Microsoft 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:
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
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
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.
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