Tableau Connector for Microsoft Dynamics CRM

Build 24.0.9060

Connection String Options

The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.

For more information on establishing a connection, see Establishing a Connection.

Authentication


PropertyDescription
AuthSchemeThe authentication scheme used. Accepted entries are OAuth,NTLM,Kerberos,AzureServicePrincipal,AzureServicePrincipalCert.
URLThe root URL of the organization. For example, a CRM 4.0 or CRM 2011 URL will resemble http://MySite/MyOrganization. For CRM Online, the URL will resemble https://myOrg.crm.dynamics.com/.
CRMVersionThe type of Dynamics CRM server to which you are connecting. Accepted entries are CRM2011+, CRMOnline.
InternetFacingDeploymentWhether you are connecting to an Internet Facing Deployment (IFD) for CRM.
UserThe SharePoint user account used to authenticate.
PasswordThe password used to authenticate the user.
OrganizationNameThe name of the organization. In Dynamics CRM 4.0 without IFD, the organization is specified in the URL; for example, http://website/organizationname. In Dynamics CRM 4.0 with IFD, this property must be set. In other versions of CRM, this property is optional.
ServerVersionThe Server SDK version of DynamicsCRM.

Azure Authentication


PropertyDescription
AzureTenantThe Microsoft Online tenant being used to access data. If not specified, your default tenant is used.
AzureEnvironmentThe Azure Environment to use when establishing a connection.

OAuth


PropertyDescription
InitiateOAuthSet this property to initiate the process to obtain or refresh the OAuth access token when you connect.
OAuthClientIdThe client Id assigned when you register your application with an OAuth authorization server.
OAuthClientSecretThe client secret assigned when you register your application with an OAuth authorization server.
OAuthAccessTokenThe access token for connecting using OAuth.
OAuthSettingsLocationThe location of the settings file where OAuth values are saved when InitiateOAuth is set to GETANDREFRESH or REFRESH . Alternatively, you can hold this location in memory by specifying a value starting with 'memory://'.
CallbackURLThe OAuth callback URL to return to when authenticating. This value must match the callback URL you specify in your app settings.
ADFSServerThe ADFS Server used for authentication.
OAuthGrantTypeThe grant type for the OAuth flow.
OAuthVerifierThe verifier code returned from the OAuth authorization URL.
OAuthRefreshTokenThe OAuth refresh token for the corresponding OAuth access token.
OAuthExpiresInThe lifetime in seconds of the OAuth AccessToken.
OAuthTokenTimestampThe Unix epoch timestamp in milliseconds when the current Access Token was created.

JWT OAuth


PropertyDescription
OAuthJWTCertThe JWT Certificate store.
OAuthJWTCertTypeThe type of key store containing the JWT Certificate.
OAuthJWTCertPasswordThe password for the OAuth JWT certificate.
OAuthJWTCertSubjectThe subject of the OAuth JWT certificate.

Kerberos


PropertyDescription
KerberosKDCThe Kerberos Key Distribution Center (KDC) service used to authenticate the user.
KerberosRealmThe Kerberos Realm used to authenticate the user.
KerberosSPNThe service principal name (SPN) for the Kerberos Domain Controller.
KerberosUserThe principal name for the Kerberos Domain Controller. Used in the format host/user@realm.
KerberosKeytabFileThe Keytab file containing your pairs of Kerberos principals and encrypted keys.
KerberosServiceRealmThe Kerberos realm of the service.
KerberosServiceKDCThe Kerberos KDC of the service.
KerberosTicketCacheThe full file path to an MIT Kerberos credential cache file.

SSL


PropertyDescription
SSLClientCertThe TLS/SSL client certificate store for SSL Client Authentication (2-way SSL).
SSLClientCertTypeThe type of key store containing the TLS/SSL client certificate.
SSLClientCertPasswordThe password for the TLS/SSL client certificate.
SSLClientCertSubjectThe subject of the TLS/SSL client certificate.
SSLServerCertThe certificate to be accepted from the server when connecting using TLS/SSL.

Firewall


PropertyDescription
FirewallTypeThe protocol used by a proxy-based firewall.
FirewallServerThe name or IP address of a proxy-based firewall.
FirewallPortThe TCP port for a proxy-based firewall.
FirewallUserThe user name to use to authenticate with a proxy-based firewall.
FirewallPasswordA password used to authenticate to a proxy-based firewall.

Proxy


PropertyDescription
ProxyAutoDetectWhen this connection property is set to True, the provider checks your system proxy settings for existing proxy server configurations (no need to manually supply proxy server details). Set to False if you want to manually configure the provider to connect to a specific proxy server.
ProxyServerThe hostname or IP address of the proxy server that you want to route HTTP traffic through.
ProxyPortThe TCP port that the proxy server (specified in the ProxyServer connection property) is running on.
ProxyAuthSchemeThe authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUserThe username of a user account registered with the proxy server specified in the ProxyServer connnection property.
ProxyPasswordThe password associated with the user specified in the ProxyUser connection property.
ProxySSLTypeThe SSL type to use when connecting to the ProxyServer proxy.
ProxyExceptionsA semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer .

Logging


PropertyDescription
LogfileA filepath which designates the name and location of the log file.
VerbosityThe verbosity level that determines the amount of detail included in the log file.
LogModulesCore modules to be included in the log file.
MaxLogFileSizeA string specifying the maximum size in bytes for a log file (for example, 10 MB).
MaxLogFileCountA string specifying the maximum file count of log files.

Schema


PropertyDescription
LocationA path to the directory that contains the schema files defining tables, views, and stored procedures.
BrowsableSchemasThis property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.
TablesThis property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.
ViewsRestricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.

Caching


PropertyDescription
AutoCacheAutomatically caches the results of SELECT queries into a cache database specified by either CacheLocation or both of CacheConnection and CacheProvider .
CacheDriverThe database driver used to cache data.
CacheConnectionThe connection string for the cache database. This property is always used in conjunction with CacheProvider . Setting both properties will override the value set for CacheLocation for caching data.
CacheLocationSpecifies the path to the cache when caching to a file.
CacheToleranceThe tolerance for stale data in the cache specified in seconds when using AutoCache .
OfflineUse offline mode to get the data from the cache instead of the live source.
CacheMetadataThis property determines whether or not to cache the table metadata to a file store.

Miscellaneous


PropertyDescription
BatchSizeThe maximum size of each batch operation to submit.
CallerIdThe Id of a user to impersonate when inserting or updating new records.
ConnectionLifeTimeThe maximum lifetime of a connection in seconds. Once the time has elapsed, the connection object is disposed.
ConnectOnOpenThis property specifies whether to connect to the Microsoft Dynamics CRM when the connection is opened.
DefaultPrecisionThe currency precision that is used for pricing throughout the system. Valid values are 0-4 and Auto. If the value is Auto, the default value will be retrieved from the Microsoft Dynamics CRM server.
ExposeVirtualSubColumnBoolean that exposes a virtual subcolumn to return data in a different format.
IncludeCalculatedColumnsThis option controls whether the driver returns the Calculated Columns defined on a table. Only applicable for CRM 2015+.
LanguageCodeThe code indicating the language.
MaxRowsLimits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.
OtherThese hidden properties are used only in specific use cases.
PagesizeThe maximum number of results to return per page from Microsoft Dynamics CRM.
PoolIdleTimeoutThe allowed idle time for a connection before it is closed.
PoolMaxSizeThe maximum connections in the pool.
PoolMinSizeThe minimum number of connections in the pool.
PoolWaitTimeThe max seconds to wait for an available connection.
PseudoColumnsSpecify a set of pseudocolumns to expose as columns.
QueryMethodThe method to use when querying data from Dynamics CRM. In most cases FetchXML will work with all tables.
QueryPassthroughThis option passes the query to the Microsoft Dynamics CRM server as is.
ReadonlyYou can use this property to enforce read-only access to Microsoft Dynamics CRM from the provider.
RTKThe runtime key used for licensing.
SavedQueryFilterA comma-separated list of filters to use for displaying Saved Queries as views (ex: Accounts%,Contacts%).
TimeoutThe value in seconds until the timeout error is thrown, canceling the operation.
UseConnectionPoolingThis property enables connection pooling.
UseDisplayNamesBoolean determining if the display names for the columns should be used instead of the API names. UseDisplayNames and UseSchemaNames are mutually exclusive.
UseDisplayTableNamesBoolean determining if the display names for the table should be used instead of the API names.
UseNameForPicklistValueBoolean determining if the string value should be used for picklist field values instead of integers.
UserDefinedViewsA filepath pointing to the JSON configuration file containing your custom views.
UseSchemaNamesBoolean determining if the schema names for the table should be used instead of the API names. UseDisplayNames and UseSchemaNames are mutually exclusive.
UseSimpleNamesBoolean determining if simple names should be used for tables and columns.

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Build 24.0.9060