall.
FirewallUserThe user name to use to authenticate with a proxy-based firewall.
FirewallPasswordA password used to authenticate to a proxy-based firewall.

Proxy


PropertyDescription
ProxyAutoDetectThis indicates whether to use the system proxy settings or not. This takes precedence over other proxy settings, so you'll need to set ProxyAutoDetect to FALSE in order use custom proxy settings.
ProxyServerThe hostname or IP address of a proxy to route HTTP traffic through.
ProxyPortThe TCP port the ProxyServer proxy is running on.
ProxyAuthSchemeThe authentication type to use to authenticate to the ProxyServer proxy.
ProxyUserA user name to be used to authenticate to the ProxyServer proxy.
ProxyPasswordA password to be used to authenticate to the ProxyServer proxy.
ProxySSLTypeThe SSL type to use when connecting to the ProxyServer proxy.
ProxyExceptionsA semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer .

Logging


PropertyDescription
LogModulesCore modules to be included in the log file.

Schema


PropertyDescription
LocationA path to the directory that contains the schema files defining tables, views, and stored procedures.
BrowsableSchemasThis property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.
TablesThis property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.
ViewsRestricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.

Miscellaneous


PropertyDescription
EndpointTypeThe type of endpoint the OrganizationUrl should resolve to.
IncludeNavigationPropertiesA boolean indicating if navigation properties should be included in the column listing.
MaxRowsLimits 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.
OtherThese hidden properties are used only in specific use cases.
PseudoColumnsThis property indicates whether or not to include pseudo columns as columns to the table.
TimeoutThe value in seconds until the timeout error is thrown, canceling the operation.
UserDefinedViewsA filepath pointing to the JSON configuration file containing your custom views.
Microsoft Dynamics 365 Business Central Connector for CData Sync

Authentication

This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.


PropertyDescription
AuthSchemeWhether to use OAuth Authentication or Access Key Authentication when connecting to Business Central.
OrganizationURLThe URL to your Dynamics 365 organization. For instance, https://businesscentral.dynamics.com/abc123/.
UserThe username of the Dynamics 365 OnPremise account used to authenticate to the Microsoft Dynamics 365 Business Central server.
AccessKeyThe access key used to authenticate to the Microsoft Dynamics 365 Business Central.
CompanyThe name of the Company being used for Microsoft Dynamics 365 Business Central.
UseSandboxA boolean indicating if a sandbox is being used. Set this to true if you have a sandbox name other than simply 'sandbox'.
Microsoft Dynamics 365 Business Central Connector for CData Sync

AuthScheme

Whether to use OAuth Authentication or Access Key Authentication when connecting to Business Central.

Remarks

Whether to use OAuth Authentication or Access Key Authentication when connecting to Business Central.

Note: OAuth Authentication is for cloud version only, but is expected to be supported for OnPrem in August 2021.

  • Auto: Automatically try to determine an appropriate auth scheme to use based on other connection properties.
  • Access Key: Set this to perform authenticating using an Access Key. Only works on endpoints designed for testing the service.
  • AzureAD: Set this to perform Azure Active Directory OAuth authentication.
  • AzureServicePrincipal: Set this to authenticate as an Azure Service Principal.
  • AzureMSI: Set this to automatically obtain Managed Service Identity credentials when running on an Azure VM.

Microsoft Dynamics 365 Business Central Connector for CData Sync

OrganizationURL

The URL to your Dynamics 365 organization. For instance, https://businesscentral.dynamics.com/abc123/.

Remarks

The URL you use to log into your Dynamics 365 organization. For instance, https://businesscentral.dynamics.com/abc123/.

This may also be known as the resource. To find this click on the Search icon and search for "Web Services". Monitor the OData v4 URL. The end value should be the web service endpoint (minus the Company), such as: https://api.businesscentral.dynamics.com/v1.0/businesscentralid/ODataV4/.

To connect to custom APIs set this property to the base URL to your Dynamics 365 custom API. For instance, https://api.businesscentral.dynamics.com/v2.0/{environmentName}/api/{API publisher}/{API group}/{API version} or https://api.businesscentral.dynamics.com/v2.0/{tenant}/{environmentName}/api/{API publisher}/{API group}/{API version}

Microsoft Dynamics 365 Business Central Connector for CData Sync

User

The username of the Dynamics 365 OnPremise account used to authenticate to the Microsoft Dynamics 365 Business Central server.

Remarks

Together with AccessKey, this field is used to authenticate to the Microsoft Dynamics 365 Business Central server.

Note: Basic authentication will not be supported for cloud version starting in Apr 2021.For on-premises, Web Service Access Key (Basic Auth) will remain an option for the time being.

Microsoft Dynamics 365 Business Central Connector for CData Sync

AccessKey

The access key used to authenticate to the Microsoft Dynamics 365 Business Central.

Remarks

Together with User, this field is used to authenticate against the Microsoft Dynamics 365 Business Central.

Note: Basic authentication will not be supported for cloud version starting in Apr 2021.For on-premises, Web Service Access Key (Basic Auth) will remain an option for the time being.

Microsoft Dynamics 365 Business Central Connector for CData Sync

Company

The name of the Company being used for Microsoft Dynamics 365 Business Central.

Remarks

The name of the Company being used for Microsoft Dynamics 365 Business Central. This can be found under the Company Information page. The Company property must be specified if your organization has multiple companies. If you only have one company available in your organization, it does not need to be specified.

Microsoft Dynamics 365 Business Central Connector for CData Sync

UseSandbox

A boolean indicating if a sandbox is being used. Set this to true if you have a sandbox name other than simply 'sandbox'.

Remarks

A boolean indicating if a sandbox is being used. Set this to true if you have a sandbox name other than simply 'sandbox'.

Microsoft Dynamics 365 Business Central Connector for CData Sync

Azure Authentication

This section provides a complete list of the Azure Authentication properties you can configure in the connection string for this provider.


PropertyDescription
AzureTenantThe Microsoft Online tenant being used to access data. If not specified, your default tentant will be used.
AzureEnvironmentThe Azure Environment to use when establishing a connection.
Microsoft Dynamics 365 Business Central Connector for CData Sync

AzureTenant

The Microsoft Online tenant being used to access data. If not specified, your default tentant will be used.

Remarks

The Microsoft Online tenant being used to access data. For instance, contoso.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.

Microsoft Dynamics 365 Business Central Connector for CData Sync

AzureEnvironment

The Azure Environment to use when establishing a connection.

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. The available values are GLOBAL, CHINA, USGOVT, USGOVTDOD.

Microsoft Dynamics 365 Business Central Connector for CData Sync

OAuth

This section provides a complete list of the OAuth properties you can configure in the connection string for this provider.


PropertyDescription
OAuthClientIdThe client Id assigned when you register your application with an OAuth authorization server.
OAuthClientSecretThe client secret assigned when you register your application with an OAuth authorization server.
Microsoft Dynamics 365 Business Central Connector for CData Sync

OAuthClientId

The client Id assigned when you register your application with an OAuth authorization server.

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.

Microsoft Dynamics 365 Business Central Connector for CData Sync

OAuthClientSecret

The client secret assigned when you register your application with an OAuth authorization server.

Remarks

As part of registering an OAuth application, you will receive the OAuthClientId, also called a consumer key. You will also receive a client secret, also called a consumer secret. Set the client secret in the OAuthClientSecret property.

Microsoft Dynamics 365 Business Central Connector for CData Sync

JWT OAuth

This section provides a complete list of the JWT OAuth properties you can configure in the connection string for this provider.


PropertyDescription
OAuthJWTCertThe JWT Certificate store.
OAuthJWTCertTypeThe type of key store containing the JWT Certificate.
OAuthJWTCertPasswordThe password for the OAuth JWT certificate.
OAuthJWTCertSubjectThe subject of the OAuth JWT certificate.
OAuthJWTIssuerThe issuer of the Java Web Token.
OAuthJWTSubjectThe user subject for which the application is requesting delegated access.
Microsoft Dynamics 365 Business Central Connector for CData Sync

OAuthJWTCert

The JWT Certificate store.

Remarks

The name of the certificate store for the client certificate.

The OAuthJWTCertType field specifies the type of the certificate store specified by OAuthJWTCert. If the store is password protected, specify the password in OAuthJWTCertPassword.

OAuthJWTCert is used in conjunction with the OAuthJWTCertSubject field in order to specify client certificates. If OAuthJWTCert has a value, and OAuthJWTCertSubject is set, a search for a certificate is initiated. Please refer to the OAuthJWTCertSubject field for details.

Designations of certificate stores are platform-dependent.

The following are designations of the most common User and Machine certificate stores in Windows:

MYA certificate store holding personal certificates with their associated private keys.
CACertifying authority certificates.
ROOTRoot certificates.
SPCSoftware publisher certificates.

In Java, the certificate store normally is a file containing certificates and optional private keys.

When the certificate store type is PFXFile, this property must be set to the name of the file. When the type is PFXBlob, the property must be set to the binary contents of a PFX file (i.e. PKCS12 certificate store).

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OAuthJWTCertType

The type of key store containing the JWT Certificate.

Remarks

This property can take one of the following values:

USERFor Windows, this specifies that the certificate store is a certificate store owned by the current user. Note: This store type is not available in Java.
MACHINEFor Windows, this specifies that the certificate store is a machine store. Note: this store type is not available in Java.
PFXFILEThe certificate store is the name of a PFX (PKCS12) file containing certificates.
PFXBLOBThe certificate store is a string (base-64-encoded) representing a certificate store in PFX (PKCS12) format.
JKSFILEThe certificate store is the name of a Java key store (JKS) file containing certificates. Note: this store type is only available in Java.
JKSBLOBThe certificate store is a string (base-64-encoded) representing a certificate store in Java key store (JKS) format. Note: this store type is only available in Java.
PEMKEY_FILEThe certificate store is the name of a PEM-encoded file that contains a private key and an optional certificate.
PEMKEY_BLOBThe certificate store is a string (base64-encoded) that contains a private key and an optional certificate.
PUBLIC_KEY_FILEThe certificate store is the name of a file that contains a PEM- or DER-encoded public key certificate.
PUBLIC_KEY_BLOBThe certificate store is a string (base-64-encoded) that contains a PEM- or DER-encoded public key certificate.
SSHPUBLIC_KEY_FILEThe certificate store is the name of a file that contains an SSH-style public key.
SSHPUBLIC_KEY_BLOBThe certificate store is a string (base-64-encoded) that contains an SSH-style public key.
P7BFILEThe certificate store is the name of a PKCS7 file containing certificates.
PPKFILEThe certificate store is the name of a file that contains a PPK (PuTTY Private Key).
XMLFILEThe certificate store is the name of a file that contains a certificate in XML format.
XMLBLOBThe certificate store is a string that contains a certificate in XML format.

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OAuthJWTCertPassword

The password for the OAuth JWT certificate.

Remarks

If the certificate store is of a type that requires a password, this property is used to specify that password in order to open the certificate store.

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OAuthJWTCertSubject

The subject of the OAuth JWT certificate.

Remarks

When loading a certificate the subject is used to locate the certificate in the store.

If an exact match is not found, the store is searched for subjects containing the value of the property.

If a match is still not found, the property is set to an empty string, and no certificate is selected.

The special value "*" picks the first certificate in the certificate store.

The certificate subject is a comma separated list of distinguished name fields and values. For instance "CN=www.server.com, OU=test, C=US, [email protected]". Common fields and their meanings are displayed below.

FieldMeaning
CNCommon Name. This is commonly a host name like www.server.com.
OOrganization
OUOrganizational Unit
LLocality
SState
CCountry
EEmail Address

If a field value contains a comma it must be quoted.

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OAuthJWTIssuer

The issuer of the Java Web Token.

Remarks

The issuer of the Java Web Token. This is typically either the Client Id or Email Address of the OAuth Application.

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OAuthJWTSubject

The user subject for which the application is requesting delegated access.

Remarks

The user subject for which the application is requesting delegated access. Typically, the user account name or email address.

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SSL

This section provides a complete list of the SSL properties you can configure in the connection string for this provider.


PropertyDescription
SSLServerCertThe certificate to be accepted from the server when connecting using TLS/SSL.
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SSLServerCert

The certificate to be accepted from the server when connecting using TLS/SSL.

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.

Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.

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Firewall

This section provides a complete list of the Firewall properties you can configure in the connection string for this provider.


PropertyDescription
FirewallTypeThe protocol used by a proxy-based firewall.
FirewallServerThe name or IP address of a proxy-based firewall.
FirewallPortThe TCP port for a proxy-based firewall.
FirewallUserThe user name to use to authenticate with a proxy-based firewall.
FirewallPasswordA password used to authenticate to a proxy-based firewall.
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FirewallType

The protocol used by a proxy-based firewall.

Remarks

This property specifies the protocol that the Sync App will use to tunnel traffic through the FirewallServer proxy. Note that by default, the Sync App connects to the system proxy; to disable this behavior and connect to one of the following proxy types, set ProxyAutoDetect to false.

Type Default Port Description
TUNNEL 80 When this is set, the Sync App opens a connection to Microsoft Dynamics 365 Business Central and traffic flows back and forth through the proxy.
SOCKS4 1080 When this is set, the Sync App sends data through the SOCKS 4 proxy specified by FirewallServer and FirewallPort and passes the FirewallUser value to the proxy, which determines if the connection request should be granted.
SOCKS5 1080 When this is set, the Sync App sends data through the SOCKS 5 proxy specified by FirewallServer and FirewallPort. If your proxy requires authentication, set FirewallUser and FirewallPassword to credentials the proxy recognizes.

To connect to HTTP proxies, use ProxyServer and ProxyPort. To authenticate to HTTP proxies, use ProxyAuthScheme, ProxyUser, and ProxyPassword.

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FirewallServer

The name or IP address of a proxy-based firewall.

Remarks

This property specifies the IP address, DNS name, or host name of a proxy allowing traversal of a firewall. The protocol is specified by FirewallType: Use FirewallServer with this property to connect through SOCKS or do tunneling. Use ProxyServer to connect to an HTTP proxy.

Note that the Sync App uses the system proxy by default. To use a different proxy, set ProxyAutoDetect to false.

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FirewallPort

The TCP port for a proxy-based firewall.

Remarks

This specifies the TCP port for a proxy allowing traversal of a firewall. Use FirewallServer to specify the name or IP address. Specify the protocol with FirewallType.

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FirewallUser

The user name to use to authenticate with a proxy-based firewall.

Remarks

The FirewallUser and FirewallPassword properties are used to authenticate against the proxy specified in FirewallServer and FirewallPort, following the authentication method specified in FirewallType.

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FirewallPassword

A password used to authenticate to a proxy-based firewall.

Remarks

This property is passed to the proxy specified by FirewallServer and FirewallPort, following the authentication method specified by FirewallType.

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Proxy

This section provides a complete list of the Proxy properties you can configure in the connection string for this provider.


PropertyDescription
ProxyAutoDetectThis indicates whether to use the system proxy settings or not. This takes precedence over other proxy settings, so you'll need to set ProxyAutoDetect to FALSE in order use custom proxy settings.
ProxyServerThe hostname or IP address of a proxy to route HTTP traffic through.
ProxyPortThe TCP port the ProxyServer proxy is running on.
ProxyAuthSchemeThe authentication type to use to authenticate to the ProxyServer proxy.
ProxyUserA user name to be used to authenticate to the ProxyServer proxy.
ProxyPasswordA password to be used to authenticate to the ProxyServer proxy.
ProxySSLTypeThe SSL type to use when connecting to the ProxyServer proxy.
ProxyExceptionsA semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer .
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ProxyAutoDetect

This indicates whether to use the system proxy settings or not. This takes precedence over other proxy settings, so you'll need to set ProxyAutoDetect to FALSE in order use custom proxy settings.

Remarks

This takes precedence over other proxy settings, so you'll need to set ProxyAutoDetect to FALSE in order use custom proxy settings.

To connect to an HTTP proxy, see ProxyServer. For other proxies, such as SOCKS or tunneling, see FirewallType.

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ProxyServer

The hostname or IP address of a proxy to route HTTP traffic through.

Remarks

The hostname or IP address of a proxy to route HTTP traffic through. The Sync App can use the HTTP, Windows (NTLM), or Kerberos authentication types to authenticate to an HTTP proxy.

If you need to connect through a SOCKS proxy or tunnel the connection, see FirewallType.

By default, the Sync App uses the system proxy. If you need to use another proxy, set ProxyAutoDetect to false.

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ProxyPort

The TCP port the ProxyServer proxy is running on.

Remarks

The port the HTTP proxy is running on that you want to redirect HTTP traffic through. Specify the HTTP proxy in ProxyServer. For other proxy types, see FirewallType.

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ProxyAuthScheme

The authentication type to use to authenticate to the ProxyServer proxy.

Remarks

This value specifies the authentication type to use to authenticate to the HTTP proxy specified by ProxyServer and ProxyPort.

Note that the Sync App will use the system proxy settings by default, without further configuration needed; if you want to connect to another proxy, you will need to set ProxyAutoDetect to false, in addition to ProxyServer and ProxyPort. To authenticate, set ProxyAuthScheme and set ProxyUser and ProxyPassword, if needed.

The authentication type can be one of the following:

  • BASIC: The Sync App performs HTTP BASIC authentication.
  • DIGEST: The Sync App performs HTTP DIGEST authentication.
  • NEGOTIATE: The Sync App retrieves an NTLM or Kerberos token based on the applicable protocol for authentication.
  • PROPRIETARY: The Sync App does not generate an NTLM or Kerberos token. You must supply this token in the Authorization header of the HTTP request.

If you need to use another authentication type, such as SOCKS 5 authentication, see FirewallType.

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ProxyUser

A user name to be used to authenticate to the ProxyServer proxy.

Remarks

The ProxyUser and ProxyPassword options are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

You can select one of the available authentication types in ProxyAuthScheme. If you are using HTTP authentication, set this to the user name of a user recognized by the HTTP proxy. If you are using Windows or Kerberos authentication, set this property to a user name in one of the following formats:

user@domain
domain\user

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ProxyPassword

A password to be used to authenticate to the ProxyServer proxy.

Remarks

This property is used to authenticate to an HTTP proxy server that supports NTLM (Windows), Kerberos, or HTTP authentication. To specify the HTTP proxy, you can set ProxyServer and ProxyPort. To specify the authentication type, set ProxyAuthScheme.

If you are using HTTP authentication, additionally set ProxyUser and ProxyPassword to HTTP proxy.

If you are using NTLM authentication, set ProxyUser and ProxyPassword to your Windows password. You may also need these to complete Kerberos authentication.

For SOCKS 5 authentication or tunneling, see FirewallType.

By default, the Sync App uses the system proxy. If you want to connect to another proxy, set ProxyAutoDetect to false.

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ProxySSLType

The SSL type to use when connecting to the ProxyServer proxy.

Remarks

This property determines when to use SSL for the connection to an HTTP proxy specified by ProxyServer. This value can be AUTO, ALWAYS, NEVER, or TUNNEL. The applicable values are the following:

AUTODefault setting. If the URL is an HTTPS URL, the Sync App will use the TUNNEL option. If the URL is an HTTP URL, the component will use the NEVER option.
ALWAYSThe connection is always SSL enabled.
NEVERThe connection is not SSL enabled.
TUNNELThe connection is through a tunneling proxy. The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy.

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ProxyExceptions

A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer .

Remarks

The ProxyServer is used for all addresses, except for addresses defined in this property. Use semicolons to separate entries.

Note that the Sync App uses the system proxy settings by default, without further configuration needed; if you want to explicitly configure proxy exceptions for this connection, you need to set ProxyAutoDetect = false, and configure ProxyServer and ProxyPort. To authenticate, set ProxyAuthScheme and set ProxyUser and ProxyPassword, if needed.

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Logging

This section provides a complete list of the Logging properties you can configure in the connection string for this provider.


PropertyDescription
LogModulesCore modules to be included in the log file.
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LogModules

Core modules to be included in the log file.

Remarks

Only the modules specified (separated by ';') will be included in the log file. By default all modules are included.

See the Logging page for an overview.

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Schema

This section provides a complete list of the Schema properties you can configure in the connection string for this provider.


PropertyDescription
LocationA path to the directory that contains the schema files defining tables, views, and stored procedures.
BrowsableSchemasThis property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.
TablesThis property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.
ViewsRestricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.
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Location

A path to the directory that contains the schema files defining tables, views, and stored procedures.

Remarks

The path to a directory which contains the schema files for the Sync App (.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%\\CData\\D365BusinessCentral Data Provider\\Schema" with %APPDATA% being set to the user's configuration directory:

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BrowsableSchemas

This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.

Remarks

Listing the schemas from databases can be expensive. Providing a list of schemas in the connection string improves the performance.

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Tables

This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.

Remarks

Listing the tables from some databases can be expensive. Providing a list of tables in the connection string improves the performance of the Sync App.

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.

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Views

Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.

Remarks

Listing the views from some databases can be expensive. Providing a list of views in the connection string improves the performance of the Sync App.

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.

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Miscellaneous

This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.


PropertyDescription
EndpointTypeThe type of endpoint the OrganizationUrl should resolve to.
IncludeNavigationPropertiesA boolean indicating if navigation properties should be included in the column listing.
MaxRowsLimits 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.
OtherThese hidden properties are used only in specific use cases.
PseudoColumnsThis property indicates whether or not to include pseudo columns as columns to the table.
TimeoutThe value in seconds until the timeout error is thrown, canceling the operation.
UserDefinedViewsA filepath pointing to the JSON configuration file containing your custom views.
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EndpointType

The type of endpoint the OrganizationUrl should resolve to.

Remarks

Please see Business Central Endpoints for details on the types of endpoints in Microsoft Dynamics 365 Business Central and what the appropriate value to set the EndpointType to based on your use case.

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IncludeNavigationProperties

A boolean indicating if navigation properties should be included in the column listing.

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')

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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.

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.

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Other

These hidden properties are used only in specific use cases.

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

DefaultColumnSizeSets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000.
ConvertDateTimeToGMTDetermines whether to convert date-time values to GMT, instead of the local time of the machine.
RecordToFile=filenameRecords the underlying socket data transfer to the specified file.

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PseudoColumns

This property indicates whether or not to include pseudo columns as columns to the table.

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, "*=*".

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Timeout

The value in seconds until the timeout error is thrown, canceling the operation.

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 Sync App throws an exception.

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UserDefinedViews

A filepath pointing to the JSON configuration file containing your custom views.

Remarks

User Defined Views are defined in a JSON-formatted configuration file called UserDefinedViews.json. The Sync App 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 Sync App.

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 connection property to specify the location of your JSON configuration file. For example:
"UserDefinedViews", "C:\\Users\\yourusername\\Desktop\\tmp\\UserDefinedViews.json"

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