Microsoft Dataverse v2 Connection Details

Introduction

Connector Version

This documentation is based on version 24.0.9273 of the connector.

Get Started

Microsoft Dataverse Version Support

The connector supports read/write access to Microsoft Dataverse through the Microsoft Dataverse Web API.

Establish a Connection

Schema

Microsoft Dataverse supports schema values of 'System' and 'Entities' and can be set using the Schema property.

Using 'System' for Schema property uses the Web API to query entities/tables.

Using 'Entities' for Schema property uses the EntityDefinitions entity set path and retrieves information about EntityMetadata EntityType entities/tables. This will often result in more user friendly names, though requires extra metadata requests.

Connect to Microsoft Dataverse

To authenticate to the Microsoft Dataverse source, you should first set the OrganizationURL to the URL of the organization you are connecting to, such as https://\[organization\].crm.dynamics.com.

Microsoft Entra ID

Microsoft Entra ID is a connection type that leverages OAuth to authenticate. OAuth requires the authenticating user to interact with Microsoft Dataverse using an internet browser. The connector facilitates this in several ways as described below. Set your AuthScheme to Microsoft Entra ID. The rest of the Microsoft Entra ID flows assume that you have done so.

Desktop Applications

provides an embedded OAuth application that simplifies OAuth desktop Authentication. Alternatively, you can create a custom OAuth application. See Creating a Microsoft Entra ID Application for information about creating custom applications and reasons for doing so.

For authentication, the only difference between the two methods is that you must set two additional connection properties when using custom OAuth applications.

After setting the following connection properties, you are ready to connect:

• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• OAuthClientId: (custom applications only) Set this to the client ID in your application settings.
• OAuthClientSecret: (custom applications only) Set this to the client secret in your application settings.
• CallbackURL: Set this to the Redirect URL in your application settings.

When you connect the connector opens the OAuth endpoint in your default browser. Log in and grant permissions to the application. The connector then completes the OAuth process:

1. Extracts the access token from the callback URL and authenticates requests.
2. Obtains a new access token when the old one expires.
3. Saves OAuth values in OAuthSettingsLocation that persist across connections.

Client Credentials

Client credentials refers to a flow in OAuth where there is no direct user authentication taking place. Instead, credentials are created for just the app itself.

All tasks taken by the app are done without a default user context. This makes the authentication flow a bit different from standard.

Client OAuth Flow

All permissions related to the client oauth flow require admin consent. This means the app embedded with the Jitterbit Connector for Microsoft Dataverse cannot be used in the client oauth flow. You must create your own OAuth app in order to use client credentials. See Creating a Microsoft Entra ID Application for more details.

In your App Registration in portal.azure.com, navigate to API Permissions and select the Microsoft Graph permissions. There are two distinct sets of permissions - Delegated and Application permissions. The permissions used during client credential authentication are under Application Permissions. Select the applicable permissions you require for your integration.

You are ready to connect after setting one of the below connection properties groups depending on the authentication type.

1. Client Secret
   • InitiateOAuth: Set this to GETANDREFRESH. You can cuse InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • AzureTenant: Set this to the tenant you wish to connet to.
   • OAuthGrantType: Set this to CLIENT.
   • OAuthClientId: Set this to the Client ID in your app settings.
   • OAuthClientSecret: Set this to the Client Secret in your app settings.
2. Certificate
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • AzureTenant: Set this to the tenant you wish to connect to.
   • OAuthGrantType: Set this to CLIENT.
   • OAuthClientId: Set this to the Client ID in your app settings.
   • OAuthJWTCert: Set this to the JWT Certificate store.
   • OAuthJWTCertType: Set this to the type of the certificate store specified by OAuthJWTCert.

Authentication with client credentials will take place automatically like any other connection, except there will be no window opened prompting the user. Because there is no user context, there is no need for a browser popup. Connections will take place and be handled internally.

Microsoft Entra service principal

Microsoft Entra service principal is role-based application-based authentication. This means that authentication is done per application, rather than per user. All tasks taken on by the application are executed without a default user context, but based on the assigned roles. The application access to the resources is controlled through the assigned roles' permissions.

For information about how to set up Microsoft Entra service principal authentication, see Creating a Microsoft Entra ID App with Service Principal.

Managed Service Identity (MSI)

If you are running Microsoft Dataverse 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.

Create a Custom OAuth Application

Create a Microsoft Entra ID Application

Microsoft Dataverse supports user-based authentication using Microsoft Entra ID. This authentication is OAuth-based.

embeds OAuth Application Credentials with branding that can be used when connecting to Microsoft Dataverse via a desktop application or a headless machine. To connect to Microsoft Dataverse via the Web, you must always create a custom application, as described here.

However, since custom Microsoft Entra ID applications seamlessly support all three commonly-used authentication flows, you might want to create a custom application (use your own Microsoft Entra ID Applications Credentials) for those other authentication flows. Custom OAuth applications are useful if you want to:

• Control branding of the authentication dialog.
• Control the redirect URI that the application redirects the user to after the user authenticates.
• Customize the permissions that you are requesting from the user.

Authenticate With Microsoft Entra ID

In <https://portal.azure.com>:

1. In the left-hand navigation pane, select Microsoft Entra ID > App registrations.

2. Click New registration.

3. Enter a name for the application.

4. Specify the types of accounts this application should support:

   • For private use applications, select Accounts in this organization directory only.
   • For distributed applications, select one of the multi-tenant options.

1. Set the redirect URI to http://localhost:33333 (default) OR, if you want to

   specify a different port, specify the desired port and set CallbackURL to the exact reply URL you just defined.

2. To register the new application, click Register. An application management screen displays. Record these values for later use. (You will use the Application (client) ID value to set the OAuthClientId parameter, and the Directory (tenant) ID value to set the AzureTenant parameter.)

3. Navigate to Certificates & Secrets. Select New Client Secret for this application and specify the desired duration. After the client secret is saved, the Azure App Registration displays the key value. This value is displayed only once, so record it for future use. (You will use it to set the OAuthClientSecret.)

4. Under Select an API, select the Dynamics CRM Online permissions if authenticating from a Desktop app, or select the Dynamics CRM Online permissions if authenticating from web apps or headless machines.

5. If you have specified the use of permissions that require admin consent (such as the Application Permissions), you can grant them from the current tenant on the API Permissions page.

Create a Custom Microsoft Entra ID Service Principal App

Creating a custom app registration and a service principal that can access the necessary resources is required when authenticating using a Microsoft Entra service principal.

Steps to Create an Microsoft Entra ID SP App

Follow the steps below to create a custom app registration and obtain the connection properties for the Microsoft Entra service principal authentication.

1. Log in to https://portal.azure.com.

2. In the left-hand navigation pane, select Microsoft Entra ID > App Registrations and click New registration.

3. Enter an application name and select Accounts in any organizational directory (Any Microsoft Entra ID tenant - Multitenant). Then set the redirect URL to http://localhost:33333, the connector's default, or a URL of your choosing.

4. After creating the app, copy the Application (client) ID value displayed in the "Overview" section, since this value is used as the OAuthClientId

5. Define the application authentication type by navigating to the "Certificates & Secrets" section. There are two types of authentication available: client secret and certificate.

   The recommended authentication method is via a certificate.

   • Option 1 - Upload a certificate: In "Certificates & Secrets", select Upload certificate and the certificate to upload from your local machine.
   • Option 2 - Create a new application secret: In "Certificates & Secrets", select New Client Secret for the application and specify its duration. After saving the client secret, the key value is displayed. Copy this value since it is displayed only once. You will use it as the OAuthClientSecret.

6. On the Authentication tab, make sure to select the option Access tokens (used for implicit flows).

Important Notes

Configuration Files and Their Paths

• All references to adding configuration files and their paths refer to files and locations on the Jitterbit agent where the connector is installed. These paths are to be adjusted as appropriate depending on the agent and the operating system. If multiple agents are used in an agent group, identical files will be required on each agent.

Advanced Features

This section details a selection of advanced features of the Microsoft Dataverse connector.

User Defined Views

The connector supports the use of user defined views, virtual tables whose contents are decided by a pre-configured user defined query. These views are useful when you cannot directly control queries being issued to the drivers. For an overview of creating and configuring custom views, see User Defined Views .

SSL Configuration

Use SSL Configuration to adjust how connector handles TLS/SSL certificate negotiations. You can choose from various certificate formats;. For further information, see the SSLServerCert property under "Connection String Options" .

Proxy

To configure the connector using private agent proxy settings, select the Use Proxy Settings checkbox on the connection configuration screen.

Query Processing

The connector offloads as much of the SELECT statement processing as possible to Microsoft Dataverse and then processes the rest of the query in memory (client-side).

For further information, see Query Processing.

Log

For an overview of configuration settings that can be used to refine logging, see Logging. Only two connection properties are required for basic logging, but there are numerous features that support more refined logging, which enables you to use the LogModules connection property to specify subsets of information to be logged.

User Defined Views

The Jitterbit Connector for Microsoft Dataverse supports the use of user defined views: user-defined virtual tables whose contents are decided by a preconfigured query. User defined views are useful in situations where you cannot directly control the query being issued to the driver; for example, when using the driver from Jitterbit.

Use a user defined view to define predicates that are always applied. If you specify additional predicates in the query to the view, they are combined with the query already defined as part of the view.

There are two ways to create user defined views:

• Create a JSON-formatted configuration file defining the views you want.
• DDL statements.

Define Views Using a Configuration File

User defined views are defined in a JSON-formatted configuration file called UserDefinedViews.json. The connector automatically detects the views specified in this file.

You can also have multiple view definitions and control them using the UserDefinedViews connection property. When you use this property, only the specified views are seen by the connector.

This user defined view configuration file is formatted so that each root element defines the name of a view, and includes a child element, called query, which contains the custom SQL query for the view.

For example:

{
    "MyView": {
        "query": "SELECT * FROM Accounts WHERE MyColumn = 'value'"
    },
    "MyView2": {
        "query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
    }
}

Use the UserDefinedViews connection property to specify the location of your JSON configuration file. For example:

"UserDefinedViews", "C:\Users\yourusername\Desktop\tmp\UserDefinedViews.json"

Define Views Using DDL Statements

The connector is also capable of creating and altering the schema via DDL Statements such as CREATE LOCAL VIEW, ALTER LOCAL VIEW, and DROP LOCAL VIEW.

Create a View

To create a new view using DDL statements, provide the view name and query as follows:

CREATE LOCAL VIEW [MyViewName] AS SELECT * FROM Customers LIMIT 20;

If no JSON file exists, the above code creates one. The view is then created in the JSON configuration file and is now discoverable. The JSON file location is specified by the UserDefinedViews connection property.

Alter a View

To alter an existing view, provide the name of an existing view alongside the new query you would like to use instead:

ALTER LOCAL VIEW [MyViewName] AS SELECT * FROM Customers WHERE TimeModified > '3/1/2020';

The view is then updated in the JSON configuration file.

Drop a View

To drop an existing view, provide the name of an existing schema alongside the new query you would like to use instead.

DROP LOCAL VIEW [MyViewName]

This removes the view from the JSON configuration file. It can no longer be queried.

Schema for User Defined Views

In order to avoid a view's name clashing with an actual entity in the data model, user defined views are exposed in the UserViews schema by default. To change the name of the schema used for UserViews, reset the UserViewsSchemaName property.

Work with User Defined Views

For example, a SQL statement with a user defined view called UserViews.RCustomers only lists customers in Raleigh:

SELECT * FROM Customers WHERE City = 'Raleigh';

An example of a query to the driver:

SELECT * FROM UserViews.RCustomers WHERE Status = 'Active';

Resulting in the effective query to the source:

SELECT * FROM Customers WHERE City = 'Raleigh' AND Status = 'Active';

That is a very simple example of a query to a user defined view that is effectively a combination of the view query and the view definition. It is possible to compose these queries in much more complex patterns. All SQL operations are allowed in both queries and are combined when appropriate.

SSL Configuration

Customize the SSL Configuration

By default, the connector 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.

Data Model

The Jitterbit Connector for Microsoft Dataverse models Microsoft Dataverse data as an easy-to-use SQL database with tables, views, and stored procedures. The definitions are dynamically obtained from the Microsoft Dataverse OData service you connect to. You can load changes to the metadata, such as new or removed columns, or changes in data type, by reconnecting to the service.

The connector exposes two data models:

• The Entities Data Model describes the schemas available to connect to Microsoft Dataverse. You can use tables to work with live Microsoft Dataverse data.
• The System Data Model defines the underlying framework that supports core platform functionality, including security, auditing, and system-level operations.

You can use the stored procedures provided by Jitterbit Connector for Microsoft Dataverse to automate working with Microsoft Dataverse data.

Entities Data Model

The Entities Data Model defines, stores, and manages structured data within business applications. It enables data relationships, security, automation, and integration with Microsoft Power Platform, Dynamics 365, and external systems.

Views

The Views section, which lists read-only SQL tables, contain samples of what you may have access to in your Microsoft Dataverse account.

The following views are shipped with the connector:

Stored Procedures

Stored Procedures are actions that are invoked via SQL queries. They perform tasks beyond standard CRUD operations, including retrieving and refreshing the OAuth Access Token.

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.

Jitterbit Connector for Microsoft Dataverse Views

MultiSelectPickListAttributeMetaData

Stores metadata for attributes that support MultiSelect OptionSet, defining the structure and behavior of multi-option fields.

View-Specific Information

Select

The connector will use the Microsoft Dataverse API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.

• TableName supports '=','IN' operators.

Note that without filtering on TableName, the connector returns the results for the first table found.

For example, the following queries are processed server side:

SELECT * FROM MultiSelectPickListAttributeMetaData WHERE TableName = 'teams'

SELECT * FROM MultiSelectPickListAttributeMetaData WHERE TableName IN ('accounts', 'teams')

Columns

MultiSelectPickListOptions

Contains the possible selectable options for MultiSelect OptionSet attributes, enabling multi-value selections.

View-Specific Information

Select

The connector will use the Microsoft Dataverse API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.

• TableName supports '=','IN' operators.

Note that without filtering on TableName, the connector returns the results for the first table found.

For example, the following queries are processed server side:

SELECT * FROM MultiSelectPickListOptions WHERE TableName = 'teams'

SELECT * FROM MultiSelectPickListOptions WHERE TableName IN ('accounts', 'teams')

Columns

PickListAttributeMetaData

Holds metadata for attributes of type Picklist, describing the single-option selection fields in the system.

View-Specific Information

Select

The connector will use the Microsoft Dataverse API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.

• TableName supports '=','IN' operators.

Note that without filtering on TableName, the connector returns the results for the first table found.

For example, the following queries are processed server side:

SELECT * FROM PickListAttributeMetaData WHERE TableName = 'teams'

SELECT * FROM PickListAttributeMetaData WHERE TableName IN ('accounts', 'teams')

Columns

PickListOptions

Defines the set of selectable options available for Picklist attributes, supporting user-defined field values.

View-Specific Information

Select

The connector will use the Microsoft Dataverse API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.

• TableName supports '=','IN' operators.

Note that without filtering on TableName, the connector returns the results for the first table found.

For example, the following queries are processed server side:

SELECT * FROM PickListOptions WHERE TableName = 'teams'

SELECT * FROM PickListOptions WHERE TableName IN ('accounts', 'teams')

Columns

StateAttributeMetadata

Provides metadata for attributes of type State, describing state-related fields used for status tracking or categorization.

View-Specific Information

Select

Note that without filtering on TableName, the connector returns the results for the first table found.

The following examples show how to query the view for a specific table or list of tables:

SELECT * FROM StateAttributeMetaData WHERE TableName='AccountLeads'

SELECT * FROM StateAttributeMetaData WHERE TableName IN ('Account','AccountLead');

Columns

StateAttributeOptions

Lists the selectable states available for State attributes, representing various predefined states.

View-Specific Information

Select

Note that without filtering on TableName, the connector returns the results for the first table found.

The following examples show how to query the view for a specific table or list of tables:

SELECT * FROM StateAttributeOptions WHERE TableName='AccountLeads'

SELECT * FROM StateAttributeOptions WHERE TableName IN ('Account','AccountLead');

Columns

StatusAttributeMetadata

Contains metadata for attributes of type Status, often used to track the lifecycle or current condition of an entity.

View-Specific Information

Select

Note that without filtering on TableName, the connector returns the results for the first table found.

The following examples show how to query the view for a specific table or list of tables:

SELECT * FROM StatusAttributeMetaData WHERE TableName='AccountLeads'

SELECT * FROM StatusAttributeMetaData WHERE TableName IN ('Account','AccountLead');

Columns

StatusAttributeOptions

Defines the set of statuses that can be assigned to Status attributes, supporting status-driven workflows.

View-Specific Information

Select

Note that without filtering on TableName, the connector returns the results for the first table found.

The following examples show how to query the view for a specific table or list of tables:

SELECT * FROM StatusAttributesOptions WHERE TableName='AccountLeads'

SELECT * FROM StatusAttributesOptions WHERE TableName IN ('Account','AccountLead');

Columns

Stored Procedures

Stored procedures are function-like interfaces that extend the functionality of the connector beyond simple SELECT/INSERT/UPDATE/DELETE operations with Microsoft Dataverse.

Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from Microsoft Dataverse, along with an indication of whether the procedure succeeded or failed.

Jitterbit Connector for Microsoft Dataverse Stored Procedures

GetOAuthAccessToken

Fetches the OAuth Access Token, which is used to authenticate and authorize API calls made to Microsoft Dataverse.

Input

Result Set Columns

GetOAuthAuthorizationUrl

Retrieves the OAuth Authorization URL, allowing the client to direct the user's browser to the authorization server and initiate the OAuth process.

Input

Result Set Columns

RefreshOAuthAccessToken

Refreshes an expired OAuth Access Token to maintain continuous authenticated access to Microsoft Dataverse resources without requiring reauthorization from the user.

Input

Result Set Columns

System Data Model

The System Data Model defines the underlying framework that supports core platform functionality, including security, auditing, and system-level operations. It manages metadata, user roles, workflows, and background processes to ensure seamless data governance and integration across business applications.

Stored Procedures

Stored Procedures are actions that are invoked via SQL queries. They perform tasks beyond standard CRUD operations, including retrieving and refreshing the OAuth Access Token.

Stored Procedures

Stored procedures are function-like interfaces that extend the functionality of the connector beyond simple SELECT/INSERT/UPDATE/DELETE operations with Microsoft Dataverse.

Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from Microsoft Dataverse, along with an indication of whether the procedure succeeded or failed.

Jitterbit Connector for Microsoft Dataverse Stored Procedures

CreateAssociation

Establishes a link between two entities using their navigation properties. Requires navigation properties to be enabled in the connection configuration.

Input

Result Set Columns

GetOAuthAccessToken

Fetches the OAuth Access Token, which is used to authenticate and authorize API calls made to Microsoft Dataverse.

Input

Result Set Columns

GetOAuthAuthorizationUrl

Retrieves the OAuth Authorization URL, allowing the client to direct the user's browser to the authorization server and initiate the OAuth process.

Input

Result Set Columns

ListAssociations

Displays all associations for a specified table and its navigation properties, detailing entity relationships.

Input

Result Set Columns

ListNavigationProperties

Lists navigation properties for a specified table and its associated tables, aiding in relationship discovery.

Input

Result Set Columns

RefreshOAuthAccessToken

Refreshes an expired OAuth Access Token to maintain continuous authenticated access to Microsoft Dataverse resources without requiring reauthorization from the user.

Input

Result Set Columns

RemoveAssociation

Deletes a previously established link between two entities, managed via their navigation properties.

Input

Result Set Columns

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 Dataverse:

• 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 connector 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

sys_schemas

Lists the available schemas.

The following query retrieves all available schemas:

SELECT * FROM sys_schemas

Columns

sys_tables

Lists the available tables.

The following query retrieves the available tables and views:

SELECT * FROM sys_tables

Columns

sys_tablecolumns

Describes the columns of the available tables and views.

The following query returns the columns and data types for the Accounts table:

SELECT ColumnName, DataTypeName FROM sys_tablecolumns WHERE TableName='Accounts'

Columns

sys_procedures

Lists the available stored procedures.

The following query retrieves the available stored procedures:

SELECT * FROM sys_procedures

Columns

sys_procedureparameters

Describes stored procedure parameters.

The following query returns information about all of the input parameters for the GetOAuthAccessToken stored procedure:

SELECT * FROM sys_procedureparameters WHERE ProcedureName = 'GetOAuthAccessToken' AND Direction = 1 OR Direction = 2

Columns

sys_keycolumns

Describes the primary and foreign keys.

The following query retrieves the primary key for the Accounts table:

SELECT * FROM sys_keycolumns WHERE IsKey='True' AND TableName='Accounts'

Columns

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

sys_primarykeys

Describes the primary keys.

The following query retrieves the primary keys from all tables and views:

SELECT * FROM sys_primarykeys

Columns

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

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

sys_sqlinfo

Describes the SELECT query processing that the connector can offload to the data source.

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.

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

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

Data Type Mapping

Data Type Mappings

The connector maps types from the data source to the corresponding data type available in the schema. The table below documents these mappings.

Advanced Configurations Properties

The advanced configurations 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. Click the links for further details.

Authentication

Azure Authentication

OAuth

JWT OAuth

SSL

Schema

Miscellaneous

Authentication

This section provides a complete list of authentication properties you can configure.

AuthScheme

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

Possible Values

Microsoft Entra ID, AzureMSI, AzureServicePrincipal, AzureServicePrincipalCert

Data Type

string

Default Value

Microsoft Entra ID

Remarks

• Microsoft Entra ID: Perform Microsoft Entra ID (user-based) OAuth authentication.
• AzureMSI: Automatically obtain Microsoft Entra ID Managed Service Identity credentials when running on an Azure VM.
• AzureServicePrincipal: Authenticate as a Microsoft Entra service principal (role-based, application-based) using a Client Secret.
• AzureServicePrincipalCert: Authenticate as a Microsoft Entra service principal (role-based, application-based) using a Certificate.

For information about creating a custom application to authenticate with Microsoft Entra ID, see Creating a Microsoft Entra ID Application.

For information about creating a custom application to authenticate with Microsoft Entra ID Service Principal, see Creating a Microsoft Entra ID App with Service Principal.

OrganizationURL

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

Data Type

string

Default Value

""

Remarks

Resource URL format is usually similar to https://abc123.cloudax.dynamics.com/, except when the Edition is HumanResources. HumanResources URLs typically look like: https://{cluster}.hr.talent.dynamics.com/namespaces/{namespace_guid}/.

Azure Authentication

This section provides a complete list of Azure authentication properties you can configure.

AzureTenant

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

Data Type

string

Default Value

""

Remarks

A tenant is a digital representation of your organization, primarily associated with a domain (for example, microsoft.com). The tenant is managed through a Tenant ID (also known as the directory ID), which is specified whenever you assign users permissions to access or manage Azure resources.

To locate the directory ID in the Azure Portal, navigate to Microsoft Entra ID > Properties.

Specifying AzureTenant is required when AuthScheme = either AzureServicePrincipal or AzureServicePrincipalCert, or if AuthScheme = Microsoft Entra ID and the user belongs to more than one tenant.

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 OAuth properties you can configure.

InitiateOAuth

Specifies the process for obtaining or refreshing the OAuth access token, which maintains user access while an authenticated, authorized user is working.

Possible Values

OFF, REFRESH, GETANDREFRESH

Data Type

string

Default Value

OFF

Remarks

OAuth is an authorization framework that enables applications to obtain limited access to user accounts on an HTTP service. The OAuth flow defines the method to be used for logging in users, exchanging their credentials for an OAuth access token to be used for authentication, and providing limited access to applications.

Microsoft Dataverse supports the following options for initiating OAuth access:

1. OFF: No automatic OAuth flow initiation. The OAuth flow is handled entirely by the user, who will take action to obtain their OAuthAccessToken. Note that with this setting the user must refresh the token manually and reconnect with an updated OAuthAccessToken property when the current token expires.
2. GETANDREFRESH: The OAuth flow is handled entirely by the connector. If a token already exists, it is refreshed when necessary. If no token currently exists, it will be obtained by prompting the user to login.
3. REFRESH: The user handles obtaining the OAuth Access Token and sets up the sequence for refreshing the OAuth Access Token. (The user is never prompted to log in to authenticate. After the user logs in, the connector handles the refresh of the OAuth Access Token.

OAuthClientId

Specifies the client ID that was assigned the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server.

Data Type

string

Default Value

""

Remarks

OAuthClientId is one of a handful of connection parameters that need to be set before users can authenticate via OAuth. For details, see Establishing a Connection.

OAuthClientSecret

Specifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret ). This secret registers the custom application with the OAuth authorization server.

Data Type

string

Default Value

""

Remarks

OAuthClientSecret is one of a handful of connection parameters that need to be set before users can authenticate via OAuth. For details, see Establishing a Connection.

OAuthAccessToken

A token received after authentication to the OAuth network, granting the user access. The access token is used in place of the user's login ID and password, which stay on the server.

Data Type

string

Default Value

""

Remarks

The OAuth access token has a server-dependent timeout, limiting user access. This is set using the OAuthExpiresIn property. However, it can be reissued between requests to keep access alive as long as the user keeps working.

If InitiateOAuth is set to REFRESH, we recommend that you also set both OAuthExpiresIn and OAuthTokenTimestamp. The connector uses these properties to determine when the token expires so it can refresh most efficiently.

If OAuthExpiresIn and OAuthTokenTimestamp are not specified, the connector refreshes the token immediately.

OAuthSettingsLocation

The 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://'.

Data Type

string

Default Value

%APPDATA%\CData\Acumatica Data Provider\OAuthSettings.txt

Remarks

When InitiateOAuth is set to GETANDREFRESH or REFRESH, the driver saves OAuth values to avoid requiring the user to manually enter OAuth connection properties and to allow the credentials to be shared across connections or processes.

Instead of specifying a file path, you can use memory storage. Memory locations are specified by using a value starting with 'memory://' followed by a unique identifier for that set of credentials (for example, memory://user1). The identifier can be anything you choose but should be unique to the user. Unlike file-based storage, where credentials persist across connections, memory storage loads the credentials into static memory, and the credentials are shared between connections using the same identifier for the life of the process. To persist credentials outside the current process, you must manually store the credentials prior to closing the connection. This enables you to set them in the connection when the process is started again. You can retrieve OAuth property values with a query to the sys_connection_props system table. If there are multiple connections using the same credentials, the properties are read from the previously closed connection.

The default location is "%APPDATA%\CData\Acumatica Data Provider\OAuthSettings.txt" with %APPDATA% set to the user's configuration directory. The default values are

• Windows: "register://%DSN"
• Unix: "%AppData%..."

where DSN is the name of the current DSN used in the open connection.

The following table lists the value of %APPDATA% by OS:

CallbackURL

The URL users return to after authenticating to Microsoft Dataverse via OAuth.

Data Type

string

Default Value

""

Remarks

During the authentication process, the OAuth authorization server redirects the user to this URL. This value must match the callback URL you specified when you created your custom OAuth application.

OAuthGrantType

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

Possible Values

CODE, CLIENT, PASSWORD

Data Type

string

Default Value

CLIENT

Remarks

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

OAuthVerifier

Specifies 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.

Data Type

string

Default Value

""

Remarks

For detailed instructions about how to obtain the OAuthVerifier value, see .

OAuthRefreshToken

Gets and refreshes the currently-active OAuth Access Token.

Data Type

string

Default Value

""

Remarks

When InitiateOAuth is set to REFRESH, the first time the token expires the connector uses the OAuthRefreshToken to get a new access and refresh tokens from the server. After the first refresh, the connector uses the access and refresh tokens stored in OAuthSettingsLocation instead of the tokens from the connection properties. The access token is used in place of the user's login ID and password, which stay on the server.

The OAuth access token has a server-dependent timeout, limiting user access, set using the OAuthExpiresIn property. When OAuthRefreshToken is called, it refreshes the OAuth access token so the user can keep working without needing to re-authenticate.

OAuthExpiresIn

Specifies 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.

Data Type

string

Default Value

""

Remarks

The OAuth Access Token is assigned to an authenticated user, granting that user access to the network for a specified period of time. The access token is used in place of the user's login ID and password, which stay on the server.

An access token created by the server is only valid for a limited time. OAuthExpiresIn is the number of seconds the token is valid from when it was created. For example, a token generated at 2024-01-29 20:00:00 UTC that expires at 2024-01-29 21:00:00 UTC (an hour later) would have an OAuthExpiresIn value of 3600, no matter what the current time is.

To determine how long the user has before the Access Token will expire, use OAuthTokenTimestamp.

OAuthTokenTimestamp

Displays a Unix epoch timestamp in milliseconds that shows how long ago the current Access Token was created.

Data Type

string

Default Value

""

Remarks

The OAuth Access Token is assigned to an authenticated user, granting that user access to the network for a specified period of time. The access token is used in place of the user's login ID and password, which stay on the server.

An access token created by the server is only valid for a limited time. OAuthTokenTimestamp is the Unix timestamp when the server created the token. For example, OAuthTokenTimestamp=1706558400 indicates the OAuthAccessToken was generated by the server at 2024-01-29 20:00:00 UTC.

JWT OAuth

This section provides a complete list of JWT OAuth properties you can configure.

OAuthJWTCert

The JWT Certificate store.

Data Type

string

Default Value

""

Remarks

The name of the certificate store for the client certificate.

The OAuthJWTCertType field specifies the type of the certificate store specified by OAuthJWTCert. If the store is password protected, specify the password in OAuthJWTCertPassword.

OAuthJWTCert is used in conjunction with the OAuthJWTCertSubject

field in order to specify client certificates. If OAuthJWTCert has a value, and OAuthJWTCertSubject is set, a search for a certificate is initiated. Please refer to the OAuthJWTCertSubject field for details.

Designations of certificate stores are platform-dependent.

The following are designations of the most common User and Machine certificate stores in Windows:

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).

OAuthJWTCertType

The type of key store containing the JWT Certificate.

Possible Values

USER, MACHINE, PFXFILE, PFXBLOB, JKSFILE, JKSBLOB, PEMKEY_FILE, PEMKEY_BLOB, PUBLIC_KEY_FILE, PUBLIC_KEY_BLOB, SSHPUBLIC_KEY_FILE, SSHPUBLIC_KEY_BLOB, P7BFILE, PPKFILE, XMLFILE, XMLBLOB, BCFKSFILE, BCFKSBLOB

Data Type

string

Default Value

USER

Remarks

This property can take one of the following values:

OAuthJWTCertPassword

The password for the OAuth JWT certificate used to access a certificate store that requires a password. If the certificate store does not require a password, leave this property blank.

Data Type

string

Default Value

""

Remarks

This property specifies the password needed to open the certificate store, but only if the store type requires one. To determine if a password is necessary, refer to the documentation or configuration for your specific certificate store.

OAuthJWTCertSubject

The subject of the OAuth JWT certificate used to locate a matching certificate in the store. Supports partial matches and the wildcard '*' to select the first certificate.

Data Type

string

Default Value

*

Remarks

The value of this property is used to locate a matching certificate in the store. The search process works as follows:

• If an exact match for the subject is found, the corresponding certificate is selected.
• If no exact match is found, the store is searched for certificates whose subjects contain the property value.
• If no match is found, no certificate is selected.

You can set the value to '*' to automatically select the first certificate in the store. The certificate subject is a comma-separated list of distinguished name fields and values. For example: CN=www.server.com, OU=test, C=US, E=example@jbexample.com. Common fields include:

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

SSL

This section provides a complete list of SSL properties you can configure.

SSLServerCert

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

Data Type

string

Default Value

""

Remarks

If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is rejected.

This property can take the following forms:

If not specified, any certificate trusted by the machine is accepted.

Certificates are validated as trusted by the machine based on the System's trust store. The trust store used is the 'javax.net.ssl.trustStore' value specified for the system. If no value is specified for this property, Java's default trust store is used (for example, JAVA_HOME\lib\security\cacerts).

Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.

Schema

This section provides a complete list of schema properties you can configure.

Location

Specifies 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.

Data Type

string

Default Value

%APPDATA%\CDS Data Provider\Schema

Remarks

The Location property is only needed if you want to either customize definitions (for example, change a column name, ignore a column, etc.) or extend the data model with new tables, views, or stored procedures.

• Each schema should have its own folder, named for that schema.
• All schema folders should be contained in a parent folder.

Location should always be set to the parent folder, and not to an individual schema's folder.

If left unspecified, the default location is %APPDATA%\CDS Data Provider\Schema, where %APPDATA% is set to the user's configuration directory:

BrowsableSchemas

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

Data Type

string

Default Value

""

Remarks

Listing all available database schemas can take extra time, thus degrading performance. Providing a list of schemas in the connection string saves time and improves performance.

Tables

Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .

Data Type

string

Default Value

""

Remarks

Listing all available tables from some databases can take extra time, thus degrading performance. Providing a list of tables in the connection string saves time and improves performance.

If there are lots of tables available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those tables. To do this, specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.

Views

Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Data Type

string

Default Value

""

Remarks

Listing all available views from some databases can take extra time, thus degrading performance. Providing a list of views in the connection string saves time and improves performance.

If there are lots of views available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those views. To do this, specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.

Schema

Specifies the schema to use when listing metadata from Microsoft Dataverse.

Possible Values

System, Entities

Data Type

string

Default Value

System

Remarks

You can set this connection property to the following values:

• System: Exposes Microsoft Dataverse objects with less detailed metadata. Tables use system-level names. Due to the relative simplicity of the metadata returned, retrieving data from this schema is faster. This schema is selected by default.
• Entities: Exposes Microsoft Dataverse objects with more detailed metadata (including details about annotations and data types), as well as more user-friendly table names. Due to the increased complexity of the metadata returned, retrieving data from this schema takes longer.

Miscellaneous

This section provides a complete list of miscellaneous properties you can configure.

ApiVersion

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

Data Type

string

Default Value

9.2

Remarks

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

IncludeFormattedValues

Specifies whether columns that hold formatted values should be exposed.

Data Type

bool

Default Value

false

Remarks

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

MaxRows

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

Data Type

int

Default Value

-1

Remarks

This property sets an upper limit on the number of rows the connector returns for queries that do not include aggregation or GROUP BY clauses. This limit ensures that queries do not return excessively large result sets by default.

When a query includes a LIMIT clause, the value specified in the query takes precedence over the MaxRows setting. If MaxRows is set to "-1", no row limit is enforced unless a LIMIT clause is explicitly included in the query.

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

Other

Specifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.

Data Type

string

Default Value

""

Remarks

This property allows advanced users to configure hidden properties for specialized scenarios. These settings are not required for normal use cases but can address unique requirements or provide additional functionality. Multiple properties can be defined in a semicolon-separated list.

Specify multiple properties in a semicolon-separated list.

Integration and Formatting

PseudoColumns

Specifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.

Data Type

string

Default Value

""

Remarks

This property allows you to define which pseudocolumns the connector 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. The default is 60 seconds. Set to 0 to disable the timeout.

Data Type

int

Default Value

60

Remarks

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

The timeout applies to each individual communication with the server rather than the entire query or operation. For example, a query could continue running beyond 60 seconds if each paging call completes within the timeout limit.

Setting this property to 0 disables the timeout, allowing operations to run indefinitely until they succeed or fail due to other conditions such as server-side timeouts, network interruptions, or resource limits on the server. Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.

UseDisplayNames

If set to true, the provider will use display names for some operations.

Data Type

bool

Default Value

false

Remarks

If set to true, the connector will use display names for some operations. This property is used only for Entities schema.

UserDefinedViews

Specifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.

Data Type

string

Default Value

""

Remarks

This property allows you to define and manage custom views through a JSON-formatted configuration file called UserDefinedViews.json. These views are automatically recognized by the connector and enable you to execute custom SQL queries as if they were standard database views. The JSON file defines each view as a root element with a child element called "query", which contains the SQL query for the view. For example:

{
    "MyView": {
        "query": "SELECT * FROM Accounts WHERE MyColumn = 'value'"
    },
    "MyView2": {
        "query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
    }

}

You can define multiple views in a single file and specify the filepath using this property. For example: UserDefinedViews=C:\Path\To\UserDefinedViews.json. When you use this property, only the specified views are seen by the connector.

Refer to User Defined Views for more information.