# 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.

<figure><img src="/files/nNbLxWK9bc1AmPJNhJJn" alt=""><figcaption></figcaption></figure>

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

{% hint style="success" %}
*Note: OvalEdge connects to Dynamics 365 environment through the REST API given by Microsoft Dynamics 365.*
{% endhint %}

## 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](https://support.ovaledge.com/step-by-step-guide-to-setup-ovaledge-crawlers) for more details on crawling.&#x20;

### **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](https://support.ovaledge.com/step-by-step-guide-to-setup-ovaledge-profiling) 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](https://support.ovaledge.com/understanding-crawler-settings) and [Profiling](https://support.ovaledge.com/understanding-profiling-settings) 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.

***

&#x20;Copyright © 2025, OvalEdge LLC, Peachtree Corners GA USA


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