Connector Details

Connector Attributes	Details
Name	Dynamics 365 CE (Direct)
Description	Dynamics 365 Customer Engagement (CE), formerly known as Dynamics CRM, is a comprehensive customer relationship management (CRM) platform developed by Microsoft. It offers a suite of integrated applications and services designed to help businesses manage customer interactions, streamline sales, automate marketing processes, and deliver exceptional customer service. Dynamics CE enables organizations to centralize customer data, track interactions across multiple channels, and gain insights to drive informed decision-making and personalized engagement strategies. With features such as sales automation, marketing automation, customer service management, and customizable dashboards and reports, Dynamics CE empowers businesses to build strong customer relationships, increase sales productivity, and drive business growth.
Connector Type	Class D

Features

Feature Name	Feature Details
Load Strategies	Full Load, Incremental Load
Metadata Extraction	Supported
Data Acquisition	Supported
Data Publishing	Supported
Automated Schema Drift Handling	Not Supported

Source Connection Attributes

Connection Parameters	Data Type	Example
Connection Name	String	Dynamics365CEConnector
Dynamics URL	String	https://your-dynamics-instance.crm.dynamics.com
Azure Tenant ID	String	your-azure-tenant-id
OAuth Client ID	String	your-oauth-client-id
OAuth Client Secret	String	your-oauth-client-secret
Client Details Secret Name (Optional)	String	your-secret-name
Bronze Schema (Optional)	String
Silver Schema (Optional)	String

Connector Specific Configuration Details

Dynamics 365 FO (Dataverse via Synapse Link) connector has optional values such as Bronze Schema and Silver Schema
These connectors service both the CRM and FnO ERPs of Dynamics 365. The only difference in implementation is in the dynamics_erp portion of the connection string.
The extraction piece inherits the CData JDBC base class. Just overloading the configure secrets method to build the connection string from the JSON object.
The publishing side implements it's own class. The class features are largely borrowed from the DDU workflow.
The Log Table gives more fine-grained information about failures that can be achieved in the standard publish metrics.
Each record is pushed independently to the target in parallel using multi-threading. Failed records are moved to the quarantine database along with metadata about the operation and the failure.

Example for Dynamics - CE connection string:

{"dynamics_erp": "dynamicscrm", "dynamics_url": "my.crm.dynamics.com", "azure_tenant": "abc-123", "client_id": "my_client_id", "client_secret": "my_client_secret", "extra_clients_secret_name": "ddu-publishing-secrets"}

batch_days option (trickle feed mode): When using incremental load with trickle_feed mode, the extraction window per run is controlled by the batch_days option (default: 7). This limits how many days of data are read in a single run. If the range between start_date and end_date exceeds batch_days, only start_date + batch_days of data is processed per run. To extract a wider date range in one run, explicitly pass batch_days=N in options:
```
{ "batch_days": 14, "start_date": "2026-05-01T00:00:00", "end_date": "2026-05-15T00:00:00" }
```
Watermark diagnostic logging: During incremental extractions, the connector now logs the actual min and max values of the watermark column found in the extracted data, alongside the expected start_date → end_date window and the total row count. This helps diagnose silent data gaps where the data range does not align with the requested window.
Trickle feed windowing behaviour: In trickle_feed mode the effective end_date per run is always min(start_date + batch_days, runtime_datetime). If the explicitly provided end_date is farther in the future than start_date + batch_days, it will be silently capped for that run. Run the extraction multiple times with the updated start_date (set to the previous run's newWaterMarkDate) to cover the full range, or increase batch_days to match the desired window.

Screenshot To Use Connector