How to Connect to Dynamics 365 or CDS Database from SQL Management Studio
Dilip
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Hello Friends!
It's been a while (close to 2 years) since I was last here. Had been super busy with my team doing and managing multiple implementations full-on with Dynamics 365 suite of Products.
And, I'm super excited with the platform and what it has to offer in the upcoming releases.
Recently, for a client of mine, we were helping with implementation of Customer Service and as part of the implementation, they wanted to do quick reconciliation of customers and accounts between their current ERP system - Pronto and Dynamics 365 Customer Service.
As some of you might be already aware, Microsoft quite recently have announced a preview version of CDS SQL Connector wherein you can use the famous SQL Management Studio to connect to Dynamics 365 Customer Service or any CDS database. This applies to Dynamics 365 Sales or Dynamics 365 Customer Engagement as well.
So, to get started you need to do the following:
SQL Management Studio in Action:
Points to be noted:
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It's been a while (close to 2 years) since I was last here. Had been super busy with my team doing and managing multiple implementations full-on with Dynamics 365 suite of Products.
- Dynamics 365 Finance
- Dynamics 365 Supply Chain Management
- Dynamics 365 Business Central Online
- Dynamics 365 Customer Engagement
- Dynamics 365 Customer Service
And, I'm super excited with the platform and what it has to offer in the upcoming releases.
Recently, for a client of mine, we were helping with implementation of Customer Service and as part of the implementation, they wanted to do quick reconciliation of customers and accounts between their current ERP system - Pronto and Dynamics 365 Customer Service.
As some of you might be already aware, Microsoft quite recently have announced a preview version of CDS SQL Connector wherein you can use the famous SQL Management Studio to connect to Dynamics 365 Customer Service or any CDS database. This applies to Dynamics 365 Sales or Dynamics 365 Customer Engagement as well.
So, to get started you need to do the following:
- Download SSMS 18.5 v https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/cds-sql-query
- Then initially I got an error when trying to connect to ppgcstest.crm6.dynamics.com,5558 from SSMS, It was related to “tds protocol endpoint is disabled for this organization”
- After some troubleshooting, found an easy way to enable the preview feature
- Once it was enabled, then I could easily connect using SSMS and now can browse any table of CS
- I got a bit lost with this last step - So, we need to go to Power Platform Admin Centerhttps://admin.powerplatform.microsoft.com/environments. To fix this, we need to enable it from the Features Settings here
-
SQL Management Studio in Action:
Points to be noted:
- This is still in preview mode
- Microsoft's recommendation is not to run in PROD, however I have tried it and it works but i will stick with Microsoft's advise
- Database is read-only mode
- No IUDs can be done
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