This page provides a guide to Establishing a Connection to Microsoft Dynamics 365 in CData Cloud, as well as information on the available resources, and a reference to the available connection properties.

Connecting to Microsoft Dynamics 365

Establishing a Connection shows how to authenticate to Microsoft Dynamics 365 and configure any necessary connection properties to create a database in CData Cloud

Accessing Data from CData Cloud Services

Accessing data from Microsoft Dynamics 365 through the available standard services and CData Cloud administration is documented in further details in the CData Cloud Documentation.

Connect to Microsoft Dynamics 365 by selecting the corresponding icon in the Database tab. Required properties are listed under Settings. The Advanced tab lists connection properties that are not typically required.

Connecting to Microsoft Dynamics 365

Edition and OrganizationUrl are required connection properties for connection. The Microsoft Dynamics 365 driver supports connecting to the following Microsoft Dynamics 365 editions:

• CustomerService
• FieldService
• FinOpsOnline
• FinOpsOnPremise
• HumanResources
• Marketing
• ProjectOperations
• Sales

Note that "Supply Chain Management" is the same as "Finance and Operations." You can connect to it by setting the Edition to either "FinOpsOnline" or "FinOpsOnPremise."

For Microsoft Dynamics 365 Business Central, use the separate Microsoft Dynamics 365 Business Central driver.

OrganizationUrl is the URL to your Microsoft Dynamics 365 organization. For instance, https://orgcb42e1d0.crm.dynamics.com

Authenticating to Microsoft Dynamics 365

OAuth

If required by your organization, Admin Consent is needed when authorizing a new OAuth application for your Azure Tenant. In all OAuth flows, the first time someone in your organization installs and uses an OAuth application, an administrator for the organization must approve the application for their Azure Tenant.

Your organization can choose, however, to disable this requirement.

Web Applications

When connecting via a Web application, you need to create and register a custom OAuth application with Microsoft Dynamics 365. See Creating a Custom OAuth Application for more information about custom applications. You can then use the Cloud to get and manage the OAuth token values.

Get an OAuth Access Token

Set the following connection properties to obtain the OAuthAccessToken:

• AuthScheme: AzureAD.
• OAuthClientId: The client Id in your application settings.
• OAuthClientSecret: The client secret in your application settings

Then call stored procedures to complete the OAuth exchange:

1. Call the GetOAuthAuthorizationUrl stored procedure. Set the CallbackURL input to the callback URL you specified in your application settings. If necessary, set the Scope 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 Scope parameter to request custom permissions.

Once you have obtained the access and refresh tokens, you can connect to data and refresh the OAuth access token either automatically or manually.

Automatic Refresh of the OAuth Access Token

To have the driver automatically refresh the OAuth access token, set the following on the first data connection:

• InitiateOAuth: REFRESH.
• OAuthClientId: The client Id in your application settings.
• OAuthClientSecret: The client secret in your application settings.
• OAuthAccessToken: The access token returned by GetOAuthAccessToken.
• OAuthRefreshToken: The refresh token returned by GetOAuthAccessToken.
• OAuthSettingsLocation: The location where the Cloud saves the OAuth token values, which persist across connections.

On subsequent data connections, the values for OAuthAccessToken and OAuthRefreshToken are taken from OAuthSettingsLocation.

Manual Refresh of the OAuth Access Token

The only value needed to manually refresh the OAuth access token when connecting to data is the OAuth refresh token.

Use the RefreshOAuthAccessToken stored procedure to manually refresh the OAuthAccessToken after the ExpiresIn parameter value returned by GetOAuthAccessToken has elapsed, then set the following connection properties:

• OAuthClientId: The client Id in your application settings.
• OAuthClientSecret: The client secret in your application settings.

Then call RefreshOAuthAccessToken with OAuthRefreshToken set to the OAuth refresh token returned by GetOAuthAccessToken. After the new tokens have been retrieved, open a new connection by setting the OAuthAccessToken property to the value returned by RefreshOAuthAccessToken.

Finally, store the OAuth refresh token so that you can use it to manually refresh the OAuth access token after it has expired.

Headless Machines

To configure the driver to use OAuth with a user account on a headless machine, you need to authenticate on another device that has an internet browser.

1. Choose one of these two options:
   • Option 1: Obtain the OAuthVerifier value as described in "Obtain and Exchange a Verifier Code" below.
   • Option 2: Install the Cloud on another machine and transfer the OAuth authentication values after you authenticate through the usual browser-based flow, as described in "Transfer OAuth Settings" below.
2. Then configure the Cloud to automatically refresh the access token from the headless machine.

You can follow the headless OAuth authentication flow using the OAuth credentials for your custom OAuth app. To create a custom OAuth application, see Creating a Custom OAuth Application. This section describes the procedure to authenticate and connect to data.

Option 1: Obtain and Exchange a Verifier Code

First, set the following properties on the headless machine:

• InitiateOAuth: Set to OFF.
• OAuthClientId: Set to the Client ID in your OAuth Integration settings.
• OAuthClientSecret: Set to the Client Secret in your OAuth Integration settings.

Next, authenticate from another machine and obtain the OAuthVerifier connection property:

1. Call the GetOAuthAuthorizationUrl stored procedure. Set the CallbackURL input to the Redirect URI you specified in your application settings. The stored procedure returns the URL to the OAuth endpoint.
2. Open the returned URL in a browser. Log in and grant permissions to the Cloud. You are then redirected to the callback URL, which contains the verifier code.
3. Save the value of the Verifier. You must set the value of the Verifier in the OAuthVerifier connection property.

Finally, on the headless machine, set the following connection properties to obtain the OAuth authentication values:

• OAuthClientId: Set to the Client ID in your OAuth Integration settings.
• OAuthClientSecret: Set to the Client Secret in your OAuth Integration settings.
• OAuthVerifier: Set to the verifier code.
• OAuthSettingsLocation: Set to persist the encrypted OAuth authentication values to the specified location.
• InitiateOAuth: Set to REFRESH.

Connect to Data

After the OAuth settings file is generated, set the following properties to connect to data:

• OAuthSettingsLocation: Set to the location containing the encrypted OAuth authentication values. Make sure this location gives read and write permissions to the provider to enable the automatic refreshing of the access token.
• InitiateOAuth: Set to REFRESH.

Option 2: Transfer OAuth Settings

To install the Cloud on another machine, authenticate, and then transfer the resulting OAuth values:

1. On a second machine, install the Cloud and connect with the following properties set:
   • OAuthSettingsLocation: Set to a writable location.
   • OAuthClientId: Set to the client ID in your application settings.
   • OAuthClientSecret: Set to the client secret in your application settings.
   • CallbackURL: Set to the callback URL in your application settings.
2. Test the connection to authenticate. The resulting authentication values are written and encrypted to the path specified by OAuthSettingsLocation. After you have successfully tested the connection, copy the OAuth settings file to your headless machine. On the headless machine, set the following connection properties to connect to data:
   • InitiateOAuth: Set to REFRESH.
   • OAuthSettingsLocation: Set to the location of your OAuth settings file. Make sure this location gives read and write permissions to the Cloud to enable the automatic refreshing of the 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 application within the CData Cloud, contains no permissions that require admin consent. Therefore, this information applies only to custom applications.

Admin Consent Permissions

When creating a new OAuth application in the Azure Portal, you must specify which permissions the application requires. Some permissions may be marked stating "Admin Consent Required". For example, all Groups permissions require Admin Consent. If your application 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 application you have created in App Registrations. Under API Permissions, click Grant Consent, which grants your application the necessary permissions on the tenant on which it was created.

If your organization has multiple tenants or the application needs to be granted permissions for other tenants outside your organization, you can use the GetAdminConsentURL to generate the Admin Authorization URL. Unlike the GetOAuthAuthorizationUrl, there is no important information returned from this endpoint. If the grants access, it returns a boolean indicating that permissions were granted.

After an admin grants consent, authentication may be performed as normal.

Client Credentials

Client credentials refers to a flow in OAuth where there is no direct user authentication taking place. Instead, credentials are created for just the application itself. All tasks taken by the application are done without a default user context. This makes the authentication flow a bit different from standard.

Client OAuth Flow

All permissions related to the client oauth flow require admin consent. This means the application embedded with the CData Cloud cannot be used in the client oauth flow. You must create your own OAuth application to use client credentials. See Creating a Custom OAuth Application for more details.

In "App Registration" in portal.azure.com, navigate to API Permissions and select the Microsoft Graph permissions. There are two distinct sets of permissions - Delegated and Application permissions. The permissions used during client credential authentication are under Application Permissions. Select the applicable permissions you require for your integration.

You are ready to connect after setting one of the below connection properties groups depending on the authentication type.

1. Client Secret
   • InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • AzureTenant: The tenant you wish to connect to.
   • OAuthGrantType: CLIENT.
   • OAuthClientId: The client Id in your app settings.
   • OAuthClientSecret: The client secret in your app settings.
2. Certificate
   • InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • AzureTenant: The tenant you wish to connect to.
   • OAuthGrantType: CLIENT.
   • OAuthClientId: The client Id in your app settings.
   • OAuthJWTCert: The JWT Certificate store.
   • OAuthJWTCertType: The type of the certificate store specified by OAuthJWTCert.

Azure AD

Azure AD is a connection type that leverages OAuth to authenticate. Set your AuthScheme to AzureAD.

Follow the steps below to authenticate with the credentials for a custom AzureAD app. See Creating a Custom OAuth Application.

There are two types of app authentication available: using a client secret and using a certificate. You can use any of them depending on the configured app authentication.

Get an AzureAD Access Token

You are ready to connect after setting one of the below connection properties groups depending on the authentication type.

1. Client Secret
   • AuthScheme: AzureServicePrincipal in your app settings.
   • InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the AzureAD exchange and manually setting the OAuthAccessToken.
   • AzureTenant: The tenant you wish to connect to.
   • OAuthClientId: The Client Id in your app settings.
   • OAuthClientSecret: The client secret in your app settings.
2. Certificate
   • AuthScheme: The AzureServicePrincipal in your app settings.
   • InitiateOAuth: GETANDREFRESH. You can use InitiateAzureAD to avoid repeating the AzureAD exchange and manually setting the OAuthAccessToken.
   • AzureTenant: The tenant you wish to connect to.
   • OAuthClientId: The client Id in your app settings.
   • OAuthJWTCert: The JWT Certificate store.
   • OAuthJWTCertType: The type of the certificate store specified by OAuthJWTCert.

Azure Service Principal

The authentication as an Azure Service Principal is handled via the OAuth Client Credentials flow. It does not involve direct user authentication. Instead, credentials are created for just the application 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. Create an AzureAD App and an Azure Service Principal When authenticating using an Azure Service Principal, you must register an application with an Azure AD tenant. See Creating a Custom AzureAD Service Principal App for more information.

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 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

To connect follow these steps:

1. Set the AuthScheme to AzureServicePrincipal for using a client secret or AzureServicePrincipalCert for using a certificate in your application setting.
2. Set the connection properties that apply to both schemes.
3. Set the connection properties specific to the authentication scheme you selected.

For Both Client Secret and Certificate

Set these connection properties and then continue to the relevant section below:

• InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• AzureTenant: The tenant you want to connect to.

Client Secret

Continue with the following:

• OAuthClientId: The client Id in your application settings.
• OAuthClientSecret: The client secret in your application settings.

Certificate

Continue with the following:

• OAuthJWTCert: The JWT Certificate store.
• OAuthJWTCertType: The type of the certificate store specified by OAuthJWTCert.

Customizing the SSL Configuration

By default, the Cloud 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.

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.

The CData Cloud models Microsoft Dynamics 365 entities in relational Tables, Views, and Stored Procedures. The table definitions are dynamically obtained from the OData service you connect to. Any changes in the metadata, such as added or removed columns or changes in data type, can be loaded by reconnecting.

Views

Views describes the available views. Views are statically defined to model PicklistAttributeMetadata, MultiPicklistAttributeMetadata and more.

Stored Procedures

Stored Procedures are function-like interfaces to the data source. They can be used to perform additional operations that fall outside of the standard CRUD model such as retrieving an OAuth access token.

The Cloud uses the OData services of Microsoft Dynamics 365 to dynamically obtain a list of tables. All of your Microsoft Dynamics 365 tables will display as available once you connect.

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

CData Cloud - Microsoft Dynamics 365 Views

Name	Description
MultiSelectPickListAttributeMetaData	Contains the Picklist metadata for an attribute type MultiSelect OptionSet. Note: This view is only available when Edition is set to either CustomerService, FieldService, Marketing, ProjectOperations or Sales.
MultiSelectPickListOptions	Contains the Options Value of MultiSelect PicklistMetadata. Note: This view is only available when Edition is set to either CustomerService, FieldService, Marketing, ProjectOperations or Sales.
PickListAttributeMetaData	Contains the metadata for an attribute type Picklist. Note: This view is only available when Edition is set to either CustomerService, FieldService, Marketing, ProjectOperations or Sales.
PickListOptions	Contains the Options value of PickListMetaData. Note: This view is only available when Edition is set to either CustomerService, FieldService, Marketing, ProjectOperations or Sales.

Contains the Picklist metadata for an attribute type MultiSelect OptionSet. Note: This view is only available when Edition is set to either CustomerService, FieldService, Marketing, ProjectOperations or Sales.

Select

The Cloud will use the Microsoft Dynamics 365 API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the Cloud.

• TableName supports '=','IN' operators.

For example, the following queries are processed server side:

SELECT * FROM MultiSelectPickListAttributeMetaData WHERE TableName = 'teams'

SELECT * FROM MultiSelectPickListAttributeMetaData WHERE TableName IN ('accounts', 'teams')

Columns

Name	Type	Description
ColumnName [KEY]	String
MetadataId	String
OptionSet_Description_LocalizedLabels	String
OptionSet_Description_UserLocalizedLabel_HasChanged	String
OptionSet_Description_UserLocalizedLabel_IsManaged	Boolean
OptionSet_Description_UserLocalizedLabel_Label	String
OptionSet_Description_UserLocalizedLabel_LanguageCode	Integer
OptionSet_Description_UserLocalizedLabel_MetadataId	String
OptionSet_DisplayName_LocalizedLabels	String
OptionSet_DisplayName_UserLocalizedLabel_HasChanged	String
OptionSet_DisplayName_UserLocalizedLabel_IsManaged	Boolean
OptionSet_DisplayName_UserLocalizedLabel_Label	String
OptionSet_DisplayName_UserLocalizedLabel_LanguageCode	Integer
OptionSet_DisplayName_UserLocalizedLabel_MetadataId	String
OptionSet_ExternalTypeName	String
OptionSet_HasChanged	String
OptionSet_IntroducedVersion	String
OptionSet_IsCustomizable_CanBeChanged	Boolean
OptionSet_IsCustomizable_ManagedPropertyLogicalName	String
OptionSet_IsCustomizable_Value	Boolean
OptionSet_IsCustomOptionSet	Boolean
OptionSet_IsGlobal	Boolean
OptionSet_IsManaged	Boolean
OptionSet_MetadataId	String
OptionSet_Name	String
OptionSet_OptionSetType	String
OptionSet_ParentOptionSetName	String
TableName	String

Contains the Options Value of MultiSelect PicklistMetadata. Note: This view is only available when Edition is set to either CustomerService, FieldService, Marketing, ProjectOperations or Sales.

Select

The Cloud will use the Microsoft Dynamics 365 API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the Cloud.

• TableName supports '=','IN' operators.

For example, the following queries are processed server side:

SELECT * FROM MultiSelectPickListOptions WHERE TableName = 'teams'

SELECT * FROM MultiSelectPickListOptions WHERE TableName IN ('accounts', 'teams')

Columns

Name	Type	Description
ColumnName	String
Color	String
ExternalValue	String
HasChanged	String
IsManaged	Boolean
Label_LocalizedLabels	String
Label_UserLocalizedLabel_HasChanged	String
Label_UserLocalizedLabel_IsManaged	Boolean
Label_UserLocalizedLabel_Label	String
Label_UserLocalizedLabel_LanguageCode	Integer
Label_UserLocalizedLabel_MetadataId	String
Description_LocalizedLabels	String
Description_UserLocalizedLabel_HasChanged	String
Description_UserLocalizedLabel_IsManaged	Boolean
Description_UserLocalizedLabel_Label	String
Description_UserLocalizedLabel_LanguageCode	Integer
Description_UserLocalizedLabel_MetadataId	String
MetadataId	String
ParentValues	String
Value	Integer
TableName	String

Contains the metadata for an attribute type Picklist. Note: This view is only available when Edition is set to either CustomerService, FieldService, Marketing, ProjectOperations or Sales.

Select

The Cloud will use the Microsoft Dynamics 365 API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the Cloud.

• TableName supports '=','IN' operators.

For example, the following queries are processed server side:

SELECT * FROM PickListAttributeMetaData WHERE TableName = 'teams'

SELECT * FROM PickListAttributeMetaData WHERE TableName IN ('accounts', 'teams')

Columns

Name	Type	Description
ColumnName [KEY]	String
MetadataId	String
OptionSet_Description_LocalizedLabels	String
OptionSet_Description_UserLocalizedLabel_HasChanged	String
OptionSet_Description_UserLocalizedLabel_IsManaged	Boolean
OptionSet_Description_UserLocalizedLabel_Label	String
OptionSet_Description_UserLocalizedLabel_LanguageCode	Integer
OptionSet_Description_UserLocalizedLabel_MetadataId	String
OptionSet_DisplayName_LocalizedLabels	String
OptionSet_DisplayName_UserLocalizedLabel_HasChanged	String
OptionSet_DisplayName_UserLocalizedLabel_IsManaged	Boolean
OptionSet_DisplayName_UserLocalizedLabel_Label	String
OptionSet_DisplayName_UserLocalizedLabel_LanguageCode	Integer
OptionSet_DisplayName_UserLocalizedLabel_MetadataId	String
OptionSet_ExternalTypeName	String
OptionSet_HasChanged	String
OptionSet_IntroducedVersion	String
OptionSet_IsCustomizable_CanBeChanged	Boolean
OptionSet_IsCustomizable_ManagedPropertyLogicalName	String
OptionSet_IsCustomizable_Value	Boolean
OptionSet_IsCustomOptionSet	Boolean
OptionSet_IsGlobal	Boolean
OptionSet_IsManaged	Boolean
OptionSet_MetadataId	String
OptionSet_Name	String
OptionSet_OptionSetType	String
OptionSet_ParentOptionSetName	String
TableName	String

Contains the Options value of PickListMetaData. Note: This view is only available when Edition is set to either CustomerService, FieldService, Marketing, ProjectOperations or Sales.

Select

The Cloud will use the Microsoft Dynamics 365 API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the Cloud.

• TableName supports '=','IN' operators.

For example, the following queries are processed server side:

SELECT * FROM PickListOptions WHERE TableName = 'teams'

SELECT * FROM PickListOptions WHERE TableName IN ('accounts', 'teams')

Columns

Name	Type	Description
ColumnName	String
Color	String
ExternalValue	String
HasChanged	String
IsManaged	Boolean
Label_LocalizedLabels	String
Label_UserLocalizedLabel_HasChanged	String
Label_UserLocalizedLabel_IsManaged	Boolean
Label_UserLocalizedLabel_Label	String
Label_UserLocalizedLabel_LanguageCode	Integer
Label_UserLocalizedLabel_MetadataId	String
Description_LocalizedLabels	String
Description_UserLocalizedLabel	String
MetadataId	String
ParentValues	String
Value	Integer
TableName	String

Stored procedures are function-like interfaces that extend the functionality of the Cloud beyond simple SELECT/INSERT/UPDATE/DELETE operations with Microsoft Dynamics 365.

Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from Microsoft Dynamics 365, along with an indication of whether the procedure succeeded or failed.

CData Cloud - Microsoft Dynamics 365 Stored Procedures

Name	Description
CreateAssociation	Creates an association between two entities based on a navigation property. Set the IncludeNavigationProperties connection property to true in order to use this stored procedure.
GetAdminConsentURL	Gets the admin consent URL that must be opened separately by an admin of a given domain to grant access to your application. Only needed when using custom OAuth credentials.
ListAssociations	Lists associations for a given table and navigation property. Set the IncludeNavigationProperties connection property to true in order to use this stored procedure.
ListNavigationProperties	Lists navigation properties for a given table and the tables they are associated with. Navigation properties are used by the Association stored procedures. Set the IncludeNavigationProperties connection property to true in order to use this stored procedure.
RemoveAssociation	Removes an association between two entities based on a navigation property. Set the IncludeNavigationProperties connection property to true in order to use this stored procedure.

Creates an association between two entities based on a navigation property. Set the IncludeNavigationProperties connection property to true in order to use this stored procedure.

Input

Name	Type	Required	Description
FromId	String	False	The ID of the entity you are creating an associations for.
UrlId	String	False	An alternative to specifying the FromId. This is the complete URL to the resource for which the association is being created. It is required to be specified in the case that the navigation property is an abstract, or to specify more specific child types where the navigation property entity type is used as a basetype.
FromTable	String	True	The table where the entity comes from that you are creating an association for. For example, if the FromId was from a table called Customers, set this parameter to: Customers.
ToNavigationProperty	String	True	The navigation property you are creating an association on. It can be obtained from ListNavigationProperties.
ToId	String	False	The ID of the navigation entity. This will come from the table associated with the navigation property.
ToUrlId	String	False	An alternative to specifying the ToId. This is the complete URL to the resource to be associated. It is required to be specified in the case that the navigation property is an abstract, or to specify more specific child types where the navigation property entity type is used as a basetype.

Gets the admin consent URL that must be opened separately by an admin of a given domain to grant access to your application. Only needed when using custom OAuth credentials.

Input

Name	Type	Required	Description
CallbackUrl	String	False	The URL the user will be redirected to after authorizing your application. This value must match the Reply URL in the Azure AD app settings.
State	String	False	The same value for state that you sent when you requested the authorization code.

Result Set Columns

Name	Type	Description
URL	String	The authorization URL, entered into a Web browser to obtain the verifier token and authorize your app.

Lists associations for a given table and navigation property. Set the IncludeNavigationProperties connection property to true in order to use this stored procedure.

Input

Name	Type	Required	Description
FromId	String	False	The ID of the entity you are listing associations for.
UrlId	String	False	An alternative to specifying the FromId. This is the complete URL to the resource you are listing the associations for. It is required to be specified in the case that the navigation property is an abstract, or to specify more specific child types where the navigation property entity type is used as a basetype.
FromTable	String	True	The table where the entity comes from that you are listing entities for. For example, if the FromId was from a table called Customers, set this parameter to: Customers.
NavigationProperty	String	True	The navigation property you are listing assications for. It can be obtained from ListNavigationProperties.

Result Set Columns

Name	Type	Description
Uri	String	The linked URL.

Lists navigation properties for a given table and the tables they are associated with. Navigation properties are used by the Association stored procedures. Set the IncludeNavigationProperties connection property to true in order to use this stored procedure.

Input

Name	Type	Required	Description
TableName	String	True	The name of the table to list navigation properties for.

Result Set Columns

Name	Type	Description
Name	String	The name of the navigation property.
AssociatedTable	String	The table the navigation property is associated with.

Removes an association between two entities based on a navigation property. Set the IncludeNavigationProperties connection property to true in order to use this stored procedure.

Input

Name	Type	Required	Description
FromId	String	False	The Id of the entity you are removing an associations for.
UrlId	String	False	An alternative to specifying the FromId. This is the complete URL to the resource you are removing an association for. It is required to be specified in the case that the navigation property is an abstract, or to specify more specific child types where the navigation property entity type is used as a basetype.
FromTable	String	True	The table where the entity comes from that you are removing an association for. For example, if the FromId was from a table called Customers, set this parameter to: Customers.
ToNavigationProperty	String	True	The navigation property you are removing an association on. It can be obtained from ListNavigationProperties.
ToId	String	False	The Id of the navigation entity. This will come from the table associated with the navigation property.
ToUrlId	String	False	An alternative to specifying the ToId. This is the complete URL to the resource to be associated. It is required to be specified in the case that the navigation property is an abstract, or to specify more specific child types where the navigation property entity type is used as a basetype.

You can query the system tables described in this section to access schema information, information on data source functionality, and batch operation statistics.

Schema Tables

The following tables return database metadata for Microsoft Dynamics 365:

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

Data Source Tables

The following tables return information about how to connect to and query the data source:

• sys_connection_props: Returns information on the available connection properties.
• sys_sqlinfo: Describes the SELECT queries that the Cloud can offload to the data source.

Query Information Tables

The following table returns query statistics for data modification queries, including batch operations::

• sys_identity: Returns information about batch operations or single updates.

Lists the available databases.

The following query retrieves all databases determined by the connection string:

SELECT * FROM sys_catalogs

Columns

Name	Type	Description
CatalogName	String	The database name.

Lists the available schemas.

The following query retrieves all available schemas:

          SELECT * FROM sys_schemas
          

Columns

Name	Type	Description
CatalogName	String	The database name.
SchemaName	String	The schema name.

Lists the available tables.

The following query retrieves the available tables and views:

          SELECT * FROM sys_tables
          

Columns

Name	Type	Description
CatalogName	String	The database containing the table or view.
SchemaName	String	The schema containing the table or view.
TableName	String	The name of the table or view.
TableType	String	The table type (table or view).
Description	String	A description of the table or view.
IsUpdateable	Boolean	Whether the table can be updated.

Describes the columns of the available tables and views.

The following query returns the columns and data types for the GoalHeadings table:

SELECT ColumnName, DataTypeName FROM sys_tablecolumns WHERE TableName='GoalHeadings' 

Columns

Name	Type	Description
CatalogName	String	The name of the database containing the table or view.
SchemaName	String	The schema containing the table or view.
TableName	String	The name of the table or view containing the column.
ColumnName	String	The column name.
DataTypeName	String	The data type name.
DataType	Int32	An integer indicating the data type. This value is determined at run time based on the environment.
Length	Int32	The storage size of the column.
DisplaySize	Int32	The designated column's normal maximum width in characters.
NumericPrecision	Int32	The maximum number of digits in numeric data. The column length in characters for character and date-time data.
NumericScale	Int32	The column scale or number of digits to the right of the decimal point.
IsNullable	Boolean	Whether the column can contain null.
Description	String	A brief description of the column.
Ordinal	Int32	The sequence number of the column.
IsAutoIncrement	String	Whether the column value is assigned in fixed increments.
IsGeneratedColumn	String	Whether the column is generated.
IsHidden	Boolean	Whether the column is hidden.
IsArray	Boolean	Whether the column is an array.
IsReadOnly	Boolean	Whether the column is read-only.
IsKey	Boolean	Indicates whether a field returned from sys_tablecolumns is the primary key of the table.

Lists the available stored procedures.

The following query retrieves the available stored procedures:

          SELECT * FROM sys_procedures
          

Columns

Name	Type	Description
CatalogName	String	The database containing the stored procedure.
SchemaName	String	The schema containing the stored procedure.
ProcedureName	String	The name of the stored procedure.
Description	String	A description of the stored procedure.
ProcedureType	String	The type of the procedure, such as PROCEDURE or FUNCTION.

Describes stored procedure parameters.

The following query returns information about all of the input parameters for the GetOAuthAccessToken stored procedure:

SELECT * FROM sys_procedureparameters WHERE ProcedureName='GetOAuthAccessToken' AND Direction=1 OR Direction=2

Columns

Name	Type	Description
CatalogName	String	The name of the database containing the stored procedure.
SchemaName	String	The name of the schema containing the stored procedure.
ProcedureName	String	The name of the stored procedure containing the parameter.
ColumnName	String	The name of the stored procedure parameter.
Direction	Int32	An integer corresponding to the type of the parameter: input (1), input/output (2), or output(4). input/output type parameters can be both input and output parameters.
DataTypeName	String	The name of the data type.
DataType	Int32	An integer indicating the data type. This value is determined at run time based on the environment.
Length	Int32	The number of characters allowed for character data. The number of digits allowed for numeric data.
NumericPrecision	Int32	The maximum precision for numeric data. The column length in characters for character and date-time data.
NumericScale	Int32	The number of digits to the right of the decimal point in numeric data.
IsNullable	Boolean	Whether the parameter can contain null.
IsRequired	Boolean	Whether the parameter is required for execution of the procedure.
IsArray	Boolean	Whether the parameter is an array.
Description	String	The description of the parameter.
Ordinal	Int32	The index of the parameter.

Describes the primary and foreign keys.

The following query retrieves the primary key for the GoalHeadings table:

         SELECT * FROM sys_keycolumns WHERE IsKey='True' AND TableName='GoalHeadings' 
          

Columns

Name	Type	Description
CatalogName	String	The name of the database containing the key.
SchemaName	String	The name of the schema containing the key.
TableName	String	The name of the table containing the key.
ColumnName	String	The name of the key column.
IsKey	Boolean	Whether the column is a primary key in the table referenced in the TableName field.
IsForeignKey	Boolean	Whether the column is a foreign key referenced in the TableName field.
PrimaryKeyName	String	The name of the primary key.
ForeignKeyName	String	The name of the foreign key.
ReferencedCatalogName	String	The database containing the primary key.
ReferencedSchemaName	String	The schema containing the primary key.
ReferencedTableName	String	The table containing the primary key.
ReferencedColumnName	String	The column name of the primary key.

Describes the foreign keys.

The following query retrieves all foreign keys which refer to other tables:

         SELECT * FROM sys_foreignkeys WHERE ForeignKeyType = 'FOREIGNKEY_TYPE_IMPORT'
          

Columns

Name	Type	Description
CatalogName	String	The name of the database containing the key.
SchemaName	String	The name of the schema containing the key.
TableName	String	The name of the table containing the key.
ColumnName	String	The name of the key column.
PrimaryKeyName	String	The name of the primary key.
ForeignKeyName	String	The name of the foreign key.
ReferencedCatalogName	String	The database containing the primary key.
ReferencedSchemaName	String	The schema containing the primary key.
ReferencedTableName	String	The table containing the primary key.
ReferencedColumnName	String	The column name of the primary key.
ForeignKeyType	String	Designates whether the foreign key is an import (points to other tables) or export (referenced from other tables) key.

Describes the primary keys.

The following query retrieves the primary keys from all tables and views:

         SELECT * FROM sys_primarykeys
          

Columns

Name	Type	Description
CatalogName	String	The name of the database containing the key.
SchemaName	String	The name of the schema containing the key.
TableName	String	The name of the table containing the key.
ColumnName	String	The name of the key column.
KeySeq	String	The sequence number of the primary key.
KeyName	String	The name of the primary key.

Describes the available indexes. By filtering on indexes, you can write more selective queries with faster query response times.

The following query retrieves all indexes that are not primary keys:

          SELECT * FROM sys_indexes WHERE IsPrimary='false'
          

Columns

Name	Type	Description
CatalogName	String	The name of the database containing the index.
SchemaName	String	The name of the schema containing the index.
TableName	String	The name of the table containing the index.
IndexName	String	The index name.
ColumnName	String	The name of the column associated with the index.
IsUnique	Boolean	True if the index is unique. False otherwise.
IsPrimary	Boolean	True if the index is a primary key. False otherwise.
Type	Int16	An integer value corresponding to the index type: statistic (0), clustered (1), hashed (2), or other (3).
SortOrder	String	The sort order: A for ascending or D for descending.
OrdinalPosition	Int16	The sequence number of the column in the index.

Returns information on the available connection properties and those set in the connection string.

When querying this table, the config connection string should be used:

jdbc:cdata:dynamics365:config:

This connection string enables you to query this table without a valid connection.

The following query retrieves all connection properties that have been set in the connection string or set through a default value:

SELECT * FROM sys_connection_props WHERE Value <> ''

Columns

Name	Type	Description
Name	String	The name of the connection property.
ShortDescription	String	A brief description.
Type	String	The data type of the connection property.
Default	String	The default value if one is not explicitly set.
Values	String	A comma-separated list of possible values. A validation error is thrown if another value is specified.
Value	String	The value you set or a preconfigured default.
Required	Boolean	Whether the property is required to connect.
Category	String	The category of the connection property.
IsSessionProperty	String	Whether the property is a session property, used to save information about the current connection.
Sensitivity	String	The sensitivity level of the property. This informs whether the property is obfuscated in logging and authentication forms.
PropertyName	String	A camel-cased truncated form of the connection property name.
Ordinal	Int32	The index of the parameter.
CatOrdinal	Int32	The index of the parameter category.
Hierarchy	String	Shows dependent properties associated that need to be set alongside this one.
Visible	Boolean	Informs whether the property is visible in the connection UI.
ETC	String	Various miscellaneous information about the property.

Describes the SELECT query processing that the Cloud can offload to the data source.

See SQL Compliance for SQL syntax details.

Discovering the Data Source's SELECT Capabilities

Below is an example data set of SQL capabilities. Some aspects of SELECT functionality are returned in a comma-separated list if supported; otherwise, the column contains NO.

Name	Description	Possible Values
AGGREGATE_FUNCTIONS	Supported aggregation functions.	AVG, COUNT, MAX, MIN, SUM, DISTINCT
COUNT	Whether COUNT function is supported.	YES, NO
IDENTIFIER_QUOTE_OPEN_CHAR	The opening character used to escape an identifier.	[
IDENTIFIER_QUOTE_CLOSE_CHAR	The closing character used to escape an identifier.	]
SUPPORTED_OPERATORS	A list of supported SQL operators.	=, >, <, >=, <=, <>, !=, LIKE, NOT LIKE, IN, NOT IN, IS NULL, IS NOT NULL, AND, OR
GROUP_BY	Whether GROUP BY is supported, and, if so, the degree of support.	NO, NO_RELATION, EQUALS_SELECT, SQL_GB_COLLATE
OJ_CAPABILITIES	The supported varieties of outer joins supported.	NO, LEFT, RIGHT, FULL, INNER, NOT_ORDERED, ALL_COMPARISON_OPS
OUTER_JOINS	Whether outer joins are supported.	YES, NO
SUBQUERIES	Whether subqueries are supported, and, if so, the degree of support.	NO, COMPARISON, EXISTS, IN, CORRELATED_SUBQUERIES, QUANTIFIED
STRING_FUNCTIONS	Supported string functions.	LENGTH, CHAR, LOCATE, REPLACE, SUBSTRING, RTRIM, LTRIM, RIGHT, LEFT, UCASE, SPACE, SOUNDEX, LCASE, CONCAT, ASCII, REPEAT, OCTET, BIT, POSITION, INSERT, TRIM, UPPER, REGEXP, LOWER, DIFFERENCE, CHARACTER, SUBSTR, STR, REVERSE, PLAN, UUIDTOSTR, TRANSLATE, TRAILING, TO, STUFF, STRTOUUID, STRING, SPLIT, SORTKEY, SIMILAR, REPLICATE, PATINDEX, LPAD, LEN, LEADING, KEY, INSTR, INSERTSTR, HTML, GRAPHICAL, CONVERT, COLLATION, CHARINDEX, BYTE
NUMERIC_FUNCTIONS	Supported numeric functions.	ABS, ACOS, ASIN, ATAN, ATAN2, CEILING, COS, COT, EXP, FLOOR, LOG, MOD, SIGN, SIN, SQRT, TAN, PI, RAND, DEGREES, LOG10, POWER, RADIANS, ROUND, TRUNCATE
TIMEDATE_FUNCTIONS	Supported date/time functions.	NOW, CURDATE, DAYOFMONTH, DAYOFWEEK, DAYOFYEAR, MONTH, QUARTER, WEEK, YEAR, CURTIME, HOUR, MINUTE, SECOND, TIMESTAMPADD, TIMESTAMPDIFF, DAYNAME, MONTHNAME, CURRENT_DATE, CURRENT_TIME, CURRENT_TIMESTAMP, EXTRACT
REPLICATION_SKIP_TABLES	Indicates tables skipped during replication.
REPLICATION_TIMECHECK_COLUMNS	A string array containing a list of columns which will be used to check for (in the given order) to use as a modified column during replication.
IDENTIFIER_PATTERN	String value indicating what string is valid for an identifier.
SUPPORT_TRANSACTION	Indicates if the provider supports transactions such as commit and rollback.	YES, NO
DIALECT	Indicates the SQL dialect to use.
KEY_PROPERTIES	Indicates the properties which identify the uniform database.
SUPPORTS_MULTIPLE_SCHEMAS	Indicates if multiple schemas may exist for the provider.	YES, NO
SUPPORTS_MULTIPLE_CATALOGS	Indicates if multiple catalogs may exist for the provider.	YES, NO
DATASYNCVERSION	The CData Data Sync version needed to access this driver.	Standard, Starter, Professional, Enterprise
DATASYNCCATEGORY	The CData Data Sync category of this driver.	Source, Destination, Cloud Destination
SUPPORTSENHANCEDSQL	Whether enhanced SQL functionality beyond what is offered by the API is supported.	TRUE, FALSE
SUPPORTS_BATCH_OPERATIONS	Whether batch operations are supported.	YES, NO
SQL_CAP	All supported SQL capabilities for this driver.	SELECT, INSERT, DELETE, UPDATE, TRANSACTIONS, ORDERBY, OAUTH, ASSIGNEDID, LIMIT, LIKE, BULKINSERT, COUNT, BULKDELETE, BULKUPDATE, GROUPBY, HAVING, AGGS, OFFSET, REPLICATE, COUNTDISTINCT, JOINS, DROP, CREATE, DISTINCT, INNERJOINS, SUBQUERIES, ALTER, MULTIPLESCHEMAS, GROUPBYNORELATION, OUTERJOINS, UNIONALL, UNION, UPSERT, GETDELETED, CROSSJOINS, GROUPBYCOLLATE, MULTIPLECATS, FULLOUTERJOIN, MERGE, JSONEXTRACT, BULKUPSERT, SUM, SUBQUERIESFULL, MIN, MAX, JOINSFULL, XMLEXTRACT, AVG, MULTISTATEMENTS, FOREIGNKEYS, CASE, LEFTJOINS, COMMAJOINS, WITH, LITERALS, RENAME, NESTEDTABLES, EXECUTE, BATCH, BASIC, INDEX
PREFERRED_CACHE_OPTIONS	A string value specifies the preferred cacheOptions.
ENABLE_EF_ADVANCED_QUERY	Indicates if the driver directly supports advanced queries coming from Entity Framework. If not, queries will be handled client side.	YES, NO
PSEUDO_COLUMNS	A string array indicating the available pseudo columns.
MERGE_ALWAYS	If the value is true, The Merge Mode is forcibly executed in Data Sync.	TRUE, FALSE
REPLICATION_MIN_DATE_QUERY	A select query to return the replicate start datetime.
REPLICATION_MIN_FUNCTION	Allows a provider to specify the formula name to use for executing a server side min.
REPLICATION_START_DATE	Allows a provider to specify a replicate startdate.
REPLICATION_MAX_DATE_QUERY	A select query to return the replicate end datetime.
REPLICATION_MAX_FUNCTION	Allows a provider to specify the formula name to use for executing a server side max.
IGNORE_INTERVALS_ON_INITIAL_REPLICATE	A list of tables which will skip dividing the replicate into chunks on the initial replicate.
CHECKCACHE_USE_PARENTID	Indicates whether the CheckCache statement should be done against the parent key column.	TRUE, FALSE
CREATE_SCHEMA_PROCEDURES	Indicates stored procedures that can be used for generating schema files.

The following query retrieves the operators that can be used in the WHERE clause:

SELECT * FROM sys_sqlinfo WHERE Name = 'SUPPORTED_OPERATORS'

Note that individual tables may have different limitations or requirements on the WHERE clause; refer to the Data Model section for more information.

Columns

Name	Type	Description
NAME	String	A component of SQL syntax, or a capability that can be processed on the server.
VALUE	String	Detail on the supported SQL or SQL syntax.

Returns information about attempted modifications.

The following query retrieves the Ids of the modified rows in a batch operation:

         SELECT * FROM sys_identity
          

Columns

Name	Type	Description
Id	String	The database-generated Id returned from a data modification operation.
Batch	String	An identifier for the batch. 1 for a single operation.
Operation	String	The result of the operation in the batch: INSERTED, UPDATED, or DELETED.
Message	String	SUCCESS or an error message if the update in the batch failed.

Data Type Mappings

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

Microsoft Dynamics 365 (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

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

---

Property	Description
AuthScheme	The type of authentication to use when connecting to Microsoft Dynamics 365.
OrganizationURL	The URL to your Dynamics 365 organization. For instance, https://abc123.cloudax.dynamics.com/.
Edition	The edition of Microsoft Dynamics 365 being used.
ApiVersion	The API version being used. This can be specified to access a new version of the API once it is released.

Azure Authentication

---

Property	Description
AzureTenant	The Microsoft Online tenant being used to access data. If not specified, your default tenant is used.
AzureEnvironment	The Azure Environment to use when establishing a connection.

OAuth

---

Property	Description
OAuthClientId	The client Id assigned when you register your application with an OAuth authorization server.
OAuthClientSecret	The client secret assigned when you register your application with an OAuth authorization server.
OAuthGrantType	The grant type for the OAuth flow.

JWT OAuth

---

Property	Description
OAuthJWTCert	The JWT Certificate store.
OAuthJWTCertType	The type of key store containing the JWT Certificate.
OAuthJWTCertPassword	The password for the OAuth JWT certificate.
OAuthJWTCertSubject	The subject of the OAuth JWT certificate.
OAuthJWTIssuer	The issuer of the Java Web Token.
OAuthJWTSubject	The user subject for which the application is requesting delegated access.

SSL

---

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

Logging

---

Property	Description
Verbosity	The verbosity level that determines the amount of detail included in the log file.

Schema

---

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

Miscellaneous

---

Property	Description
AllowDuplicateRecords	Indicates if the driver should check the configured duplicate detection rules.
CrossCompany	Whether to pull data for all companies or just the user's default company.
CustomUrlParams	The custom query string to be included in the request.
IncludeFormattedValues	Indicates if columns that hold formatted values should be exposed.
IncludeLookUpLogicalName	Indicates if the referenced entity name for a LookUp field should be exposed.
IncludeNavigationProperties	A boolean indicating if navigation properties should be included in the column listing.
MaxRows	Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.
Pagesize	The maximum number of results to return per page from Microsoft Dynamics 365.
PseudoColumns	This property indicates whether or not to include pseudo columns as columns to the table.
Timeout	The value in seconds until the timeout error is thrown, canceling the operation.
UseClientSidePaging	Whether or not the CData ADO.NET Provider for Microsoft Dynamics 365 should use multiple threads with client side paging.
UseDynamicStoredProcedures	A boolean indicating if dynamic stored procedures should be exposed.

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

---

Property	Description
AuthScheme	The type of authentication to use when connecting to Microsoft Dynamics 365.
OrganizationURL	The URL to your Dynamics 365 organization. For instance, https://abc123.cloudax.dynamics.com/.
Edition	The edition of Microsoft Dynamics 365 being used.
ApiVersion	The API version being used. This can be specified to access a new version of the API once it is released.

The type of authentication to use when connecting to Microsoft Dynamics 365.

Data Type

string

Default Value

"AzureAD"

Remarks

• AzureAD: Set this to perform Azure Active Directory OAuth authentication.
• AzureMSI: Set this to automatically obtain Managed Service Identity credentials when running on an Azure VM.
• 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.

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

Data Type

string

Default Value

""

Remarks

This may also be known as the resource.

For Edition=HumanResources, the value should be like: https://{cluster}.hr.talent.dynamics.com/namespaces/{namespace_guid}/

The edition of Microsoft Dynamics 365 being used.

Data Type

string

Default Value

"FinOpsOnline"

Remarks

Currently for Microsoft Dynamics 365 Finance and Operations, further FinOpsOnline and FinOpsOnPremise are available. If specifying FinOpsOnPremise, then the ADFSServer must also be specified.

The API version being used. This can be specified to access a new version of the API once it is released.

Data Type

string

Default Value

"9.0"

Remarks

The API version being used. This can be specified to access a new version of the API once it is released. Otherwise, you can use the default.

Note: This property only applies when Edition is set to either CustomerService, FieldService, Marketing, ProjectOperations or Sales.

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

---

Property	Description
AzureTenant	The Microsoft Online tenant being used to access data. If not specified, your default tenant is used.
AzureEnvironment	The Azure Environment to use when establishing a connection.

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

Data Type

string

Default Value

""

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.

The Azure Environment to use when establishing a connection.

Possible Values

GLOBAL, CHINA, USGOVT, USGOVTDOD

Data Type

string

Default Value

"GLOBAL"

Remarks

In most cases, leaving the environment set to global will work. However, if your Azure Account has been added to a different environment, the AzureEnvironment may be used to specify which environment. The available values are GLOBAL, CHINA, USGOVT, USGOVTDOD.

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

---

Property	Description
OAuthClientId	The client Id assigned when you register your application with an OAuth authorization server.
OAuthClientSecret	The client secret assigned when you register your application with an OAuth authorization server.
OAuthGrantType	The grant type for the OAuth flow.

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

Data Type

string

Default Value

""

Remarks

As part of registering an OAuth application, you will receive the OAuthClientId value, sometimes also called a consumer key, and a client secret, the OAuthClientSecret.

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

Data Type

string

Default Value

""

Remarks

As part of registering an OAuth application, you will receive the 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.

The grant type for the OAuth flow.

Possible Values

CODE, CLIENT, PASSWORD

Data Type

string

Default Value

"CODE"

Remarks

The following options are available: CODE,CLIENT,PASSWORD

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

---

Property	Description
OAuthJWTCert	The JWT Certificate store.
OAuthJWTCertType	The type of key store containing the JWT Certificate.
OAuthJWTCertPassword	The password for the OAuth JWT certificate.
OAuthJWTCertSubject	The subject of the OAuth JWT certificate.
OAuthJWTIssuer	The issuer of the Java Web Token.
OAuthJWTSubject	The user subject for which the application is requesting delegated access.

The JWT Certificate store.

Data Type

string

Default Value

""

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:

MY	A certificate store holding personal certificates with their associated private keys.
CA	Certifying authority certificates.
ROOT	Root certificates.
SPC	Software 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).

The type of key store containing the JWT Certificate.

Data Type

string

Default Value

"PEMKEY_BLOB"

Remarks

This property can take one of the following values:

USER	For 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.
MACHINE	For Windows, this specifies that the certificate store is a machine store. Note: this store type is not available in Java.
PFXFILE	The certificate store is the name of a PFX (PKCS12) file containing certificates.
PFXBLOB	The certificate store is a string (base-64-encoded) representing a certificate store in PFX (PKCS12) format.
JKSFILE	The certificate store is the name of a Java key store (JKS) file containing certificates. Note: this store type is only available in Java.
JKSBLOB	The 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_FILE	The certificate store is the name of a PEM-encoded file that contains a private key and an optional certificate.
PEMKEY_BLOB	The certificate store is a string (base64-encoded) that contains a private key and an optional certificate.
PUBLIC_KEY_FILE	The certificate store is the name of a file that contains a PEM- or DER-encoded public key certificate.
PUBLIC_KEY_BLOB	The certificate store is a string (base-64-encoded) that contains a PEM- or DER-encoded public key certificate.
SSHPUBLIC_KEY_FILE	The certificate store is the name of a file that contains an SSH-style public key.
SSHPUBLIC_KEY_BLOB	The certificate store is a string (base-64-encoded) that contains an SSH-style public key.
P7BFILE	The certificate store is the name of a PKCS7 file containing certificates.
PPKFILE	The certificate store is the name of a file that contains a PPK (PuTTY Private Key).
XMLFILE	The certificate store is the name of a file that contains a certificate in XML format.
XMLBLOB	The certificate store is a string that contains a certificate in XML format.

The password for the OAuth JWT certificate.

Data Type

string

Default Value

""

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.

The subject of the OAuth JWT certificate.

Data Type

string

Default Value

"*"

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.

Field	Meaning
CN	Common Name. This is commonly a host name like www.server.com.
O	Organization
OU	Organizational Unit
L	Locality
S	State
C	Country
E	Email Address

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

The issuer of the Java Web Token.

Data Type

string

Default Value

""

Remarks

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

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

Data Type

string

Default Value

""

Remarks

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

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

---

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

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

Data Type

string

Default Value

""

Remarks

If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is rejected.

This property can take the following forms:

Description	Example
A full PEM Certificate (example shortened for brevity)	-----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE-----
A path to a local file containing the certificate	C:\cert.cer
The public key (example shortened for brevity)	-----BEGIN RSA PUBLIC KEY----- MIGfMA0GCSq......AQAB -----END RSA PUBLIC KEY-----
The MD5 Thumbprint (hex values can also be either space or colon separated)	ecadbdda5a1529c58a1e9e09828d70e4
The SHA1 Thumbprint (hex values can also be either space or colon separated)	34a929226ae0819f2ec14b4a3d904f801cbb150d

If not specified, any certificate trusted by the machine is accepted.

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

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

---

Property	Description
Verbosity	The verbosity level that determines the amount of detail included in the log file.

The verbosity level that determines the amount of detail included in the log file.

Data Type

string

Default Value

"1"

Remarks

The verbosity level determines the amount of detail that the Cloud reports to the Logfile. Verbosity levels from 1 to 5 are supported. These are detailed in the Logging page.

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

---

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

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

Data Type

string

Default Value

""

Remarks

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

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

---

Property	Description
AllowDuplicateRecords	Indicates if the driver should check the configured duplicate detection rules.
CrossCompany	Whether to pull data for all companies or just the user's default company.
CustomUrlParams	The custom query string to be included in the request.
IncludeFormattedValues	Indicates if columns that hold formatted values should be exposed.
IncludeLookUpLogicalName	Indicates if the referenced entity name for a LookUp field should be exposed.
IncludeNavigationProperties	A boolean indicating if navigation properties should be included in the column listing.
MaxRows	Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.
Pagesize	The maximum number of results to return per page from Microsoft Dynamics 365.
PseudoColumns	This property indicates whether or not to include pseudo columns as columns to the table.
Timeout	The value in seconds until the timeout error is thrown, canceling the operation.
UseClientSidePaging	Whether or not the CData ADO.NET Provider for Microsoft Dynamics 365 should use multiple threads with client side paging.
UseDynamicStoredProcedures	A boolean indicating if dynamic stored procedures should be exposed.

Indicates if the driver should check the configured duplicate detection rules.

Data Type

bool

Default Value

true

Remarks

Set this value to false to avoid adding duplicate records while performing INSERT operations.

Note: This property only applies when Edition is set to either CustomerService, FieldService, Marketing, ProjectOperations or Sales.

Whether to pull data for all companies or just the user's default company.

Data Type

bool

Default Value

false

Remarks

This property only applies when Edition is set to either FinOpsOnline, FinOpsOnPremise or HumanResources.

The custom query string to be included in the request.

Data Type

string

Default Value

""

Remarks

The CustomUrlParams allow you to specify custom query string parameters that are included with the HTTP request. The parameters must be encoded as a query string in the form field1=value1&field2=value2&field3=value3. The values in the query string must be URL encoded.

Indicates if columns that hold formatted values should be exposed.

Data Type

bool

Default Value

false

Remarks

For each column, an extra one is added to expose the formatted value. New columns will have "_display" postfix.

Note: This property only applies when Edition is set to either CustomerService, FieldService, Marketing, ProjectOperations or Sales.

Indicates if the referenced entity name for a LookUp field should be exposed.

Data Type

bool

Default Value

false

Remarks

For each key column, an extra one is added to expose the LookUp logical name value. New columns will have "_lookuplogicalname" postfix.

Note: This property only applies when Edition is set to either CustomerService, FieldService, Marketing, ProjectOperations or Sales.

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

Data Type

bool

Default Value

false

Remarks

Navigation properties will not populate with information when retrieving data. Instead, navigation properties may be used to bind to an existing resource during inserts or updates. For example:

INSERT INTO accounts (_primarycontactid_value) VALUES ('123456')

To specify multiple values, use a comma-separated list. For instance:

INSERT INTO accounts (lead_customer_accounts) VALUES ('123,456')

Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.

Data Type

int

Default Value

-1

Remarks

Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.

The maximum number of results to return per page from Microsoft Dynamics 365.

Data Type

int

Default Value

5000

Remarks

The Pagesize property affects the maximum number of results to return per page from Microsoft Dynamics 365. Setting a higher value may result in better performance at the cost of additional memory allocated per page consumed.

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

Data Type

string

Default Value

""

Remarks

This setting is particularly helpful in Entity Framework, which does not allow you to set a value for a pseudo column unless it is a table column. The value of this connection setting is of the format "Table1=Column1, Table1=Column2, Table2=Column3". You can use the "*" character to include all tables and all columns; for example, "*=*".

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

Data Type

int

Default Value

60

Remarks

If Timeout = 0, operations do not time out. The operations run until they complete successfully or until they encounter an error condition.

If Timeout expires and the operation is not yet complete, the Cloud throws an exception.

Whether or not the CData ADO.NET Provider for Microsoft Dynamics 365 should use multiple threads with client side paging.

Data Type

bool

Default Value

false

Remarks

Regardless of this value, the CData Cloud will always use client side paging to retrieve data. However, setting this value to false will cause only a single thread to be used to execute this operation instead of attempting to use multiple threads to improve performance.

Note: This property only applies when Edition is set to either FinOpsOnline, FinOpsOnPremise or HumanResources.

A boolean indicating if dynamic stored procedures should be exposed.

Data Type

bool

Default Value

false

Remarks

A boolean indicating if dynamic stored procedures should be exposed.

Note: This property only applies when Edition is set to either FinOpsOnline, FinOpsOnPremise or HumanResources.