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.

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

Set the following embedded OAuth parameter:

OAuth Parameter	Description
OAuthSettingsLocation	Saves the authentication values to be persisted across connections. The user must register an `init` script on the jobs cluster to propagate the `OAuthSettingsLocation` file across all the worker nodes.

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

Field	Description
OAuthClientId	Set this to the client Id assigned when you registered your app.
OAuthClientSecret	Set this to the client secret assigned when you registered your app.
CallbackURL	Set this to the redirect URI defined when you registered your app.

Field	Description
Fetch Data Using	The mechanism through which Infoworks fetches data from the database.
Connection URL	The connection URL through which Infoworks connects to the database.
Username	The username for the connection to the database.
Password	The password for the username provided.
Source Schema	The schema in the database to be crawled. The schema value is case sensitive.

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

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

To create a JDBC URL, see Establishing a Connection.

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

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

Last updated on

Was this page helpful?