Dynamics 365

Connectivity Summary

An out of the box connector is available for the Dynamics 365 database. It provides support for crawling database objects and sample profiling of data.

The connectivity to Dynamics 365 is via Rest API, which is included in the platform. 

Note: OvalEdge connects to Dynamics 365 environment through the REST API given by Microsoft Dynamics 365.

Connector Capabilities

The connector capabilities are shown below:

Crawling

Supported objects and data types for Crawling are:

Supported Objects Supported Data types
Tables, Table Columns, Views, Stored Procedures, Functions, Triggers, Roles, Users, Permissions, Triggers, Usage Statistics All the standard data types of Dynamics 365 as we only support Sample profiling.

Please see this article Crawling Data for more details on crawling. 

Profiling

Feature Support Remarks

Table Profiling

Row count, Columns count, View sample data

 

View Profiling

Row count, Columns count, View sample data

View is treated as a table for profiling purposes

Column Profiling

Min, Max, Null count, distinct, top 50 values

 

Full Profiling 

Not Supported

 

Sample Profiling

Supported

 

See this article Profile Data to know more about Profiling.

By default the service account provided for the connector will be used for any query operations. If the service account has write privileges, then Insert / Update / Delete queries can be executed.

Pre-requisites

To use the connector, the following need to be available:

  • Connection details as specified in the following section should be available.
  • A service account, for crawling and profiling. The minimum privileges required are:
      • Connection validate
      • Crawl Schemas
      • Crawl Tables
      • Profile Schemas, Tables
      • Query Logs
      • Get Views, Procedures, Function code

Connection Details

The following connection settings should be added for connecting to a Dynamics 365 database:

  • Database Type: Dynamics 365
  • Connection Name: Select a Connection name for the Dynamics 365 database. The name that you specify is a reference name to easily identify your Dynamics 365 database connection in OvalEdge.
    Example: Dynamics 365 Connection DB1
  • Hostname / IP Address: Database instance URL (on-premises/cloud-based)
    Example: https://orgf0966f91.crm.dynamics.com/
  • Client secret: Client secret of the environment
  • Client ID: Client ID of the environment
  • Tenant ID: Tenant ID of the environment
  • Connection String: Dynamics 365 connection string. Set the Connection string toggle button to automatic, to get the details automatically from the credentials provided. Alternatively, you can manually enter the string.
    Format: https://{servername}:/api/data/v9.2
    Example: https://orgf0966f91.crm.dynamics.com/api/data/v9.2/

Once connectivity is established, additional configurations for Crawling and Profiling can be specified.

FAQs

  1. How does the Dynamics 365 Business edition differ from the Enterprise edition?
    Microsoft states there will be only one edition - Enterprise edition for Dynamics 365. There are various apps for Sales, Marketing, Customer Services, Field Services, etc. to choose as per the requirement.