Microsoft Dynamics 365 Business Central Connector for CData Sync

Build 24.0.9175
  • 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
        • Password
        • AccessKey
        • Company
        • UseSandbox
      • Azure Authentication
        • AzureTenant
        • AzureEnvironment
      • OAuth
        • OAuthClientId
        • OAuthClientSecret
      • JWT OAuth
        • OAuthJWTCert
        • OAuthJWTCertType
        • OAuthJWTCertPassword
        • OAuthJWTCertSubject
      • Kerberos
        • KerberosKDC
        • KerberosRealm
        • KerberosSPN
        • KerberosUser
        • KerberosKeytabFile
        • KerberosServiceRealm
        • KerberosServiceKDC
        • KerberosTicketCache
      • 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
        • EnableAtomicBatchOperations
        • EndpointType
        • IncludeNavigationProperties
        • MaxRows
        • MinimumColumnSize
        • Other
        • Pagesize
        • PseudoColumns
        • Timeout
        • UserDefinedViews
        • UseSimpleNames

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 Version Support

The Sync App supports read/write access to Microsoft Dynamics 365 Business Central through OData Web services.

Microsoft Dynamics 365 Business Central Connector for CData Sync

Establishing a Connection

Adding a Connection to Microsoft Dynamics 365 Business Central

To add a connection to Microsoft Dynamics 365 Business Central:

  1. In the application console, navigate to the Connections page.
  2. At the Add Connections panel, select the icon for the connection you want to add.
  3. 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.

For required properties, see the Settings tab.

For connection properties that are not typically required, see the Advanced tab.

Connecting to Microsoft Dynamics 365 Business Central

Cloud Endpoints

To connect to data, specify OrganizationUrl, where OrganizationUrl is 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.

On-Premises Endpoints

The following are examples of on-premises endpoints:

https://base URL:port/serverinstance/api/API publisher/API group/API version/
https://base URL:port//serverinstance/ODataV4  
https://myInstance/.local:7048/BC220/ODataV4
The URL is blocked by default; your administrator must enable access to it.

For information about on how to specify the OrganizationUrl and which endpoints are available, see Business Central Endpoints.

If you have multiple companies in your organization, you can specify the Company to identify the company to which you want to connect. If you leave Company blank, the Sync App retrieves all companies as separate schemas.

User and Access Key

Note: User and Access key Authentication is no longer supported for the Cloud version. Web Service Access Key (Basic authentication) is still supported for on-premisees instances.

Microsoft recommends using User and Access Keys for testing and development, 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.

To use Access Key authentication, set these properties:

  • AuthScheme: Access Key
  • User: The login username.
  • AccessKey: The access key.

Authenticating to Microsoft Dynamics 365 Business Central

Before you can authenticate to the Microsoft Dynamics 365 Business Central source, you must set the OrganizationUrl to the URL of the organization you are connecting to. Depending on whether you are using v1 or v2, this could look quite different. For a discussion of the various possible formats for OrganizationUrl, see Business Central Endpoints.

You can authenticate to Microsoft Dynamics 365 Business Central in any of the following ways.

Access Key

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

Azure AD

Azure AD is Microsoft’s multi-tenant, cloud-based directory and identity management service. It is user-based authentication that requires that you set AuthScheme to AzureAD.

Authentication to Azure AD over a Web application always requires the creation of a custom OAuth application .

For details about creating a custom OAuth application, see Creating an Azure AD Application.

Azure Service Principal

Service principals are security objects within an Azure AD application that define what that application can do within a particular Azure AD tenant. Service Principals are created in the Azure service portal. As part of the creation process we also specify whether the service principal will access Azure AD resources via a client secret or a certificate.

Instead of being tied to a particular user, service principal permissions are based on the roles assigned to them. The application access to the resources is controlled through the assigned roles' permissions.

When authenticating using an Azure Service Principal, you must register an application with an Azure AD tenant, as described in Creating an Azure AD App with Service Principal.

You are ready to connect after setting the properties described in this subsection. These vary, depending on whether you will authenticate via a client secret or a certificate.

Authentication with Client Secret

  • AuthScheme: AzureServicePrincipal.
  • AzureTenant: The Azure AD tenant to which you wish to connect.
  • OAuthGrantType: CLIENT.
  • OAuthClientId: The client Id in your application settings.
  • OAuthClientSecret: The client secret in your application settings.

Authentication with Certificate

  • AuthScheme: AzureServicePrincipalCert.
  • AzureTenant: The Azure AD tenant to which you wish to connect.
  • OAuthGrantType: CLIENT.
  • OAuthClientId: The client Id in your application settings.
  • OAuthJWTCert: The JWT Certificate store.
  • OAuthJWTCertType: The JWT Certificate store type.

Managed Service Identity (MSI)

If you are running Microsoft Dynamics 365 Business Central on an Azure VM and want to automatically obtain Managed Service Identity (MSI) credentials to connect, set AuthScheme to AzureMSI.

User-Managed Identities

To obtain a token for a managed identity, use the OAuthClientId property to specify the managed identity's client_id.

If your VM has multiple user-assigned managed identities, you must also specify OAuthClientId.

NTLM

To authenticate using your Windows credentials, Set AuthScheme to NTLM.

Negotiate

To negotiate an authentication mechanism with the server, set AuthScheme to direct Sync App. Used when authenticating with Kerberos.

Authenticating to Microsoft Dynamics 365 Business Central via Kerberos requires you to define authentication properties and to choose how Kerberos should retrieve authentication tickets.

To authenticate to Microsoft Dynamics 365 Business Central using Kerberos, set these properties:

  • hive.server2.authentication: Kerberos.
  • AuthScheme: NEGOTIATE.
  • KerberosKDC: The host name or IP Address of your Kerberos KDC machine.
  • KerberosRealm: The realm of the Microsoft Dynamics 365 Business Central Kerberos principal. Find this value immediately after the '@' symbol of the principal value.
  • KerberosSPN: The service and host of the Microsoft Dynamics 365 Business Central Kerberos Principal. Find this value just before the '@' symbol of the principal value.

In addition to the authentication values, set:

  • Server: The address of the Microsoft Dynamics 365 Business Central server you are connecting to.
  • Platform: The Microsoft Dynamics 365 Business Central version.
  • Schema: EWS.A.

Enabling Service-to-Service Authentication

Service-to-Service (S2S) authentication is used when an integration must run on its own, without being tied to any specific user account. S2S authentication uses the OAuth authentication flow with client credentials, rather than OAuth deleted flows, like those used for multifactor authentication (MFA).

To set up service-to-service authentication, you must first register an application in your Azure AD tenant for authenticating API calls against Business Central.

After you have registered the required app in your Azure AD tenant, do the following:

  1. In the Business Central client, search for Microsoft Entra applications.
  2. Open the page.
  3. Select New. The Business Central client opens the Microsoft Entra application card.
  4. Enter the Application (Client) ID for the registered application.
  5. Complete the Description field. If this application is set up by a partner, be sure to provide enough identifying information so all applications set up by this partner can be tracked in the future if necessary.
  6. Set the State to Enabled.
  7. Assign permissions to objects as needed. (For further information, see https://learn.microsoft.com/en-us/dynamics365/business-central/ui-define-granular-permissions.)

    Note: The D365 AUTOMATION and EXTEND. MGT. - ADMIN system permissions sets and user groups provide access to most typical objects used with automation. (EXTEND. MGT. - ADMIN replaces the earlier D365 EXTENSION MGT permission set.)

  8. (Optional:) If you have not granted consent from the Azure portal before now, select Grant Consent and follow the wizard. Be sure you have already configured a redirect URL in your custom Azure AD application before starting this wizard.

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 supports the use of user defined views, virtual tables whose contents are decided by a pre-configured user defined query. These views are useful when you cannot directly control queries being issued to the drivers. For an overview of creating and configuring custom views, see User Defined Views .

SSL Configuration

Use SSL Configuration to adjust how Sync App handles TLS/SSL certificate negotiations. You can choose from various certificate formats;. For further information, see the SSLServerCert property under "Connection String Options" .

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).

For further information, see Query Processing.

Logging

For an overview of configuration settings that can be used to refine CData logging, see Logging. Only two connection properties are required for basic logging, but there are numerous features that support more refined logging, which enables you to use the LogModules connection property to specify subsets of information to be logged.

Microsoft Dynamics 365 Business Central Connector for CData Sync

SSL Configuration

Customizing the SSL Configuration

By default, the Sync App attempts to negotiate TLS with the server. The server certificate is validated against the default system trusted certificate store. You can override how the certificate gets validated using the SSLServerCert connection property.

To specify another certificate, see the SSLServerCert connection property.

Microsoft Dynamics 365 Business Central Connector for CData Sync

Firewall and Proxy

Connecting Through a Firewall or Proxy

HTTP Proxies

To authenticate to an HTTP proxy, set the following:

  • ProxyServer: the hostname or IP address of the proxy server that you want to route HTTP traffic through.
  • ProxyPort: the TCP port that the proxy server is running on.
  • ProxyAuthScheme: the authentication method the Sync App uses when authenticating to the proxy server.
  • ProxyUser: the username of a user account registered with the proxy server.
  • ProxyPassword: the password associated with the ProxyUser.

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 data in relational tables, views, and stored procedures. The table definitions are dynamically obtained from the Microsoft Dynamics 365 Business Central OData service when you connect. Any changes to the metadata, such as new or removed columns, or changes in data type, are automatically loaded when you reconnect.

Tables

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

Stored Procedures

Stored Procedures are actions that are invoked via SQL queries. They perform tasks beyond standard CRUD operations, such as retrieving or refreshing OAuth access tokens.

Microsoft Dynamics 365 Business Central Connector for CData Sync

Tables

The Microsoft Dynamics 365 Business Central Sync App only exposes tables configured as Web Services in your account. It uses the Microsoft Dynamics 365 Business Central Odata services to dynamically obtain and display the list of tables when you connect. You can display additional tables. See the following section for instructions on how to add them.

Displaying Additional Tables

To display tables (endpoints) other than those the Microsoft Dynamics 365 Business Central Sync App has displayed, you must 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. Navigate 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. Use the Object ID dropdown and choose Select from full list.
  5. Select the tables 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 OData 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 stay 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 Business Central API requires them to be encoded to avoid any special characters.

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

For example, a space is "_x0020_", so the following code snippet will work.

SELECT * FROM DimensionSetLines WHERE parentid={id} and parentType='Sales_x0020_Order'

Tip: To check whether a field is an enum object, refer to the IsEnumeration column of the sys_tablecolumns table.

API Limitation

Be aware that INSERT statements on the SalesInvoiceLines table only work when the status of the sales invoice is 'DRAFT'. If the status is 'PAID' or 'OPEN' the INSERT statement does not complete successfully. This is an API limitation.

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, sometimes referred to as the resource.
UserThe username of the Dynamics 365 OnPremise account used to authenticate to the Microsoft Dynamics 365 Business Central server.
PasswordSpecifies the password of the authenticating user account.
AccessKeyThe access key used to authenticate to the Microsoft Dynamics 365 Business Central.
CompanyThe name of the Microsoft Dynamics 365 Business Central company.
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
AzureTenantIdentifies the Microsoft Dynamics 365 Business Central tenant being used to access data, either by name (for example, contoso.omnicrosoft.com) or ID. (Conditional).
AzureEnvironmentSpecifies the Azure network environment to which you will connect. Must be the same network to which your Azure account was added.

OAuth


PropertyDescription
OAuthClientIdSpecifies the client Id that was assigned the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server.
OAuthClientSecretSpecifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret ). This secret registers the custom application with the 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 used to access a certificate store that requires a password. If the certificate store does not require a password, leave this property blank.
OAuthJWTCertSubjectThe subject of the OAuth JWT certificate used to locate a matching certificate in the store. Supports partial matches and the wildcard '*' to select the first certificate.

Kerberos


PropertyDescription
KerberosKDCThe Kerberos Key Distribution Center (KDC) service used to authenticate the user.
KerberosRealmThe Kerberos Realm used to authenticate the user.
KerberosSPNThe service principal name (SPN) for the Kerberos Domain Controller.
KerberosUserThe principal name for the Kerberos Domain Controller. Used in the format host/user@realm.
KerberosKeytabFileThe Keytab file containing your pairs of Kerberos principals and encrypted keys.
KerberosServiceRealmThe Kerberos realm of the service.
KerberosServiceKDCThe Kerberos KDC of the service.
KerberosTicketCacheThe full file path to an MIT Kerberos credential cache file.

SSL


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

Firewall


PropertyDescription
FirewallTypeSpecifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServerIdentifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPortSpecifies the TCP port to be used for a proxy-based firewall.
FirewallUserIdentifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPasswordSpecifies the password of the user account authenticating to a proxy-based firewall.

Proxy


PropertyDescription
ProxyAutoDetectSpecifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServerThe hostname or IP address of the proxy server that you want to route HTTP traffic through.
ProxyPortThe TCP port on your specified proxy server (set in the ProxyServer connection property) that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthSchemeSpecifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUserThe username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPasswordThe password associated with the user specified in the ProxyUser connection property.
ProxySSLTypeThe SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptionsA semicolon separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Logging


PropertyDescription
LogModulesSpecifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Schema


PropertyDescription
LocationSpecifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
TablesOptional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
ViewsOptional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Miscellaneous


PropertyDescription
EnableAtomicBatchOperationsSpecifies whether or not batch Create, Update, and Delete (CUD) operations execute independently (if one request fails, the others in the batch continue to execute) or atomically (if one request fails, the whole batch operation fails).
EndpointTypeThe type of endpoint the OrganizationUrl should resolve to.
IncludeNavigationPropertiesSpecifies whether the column listing should include navigation properties.
MaxRowsSpecifies the maximum rows returned for queries without aggregation or GROUP BY.
MinimumColumnSizeSpecifies the minimum size of an Edm.String column, expressed as a number of characters. If the column size reported by Microsoft Dynamics 365 Business Central has a value lower than this value, the CData ADO.NET Provider for Microsoft Dynamics 365 Business Central overrides the service value with the one defined in the connection string.
OtherSpecifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.
PagesizeSpecifies the maximum number of results to return from Microsoft Dynamics 365 Business Central, per page. This setting overrides the default page size set by the datasource, which is optimized for most use cases.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.
UserDefinedViewsSpecifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.
UseSimpleNamesBoolean determining if simple names should be used for the schema, table and column names.
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, sometimes referred to as the resource.
UserThe username of the Dynamics 365 OnPremise account used to authenticate to the Microsoft Dynamics 365 Business Central server.
PasswordSpecifies the password of the authenticating user account.
AccessKeyThe access key used to authenticate to the Microsoft Dynamics 365 Business Central.
CompanyThe name of the Microsoft Dynamics 365 Business Central company.
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.

  • AccessKey: 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 using a Client Secret.
  • AzureServicePrincipalCert: Set this to authenticate as an Azure Service Principal using a Certificate.
  • AzureMSI: Set this to automatically obtain Managed Service Identity credentials when running on an Azure VM.
  • NTLM: Set this to use your Windows credentials for authentication.
  • Negotiate: If AuthScheme is set to NEGOTIATE, the Sync App will negotiate an authentication mechanism with the server. Set AuthScheme to NEGOTIATE if you want to use Kerberos authentication.

Microsoft Dynamics 365 Business Central Connector for CData Sync

OrganizationURL

The URL to your Dynamics 365 organization, sometimes referred to as the resource.

Remarks

Resource URL format is usually similar to https://abc123.cloudax.dynamics.com/, except when the Edition is HumanResources. HumanResources URLs typically look like: https://{cluster}.hr.talent.dynamics.com/namespaces/{namespace_guid}/.

To find the correct URL for your Microsoft Dynamics 365 Business Central instance, click the Search icon and enter "Web Services". Monitor the OData v4 URL. The end value should be the web service endpoint (minus the Company).

For example if the OData v4 URL is https://api.businesscentral.dynamics.com/v1.0/businesscentralid/ODataV4/, the web service endpoint correct URL is https://api.businesscentral.dynamics.com/v1.0.

To connect to custom APIs set this property to the base URL of 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}.

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

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

Password

Specifies the password of the authenticating user account.

Remarks

The authenticating server requires both User and Password to validate the user's identity.

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 Microsoft Dynamics 365 Business Central company.

Remarks

This can be found in the Company Information page.

Leave this empty to retrieve all companies as separate schemas.

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
AzureTenantIdentifies the Microsoft Dynamics 365 Business Central tenant being used to access data, either by name (for example, contoso.omnicrosoft.com) or ID. (Conditional).
AzureEnvironmentSpecifies the Azure network environment to which you will connect. Must be the same network to which your Azure account was added.
Microsoft Dynamics 365 Business Central Connector for CData Sync

AzureTenant

Identifies the Microsoft Dynamics 365 Business Central tenant being used to access data, either by name (for example, contoso.omnicrosoft.com) or ID. (Conditional).

Remarks

A tenant is a digital representation of your organization, primarily associated with a domain (for example, microsoft.com). The tenant is managed through a Tenant ID (also known as the directory ID), which is specified whenever you assign users permissions to access or manage Azure resources.

To locate the directory ID in the Azure Portal, navigate to Azure Active Directory > Properties.

Specifying AzureTenant is required when AuthScheme = either AzureServicePrincipal or AzureServicePrincipalCert, or if AuthScheme = AzureAD and the user belongs to more than one tenant.

A tenant is a digital representation of your organization, primarily associated with a domain (for example, microsoft.com). The tenant is managed through a Tenant ID (also known as the directory ID), which is specified whenever you assign users permissions to access or manage Azure resources.

To locate the directory ID in the Azure Portal, navigate to Azure Active Directory > Properties.

Specifying AzureTenant is required when AuthScheme = either AzureServicePrincipal or AzureServicePrincipalCert, or if AuthScheme = AzureAD and the user belongs to more than one tenant.

Microsoft Dynamics 365 Business Central Connector for CData Sync

AzureEnvironment

Specifies the Azure network environment to which you will connect. Must be the same network to which your Azure account was added.

Remarks

Required if your Azure account is part of a different network than the Global network, such as China, USGOVT, or 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
OAuthClientIdSpecifies the client Id that was assigned the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server.
OAuthClientSecretSpecifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret ). This secret registers the custom application with the OAuth authorization server.
Microsoft Dynamics 365 Business Central Connector for CData Sync

OAuthClientId

Specifies the client Id that was assigned the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server.

Remarks

OAuthClientId is one of a handful of connection parameters that need to be set before users can authenticate via OAuth. For details, see Establishing a Connection.

Microsoft Dynamics 365 Business Central Connector for CData Sync

OAuthClientSecret

Specifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret ). This secret registers the custom application with the OAuth authorization server.

Remarks

OAuthClientSecret is one of a handful of connection parameters that need to be set before users can authenticate via OAuth. For details, see Establishing a Connection.

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 used to access a certificate store that requires a password. If the certificate store does not require a password, leave this property blank.
OAuthJWTCertSubjectThe subject of the OAuth JWT certificate used to locate a matching certificate in the store. Supports partial matches and the wildcard '*' to select the first certificate.
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).

Microsoft Dynamics 365 Business Central Connector for CData Sync

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.
BCFKSFILEThe certificate store is the name of a file that contains an Bouncy Castle keystore.
BCFKSBLOBThe certificate store is a string (base-64-encoded) that contains a Bouncy Castle keystore.

Microsoft Dynamics 365 Business Central Connector for CData Sync

OAuthJWTCertPassword

The password for the OAuth JWT certificate used to access a certificate store that requires a password. If the certificate store does not require a password, leave this property blank.

Remarks

This property specifies the password needed to open the certificate store, but only if the store type requires one. To determine if a password is necessary, refer to the documentation or configuration for your specific certificate store.

Microsoft Dynamics 365 Business Central Connector for CData Sync

OAuthJWTCertSubject

The subject of the OAuth JWT certificate used to locate a matching certificate in the store. Supports partial matches and the wildcard '*' to select the first certificate.

Remarks

The value of this property is used to locate a matching certificate in the store. The search process works as follows:

  • If an exact match for the subject is found, the corresponding certificate is selected.
  • If no exact match is found, the store is searched for certificates whose subjects contain the property value.
  • If no match is found, no certificate is selected.

You can set the value to '*' to automatically select the first certificate in the store. The certificate subject is a comma-separated list of distinguished name fields and values. For example: CN=www.server.com, OU=test, C=US, [email protected]. Common fields include:

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, enclose it in quotes. For example: "O=ACME, Inc.".

Microsoft Dynamics 365 Business Central Connector for CData Sync

Kerberos

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


PropertyDescription
KerberosKDCThe Kerberos Key Distribution Center (KDC) service used to authenticate the user.
KerberosRealmThe Kerberos Realm used to authenticate the user.
KerberosSPNThe service principal name (SPN) for the Kerberos Domain Controller.
KerberosUserThe principal name for the Kerberos Domain Controller. Used in the format host/user@realm.
KerberosKeytabFileThe Keytab file containing your pairs of Kerberos principals and encrypted keys.
KerberosServiceRealmThe Kerberos realm of the service.
KerberosServiceKDCThe Kerberos KDC of the service.
KerberosTicketCacheThe full file path to an MIT Kerberos credential cache file.
Microsoft Dynamics 365 Business Central Connector for CData Sync

KerberosKDC

The Kerberos Key Distribution Center (KDC) service used to authenticate the user.

Remarks

The Kerberos properties are used when using SPNEGO or Windows Authentication. The Sync App will request session tickets and temporary session keys from the Kerberos KDC service. The Kerberos KDC service is conventionally colocated with the domain controller.

If Kerberos KDC is not specified, the Sync App will attempt to detect these properties automatically from the following locations:

  • KRB5 Config File (krb5.ini/krb5.conf): If the KRB5_CONFIG environment variable is set and the file exists, the Sync App will obtain the KDC from the specified file. Otherwise, it will attempt to read from the default MIT location based on the OS: C:\ProgramData\MIT\Kerberos5\krb5.ini (Windows) or /etc/krb5.conf (Linux).
  • Domain Name and Host: If the Kerberos Realm and Kerberos KDC could not be inferred from another location, the Sync App will infer them from the configured domain name and host.

Microsoft Dynamics 365 Business Central Connector for CData Sync

KerberosRealm

The Kerberos Realm used to authenticate the user.

Remarks

The Kerberos properties are used when using SPNEGO or Windows Authentication. The Kerberos Realm is used to authenticate the user with the Kerberos Key Distribution Service (KDC). The Kerberos Realm can be configured by an administrator to be any string, but conventionally it is based on the domain name.

If Kerberos Realm is not specified, the Sync App will attempt to detect these properties automatically from the following locations:

  • KRB5 Config File (krb5.ini/krb5.conf): If the KRB5_CONFIG environment variable is set and the file exists, the Sync App will obtain the default realm from the specified file. Otherwise, it will attempt to read from the default MIT location based on the OS: C:\ProgramData\MIT\Kerberos5\krb5.ini (Windows) or /etc/krb5.conf (Linux)
  • Domain Name and Host: If the Kerberos Realm and Kerberos KDC could not be inferred from another location, the Sync App will infer them from the user-configured domain name and host. This might work in some Windows environments.

Microsoft Dynamics 365 Business Central Connector for CData Sync

KerberosSPN

The service principal name (SPN) for the Kerberos Domain Controller.

Remarks

If the SPN on the Kerberos Domain Controller is not the same as the URL that you are authenticating to, use this property to set the SPN.

Microsoft Dynamics 365 Business Central Connector for CData Sync

KerberosUser

The principal name for the Kerberos Domain Controller. Used in the format host/user@realm.

Remarks

If the user you are using for the database doesn't match the user that is in the Kerberos database, this should be set to the Kerberos principal name.

Microsoft Dynamics 365 Business Central Connector for CData Sync

KerberosKeytabFile

The Keytab file containing your pairs of Kerberos principals and encrypted keys.

Remarks

The Keytab file containing your pairs of Kerberos principals and encrypted keys.

Microsoft Dynamics 365 Business Central Connector for CData Sync

KerberosServiceRealm

The Kerberos realm of the service.

Remarks

The KerberosServiceRealm is the specify the service Kerberos realm when using cross-realm Kerberos authentication.

In most cases, a single realm and KDC machine are used to perform the Kerberos authentication and this property is not required.

This property is available for complex setups where a different realm and KDC machine are used to obtain an authentication ticket (AS request) and a service ticket (TGS request).

Microsoft Dynamics 365 Business Central Connector for CData Sync

KerberosServiceKDC

The Kerberos KDC of the service.

Remarks

The KerberosServiceKDC is used to specify the service Kerberos KDC when using cross-realm Kerberos authentication.

In most cases, a single realm and KDC machine are used to perform the Kerberos authentication and this property is not required.

This property is available for complex setups where a different realm and KDC machine are used to obtain an authentication ticket (AS request) and a service ticket (TGS request).

Microsoft Dynamics 365 Business Central Connector for CData Sync

KerberosTicketCache

The full file path to an MIT Kerberos credential cache file.

Remarks

This property can be set if you wish to use a credential cache file that was created using the MIT Kerberos Ticket Manager or kinit command.

Microsoft Dynamics 365 Business Central Connector for CData Sync

SSL

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


PropertyDescription
SSLServerCertSpecifies the certificate to be accepted from the server when connecting using TLS/SSL.
Microsoft Dynamics 365 Business Central Connector for CData Sync

SSLServerCert

Specifies 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.

Microsoft Dynamics 365 Business Central Connector for CData Sync

Firewall

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


PropertyDescription
FirewallTypeSpecifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServerIdentifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPortSpecifies the TCP port to be used for a proxy-based firewall.
FirewallUserIdentifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPasswordSpecifies the password of the user account authenticating to a proxy-based firewall.
Microsoft Dynamics 365 Business Central Connector for CData Sync

FirewallType

Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Note: 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.

The following table provides port number information for each of the supported protocols.

Protocol Default Port Description
TUNNEL 80 The port where the Sync App opens a connection to Microsoft Dynamics 365 Business Central. Traffic flows back and forth via the proxy at this location.
SOCKS4 1080 The port where the Sync App opens a connection to Microsoft Dynamics 365 Business Central. SOCKS 4 then passes theFirewallUser value to the proxy, which determines whether the connection request should be granted.
SOCKS5 1080 The port where the Sync App sends data to Microsoft Dynamics 365 Business Central. If the SOCKS 5 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.

Microsoft Dynamics 365 Business Central Connector for CData Sync

FirewallServer

Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Microsoft Dynamics 365 Business Central Connector for CData Sync

FirewallPort

Specifies the TCP port to be used for a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Microsoft Dynamics 365 Business Central Connector for CData Sync

FirewallUser

Identifies the user ID of the account authenticating to a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Microsoft Dynamics 365 Business Central Connector for CData Sync

FirewallPassword

Specifies the password of the user account authenticating to a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Microsoft Dynamics 365 Business Central Connector for CData Sync

Proxy

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


PropertyDescription
ProxyAutoDetectSpecifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServerThe hostname or IP address of the proxy server that you want to route HTTP traffic through.
ProxyPortThe TCP port on your specified proxy server (set in the ProxyServer connection property) that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthSchemeSpecifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUserThe username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPasswordThe password associated with the user specified in the ProxyUser connection property.
ProxySSLTypeThe SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptionsA semicolon separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.
Microsoft Dynamics 365 Business Central Connector for CData Sync

ProxyAutoDetect

Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.

Remarks

When this connection property is set to True, the Sync App checks your system proxy settings for existing proxy server configurations (no need to manually supply proxy server details).

This connection property takes precedence over other proxy settings. Set to False if you want to manually configure the Sync App to connect to a specific proxy server.

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

Microsoft Dynamics 365 Business Central Connector for CData Sync

ProxyServer

The hostname or IP address of the proxy server that you want to route HTTP traffic through.

Remarks

The Sync App only routes HTTP traffic through the proxy server specified in this connection property when ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead routes HTTP traffic through the proxy server specified in your system proxy settings.

Microsoft Dynamics 365 Business Central Connector for CData Sync

ProxyPort

The TCP port on your specified proxy server (set in the ProxyServer connection property) that has been reserved for routing HTTP traffic to and from the client.

Remarks

The Sync App only routes HTTP traffic through the proxy server port specified in this connection property when ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead routes HTTP traffic through the proxy server port specified in your system proxy settings.

For other proxy types, see FirewallType.

Microsoft Dynamics 365 Business Central Connector for CData Sync

ProxyAuthScheme

Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.

Remarks

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.
  • NTLM: The Sync App retrieves an NTLM token.
  • NEGOTIATE: The Sync App retrieves an NTLM or Kerberos token based on the applicable protocol for authentication.
  • NONE: Set this when the ProxyServer does not require authentication.

For all values other than "NONE", you must also set the ProxyUser and ProxyPassword connection properties.

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

Microsoft Dynamics 365 Business Central Connector for CData Sync

ProxyUser

The username of a user account registered with the proxy server specified in the ProxyServer connection property.

Remarks

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

After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:

ProxyAuthScheme Value Value to set for ProxyUser
BASIC The user name of a user registered with the proxy server.
DIGEST The user name of a user registered with the proxy server.
NEGOTIATE The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format user@domain or domain\user.
NTLM The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format user@domain or domain\user.
NONE Do not set the ProxyPassword connection property.

The Sync App only uses this username if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead uses the username specified in your system proxy settings.

Microsoft Dynamics 365 Business Central Connector for CData Sync

ProxyPassword

The password associated with the user specified in the ProxyUser connection property.

Remarks

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

After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:

ProxyAuthScheme Value Value to set for ProxyPassword
BASIC The password associated with the proxy server user specified in ProxyUser.
DIGEST The password associated with the proxy server user specified in ProxyUser.
NEGOTIATE The password associated with the Windows user account specified in ProxyUser.
NTLM The password associated with the Windows user account specified in ProxyUser.
NONE Do not set the ProxyPassword connection property.

For SOCKS 5 authentication or tunneling, see FirewallType.

The Sync App only uses this password if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead uses the password specified in your system proxy settings.

Microsoft Dynamics 365 Business Central Connector for CData Sync

ProxySSLType

The SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.

Remarks

This property determines when to use SSL for the connection to the HTTP proxy specified by ProxyServer. You can set this connection property to the following values :

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

Microsoft Dynamics 365 Business Central Connector for CData Sync

ProxyExceptions

A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

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, set ProxyAutoDetect to False.

Microsoft Dynamics 365 Business Central Connector for CData Sync

Logging

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


PropertyDescription
LogModulesSpecifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.
Microsoft Dynamics 365 Business Central Connector for CData Sync

LogModules

Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Remarks

This property lets you customize the log file content by specifying the logging modules to include. Logging modules categorize logged information into distinct areas, such as query execution, metadata, or SSL communication. Each module is represented by a four-character code, with some requiring a trailing space for three-letter names.

For example, EXEC logs query execution, and INFO logs general provider messages. To include multiple modules, separate their names with semicolons as follows: INFO;EXEC;SSL.

The Verbosity connection property takes precedence over the module-based filtering specified by this property. Only log entries that meet the verbosity level and belong to the specified modules are logged. Leave this property blank to include all available modules in the log file.

For a complete list of available modules and detailed guidance on configuring logging, refer to the Advanced Logging section in Logging.

Microsoft Dynamics 365 Business Central Connector for CData Sync

Schema

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


PropertyDescription
LocationSpecifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
TablesOptional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
ViewsOptional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .
Microsoft Dynamics 365 Business Central Connector for CData Sync

Location

Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.

Remarks

The Location property is only needed if you want to either customize definitions (for example, change a column name, ignore a column, etc.) 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, where %APPDATA% is set to the user's configuration directory:

Platform %APPDATA%
Windows The value of the APPDATA environment variable
Linux ~/.config

Microsoft Dynamics 365 Business Central Connector for CData Sync

BrowsableSchemas

Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .

Remarks

Listing all available database schemas can take extra time, thus degrading performance. Providing a list of schemas in the connection string saves time and improves performance.

Microsoft Dynamics 365 Business Central Connector for CData Sync

Tables

Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .

Remarks

Listing all available tables from some databases can take extra time, thus degrading performance. Providing a list of tables in the connection string saves time and improves performance.

If there are lots of tables available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those tables. To do this, 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: If you are connecting to a data source with multiple schemas or catalogs, you must specify each table you want to view by its fully qualified name. This avoids ambiguity between tables that may exist in multiple catalogs or schemas.

Microsoft Dynamics 365 Business Central Connector for CData Sync

Views

Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Remarks

Listing all available views from some databases can take extra time, thus degrading performance. Providing a list of views in the connection string saves time and improves performance.

If there are lots of views available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those views. To do this, 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: If you are connecting to a data source with multiple schemas or catalogs, you must specify each view you want to examine by its fully qualified name. This avoids ambiguity between views that may exist in multiple catalogs or schemas.

Microsoft Dynamics 365 Business Central Connector for CData Sync

Miscellaneous

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


PropertyDescription
EnableAtomicBatchOperationsSpecifies whether or not batch Create, Update, and Delete (CUD) operations execute independently (if one request fails, the others in the batch continue to execute) or atomically (if one request fails, the whole batch operation fails).
EndpointTypeThe type of endpoint the OrganizationUrl should resolve to.
IncludeNavigationPropertiesSpecifies whether the column listing should include navigation properties.
MaxRowsSpecifies the maximum rows returned for queries without aggregation or GROUP BY.
MinimumColumnSizeSpecifies the minimum size of an Edm.String column, expressed as a number of characters. If the column size reported by Microsoft Dynamics 365 Business Central has a value lower than this value, the CData ADO.NET Provider for Microsoft Dynamics 365 Business Central overrides the service value with the one defined in the connection string.
OtherSpecifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.
PagesizeSpecifies the maximum number of results to return from Microsoft Dynamics 365 Business Central, per page. This setting overrides the default page size set by the datasource, which is optimized for most use cases.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.
UserDefinedViewsSpecifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.
UseSimpleNamesBoolean determining if simple names should be used for the schema, table and column names.
Microsoft Dynamics 365 Business Central Connector for CData Sync

EnableAtomicBatchOperations

Specifies whether or not batch Create, Update, and Delete (CUD) operations execute independently (if one request fails, the others in the batch continue to execute) or atomically (if one request fails, the whole batch operation fails).

Remarks

If set to false, batch CUD operations are processed non-atomically, allowing individual operations to succeed or fail independently within the batch.

EnableAtomicBatchOperations is tightly coupled with ContinueOnError.

If ContinueOnError and EnableAtomicBatchOperations are both true, all batch rows are treated as a single unit. If a failure occurs, the API stops processing the remaining rows. The driver reports the remaining rows as failed.

If ContinueOnError is false and EnableAtomicBatchOperations is true, all batch rows are processed as a single unit. If one of the rows fails, the driver breaks the flow and displays an error. No rows are reported in LastResultInfo.

If ContinueOnError is true/false (defaults to true for EnableAtomicBatchOperations = false) and EnableAtomicBatchOperations is false, each row in the batch is treated as a single unit. the API processes all the rows. The driver populates LastResultInfo with information about each row, including their success status.

Microsoft Dynamics 365 Business Central Connector for CData Sync

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.

Microsoft Dynamics 365 Business Central Connector for CData Sync

IncludeNavigationProperties

Specifies whether the column listing should include navigation properties.

Remarks

Navigation properties provide a way to navigate an association between two entity types. Every object can have a navigation property for every relationship in which it participates.

Navigation properties enable you to navigate and manage relationships in two ways:

  • Two-directional navigation returns either a reference object (if the relationship is either 1 or 0-or-1) or a collection (if the relationship is 1-to-many).
  • One-directional navigation enables you to define the navigation property on just one of the types that participates in the relationship, but not both.

When retrieving data, the navigation properties in a cell do not populate with information. Rather, they act to bind the content 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')

Microsoft Dynamics 365 Business Central Connector for CData Sync

MaxRows

Specifies the maximum rows returned for queries without aggregation or GROUP BY.

Remarks

This property sets an upper limit on the number of rows the Sync App returns for queries that do not include aggregation or GROUP BY clauses. This limit ensures that queries do not return excessively large result sets by default.

When a query includes a LIMIT clause, the value specified in the query takes precedence over the MaxRows setting. If MaxRows is set to "-1", no row limit is enforced unless a LIMIT clause is explicitly included in the query.

This property is useful for optimizing performance and preventing excessive resource consumption when executing queries that could otherwise return very large datasets.

Microsoft Dynamics 365 Business Central Connector for CData Sync

MinimumColumnSize

Specifies the minimum size of an Edm.String column, expressed as a number of characters. If the column size reported by Microsoft Dynamics 365 Business Central has a value lower than this value, the CData ADO.NET Provider for Microsoft Dynamics 365 Business Central overrides the service value with the one defined in the connection string.

Remarks

For more information about column limits at your site, examine the Manage Limits admin view.

Microsoft Dynamics 365 Business Central Connector for CData Sync

Other

Specifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.

Remarks

This property allows advanced users to configure hidden properties for specialized scenarios. These settings are not required for normal use cases but can address unique requirements or provide additional functionality. Multiple properties can be defined in a semicolon-separated list.

Note: It is strongly recommended to set these properties only when advised by the support team to address specific scenarios or issues.

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.

Microsoft Dynamics 365 Business Central Connector for CData Sync

Pagesize

Specifies the maximum number of results to return from Microsoft Dynamics 365 Business Central, per page. This setting overrides the default page size set by the datasource, which is optimized for most use cases.

Remarks

You may want to adjust the default pagesize to optimize results for a particular object or service endpoint you are querying. Be aware that increasing the page size may improve performance, but it could also result in higher memory consumption per page.

Microsoft Dynamics 365 Business Central Connector for CData Sync

PseudoColumns

Specifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.

Remarks

This property allows you to define which pseudocolumns the Sync App exposes as table columns.

To specify individual pseudocolumns, use the following format: "Table1=Column1;Table1=Column2;Table2=Column3"

To include all pseudocolumns for all tables use: "*=*"

Microsoft Dynamics 365 Business Central Connector for CData Sync

Timeout

Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.

Remarks

This property controls the maximum time, in seconds, that the Sync App waits for an operation to complete before canceling it. If the timeout period expires before the operation finishes, the Sync App cancels the operation and throws an exception.

The timeout applies to each individual communication with the server rather than the entire query or operation. For example, a query could continue running beyond 60 seconds if each paging call completes within the timeout limit.

Setting this property to 0 disables the timeout, allowing operations to run indefinitely until they succeed or fail due to other conditions such as server-side timeouts, network interruptions, or resource limits on the server. Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.

Microsoft Dynamics 365 Business Central Connector for CData Sync

UserDefinedViews

Specifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.

Remarks

This property allows you to define and manage custom views through a JSON-formatted configuration file called UserDefinedViews.json. These views are automatically recognized by the Sync App and enable you to execute custom SQL queries as if they were standard database views. The JSON file defines each view as a root element with a child element called "query", which contains the 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)"
	}
}

You can define multiple views in a single file and specify the filepath using this property. For example: UserDefinedViews=C:\Path\To\UserDefinedViews.json. When you use this property, only the specified views are seen by the Sync App.

Refer to User Defined Views for more information.

Microsoft Dynamics 365 Business Central Connector for CData Sync

UseSimpleNames

Boolean determining if simple names should be used for the schema, table and column names.

Remarks

Microsoft Dynamics 365 Business Central The company names or table/column names can use special characters in names that are normally not allowed in standard databases. UseSimpleNames makes the Sync App easier to use with traditional database tools.

Setting UseSimpleNames to true will simplify the names of schemas, tables and columns returned. It will enforce a naming scheme such that only alphanumeric characters and the underscore are valid for the displayed schema, tables and columns names. Any nonalphanumeric characters will be converted to an underscore. When setting this property to true, please make sure to query sys_schemas to pick up the simplified company name in SchemaName column before restricting your other connections to a single company using the Company connection property.

Copyright (c) 2025 CData Software, Inc. - All rights reserved.
Build 24.0.9175