Cloud

Build 24.0.9175
  • Microsoft Dynamics 365
    • Getting Started
      • Establishing a Connection
      • SSL Configuration
      • Firewall and Proxy
    • Data Model
      • Tables
      • Views
        • MultiSelectPickListAttributeMetaData
        • MultiSelectPickListOptions
        • PickListAttributeMetaData
        • PickListOptions
      • Stored Procedures
        • CreateAssociation
        • EnableChangeTracking
        • GetAdminConsentURL
        • ListAssociations
        • ListNavigationProperties
        • RemoveAssociation
      • System Tables
        • sys_catalogs
        • sys_schemas
        • sys_tables
        • sys_tablecolumns
        • sys_procedures
        • sys_procedureparameters
        • sys_keycolumns
        • sys_foreignkeys
        • sys_primarykeys
        • sys_indexes
        • sys_connection_props
        • sys_sqlinfo
        • sys_identity
        • sys_information
      • Data Type Mapping
    • Connection String Options
      • Authentication
        • AuthScheme
        • OrganizationURL
        • Edition
        • ApiVersion
      • Azure Authentication
        • AzureTenant
        • AzureEnvironment
      • OAuth
        • OAuthClientId
        • OAuthClientSecret
        • OAuthGrantType
      • JWT OAuth
        • OAuthJWTCert
        • OAuthJWTCertType
        • OAuthJWTCertPassword
        • OAuthJWTCertSubject
        • OAuthJWTIssuer
        • OAuthJWTSubject
      • SSL
        • SSLServerCert
      • Logging
        • Verbosity
      • Schema
        • BrowsableSchemas
      • Miscellaneous
        • AllowDuplicateRecords
        • ContinueOnError
        • CrossCompany
        • CustomUrlParams
        • EnableAtomicBatchOperations
        • IncludeFormattedValues
        • IncludeLookUpLogicalName
        • IncludeNavigationKeys
        • IncludeNavigationProperties
        • MaxRows
        • MinimumColumnSize
        • Pagesize
        • PseudoColumns
        • Timeout
        • UseClientSidePaging
        • UseDynamicStoredProcedures
        • UseEntityDefinitions

Microsoft Dynamics 365 - CData Cloud

Overview

CData Cloud offers access to Microsoft Dynamics 365 across several standard services and protocols, in a cloud-hosted solution. Any application that can connect to a MySQL or SQL Server database can connect to Microsoft Dynamics 365 through CData Cloud.

CData Cloud allows you to standardize and configure connections to Microsoft Dynamics 365 as though it were any other OData endpoint, or standard SQL Server/MySQL database.

Key Features

  • Full SQL Support: Microsoft Dynamics 365 appears as standard relational databases, allowing you to perform operations - Filter, Group, Join, etc. - using standard SQL, regardless of whether these operations are supported by the underlying API.
  • CRUD Support: Both read and write operations are supported, restricted only by security settings that you can configure in Cloud or downstream in the source itself.
  • Secure Access: The administrator can create users and define their access to specific databases and read-only operations or grant full read & write privileges.
  • Comprehensive Data Model & Dynamic Discovery: CData Cloud provides comprehensive access to all of the data exposed in the underlying data source, including full access to dynamic data and easily searchable metadata.

CData Cloud

Getting Started

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.

CData Cloud

Establishing a Connection

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

The Microsoft Dynamics 365 driver supports connecting to the following Microsoft Dynamics 365 editions:

  • CustomerService
  • FieldService
  • FinOpsOnline (Default)
  • FinOpsOnPremise
  • HumanResources
  • Marketing
  • ProjectOperations
  • Sales

Notes:

  • Supply Chain Management is the same as Finance and Operations. To connect to either of these, set Edition to either FinOpsOnline or FinOpsOnPremise.
  • For Microsoft Dynamics 365 Business Central, use the separate Microsoft Dynamics 365 Business Central driver.

To connect, set these parameters:

  • OrganizationUrl: The URL to your Microsoft Dynamics 365 organization; for example, https://orgcb42e1d0.crm.dynamics.com.
  • Edition: As shown in the list of editions above.

Authenticating to Microsoft Dynamics 365

Microsoft Dynamics 365 supports authentication via Azure AD, Azure Service Principal, or Azure Managed Service Identity (MSI). All of these are based on the OAuth standard.

Azure AD

Authenticating via Azure AD requires you to create a custom AzureAD application, as described in Creating an Azure AD Application. You can authenticate with either a client secret or a JWT certificate.

To connect, set these properties:

  • AuthScheme: AzureAD.
  • InitiateOAuth: GETANDREFRESH. This setting enables you to use InitiateOAuth to avoid repeating the AzureAD exchange and manually setting the OAuthAccessToken.
  • AzureTenant: The Azure tenant to which you will connect.
  • OAuthClientId: The Client Id assigned when you created your custom application.
  • OAuthClientSecret (Client Secret only): The Client Secret assigned when you created your custom application.
  • OAuthJWTCert (Certificate only): The JWT Certificate store.
  • OAuthJWTCertType (Certificate only): The type of the certificate store specified by OAuthJWTCert.

Admin Consent

Admin consent refers to permissions granted by an Azure AD Tenant's admin to a custom application, as required for the use case. (Since the embedded application within the CData Cloud contains no permissions that require Admin consent, admin consent only applies to custom applications.)

If your organization requires admin consent for authorizing any new OAuth application for your Azure Tenant, it means that the first time someone in your organization installs and uses an OAuth application, an administrator for the organization must explicitly grant that application access.

(Your organization can choose to disable this requirement.)

Granting Admin Consent

When creating a new OAuth application in the Azure Portal (see Creating an Azure AD Application), you must specify which permissions the application requires. If you know that your organization requires admin consent for new custom applications, you can start by specifying permissions that are already labeled Admin Consent Required. (For example, all Groups permissions require admin consent.)

There are two ways to grant admin consent:

  • 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. This 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 tenant grants access, it returns a Boolean confirming that permissions were granted.

After an admin grants consent, authentication is performed as usual.

Client Credentials Auth Flow

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.

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, as described in Creating an Azure AD Application.

To do this:

  1. Login to portal.azure.com.
  2. Navigate to App Registration > API Permissions.
  3. Select the Microsoft Graph permissions. There are two distinct sets of permissions: Delegated Permissions and Application permissions. The permissions used during client credential authentication are under Application Permissions. Select the applicable permissions you require for your integration.

To connect, set these properties:

  • InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
  • AzureTenant: The tenant to which you will connect.
  • OAuthClientId: The Client Id assigned when you created your custom application.
  • OAuthClientSecret (Client Secret only): The Client Secret assigned when you created your custom application.
  • OAuthJWTCert (Certificate only): The JWT Certificate store.
  • OAuthJWTCertType (Certificate only): The type of the certificate store specified by OAuthJWTCert.

Azure Service Principal

Actions in Azure AD can be run by either user accounts or service principals. A service principal is a non-interactive account with elevated permissions, that performs tasks based on the roles and permissions assigned. Authentication as an Azure Service Principal is handled via the OAuth Client Credentials flow, without user involvementy Authentication as an Azure Service Principal requires you to create a custom AzureAD Service Principal application, as described in Creating a Custom AzureAD Service Principal App.

When you are ready to connect, set these properties:

  • AuthScheme: AzureServicePrincipal for using a Client Secret or AzureServicePrincipalCert for using a JWT certificate.
  • 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.
  • OAuthClientId (Client Secret only): The Client Id in your application settings.
  • OAuthClientSecret (Client Secret only): The Client Secret assigned when you created your custom application.
  • OAuthJWTCert (Certificate only): The JWT Certificate store.
  • OAuthJWTCertType (Certificate only): The type of the certificate store specified by OAuthJWTCert.

Managed Service Identity (MSI)

If you are running Microsoft Dynamics 365 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.

CData Cloud

SSL Configuration

Customizing the SSL Configuration

By default, the Cloud 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.

CData Cloud

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 Cloud 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.

CData Cloud

Data Model

The CData Cloud models Microsoft Dynamics 365 data in relational tables, views, and stored procedures. The table definitions are dynamically obtained from the Microsoft Dynamics 365 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.

Views

The Views section, which lists read-only SQL tables, contains samples of what you might have access to in your Microsoft Dynamics 365 account.

The following views are shipped with the Cloud:

View Description
MultiSelectPickListAttributeMetaData Stores metadata for attributes with a MultiSelect OptionSet type. This metadata is only available when Edition is set to CustomerService, FieldService, Marketing, ProjectOperations, or Sales.
MultiSelectPickListOptions Contains the values (options) for MultiSelect Picklist metadata attributes. Only available when Edition is set to CustomerService, FieldService, Marketing, ProjectOperations, or Sales.
PickListAttributeMetaData Holds metadata for attributes of the Picklist type, detailing their options and configuration. Only available when Edition is set to CustomerService, FieldService, Marketing, ProjectOperations, or Sales.
PickListOptions Stores option values for Picklist metadata attributes, providing details for enumerated selections. Only available when Edition is set to CustomerService, FieldService, Marketing, ProjectOperations, or Sales.

Stored Procedures

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

CData Cloud

Tables

The Cloud uses the Microsoft Dynamics 365 OData services to dynamically retrieve all of your Microsoft Dynamics 365 tables when you connect.

CData Cloud

Views

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.

CData Cloud

MultiSelectPickListAttributeMetaData

Stores metadata for attributes with a MultiSelect OptionSet type. This metadata is only available when Edition is set to 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 The name of the column representing the attribute within the table.
MetadataId String The unique identifier for the metadata of the attribute.
OptionSet_Description_LocalizedLabels String Localized labels providing descriptions for the option set in various languages.
OptionSet_Description_UserLocalizedLabel_HasChanged String Indicates if the user-defined localized label for the description has been modified.
OptionSet_Description_UserLocalizedLabel_IsManaged Boolean Specifies whether the user-defined localized label for the description is managed.
OptionSet_Description_UserLocalizedLabel_Label String The actual text of the user-defined localized label for the description.
OptionSet_Description_UserLocalizedLabel_LanguageCode Integer The language code associated with the user-defined localized label for the description.
OptionSet_Description_UserLocalizedLabel_MetadataId String The unique identifier for the metadata of the user-defined localized label for the description.
OptionSet_DisplayName_LocalizedLabels String Localized labels providing display names for the option set in various languages.
OptionSet_DisplayName_UserLocalizedLabel_HasChanged String Indicates if the user-defined localized label for the display name has been modified.
OptionSet_DisplayName_UserLocalizedLabel_IsManaged Boolean Specifies whether the user-defined localized label for the display name is managed.
OptionSet_DisplayName_UserLocalizedLabel_Label String The actual text of the user-defined localized label for the display name.
OptionSet_DisplayName_UserLocalizedLabel_LanguageCode Integer The language code associated with the user-defined localized label for the display name.
OptionSet_DisplayName_UserLocalizedLabel_MetadataId String The unique identifier for the metadata of the user-defined localized label for the display name.
OptionSet_ExternalTypeName String The external type name associated with the option set, if applicable.
OptionSet_HasChanged String Indicates whether the option set has been modified since its creation.
OptionSet_IntroducedVersion String The version of the system in which the option set was introduced.
OptionSet_IsCustomizable_CanBeChanged Boolean Indicates whether the option set can be customized by the user.
OptionSet_IsCustomizable_ManagedPropertyLogicalName String The logical name of the managed property that defines whether the option set is customizable.
OptionSet_IsCustomizable_Value Boolean Specifies if the option set is marked as customizable.
OptionSet_IsCustomOptionSet Boolean Specifies if the option set is custom or predefined.
OptionSet_IsGlobal Boolean Indicates whether the option set is global (shared across entities) or local to a specific entity.
OptionSet_IsManaged Boolean Specifies if the option set is part of a managed solution.
OptionSet_MetadataId String The unique identifier for the metadata of the option set.
OptionSet_Name String The name of the option set.
OptionSet_OptionSetType String The type of the option set, defining its structure and usage.
OptionSet_ParentOptionSetName String The name of the parent option set if the current option set is part of a hierarchical structure.
TableName String The name of the table containing the attribute represented by the option set.

CData Cloud

MultiSelectPickListOptions

Contains the values (options) for MultiSelect Picklist metadata attributes. Only available when Edition is set to 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 The name of the column representing the multi-select picklist attribute.
Color String The color associated with the picklist option, typically used for UI representation.
ExternalValue String The external value associated with the picklist option, used for integration or mapping purposes.
HasChanged String Indicates whether the picklist option has been modified since its creation.
IsManaged Boolean Specifies whether the picklist option is part of a managed solution.
Label_LocalizedLabels String Localized labels providing display names for the picklist option in various languages.
Label_UserLocalizedLabel_HasChanged String Indicates if the user-defined localized label for the picklist option's label has been modified.
Label_UserLocalizedLabel_IsManaged Boolean Specifies whether the user-defined localized label for the picklist option's label is managed.
Label_UserLocalizedLabel_Label String The actual text of the user-defined localized label for the picklist option's label.
Label_UserLocalizedLabel_LanguageCode Integer The language code associated with the user-defined localized label for the picklist option's label.
Label_UserLocalizedLabel_MetadataId String The unique identifier for the metadata of the user-defined localized label for the picklist option's label.
Description_LocalizedLabels String Localized labels providing descriptions for the picklist option in various languages.
Description_UserLocalizedLabel_HasChanged String Indicates if the user-defined localized label for the picklist option's description has been modified.
Description_UserLocalizedLabel_IsManaged Boolean Specifies whether the user-defined localized label for the picklist option's description is managed.
Description_UserLocalizedLabel_Label String The actual text of the user-defined localized label for the picklist option's description.
Description_UserLocalizedLabel_LanguageCode Integer The language code associated with the user-defined localized label for the picklist option's description.
Description_UserLocalizedLabel_MetadataId String The unique identifier for the metadata of the user-defined localized label for the picklist option's description.
MetadataId String The unique identifier for the metadata of the picklist option.
ParentValues String The parent values associated with the picklist option, used when the option is part of a hierarchical structure.
Value Integer The numeric value assigned to the picklist option.
TableName String The name of the table containing the multi-select picklist attribute.

CData Cloud

PickListAttributeMetaData

Holds metadata for attributes of the Picklist type, detailing their options and configuration. Only available when Edition is set to 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 The name of the column representing the picklist attribute within the table.
MetadataId String The unique identifier for the metadata of the picklist attribute.
OptionSet_Description_LocalizedLabels String Localized labels providing descriptions for the option set in various languages.
OptionSet_Description_UserLocalizedLabel_HasChanged String Indicates if the user-defined localized label for the description has been modified.
OptionSet_Description_UserLocalizedLabel_IsManaged Boolean Specifies whether the user-defined localized label for the description is managed.
OptionSet_Description_UserLocalizedLabel_Label String The actual text of the user-defined localized label for the description.
OptionSet_Description_UserLocalizedLabel_LanguageCode Integer The language code associated with the user-defined localized label for the description.
OptionSet_Description_UserLocalizedLabel_MetadataId String The unique identifier for the metadata of the user-defined localized label for the description.
OptionSet_DisplayName_LocalizedLabels String Localized labels providing display names for the option set in various languages.
OptionSet_DisplayName_UserLocalizedLabel_HasChanged String Indicates if the user-defined localized label for the display name has been modified.
OptionSet_DisplayName_UserLocalizedLabel_IsManaged Boolean Specifies whether the user-defined localized label for the display name is managed.
OptionSet_DisplayName_UserLocalizedLabel_Label String The actual text of the user-defined localized label for the display name.
OptionSet_DisplayName_UserLocalizedLabel_LanguageCode Integer The language code associated with the user-defined localized label for the display name.
OptionSet_DisplayName_UserLocalizedLabel_MetadataId String The unique identifier for the metadata of the user-defined localized label for the display name.
OptionSet_ExternalTypeName String The external type name associated with the option set, if applicable.
OptionSet_HasChanged String Indicates whether the option set has been modified since its creation.
OptionSet_IntroducedVersion String The version of the system in which the option set was introduced.
OptionSet_IsCustomizable_CanBeChanged Boolean Indicates whether the option set can be customized by the user.
OptionSet_IsCustomizable_ManagedPropertyLogicalName String The logical name of the managed property that defines whether the option set is customizable.
OptionSet_IsCustomizable_Value Boolean Specifies if the option set is marked as customizable.
OptionSet_IsCustomOptionSet Boolean Specifies if the option set is custom or predefined.
OptionSet_IsGlobal Boolean Indicates whether the option set is global (shared across entities) or local to a specific entity.
OptionSet_IsManaged Boolean Specifies if the option set is part of a managed solution.
OptionSet_MetadataId String The unique identifier for the metadata of the option set.
OptionSet_Name String The name of the option set.
OptionSet_OptionSetType String The type of the option set, defining its structure and usage.
OptionSet_ParentOptionSetName String The name of the parent option set if the current option set is part of a hierarchical structure.
TableName String The name of the table containing the picklist attribute.

CData Cloud

PickListOptions

Stores option values for Picklist metadata attributes, providing details for enumerated selections. Only available when Edition is set to 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 The name of the column representing the picklist attribute.
Color String The color associated with the picklist option, typically used for visual representation in the UI.
ExternalValue String An external value associated with the picklist option, useful for integration or mapping purposes.
HasChanged String Indicates whether the picklist option has been modified since its creation.
IsManaged Boolean Specifies whether the picklist option is part of a managed solution.
Label_LocalizedLabels String Localized labels providing display names for the picklist option in various languages.
Label_UserLocalizedLabel_HasChanged String Indicates whether the user-defined localized label for the picklist option has been modified.
Label_UserLocalizedLabel_IsManaged Boolean Specifies whether the user-defined localized label for the picklist option is managed.
Label_UserLocalizedLabel_Label String The actual text of the user-defined localized label for the picklist option.
Label_UserLocalizedLabel_LanguageCode Integer The language code associated with the user-defined localized label for the picklist option.
Label_UserLocalizedLabel_MetadataId String The unique identifier for the metadata of the user-defined localized label for the picklist option.
Description_LocalizedLabels String Localized labels providing descriptions for the picklist option in various languages.
Description_UserLocalizedLabel String The user-defined localized label for the description of the picklist option.
MetadataId String The unique identifier for the metadata of the picklist option.
ParentValues String The parent values associated with the picklist option, used when the option is part of a hierarchical structure.
Value Integer The numeric value assigned to the picklist option.
TableName String The name of the table containing the picklist attribute.

CData Cloud

Stored Procedures

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.

CData Cloud

CreateAssociation

Creates an association between two entities using the specified navigation property. This procedure is essential for linking related entities dynamically and requires the IncludeNavigationProperties connection property to be enabled.

Input

Name Type Required Description
FromId String False The unique identifier of the entity for which you are creating an association. This is essential to link the source entity to the target.
UrlId String False The full URL of the source resource for creating the association. This is required when the navigation property is abstract or when specifying a child type in cases where the navigation property entity type serves as a base type.
FromTable String True The name of the table containing the source entity. For example, if the FromId corresponds to an entity in the Customers table, set this parameter to 'Customers'.
ToNavigationProperty String True The name of the navigation property on which the association is being created. This value can be retrieved from the ListNavigationProperties function.
ToId String False The unique identifier of the target navigation entity. This ID should come from the table associated with the specified navigation property.
ToUrlId String False The full URL of the target resource to be associated. This is required when the navigation property is abstract or when specifying a child type in cases where the navigation property entity type serves as a base type.

Result Set Columns

Name Type Description
Success Boolean Indicates whether the operation was successful. Returns true if the association was created successfully; otherwise, returns false.

CData Cloud

EnableChangeTracking

Enables change tracking on an entity, allowing incremental updates and efficient data synchronization. Note: This feature is irreversible once activated.

Input

Name Type Required Description
TableName String True The name of the table for which change tracking should be enabled. This must be a valid table within the database.

Result Set Columns

Name Type Description
Success Bool Indicates whether the operation to enable change tracking was successful. Returns true if successful; otherwise, false.
Message String Provides details about any errors encountered during the operation. If no errors occurred, this is empty.

CData Cloud

GetAdminConsentURL

Retrieves the admin consent URL required for granting domain-wide access to the application by an administrator. Necessary when using custom OAuth credentials.

Input

Name Type Required Description
CallbackUrl String False The URL to which the user is redirected after authorizing your application. This must match the Reply URL configured in the Azure Active Directory application settings.
State String False A value used to maintain state between the request and the callback. This should match the value you sent when requesting the authorization code to ensure security.

Result Set Columns

Name Type Description
URL String The generated authorization URL that the user must visit in a web browser to grant consent and obtain the verifier token for your application.

CData Cloud

ListAssociations

Lists all associations for a specified table and its related navigation properties. Requires the IncludeNavigationProperties connection property to be enabled.

Input

Name Type Required Description
FromId String False The unique identifier of the entity for which you want to list associations. This helps specify the source entity.
UrlId String False An alternative to using FromId, representing the full URL of the resource for which associations are being listed. This is required when the navigation property is abstract or when specifying child types of a base-type navigation property entity.
FromTable String True The name of the table containing the source entity. For example, if the FromId corresponds to an entity in the 'Customers' table, set this parameter to 'Customers'.
NavigationProperty String True The navigation property associated with the entity for which you want to list associations. This can be obtained using the ListNavigationProperties function.

Result Set Columns

Name Type Description
Uri String The URL of the associated resource, providing a direct link to the related entity.

CData Cloud

ListNavigationProperties

Displays the navigation properties for a specified table, showing their relationships with associated tables. Useful for defining entity associations and dependencies.

Input

Name Type Required Description
TableName String True The name of the table for which you want to list navigation properties. This table must exist in the database.

Result Set Columns

Name Type Description
Name String The name of the navigation property associated with the specified table. Navigation properties define relationships to other entities.
AssociatedTable String The name of the table that is related to the specified table through the navigation property.

CData Cloud

RemoveAssociation

Deletes an association between two entities based on a specified navigation property. This requires the IncludeNavigationProperties connection property to be enabled.

Input

Name Type Required Description
FromId String False The unique identifier of the source entity for which you are removing an association. This helps specify the source entity involved in the relationship.
UrlId String False An alternative to specifying the FromId. This is the full URL of the resource for which the association is being removed. It is required when the navigation property is abstract or when specifying child types for base-type navigation properties.
FromTable String True The name of the table containing the source entity for which you are removing an association. For example, if the FromId corresponds to an entity in the 'Customers' table, set this parameter to 'Customers'.
ToNavigationProperty String True The name of the navigation property for which the association is being removed. This value can be retrieved using the ListNavigationProperties function.
ToId String False The unique identifier of the target entity in the association. This ID should come from the table related to the specified navigation property.
ToUrlId String False An alternative to specifying the ToId. This is the full URL of the target resource in the association. It is required when the navigation property is abstract or when specifying child types for base-type navigation properties.

Result Set Columns

Name Type Description
Success Boolean Indicates whether the operation to remove the association was successful. Returns true if successful; otherwise, returns false.

CData Cloud

System Tables

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.

CData Cloud

sys_catalogs

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.

CData Cloud

sys_schemas

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.

CData Cloud

sys_tables

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.

CData Cloud

sys_tablecolumns

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.

CData Cloud

sys_procedures

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.

CData Cloud

sys_procedureparameters

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.

CData Cloud

sys_keycolumns

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.

CData Cloud

sys_foreignkeys

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.

CData Cloud

sys_primarykeys

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.

CData Cloud

sys_indexes

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.

CData Cloud

sys_connection_props

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

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.

CData Cloud

sys_sqlinfo

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.

NameDescriptionPossible Values
AGGREGATE_FUNCTIONSSupported aggregation functions.AVG, COUNT, MAX, MIN, SUM, DISTINCT
COUNTWhether COUNT function is supported.YES, NO
IDENTIFIER_QUOTE_OPEN_CHARThe opening character used to escape an identifier.[
IDENTIFIER_QUOTE_CLOSE_CHARThe closing character used to escape an identifier.]
SUPPORTED_OPERATORSA list of supported SQL operators.=, >, <, >=, <=, <>, !=, LIKE, NOT LIKE, IN, NOT IN, IS NULL, IS NOT NULL, AND, OR
GROUP_BYWhether GROUP BY is supported, and, if so, the degree of support.NO, NO_RELATION, EQUALS_SELECT, SQL_GB_COLLATE
OJ_CAPABILITIESThe supported varieties of outer joins supported.NO, LEFT, RIGHT, FULL, INNER, NOT_ORDERED, ALL_COMPARISON_OPS
OUTER_JOINSWhether outer joins are supported.YES, NO
SUBQUERIESWhether subqueries are supported, and, if so, the degree of support.NO, COMPARISON, EXISTS, IN, CORRELATED_SUBQUERIES, QUANTIFIED
STRING_FUNCTIONSSupported 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_FUNCTIONSSupported 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_FUNCTIONSSupported 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_TABLESIndicates tables skipped during replication.
REPLICATION_TIMECHECK_COLUMNSA 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_PATTERNString value indicating what string is valid for an identifier.
SUPPORT_TRANSACTIONIndicates if the provider supports transactions such as commit and rollback.YES, NO
DIALECTIndicates the SQL dialect to use.
KEY_PROPERTIESIndicates the properties which identify the uniform database.
SUPPORTS_MULTIPLE_SCHEMASIndicates if multiple schemas may exist for the provider.YES, NO
SUPPORTS_MULTIPLE_CATALOGSIndicates if multiple catalogs may exist for the provider.YES, NO
DATASYNCVERSIONThe CData Data Sync version needed to access this driver.Standard, Starter, Professional, Enterprise
DATASYNCCATEGORYThe CData Data Sync category of this driver.Source, Destination, Cloud Destination
SUPPORTSENHANCEDSQLWhether enhanced SQL functionality beyond what is offered by the API is supported.TRUE, FALSE
SUPPORTS_BATCH_OPERATIONSWhether batch operations are supported.YES, NO
SQL_CAPAll 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_OPTIONSA string value specifies the preferred cacheOptions.
ENABLE_EF_ADVANCED_QUERYIndicates if the driver directly supports advanced queries coming from Entity Framework. If not, queries will be handled client side.YES, NO
PSEUDO_COLUMNSA string array indicating the available pseudo columns.
MERGE_ALWAYSIf the value is true, The Merge Mode is forcibly executed in Data Sync.TRUE, FALSE
REPLICATION_MIN_DATE_QUERYA select query to return the replicate start datetime.
REPLICATION_MIN_FUNCTIONAllows a provider to specify the formula name to use for executing a server side min.
REPLICATION_START_DATEAllows a provider to specify a replicate startdate.
REPLICATION_MAX_DATE_QUERYA select query to return the replicate end datetime.
REPLICATION_MAX_FUNCTIONAllows a provider to specify the formula name to use for executing a server side max.
IGNORE_INTERVALS_ON_INITIAL_REPLICATEA list of tables which will skip dividing the replicate into chunks on the initial replicate.
CHECKCACHE_USE_PARENTIDIndicates whether the CheckCache statement should be done against the parent key column.TRUE, FALSE
CREATE_SCHEMA_PROCEDURESIndicates 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.

CData Cloud

sys_identity

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.

CData Cloud

sys_information

Describes the available system information.

The following query retrieves all columns:

SELECT * FROM sys_information

Columns

NameTypeDescription
ProductStringThe name of the product.
VersionStringThe version number of the product.
DatasourceStringThe name of the datasource the product connects to.
NodeIdStringThe unique identifier of the machine where the product is installed.
HelpURLStringThe URL to the product's help documentation.
LicenseStringThe license information for the product. (If this information is not available, the field may be left blank or marked as 'N/A'.)
LocationStringThe file path location where the product's library is stored.
EnvironmentStringThe version of the environment or rumtine the product is currently running under.
DataSyncVersionStringThe tier of CData Sync required to use this connector.
DataSyncCategoryStringThe category of CData Sync functionality (e.g., Source, Destination).

CData Cloud

Data Type Mapping

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

CData Cloud

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
AuthSchemeSpecifies the type of authentication to use when connecting to Microsoft Dynamics 365. If this property is left blank, the default authentication is used.
OrganizationURLThe URL to your Dynamics 365 organization, sometimes referred to as the resource. To find the correct URL for your Microsoft Dynamics 365 instance, search the Web Services page.
EditionSpecifies the Microsoft Dynamics 365 edition in use. If not specified, the default (FinOpsOnline) is assumed.
ApiVersionIdentifies the API version being used. Keep this setting up to date to ensure that the full range of available API features are accessed during authentication.

Azure Authentication


PropertyDescription
AzureTenantIdentifies the Microsoft Dynamics 365 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.
OAuthGrantTypeSpecifies the grant type for the chosen OAuth flow. This value should be the same as the grant_type that was set during OAuth custom application creation.

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.
OAuthJWTIssuerThe issuer of the Java Web Token.
OAuthJWTSubjectThe user subject for which the application is requesting delegated access.

SSL


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

Logging


PropertyDescription
VerbositySpecifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.

Schema


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

Miscellaneous


PropertyDescription
AllowDuplicateRecordsNotes whether or not the driver will permit the adding of duplicate records during INSERT operations. To create the record (or update it if a duplicate is found), set this to true. To avoid adding duplicate records, set this to false.
ContinueOnErrorSpecifies whether batch requests should continue after encountering an error. (OData 4.0 and higher only.).
CrossCompanySpecifies whether data should be pulled only the user's default company, or for all companies. (FinOpsOnline, FinOpsOnPremise, or HumanResources only.).
CustomUrlParamsA string of custom URL parameters to be included with the HTTP request, in the form field1=value1&field2=value2&field3=value3.
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).
IncludeFormattedValuesSpecifies whether columns that hold formatted values should be exposed.
IncludeLookUpLogicalNameIndicates if the referenced entity name for a LookUp field should be exposed.
IncludeNavigationKeysSpecifies whether the column listing should include the primary keys of navigation properties. (JSON responses only).
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 has a value lower than this value, the CData ADO.NET Provider for Microsoft Dynamics 365 overrides the service value with the one defined in the connection string.
PagesizeSpecifies the maximum number of results to return from Microsoft Dynamics 365, 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.
UseClientSidePagingSpecifies whether or not Microsoft Dynamics 365 should return data using client-side paging, if your source supports it. If set to false, Microsoft Dynamics 365 uses server-side paging.
UseDynamicStoredProceduresIndicates whether or not stored procedures should be listed dynamically.
UseEntityDefinitionsSpecifies that queries should use entity definition metadata endpoints, rather than the standard $metadata endpoint.
CData Cloud

Authentication

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


PropertyDescription
AuthSchemeSpecifies the type of authentication to use when connecting to Microsoft Dynamics 365. If this property is left blank, the default authentication is used.
OrganizationURLThe URL to your Dynamics 365 organization, sometimes referred to as the resource. To find the correct URL for your Microsoft Dynamics 365 instance, search the Web Services page.
EditionSpecifies the Microsoft Dynamics 365 edition in use. If not specified, the default (FinOpsOnline) is assumed.
ApiVersionIdentifies the API version being used. Keep this setting up to date to ensure that the full range of available API features are accessed during authentication.
CData Cloud

AuthScheme

Specifies the type of authentication to use when connecting to Microsoft Dynamics 365. If this property is left blank, the default authentication is used.

Possible Values

AzureAD, AzureServicePrincipal, AzureServicePrincipalCert

Data Type

string

Default Value

"AzureAD"

Remarks

  • AzureAD: Perform Azure Active Directory (user-based) OAuth authentication.
  • AzureMSI: Automatically obtain Azure AD Managed Service Identity credentials when running on an Azure VM.
  • AzureServicePrincipal: Authenticate as an Azure Service Principal (role-based, application-based) using a Client Secret.
  • AzureServicePrincipalCert: Authenticate as an Azure Service Principal (role-based, application-based) using a Certificate.

For information about creating a custom application to authenticate with Azure AD, see Creating an Azure AD Application.

For information about creating a custom application to authenticate with Azure AD Service Principal, see Creating an Azure AD App with Service Principal.

CData Cloud

OrganizationURL

The URL to your Dynamics 365 organization, sometimes referred to as the resource. To find the correct URL for your Microsoft Dynamics 365 instance, search the Web Services page.

Data Type

string

Default Value

""

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}/.

CData Cloud

Edition

Specifies the Microsoft Dynamics 365 edition in use. If not specified, the default (FinOpsOnline) is assumed.

Possible Values

CustomerService, FieldService, FinOpsOnline, HumanResources, Marketing, ProjectOperations, Sales, Commerce

Data Type

string

Default Value

"FinOpsOnline"

Remarks

If the edition is FinOpsOnPremise, you must also specify the ADFSServer.

CData Cloud

ApiVersion

Identifies the API version being used. Keep this setting up to date to ensure that the full range of available API features are accessed during authentication.

Data Type

string

Default Value

"9.2"

Remarks

The service API provides a means to access new features in the data model. When you change the ApiVersion, it changes what service document is used to define the tables and columns exposed by the driver.

CData Cloud

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 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.
CData Cloud

AzureTenant

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

Data Type

string

Default Value

""

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.

CData Cloud

AzureEnvironment

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

Possible Values

GLOBAL, CHINA, USGOVT, USGOVTDOD

Data Type

string

Default Value

"GLOBAL"

Remarks

Required if your Azure account is part of a different network than the Global network, such as China, USGOVT, or USGOVTDOD.

CData Cloud

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.
OAuthGrantTypeSpecifies the grant type for the chosen OAuth flow. This value should be the same as the grant_type that was set during OAuth custom application creation.
CData Cloud

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.

Data Type

string

Default Value

""

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.

CData Cloud

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.

Data Type

string

Default Value

""

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.

CData Cloud

OAuthGrantType

Specifies the grant type for the chosen OAuth flow. This value should be the same as the grant_type that was set during OAuth custom application creation.

Possible Values

CODE, CLIENT, PASSWORD

Data Type

string

Default Value

"CODE"

Remarks

In most cases, the default grant type should not be modified. For information about the most common OAuth grant types and the trade-offs between them, see https://oauth.net/2/grant-types/.

CData Cloud

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.
OAuthJWTIssuerThe issuer of the Java Web Token.
OAuthJWTSubjectThe user subject for which the application is requesting delegated access.
CData Cloud

OAuthJWTCert

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:

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).

CData Cloud

OAuthJWTCertType

The type of key store containing the JWT Certificate.

Possible Values

PFXBLOB, JKSBLOB, PEMKEY_BLOB, PUBLIC_KEY_BLOB, SSHPUBLIC_KEY_BLOB, XMLBLOB, BCFKSBLOB

Data Type

string

Default Value

"PEMKEY_BLOB"

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.

CData Cloud

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.

Data Type

string

Default Value

""

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.

CData Cloud

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.

Data Type

string

Default Value

"*"

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.".

CData Cloud

OAuthJWTIssuer

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.

CData Cloud

OAuthJWTSubject

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.

CData Cloud

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.
CData Cloud

SSLServerCert

Specifies 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.

CData Cloud

Logging

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


PropertyDescription
VerbositySpecifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.
CData Cloud

Verbosity

Specifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.

Data Type

string

Default Value

"1"

Remarks

This property defines the level of detail the Cloud includes in the log file. Higher verbosity levels increase the detail of the logged information, but may also result in larger log files and slower performance due to the additional data being captured.

The default verbosity level is 1, which is recommended for regular operation. Higher verbosity levels are primarily intended for debugging purposes. For more information on each level, refer to Logging.

When combined with the LogModules property, Verbosity can refine logging to specific categories of information.

CData Cloud

Schema

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


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

BrowsableSchemas

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

Data Type

string

Default Value

""

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.

CData Cloud

Miscellaneous

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


PropertyDescription
AllowDuplicateRecordsNotes whether or not the driver will permit the adding of duplicate records during INSERT operations. To create the record (or update it if a duplicate is found), set this to true. To avoid adding duplicate records, set this to false.
ContinueOnErrorSpecifies whether batch requests should continue after encountering an error. (OData 4.0 and higher only.).
CrossCompanySpecifies whether data should be pulled only the user's default company, or for all companies. (FinOpsOnline, FinOpsOnPremise, or HumanResources only.).
CustomUrlParamsA string of custom URL parameters to be included with the HTTP request, in the form field1=value1&field2=value2&field3=value3.
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).
IncludeFormattedValuesSpecifies whether columns that hold formatted values should be exposed.
IncludeLookUpLogicalNameIndicates if the referenced entity name for a LookUp field should be exposed.
IncludeNavigationKeysSpecifies whether the column listing should include the primary keys of navigation properties. (JSON responses only).
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 has a value lower than this value, the CData ADO.NET Provider for Microsoft Dynamics 365 overrides the service value with the one defined in the connection string.
PagesizeSpecifies the maximum number of results to return from Microsoft Dynamics 365, 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.
UseClientSidePagingSpecifies whether or not Microsoft Dynamics 365 should return data using client-side paging, if your source supports it. If set to false, Microsoft Dynamics 365 uses server-side paging.
UseDynamicStoredProceduresIndicates whether or not stored procedures should be listed dynamically.
UseEntityDefinitionsSpecifies that queries should use entity definition metadata endpoints, rather than the standard $metadata endpoint.
CData Cloud

AllowDuplicateRecords

Notes whether or not the driver will permit the adding of duplicate records during INSERT operations. To create the record (or update it if a duplicate is found), set this to true. To avoid adding duplicate records, set this to false.

Data Type

bool

Default Value

true

Remarks

This property only applies when Edition is CustomerService, FieldService, Marketing, ProjectOperations or Sales.

For further information, see https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/manage-duplicate-detection-create-update.

CData Cloud

ContinueOnError

Specifies whether batch requests should continue after encountering an error. (OData 4.0 and higher only.).

Data Type

bool

Default Value

false

Remarks

If ContinueOnError is set to true, batch operations that encounter an error complete, creating a results table that includes the error response. If ContinueOnError is set to false, batch operations that encounter an error abort and display an error message.

CData Cloud

CrossCompany

Specifies whether data should be pulled only the user's default company, or for all companies. (FinOpsOnline, FinOpsOnPremise, or HumanResources only.).

Data Type

bool

Default Value

false

Remarks

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

CData Cloud

CustomUrlParams

A string of custom URL parameters to be included with the HTTP request, in the form field1=value1&field2=value2&field3=value3.

Data Type

string

Default Value

""

Remarks

This property enables 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, where each value is URL encoded. URL encoding converts the characters in the string that can be transmitted over the internet as follows:

  • Non-ASCII characters are replaced with their equivalent in the form of a "%" followed by two hexadecimal digits.
  • Spaces are replaced with either a plus sign (+) or %20.

CData Cloud

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).

Data Type

bool

Default Value

true

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.

CData Cloud

IncludeFormattedValues

Specifies whether columns that hold formatted values should be exposed.

Data Type

bool

Default Value

false

Remarks

If set to true, an extra column named columnname_display is added beside each column. If the column contains a formatted value, the new column exposes that formatted values. If the field does not have a formatted value, columname_display is null.

CData Cloud

IncludeLookUpLogicalName

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.

CData Cloud

IncludeNavigationKeys

Specifies whether the column listing should include the primary keys of navigation properties. (JSON responses only).

Data Type

bool

Default Value

false

Remarks

This property is provided to make it simpler to retrieve JSON record references where possible. When true, the $prod; pushes a set of fields for each table relation.

These properties are not available for use in INSERT or UPDATE operations. (Use the Linked* navigation columns for that).

If your service supports both XML/ATOM and JSON and you want to use this property, be sure to set DataFormat to JSON.

CData Cloud

IncludeNavigationProperties

Specifies whether the column listing should include navigation properties.

Data Type

bool

Default Value

false

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')

CData Cloud

MaxRows

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

Data Type

int

Default Value

-1

Remarks

This property sets an upper limit on the number of rows the Cloud 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.

CData Cloud

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 has a value lower than this value, the CData ADO.NET Provider for Microsoft Dynamics 365 overrides the service value with the one defined in the connection string.

Data Type

int

Default Value

0

Remarks

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

CData Cloud

Pagesize

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

Data Type

int

Default Value

5000

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.

CData Cloud

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.

Data Type

string

Default Value

""

Remarks

This property allows you to define which pseudocolumns the Cloud 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: "*=*"

CData Cloud

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.

Data Type

int

Default Value

60

Remarks

This property controls the maximum time, in seconds, that the Cloud waits for an operation to complete before canceling it. If the timeout period expires before the operation finishes, the Cloud 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.

CData Cloud

UseClientSidePaging

Specifies whether or not Microsoft Dynamics 365 should return data using client-side paging, if your source supports it. If set to false, Microsoft Dynamics 365 uses server-side paging.

Data Type

bool

Default Value

false

Remarks

Pagination is the process of batching data so that the data retrieved is displayed in batches of a particular size. (To keep paging through the data, ask for "more". The data continues to display until all the retrieved data has been shown.)

In client-side paging, the client specifies how many records to return in each request, and the order of the requests. If UseClientSidePaging is set to true, the limit/offset is calculated at the client and the requests are sent concurrently, as multiple threads.

In server-side paging, the server returns only a subset of the data requested by the client. It also provides statistics on how large the full set of requested data is, and how much of the requested data set was not displayed. Server-side pagination is best for large data sets.

Note: Server-side paging requires traversing the data set both backward and forward. Not all data sources support that natively. To explicitly enable server-side paging with a data source that does not support it natively, you must configure your server to return a limited number of records per request, along with metadata about the total number of records. For details, see your data source's API documentation.

CData Cloud

UseDynamicStoredProcedures

Indicates whether or not stored procedures should be listed dynamically.

Data Type

bool

Default Value

false

Remarks

When UseDynamicStoredProcedures is true, you can pull a stored procedure from the Actions and Functions in the OData service $metadata document and use the EXEC command to list it at runtime.

In all other ways, dynamic stored procedures are just like standard static stored procedures. Like standard stored procedures, they can also be listed using CALL or via edition-specific code.

CData Cloud

UseEntityDefinitions

Specifies that queries should use entity definition metadata endpoints, rather than the standard $metadata endpoint.

Data Type

bool

Default Value

false

Remarks

This option is useful when precise column metadata is required, and the default data type attributes cannot be relied upon. Since EntityMetadata entities contain a lot of data, more detailed information is provided, including column length, description, precision, and scale. However, due to the larger metadata payload, response times are slower.

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