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.

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

To connect to any of the supported Microsoft Dynamics 365 editions, 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 Microsoft Entra ID (Azure AD), Azure Service Principal, or Azure Managed Service Identity (MSI). All of these are based on the OAuth standard. The following subsections describe how to set up these authentication schemes.

Note: Before you begin, confirm which authentication scheme your organization supports. If necessary, consult your System Administrator.

Entra ID (Azure AD)

Note: Microsoft has rebranded Azure AD as Entra ID. In topics that require the user to interact with the Entra ID Admin site, we use the same names Microsoft does. However, there are still CData connection properties whose names or values reference "Azure AD".

Microsoft Entra ID is a multi-tenant, cloud-based identity and access management platform. It supports OAuth-based authentication flows that enable the driver to access Microsoft Dynamics 365 endpoints securely.

Authentication to Entra ID via a web application always requires that you first create and register a custom OAuth application. This enables your application to define its own redirect URI, manage credential scope, and comply with organization-specific security policies.

For full instructions on how to create and register a custom OAuth application, see Creating an Entra ID (Azure AD) Application.

After setting AuthScheme to AzureAD, the steps to authenticate vary, depending on the environment. For details on how to connect from desktop applications, web-based workflows, or headless systems, see the following sections.

Azure Service Principal

Note: Microsoft has rebranded Azure AD as Entra ID. In topics that require the user to interact with the Entra ID Admin site, we use the same names Microsoft does. However, there are still CData connection properties whose names or values reference "Azure AD".

Service principals are security objects within a Microsoft Entra ID (Azure AD) application that define what that application can do within a specific tenant. Service principals are created in the Entra admin center, also accessible through the Azure portal. As part of the creation process we also specify whether the service principal will access Entra resources via a client secret or a certificate.

Depending on the service you are connecting to, a tenant administrator may need to enable Service Principal authentication or assign the Service Principal to the appropriate roles or security groups.

Instead of being tied to a particular user, service principal permissions are based on the roles assigned to them. These roles determine which resources the application can access and which operations it can perform.

When authenticating using a service principal, you must register an application with an Entra tenant, as described in Creating a Service Principal App in Entra ID (Azure AD).

This subsection describes properties you must set before you can connect. These vary, depending on whether you will authenticate via a client secret or a certificate.

Authentication with Client Secret

AuthScheme: AzureServicePrincipal.
AzureTenant: The Azure AD tenant to which you will connect.
OAuthClientId: The client ID in your application settings.
OAuthClientSecret: The client secret in your application settings.
InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.

Authentication with Certificate

AuthScheme: AzureServicePrincipalCert.
AzureTenant: The Azure AD tenant to which you will connect.
OAuthClientId: The client Id in your application settings.
OAuthJWTCert: The JWT Certificate store.
OAuthJWTCertType: The JWT Certificate store type.
InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.

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.

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.

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.

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.

Tables

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

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.

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')

To successfully query this view, it is important to include the TableName filter, as it is required. A value must be provided for the TableName attribute in order to access the relevant functionality.

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.

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')

To successfully query this view, it is important to include the TableName filter, as it is required. A value must be provided for the TableName attribute in order to access the relevant functionality.

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.

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')

To successfully query this view, it is important to include the TableName filter, as it is required. A value must be provided for the TableName attribute in order to access the relevant functionality.

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.

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')

To successfully query this view, it is important to include the TableName filter, as it is required. A value must be provided for the TableName attribute in order to access the relevant functionality.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.
ColumnType	String	The role or classification of the column in the schema. Possible values include SYSTEM, LINKEDCOLUMN, NAVIGATIONKEY, REFERENCECOLUMN, and NAVIGATIONPARENTCOLUMN.

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.

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

To include result set columns in addition to the parameters, set the IncludeResultColumns pseudo column to True:

SELECT * FROM sys_procedureparameters WHERE ProcedureName = 'GetOAuthAccessToken' AND IncludeResultColumns='True'

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.
DataType	Int32	An integer indicating the data type. This value is determined at run time based on the environment.
DataTypeName	String	The name of the data type.
NumericPrecision	Int32	The maximum precision for numeric data. The column length in characters for character and date-time data.
Length	Int32	The number of characters allowed for character data. The number of digits allowed for numeric 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.
Values	String	The values you can set in this parameter are limited to those shown in this column. Possible values are comma-separated.
SupportsStreams	Boolean	Whether the parameter represents a file that you can pass as either a file path or a stream.
IsPath	Boolean	Whether the parameter is a target path for a schema creation operation.
Default	String	The value used for this parameter when no value is specified.
SpecificName	String	A label that, when multiple stored procedures have the same name, uniquely identifies each identically-named stored procedure. If there's only one procedure with a given name, its name is simply reflected here.
IsCDataProvided	Boolean	Whether the procedure is added/implemented by CData, as opposed to being a native Microsoft Dynamics 365 procedure.

Pseudo-Columns


Name	Type	Description
IncludeResultColumns	Boolean	Whether the output should include columns from the result set in addition to parameters. Defaults to False.

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.

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.

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.

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.

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.

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.


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

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

SELECT * FROM sys_sqlinfo WHERE Name = 'SUPPORTED_OPERATORS'

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

Columns


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

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.

sys_information

Describes the available system information.

The following query retrieves all columns:

SELECT * FROM sys_information

Columns


Name	Type	Description
Product	String	The name of the product.
Version	String	The version number of the product.
Datasource	String	The name of the datasource the product connects to.
NodeId	String	The unique identifier of the machine where the product is installed.
HelpURL	String	The URL to the product's help documentation.
License	String	The license information for the product. (If this information is not available, the field may be left blank or marked as 'N/A'.)
Location	String	The file path location where the product's library is stored.
Environment	String	The version of the environment or rumtine the product is currently running under.
DataSyncVersion	String	The tier of CData Sync required to use this connector.
DataSyncCategory	String	The category of CData Sync functionality (e.g., Source, Destination).

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

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

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

Azure Authentication

Property	Description
AzureTenant	Identifies the Microsoft Dynamics 365 tenant being used to access data. Accepts either the tenant's domain name (for example, contoso.onmicrosoft.com ) or its directory (tenant) ID.
AzureEnvironment	Specifies the Azure network environment to which you will connect. Must be the same network to which your Azure account was added.

OAuth

Property	Description
OAuthClientId	Specifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.
OAuthClientSecret	Specifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).

JWT OAuth

Property	Description
OAuthJWTCert	Supplies the name of the client certificate's JWT Certificate store.
OAuthJWTCertType	Identifies the type of key store containing the JWT Certificate.
OAuthJWTCertPassword	Provides the password for the OAuth JWT certificate used to access a password-protected certificate store. If the certificate store does not require a password, leave this property blank.
OAuthJWTCertSubject	Identifies 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.
OAuthJWTIssuer	The issuer of the Java Web Token.
OAuthJWTSubject	The user subject for which the application is requesting delegated access.

SSL

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

Logging

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

Schema

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

Miscellaneous

Property	Description
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.
ContinueOnError	Specifies whether batch requests should continue after encountering an error. (OData 4.0 and higher only.).
CrossCompany	Specifies whether data should be pulled only the user's default company, or for all companies. (FinOpsOnline, FinOpsOnPremise, or HumanResources only.).
CustomURLParams	A string of custom URL parameters to be included with the HTTP request, in the form field1=value1&field2=value2&field3=value3.
EnableAtomicBatchOperations	This property indicates that all Create, Update, and Delete (CUD) requests in a batch are handled as a single action. The success of the entire batch depends on the outcome of all requests. If any single request fails, the whole batch fails and no changes are applied.
EntityTypes	When using entity definitions define what type of entities to include during metadata discovery.
IncludeFormattedValues	Specifies whether columns that hold formatted values should be exposed.
IncludeLookUpLogicalName	Indicates if the referenced entity name for a LookUp field should be exposed.
IncludeNavigationKeys	Specifies whether the column listing should include the primary keys of navigation properties. (JSON responses only).
IncludeNavigationProperties	Specifies whether the column listing should include navigation properties.
MaxRows	Specifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
MinimumColumnSize	Specifies the minimum size, in characters, for Edm.String columns. If Microsoft Dynamics 365 reports a smaller size, the provider uses this value instead.
Pagesize	Specifies the maximum number of records per page the provider returns when requesting data from Microsoft Dynamics 365.
PseudoColumns	Specifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
Timeout	Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
UseClientSidePaging	Specifies whether or not Microsoft Dynamics 365 should return data using client-side paging, if your source supports it. To use client-side paging, set this to True. To use server-side paging, set this to False.
UseDynamicStoredProcedures	Specifies whether or not stored procedures are listed dynamically.
UseEntityDefinitions	Specifies that queries should use entity definition metadata endpoints, rather than the standard $metadata endpoint.

Authentication

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

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

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

AuthScheme values include:

AzureAD (default): 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.

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.

Azure Authentication

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

Property	Description
AzureTenant	Identifies the Microsoft Dynamics 365 tenant being used to access data. Accepts either the tenant's domain name (for example, contoso.onmicrosoft.com ) or its directory (tenant) ID.
AzureEnvironment	Specifies the Azure network environment to which you will connect. Must be the same network to which your Azure account was added.

AzureTenant

Identifies the Microsoft Dynamics 365 tenant being used to access data. Accepts either the tenant's domain name (for example, contoso.onmicrosoft.com ) or its directory (tenant) ID.

Data Type

string

Default Value

""

Remarks

A tenant is a digital container for your organization's users and resources, managed through Microsoft Entra ID (formerly Azure AD). Each tenant is associated with a unique directory ID, and often with a custom domain (for example, microsoft.com or contoso.onmicrosoft.com).

To find the directory (tenant) ID in the Microsoft Entra Admin Center, navigate to Microsoft Entra ID > Properties and copy the value labeled "Directory (tenant) ID".

This property is required in the following cases:

When AuthScheme is set to AzureServicePrincipal or AzureServicePrincipalCert
When AuthScheme is AzureAD and the user account belongs to multiple tenants

You can provide the tenant value in one of two formats:

A domain name (for example, contoso.onmicrosoft.com)
A directory (tenant) ID in GUID format (for example, c9d7b8e4-1234-4f90-bc1a-2a28e0f9e9e0)

Specifying the tenant explicitly ensures that the authentication request is routed to the correct directory, which is especially important when a user belongs to multiple tenants or when using service principal–based authentication.

If this value is omitted when required, authentication may fail or connect to the wrong tenant. This can result in errors such as unauthorized or resource not found.

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.

OAuth

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

Property	Description
OAuthClientId	Specifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.
OAuthClientSecret	Specifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).

OAuthClientId

Specifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.

Data Type

string

Default Value

""

Remarks

This property is required in two cases:

When using a custom OAuth application, such as in web-based authentication flows, service-based authentication, or certificate-based flows that require application registration.
If the driver does not provide embedded OAuth credentials.

(When the driver provides embedded OAuth credentials, this value may already be provided by the Cloud and thus not require manual entry.)

OAuthClientId is generally used alongside other OAuth-related properties such as OAuthClientSecret and OAuthSettingsLocation when configuring an authenticated connection.

OAuthClientId is one of the key connection parameters that need to be set before users can authenticate via OAuth. You can usually find this value in your identity provider’s application registration settings. Look for a field labeled Client ID, Application ID, or Consumer Key.

While the client ID is not considered a confidential value like a client secret, it is still part of your application's identity and should be handled carefully. Avoid exposing it in public repositories or shared configuration files.

For more information on how this property is used when configuring a connection, see Establishing a Connection.

OAuthClientSecret

Specifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).

Data Type

string

Default Value

""

Remarks

This property (sometimes called the application secret or consumer secret) is required when using a custom OAuth application in any flow that requires secure client authentication, such as web-based OAuth, service-based connections, or certificate-based authorization flows. It is not required when using an embedded OAuth application.

The client secret is used during the token exchange step of the OAuth flow, when the driver requests an access token from the authorization server. If this value is missing or incorrect, authentication fails with either an invalid_client or an unauthorized_client error.

OAuthClientSecret is one of the key connection parameters that need to be set before users can authenticate via OAuth. You can obtain this value from your identity provider when registering the OAuth application.

Notes:

This value should be stored securely and never exposed in public repositories, scripts, or unsecured environments.
Client secrets may also expire after a set period. Be sure to monitor expiration dates and rotate secrets as needed to maintain uninterrupted access.

For more information on how this property is used when configuring a connection, see Establishing a Connection

JWT OAuth

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

Property	Description
OAuthJWTCert	Supplies the name of the client certificate's JWT Certificate store.
OAuthJWTCertType	Identifies the type of key store containing the JWT Certificate.
OAuthJWTCertPassword	Provides the password for the OAuth JWT certificate used to access a password-protected certificate store. If the certificate store does not require a password, leave this property blank.
OAuthJWTCertSubject	Identifies 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.
OAuthJWTIssuer	The issuer of the Java Web Token.
OAuthJWTSubject	The user subject for which the application is requesting delegated access.

OAuthJWTCert

Supplies the name of the client certificate's JWT Certificate store.

Data Type

string

Default Value

""

Remarks

The OAuthJWTCertType field specifies the type of the certificate store specified in OAuthJWTCert. If the store is password-protected, use OAuthJWTCertPassword to supply the password..

OAuthJWTCert is used in conjunction with the OAuthJWTCertSubject field in order to specify client certificates. If OAuthJWTCert has a value, and OAuthJWTCertSubject is set, the CData Cloud initiates a search for a certificate. For further information, see OAuthJWTCertSubject.

Designations of certificate stores are platform-dependent.

Notes

The most common User and Machine certificate stores in Windows include:
- MY: A certificate store holding personal certificates with their associated private keys.
- CA: Certifying authority certificates.
- ROOT: Root certificates.
- SPC: Software publisher certificates.
In Java, the certificate store normally is a file containing certificates and optional private keys.
When the certificate store type is PFXFile, this property must be set to the name of the file.
When the type is PFXBlob, the property must be set to the binary contents of a PFX file (i.e. PKCS12 certificate store).

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:


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

If a field value contains a comma, enclose it in quotes. For example: "O=ACME, Inc.".

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.

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.

SSL

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

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

SSLServerCert

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

Data Type

string

Default Value

""

Remarks

If you are using a TLS/SSL connection, use this property to specify the TLS/SSL certificate to be accepted from the server. If you specify a value for this property, all other certificates that are not trusted by the machine are 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`

Note: It is possible to use '*' to signify that all certificates should be accepted, but due to security concerns this is not recommended.

Logging

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

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

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.

Schema

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

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

BrowsableSchemas

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.

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')

MaxRows

Specifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.

Data Type

int

Default Value

-1

Remarks

The default value for this property, -1, means that no row limit is enforced unless the query explicitly includes a LIMIT clause. (When a query includes a LIMIT clause, the value specified in the query takes precedence over the MaxRows setting.)

Setting MaxRows to a whole number greater than 0 ensures that queries do not return excessively large result sets by default.

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

MinimumColumnSize

Specifies the minimum size, in characters, for Edm.String columns. If Microsoft Dynamics 365 reports a smaller size, the provider uses this value instead.

Data Type

int

Default Value

0

Remarks

When the reported size of an Edm.String column from Microsoft Dynamics 365 is less than this property value, the Cloud overrides the reported size with the configured minimum.

Set this property when you need to enforce consistent column sizes or accommodate downstream systems with minimum length requirements.

Pagesize

Specifies the maximum number of records per page the provider returns when requesting data from Microsoft Dynamics 365.

Data Type

int

Default Value

5000

Remarks

When processing a query, instead of requesting all of the queried data at once from Microsoft Dynamics 365, the Cloud can request the queried data in pieces called pages.

This connection property determines the maximum number of results that the Cloud requests per page.

Note: Setting large page sizes may improve overall query execution time, but doing so causes the Cloud to use more memory when executing queries and risks triggering a timeout.

PseudoColumns

Specifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.

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:

*=*

Timeout

Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.

Data Type

int

Default Value

60

Remarks

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.

Timeout is set to 60 seconds by default. To disable timeouts, set this property to 0.

Disabling the timeout allows 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.

Note: Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.

UseClientSidePaging

Specifies whether or not Microsoft Dynamics 365 should return data using client-side paging, if your source supports it. To use client-side paging, set this to True. To use server-side paging, set this to False.

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.

Client-Side Paging

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.

If you set UseClientSidePaging to True, ensure that the value of PageSize is not set higher than the maximum value supported by the service. Setting PageSize to a higher value than supported may result in missing information.

Server-Side Paging

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.

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.

UseDynamicStoredProcedures

Specifies whether or not stored procedures are listed dynamically.

Data Type

bool

Default Value

false

Remarks

Some OData services expose custom server-side actions and functions in their $metadata document. These can be treated as stored procedures in the Cloud. Enabling this property allows the Cloud to fetch the latest available stored procedures directly from the service at runtime, which is useful if the set of available procedures changes often or is not known in advance.

When set to true, the Cloud queries the service metadata for Actions and Functions and lists them as stored procedures, allowing you to execute them using EXEC, CALL, or edition-specific code.

When set to false, only the statically defined stored procedures are available.

This property is helpful when working with dynamic or evolving OData services where procedures may be added or removed without notice.

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.

Third Party Copyrights

LZMA from 7Zip LZMA SDK

LZMA SDK is placed in the public domain.

Anyone is free to copy, modify, publish, use, compile, sell, or distribute the original LZMA SDK code, either in source code form or as a compiled binary, for any purpose, commercial or non-commercial, and by any means.

LZMA2 from XZ SDK

Version 1.9 and older are in the public domain.

Xamarin.Forms

Xamarin SDK

The MIT License (MIT)

Copyright (c) .NET Foundation Contributors

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

NSIS 3.10

Copyright (C) 1999-2025 Contributors THE ACCOMPANYING PROGRAM IS PROVIDED UNDER THE TERMS OF THIS COMMON PUBLIC LICENSE ("AGREEMENT"). ANY USE, REPRODUCTION OR DISTRIBUTION OF THE PROGRAM CONSTITUTES RECIPIENT'S ACCEPTANCE OF THIS AGREEMENT.

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Cloud

Microsoft Dynamics 365 - CData Cloud

Overview

Key Features

Getting Started

Connecting to Microsoft Dynamics 365

Accessing Data from CData Cloud Services

Establishing a Connection

Connecting to Microsoft Dynamics 365

Authenticating to Microsoft Dynamics 365

Entra ID (Azure AD)

Azure Service Principal

Authentication with Client Secret

Authentication with Certificate

Managed Service Identity (MSI)

User-Managed Identities

SSL Configuration

Customizing the SSL Configuration

Firewall and Proxy

Connecting Through a Firewall or Proxy

HTTP Proxies

Other Proxies

Data Model

Views

Stored Procedures

Tables

Views

CData Cloud - Microsoft Dynamics 365 Views

MultiSelectPickListAttributeMetaData

Select

Columns

MultiSelectPickListOptions

Select

Columns

PickListAttributeMetaData

Select

Columns

PickListOptions

Select

Columns

Stored Procedures

CData Cloud - Microsoft Dynamics 365 Stored Procedures

CreateAssociation

Input

Result Set Columns

EnableChangeTracking

Input

Result Set Columns

GetAdminConsentURL

Input

Result Set Columns

ListAssociations

Input

Result Set Columns

ListNavigationProperties

Input

Result Set Columns

RemoveAssociation

Input

Result Set Columns

System Tables

Schema Tables

Data Source Tables

Query Information Tables

sys_catalogs

Columns

sys_schemas

Columns

sys_tables

Columns

sys_tablecolumns

Columns

sys_procedures

Columns

sys_procedureparameters

Columns

Pseudo-Columns

sys_keycolumns

Columns

sys_foreignkeys