Programmers reference for Microsoft Dynamics 365 Reader

Connection properties

ADFS Server

String

Specifies the ADFS server value. This property applies only for FinOps On-Premise.

You can retrieve the ADFS Server value for FinOps On-Premise by checking the System Parameters in the System Administration module.

Client ID

String

Specifies the OAuth application's client ID.

Client Secret

Password

Specifies the OAuth application's client secret.

Connection Pool Size

Integer

20

Maximum number of active connections.

Connection Profile Name

String

Name of the Dynamics 365 connection profile to use.

Edition

String

The edition of Microsoft Dynamics 365 being used.

Organization URL

String

To find your Microsoft Dynamics 365 organization's URL, sign in at https://m365.cloud.microsoft/ with your credentials. After logging in, you'll be directed to the Dynamics 365 home page.

The organization’s URL will appear in the browser’s address bar and will look like: https://<yourorgname>.crm.dynamics.com/. The <yourorgname> part is a unique identifier specific to your organization.

Refresh Token

Password

OAuth refresh token.

Tenant ID

String

Specifies a tenant ID. This value is the directory ID in the Azure Portal > Azure Active Directory > Properties.

Thread Pool Count

Integer

10

Number of threads for data ingestion. Should not exceed connection pool size.

When the value of the thread pool counter is higher than the connection pool size, large data ingestion operations can cause the app to halt. Since best performance is achieved when using one thread for each table being synced, increasing the size of the connection pool to match the number of threads in use is a performance best practice.

Use Connection Profile

Boolean

False

Set to true to use a connection profile instead of individual properties.

Scheming and data handling

Fetch Size

Integer

5000

Specifies the maximum number of results to return from Microsoft Dynamics 365 in a single fetch.

Incremental Load Marker

String

ModifiedOn

Name of the column used for incremental loads. Must be numeric or timestamp and strictly increasing.

Specify the name of the column that contains the start position value. This column must meet the following criteria:

Migrate Schema

Boolean

True

Enables schema migration during initial or automated load.

Mode

Select list

Automated

Data load mode: Automated, Initial load, or Incremental load.

Polling Interval

Integer

5m

How often to poll the source. Format: integer + d/h/m/s.

Start Position

String

%=-1

Where to begin reading from the check column. Use %-wildcard or timestamp format yyyy-mm-dd hh:mm:ss[.fffffffff].

Striim will read rows where the check column (Incremental Load Marker) is greater than or equal to the specified value and skip all earlier rows.

If the check column spans multiple tables, you must provide a corresponding table name or use a wildcard for each value.

% is a wildcard character that represents all tables configured for reading.

-1 is a special value indicating that the adapter should start reading from the current point forward, capturing all new data from that moment on.

To specify an exact start position, use a timestamp in the format yyyy-mm-dd hh:mm:ss[.fffffffff].

Data selection

Tables

String

Semicolon-delimited list of tables to include. Supports wildcard %.

Excluded Tables

String

Tables to exclude when using wildcards in the Tables property.

Filtering Query

String

Table-specific filtering conditions. Format: tableName={condition};

Use the format: tableName1={condition1};tableName2={condition2}

Example: DimensionSetLines={parentType = 'Sales_x0020_Order'};Customer={dateOfPurchase >= '2025-01-01'}

Additional properties

Connection Timeout

String

300

API timeout in seconds.