Power BI Connector for Microsoft Dynamics 365

Build 24.0.9175

Connection Properties

The connection 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 settings for this provider. Click the links for further details.

For more information on establishing a connection, see Getting Started.

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.
ADFSServerIdentifies the FinOpsOnPremise ADFS Server to be used for authentication. To find this server name, enter echo %logonserver% at the command prompt.
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.
OAuthAccessTokenA token received after authentication to the OAuth network, granting the user access. The access token is used in place of the user's login ID and password, which stay on the server.
OAuthSettingsLocationSpecifies the location of the settings file where OAuth values are saved. Storing OAuth settings in a central location avoids the need for users to enter OAuth connection properties manually each time they log in. It also enables credentials to be shared across connections or processes.
CallbackURLThe URL users return to after authenticating to Microsoft Dynamics 365 via OAuth.
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.
OAuthVerifierSpecifies a verifier code returned from the OAuthAuthorizationURL . Used when authenticating to OAuth on a headless server, where a browser can't be launched. Requires both OAuthSettingsLocation and OAuthVerifier to be set.
OAuthRefreshTokenGets and refreshes the currently-active OAuth Access Token.
OAuthExpiresInSpecifies the duration in seconds, of an OAuth Access Token's lifetime. The token can be reissued to keep access alive as long as the user keeps working.
OAuthTokenTimestampDisplays a Unix epoch timestamp in milliseconds that shows how long ago the current Access Token was created.

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.

Firewall


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

Proxy


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

Logging


PropertyDescription
LogfileSpecifes the file path to the log file where the provider records its activities, such as authentication, query execution, and connection details.
VerbositySpecifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.
LogModulesSpecifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.
MaxLogFileSizeSpecifies the maximum size of a single log file in bytes. For example, '10 MB'. When the file reaches the limit, the provider creates a new log file with the date and time appended to the name.
MaxLogFileCountSpecifies the maximum number of log files the provider retains. When the limit is reached, the oldest log file is deleted to make space for a new one.

Schema


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

Caching


PropertyDescription
AutoCacheSpecifies whether the content of tables targeted by SELECT queries is automatically cached to the specified cache database.
CacheProviderThe namespace of an ADO.NET provider. The specified provider is used as the target database for all caching operations.
CacheConnectionThe connection string for the specified cache database.
CacheLocationSpecifies the path to the cache when caching to a file.
CacheToleranceThe tolerance, in seconds, for stale data in the specified cache database.
OfflineGet the data from the specified cache database instead of live Microsoft Dynamics 365 data.
CacheMetadataDetermines whether the provider caches table metadata to a file-based cache database.

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.
DirectQueryLimitLimits the number of rows when using the DirectQuery mode. This helps avoid performance issues at design time.
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).
EnableForeignKeyDetectionWhether to detect the foreign keys in ODBC.
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.
MaximumColumnSizeThe maximum column size.
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.
OtherSpecifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.
PagesizeSpecifies the maximum number of results to return from Microsoft Dynamics 365, 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.
ReadonlyToggles read-only access to Microsoft Dynamics 365 from the provider.
RTKSpecifies the runtime key for licensing the provider. If unset or invalid, the provider defaults to the standard licensing method. Use this property only in environments where the standard licensing method is unsupported or requires a runtime key.
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.
UserDefinedViewsSpecifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.

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Build 24.0.9175