SSIS Components for Microsoft Dynamics 365

Build 25.0.9434

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 Establishing a Connection.

Authentication


PropertyDescription
AuthSchemeSpecifies the type of authentication to use when connecting to Microsoft Dynamics 365. If this property is left blank, the default authentication is used.
OrganizationURLThe URL to your Dynamics 365 organization, sometimes referred to as the resource. To find the correct URL for your Microsoft Dynamics 365 instance, search the Web Services page.
EditionSpecifies the Microsoft Dynamics 365 edition in use. If not specified, the default (FinOpsOnline) is assumed.
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. Accepts either the tenant's domain name (for example, contoso.onmicrosoft.com ) or its directory (tenant) ID.
AzureEnvironmentSpecifies the Azure network environment to which you will connect. Must be the same network to which your Azure account was added.

OAuth


PropertyDescription
InitiateOAuthSpecifies the process for obtaining or refreshing the OAuth access token, which maintains user access while an authenticated, authorized user is working.
OAuthClientIdSpecifies 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.
OAuthClientSecretSpecifies 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.).
OAuthAccessTokenSpecifies the OAuth access token used to authenticate requests to the data source. This token is issued by the authorization server after a successful OAuth exchange.
OAuthSettingsLocationSpecifies the location of the settings file where OAuth values are saved.
CallbackURLIdentifies the URL users return to after authenticating to Microsoft Dynamics 365 via OAuth (Custom OAuth applications only).
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.
OAuthRefreshTokenSpecifies the OAuth refresh token used to request a new access token after the original has expired.
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
OAuthJWTCertSupplies the name of the client certificate's JWT Certificate store.
OAuthJWTCertTypeIdentifies the type of key store containing the JWT Certificate.
OAuthJWTCertPasswordProvides 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.
OAuthJWTCertSubjectIdentifies 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.
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.
ProxyServerIdentifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.
ProxyPortIdentifies the TCP port on your specified proxy server 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.
ProxyUserProvides the username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPasswordSpecifies the password of the user specified in the ProxyUser connection property.
ProxySSLTypeSpecifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptionsSpecifies a 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 .

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.
EnableAtomicBatchOperationsThis 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.
EntityTypesWhen using entity definitions define what type of entities to include during metadata discovery.
IncludeFormattedValuesSpecifies whether columns that hold formatted values should be exposed.
IncludeLookUpLogicalNameIndicates if the referenced entity name for a LookUp field should be exposed.
IncludeNavigationKeysSpecifies whether the column listing should include the primary keys of navigation properties. (JSON responses only).
IncludeNavigationPropertiesSpecifies whether the column listing should include navigation properties.
MaxRowsSpecifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
MinimumColumnSizeSpecifies the minimum size, in characters, for Edm.String columns. If Microsoft Dynamics 365 reports a smaller size, the provider uses this value instead.
OtherSpecifies additional hidden properties for specific use cases., to be used only when our Support team advises it, to address specific issues. See Remarks for details.
PagesizeSpecifies the maximum number of records per page the provider returns when requesting data from Microsoft Dynamics 365.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
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. This property is only required 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.
UseClientSidePagingSpecifies 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.
UseDynamicStoredProceduresSpecifies whether or not stored procedures are 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 that defines custom views. The provider automatically detects and uses the views specified in this file.

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Build 25.0.9434