Onboarding Data from Dynamics 365 Sales

Creating a Dynamics 365 Sales Source

For creating a Dynamics 365 Sales source, see Configuring Additional Connectors. Ensure that the Source Type selected is Dynamics 365 Sales.

To enable OAuth, see Enabling OAuth for CDATA Drivers.

Embedded OAuth Parameter Settings

You can connect to the CDATA driver without setting any connection properties for your user credentials.

Set the following embedded OAuth parameter:

Custom OAuth Parameter Settings

Set the following parameters to authenticate with the credentials for a Custom OAuth app:

Dynamics 365 Sales Configurations

Once the settings are saved, you can test the connection.

Configuring a Dynamics 365 Sales Table

For configuring a Dynamics 365 Sales Table, see Configuring a Table.

Establishing a Connection

To create a JDBC URL, see Establishing a Connection.

Data Model

The tables and views supported by the source are described in the Data Model.

JDBC Connection Parameters

For the list of JDBC connection parameters, see Connection Parameters.