Connecting to Microsoft Dynamics CRM

For information on the available WHL files for supported environments, and how to install the appropriate file for your Python distribution, see Package Installation.

For information on the module to import, and how to configure the necessary connection properties in a connection string, see Establishing a Connection.

Other available connection properties can be used to configure other aspects of the connector capabilities.

Python Version Support

The CData Python Connector for Microsoft Dynamics CRM can be installed and used in Python 3.10 or newer.

Microsoft Dynamics CRM Version Support

The connector models CRM on-premise or hosted Microsoft Dynamics 365 instances as read/write, relational databases. The connector uses versions 2011+ of the CRM Web Services APIs to connect to Dynamics CRM data. The connector supports forms-based and claims-based authentication to the API.

See Also

• Using the Connector: Establish connections and query Microsoft Dynamics CRM through Python code.
• From SQLAlchemy: Use SQLAlchemy to establish a connection with dialect URL, and interact with Microsoft Dynamics CRM data using mapped classes and Sessions.

Dependencies

The Python connectors require that Python 3.10 or newer be installed.

Installation

The CData Python Connector for Microsoft Dynamics CRM is available as a WHL file for Windows, Linux, and Mac. Each connector is built using the Python 3.10 Stable ABI (indicated by the abi3 tag in the filename), so a single wheel supports any Python 3.10 or newer installation — there is no need to match your exact Python minor version. Use the "pip install" command with the appropriate WHL file for your platform.

Windows:

pip install cdata_dynamicscrm_connector-26.0.9655-cp310-abi3-win_amd64.whl

Linux:

pip install cdata_dynamicscrm_connector-26.0.9655-cp310-abi3-linux_x86_64.whl

macOS:

pip install cdata_dynamicscrm_connector-26.0.9655-cp310-abi3-macosx_12_0_arm64.whl

The macOS wheel supports arm64 (Apple Silicon) architectures only on macOS 12 and newer.

Regardless of the environment, certain distributions might require that the "pip3 install" command be used instead, to differentiate from a Python 2 distribution that might exist already. After installation, confirm whether the connector is successfully installed by running the "pip list" command. If "cdata_dynamicscrm_connector" is present in the list output by the command, then the installation was successful.

Upgrading

When upgrading, "pip install" does not automatically clean up old JRE files. To avoid leftover files that could cause JVM errors, uninstall the previous version before installing the new one.

Licensing

After the installation is complete, a separate step is needed to activate a license for the connector. Among the CData assets in the distribution's site packages, there is an install-license tool that activates this license. From within the distribution's site-packages folder, after navigating to the "cdata/installlic_dynamicscrm" folder, simply use a command like the below to activate the license. Omitting the <key> argument activates a trial license:

• Windows:
  

  ./install-license.exe <key>

• Linux / Mac:
  

  ./install-license.sh <key>

Sometimes, file access issues may cause pip to install the connector in a fallback file path that is not the python distribution's main or primary site-packages location. This can make it difficult to find where the connector was installed, and from there, the license activator. In that event, this python script below will print out the full file path of the connector's native file. This file will be stored in the mentioned cdata folder, from which the installlic_dynamicscrm folder is trivial to find:

import os
import cdata.dynamicscrm
path = os.path.abspath(cdata.dynamicscrm.__file__)
print(path)

Uninstallation

If the connector needs to be uninstalled for any reason, do so by running the pip uninstall command, as in the example below:

pip uninstall cdata-dynamicscrm-connector

The objects available within our connector are accessible from the "cdata.dynamicscrm" module. To use the module's objects directly:

1. Import the module as follows:
   

   import cdata.dynamicscrm as mod

2. To establish a connection string, call the connect() method from the connector object using an appropriate connection string, such as:
   

   mod.connect("User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;")

Connecting to Microsoft Dynamics CRM

To connect, set the root URL of your organization.

Authenticating to Microsoft Dynamics CRM On-Premise

To authenticate to Microsoft Dynamics CRM On-Premise, set CRMVersion = CRM2011+.

NTLM

To use SPNEGO over NTLM authentication on a CRM On-Premise deployment, set these parameters:

• AuthScheme: NTLM.
• User: The user's login Id.
• Password: The user's login password.

Example NTLM connection string:

AuthScheme=NTLM;Url='https://myOrg.crm.dynamics.com/';User=username;Password=password;CRM Version='CRM2011+'

Kerberos

To use SPNEGO over Kerberos authentication on a CRM On-Premise deployment, set these parameters:

• AuthScheme: Kerberos.
• User: The user's login Id.
• Password: The user's login password.

Example Kerberos connection string:

AuthScheme=Kerberos;Url='https://myOrg.crm.dynamics.com/';User=username;Password=password;CRM Version='CRM2011+'

Internet-Facing Deployments (IFDs)

To authenticate via an IFD, set InternetFacingDeployment to true.

Example IFD connection string:

AuthScheme=NTLM;Url='https://myOrg.com/';User=username;Password=password;InternetFacingDeployment=True;CRM Version='CRM2011+'

Authenticating to Microsoft Dynamics CRM Online

You can authenticate to Microsoft Dynamics CRM Online via either Azure AD (for user-based authentication) or Azure Service Principal (for Service Principal-based authentication).

To authenticate to Microsoft Dynamics CRM Online, set CRMVersion = CRMOnline.

Entra ID (Azure AD)

Note: Microsoft has rebranded Azure AD as Entra ID. In topics that require the user to interact with the Entra ID Admin site, we use the same names Microsoft does. However, there are still CData connection properties whose names or values reference "Azure AD".

Microsoft Entra ID is a multi-tenant, cloud-based identity and access management platform. It supports OAuth-based authentication flows that enable the driver to access Microsoft Dynamics CRM endpoints securely.

Authentication to Entra ID via a web application always requires that you first create and register a custom OAuth application. This enables your application to define its own redirect URI, manage credential scope, and comply with organization-specific security policies.

For full instructions on how to create and register a custom OAuth application, see Creating an Entra ID (Azure AD) Application.

After setting AuthScheme to AzureAD, the steps to authenticate vary, depending on the environment. For details on how to connect from desktop applications, web-based workflows, or headless systems, see the following sections.

Desktop Applications

You can authenticate from a desktop application using either the driver's embedded OAuth application or a custom OAuth application registered in Microsoft Entra ID.

Option 1: Use the Embedded OAuth Application

This is a pre-registered application, included with the driver. It simplifies setup and eliminates the need to register your own credentials and is ideal for development environments, single-user tools, or any setup where quick and easy authentication is preferred.

Set the following connection properties:

• AuthScheme: AzureAD
• InitiateOAuth:
  • GETANDREFRESH – Use for the initial login. Launches the login page and saves tokens.
  • REFRESH – Use this setting when you have already obtained valid access and refresh tokens. Reuses stored tokens without prompting the user again.

When you connect, the driver opens the Microsoft Entra sign-in page in your default browser. After signing in and granting access, the driver retrieves the access and refresh tokens and saves them to the path specified by OAuthSettingsLocation.

Option 2: Use a Custom OAuth Application

If your organization requires more control, such as managing security policies, redirect URIs, or application branding, you can instead register a custom OAuth application in Microsoft Entra ID and provide its values during connection.

During registration, record the following values:

• OAuthClientId: The client Id that was generated when you registered your custom OAuth application.
• OAuthClientSecret: The client secret that was that was generated when you registered your custom OAuth application.
• CallbackURL: A redirect URI you defined during application registration.

For full instructions on how to register a custom OAuth application and configure redirect URIs, see Creating an Entra ID (Azure AD) Application.

Set the following connection properties:

• AuthScheme: AzureAD
• InitiateOAuth:
  • GETANDREFRESH – Use for the initial login. Launches the login page and saves tokens.
  • REFRESH – Use this setting when you have already obtained valid access and refresh tokens. Reuses stored tokens without prompting the user again.
• OAuthClientId: The client Id that was generated when you registered your custom OAuth application.
• OAuthClientSecret: The client secret that was generated when you registered your custom OAuth application.
• CallbackURL: A redirect URI you defined during application registration.

After authentication, tokens are saved to OAuthSettingsLocation. These values persist across sessions and are used to automatically refresh the access token when it expires, so you don't need to log in again on future connections.

Web Applications

To authenticate from a web application, you must register a custom OAuth application in Microsoft Entra ID (formerly Azure Active Directory). Embedded OAuth apps are not supported in this context because web-based flows require a registered redirect URI and centralized credential management.

This approach is designed for hosted, multi-user environments where access must be delegated through a secure, standards-compliant OAuth workflow. It gives your organization control over the OAuth client, redirect URI, branding, and permissions scope.

Before you begin: Register a custom OAuth application in the Azure portal. During registration, collect the following values:

• OAuthClientId: The client Id that was generated when you registered your custom OAuth application.
• OAuthClientSecret: The client secret that was generated when you registered your custom OAuth application.
• CallbackURL: A redirect URI you defined during application registration.

For full instructions on how to register a custom OAuth application and configure redirect URIs, see Creating an Entra ID (Azure AD) Application.

To authenticate using AzureAD in a web application, configure the following connection properties:

• AuthScheme: AzureAD
• InitiateOAuth: OFF – Disables automatic login prompts.
• OAuthClientId: The client Id that was generated when you registered your custom OAuth application.
• OAuthClientSecret: The client secret that was generated when you registered your custom OAuth application.
• CallbackURL: A redirect URI you defined during application registration.

Because web applications typically manage OAuth flows manually on the server-side, InitiateOAuth must be set to OFF. This allows you to explicitly control when and how tokens are retrieved and exchanged using stored procedures.

After configuring these properties, follow the steps below to obtain and exchange OAuth tokens:

1. Call the GetOAuthAuthorizationUrl stored procedure:
   • CallbackURL: Set to your registered redirect URI
2. Open the returned URL in a browser. Sign in with a Microsoft Entra ID account and grant access.
3. After signing in, you are redirected to your CallbackURL with a code parameter in the query string.
4. Extract the code and pass it to the GetOAuthAccessToken stored procedure:
   • AuthMode: WEB
   • Verifier: The authorization code from the CallbackURL
5. The procedure returns:
   • OAuthAccessToken: Used for authentication.
   • OAuthRefreshToken: Used to refresh the access token.
   • ExpiresIn: The lifetime of the access token in seconds.

To enable automatic token refresh, configure the following connection properties:

• InitiateOAuth: REFRESH
• OAuthRefreshToken: Your previously obtained refresh token

When InitiateOAuth is set to REFRESH, the driver uses the provided refresh token to request a new access token automatically.

After a successful connection, the driver saves the updated access and refresh tokens to the file specified by OAuthSettingsLocation.

You only need to repeat the full OAuth authorization flow if the refresh token expires, is revoked, or becomes invalid.

For more background on OAuth flows in Microsoft Entra ID, see Microsoft Entra Authentication Overview.

Headless Machines

Headless environments like CI/CD pipelines, background services, or server-based integrations do not have an interactive browser. To authenticate using AzureAD, you must complete the OAuth flow on a separate device with a browser and transfer the authentication result to the headless system.

Setup options:

• Obtain and exchange a verifier code
  • Use another device to sign in and retrieve a verifier code, which the headless system uses to request tokens.
• Transfer an OAuth settings file
  • Authenticate on another device, then copy the stored token file to the headless environment.

Using a Verifier Code

1. On a device with a browser:
   • If using a custom OAuth app, set the following properties:
     • InitiateOAuth: OFF
     • OAuthClientId: The client Id that was generated when you registered your custom OAuth application.
     • OAuthClientSecret: The client secret that was generated when you registered your custom OAuth application.
   • Call the GetOAuthAuthorizationUrl stored procedure to generate a sign-in URL.
   • Open the returned URL in a browser. Sign in and grant permissions to the driver. You are redirected to the callback URL, which contains the verifier code.
   • After signing in, save the value of the code parameter from the redirect URL. You will use this later to set the OAuthVerifier connection property.
2. On the headless machine:
   • Set the following properties:
     • AuthScheme: AzureAD
     • InitiateOAuth: REFRESH
     • OAuthVerifier: The verifier code you saved.
     • OAuthSettingsLocation: The path of the file that holds the OAuth token values.
     • For custom applications:
       • OAuthClientId: The client Id that was generated when you registered your custom OAuth application.
       • OAuthClientSecret: The client secret that was generated when you registered your custom OAuth application.
   • After tokens are saved, reuse them by setting:
     • InitiateOAuth: REFRESH
     • OAuthSettingsLocation: Make sure this location grants read and write permissions to the driver to enable the automatic refreshing of the access token.
     • For custom applications:
       • OAuthClientId: The client Id that was generated when you registered your custom OAuth application.
       • OAuthClientSecret: The client secret that was generated when you registered your custom OAuth application.

Transferring OAuth Settings

1. On a device with a browser:
   • Connect using the instructions in the Desktop Applications section.
   • After connecting, tokens are saved to the file path in OAuthSettingsLocation. The default filename is OAuthSettings.txt.

2. On the headless machine:
   • Copy the OAuth settings file to the machine.
   • Set the following properties:
     • AuthScheme: AzureAD
     • InitiateOAuth: REFRESH
     • OAuthSettingsLocation: Make sure this location grants read and write permissions to the driver to enable the automatic refreshing of the access token.
     • For custom applications:
       • OAuthClientId: The client Id that was generated when you registered your custom OAuth application.
       • OAuthClientSecret: The client secret that was generated when you registered your custom OAuth application.

After setup, the driver uses the stored tokens to refresh the access token automatically, no browser or manual login is required.

Azure Service Principal

Note: Microsoft has rebranded Azure AD as Entra ID. In topics that require the user to interact with the Entra ID Admin site, we use the same names Microsoft does. However, there are still CData connection properties whose names or values reference "Azure AD".

Service principals are security objects within a Microsoft Entra ID (Azure AD) application that define what that application can do within a specific tenant. Service principals are created in the Entra admin center, also accessible through the Azure portal. As part of the creation process we also specify whether the service principal will access Entra resources via a client secret or a certificate.

Depending on the service you are connecting to, a tenant administrator may need to enable Service Principal authentication or assign the Service Principal to the appropriate roles or security groups.

Instead of being tied to a particular user, service principal permissions are based on the roles assigned to them. These roles determine which resources the application can access and which operations it can perform.

When authenticating using a service principal, you must register an application with an Entra tenant, as described in Creating a Service Principal App in Entra ID (Azure AD).

This subsection describes properties you must set before you can connect. These vary, depending on whether you will authenticate via a client secret or a certificate.

Authentication with Client Secret

• AuthScheme: AzureServicePrincipal.
• AzureTenant: The Azure AD tenant to which you will connect.
• OAuthClientId: The client ID in your application settings.
• OAuthClientSecret: The client secret in your application settings.
• InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.

Authentication with Certificate

• AuthScheme: AzureServicePrincipalCert.
• AzureTenant: The Azure AD tenant to which you will connect.
• OAuthClientId: The client Id in your application settings.
• OAuthJWTCert: The JWT Certificate store.
• OAuthJWTCertType: The JWT Certificate store type.
• InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.

Java Native Interface (JNI) is a standard programming interface for writing Java native methods and embedding the Java virtual machine into native applications.

The connector leverages the JNI for improved performance on Mac and Linux.

Configure the Config INI File

The Linux and Mac editions of the Microsoft Dynamics CRM python connector are configured with an ini file. This file is used to set several parameters, including JNI behavior. This file is to be located in:

{path_to_distribution_site-packages}/cdata/config.ini

Ensure that any configuration properties you set in the ini file fall under the following section name (adjust the 311 number if you are using an different python version from 3.11):

• For Linux:
  

  [dynamicscrm.cpython-311-x86_64-linux-gnu.so]

• For Mac:
  

  [dynamicscrm.cpython-311-darwin.so]

Configure the JNI connector's behavior by editing the properties in the connector's config.ini file. The connector can be configured as follows:

• LOGFILE: Set this the same way as the CDATA_LOGFILE envrionment variable below.
• JAVA_HOME: Configure the path to the JVM library location used to launch the JVM.
• CLASS_PATH: Use a colon-separated list to configure the paths to the third-party jar libraries.

Configure Environment Variables

Additionally, set the following environment variables:

• CDATA_JAVA_HOME: Configure the path to the JVM library location used to launch the JVM.
• CDATA_JVM_OPTIONS: Place JVM options here.
• CDATA_LOGFILE: Set this in the following scheme: <SCHEME>://<TAG>[|<LEVEL>]
  • SCHEME: The options are STDOUT, FILE.
    • STDOUT: Both the native wrapper and odbc core log into stdout. The Logfile and Verbosity properties can override the behavior of ODBC core.
    • FILE: The native wrapper logs into <FILENAME> while the odbc core logs into <FILENAME>.driver.log. The Logfile and Verbosity properties can override the behavior of ODBC core.
  • TAG
    • For STDOUT, set this to 1. For FILE, set this to the filename.
  • LEVEL
    • Set to one of: FATAL | ERROR | WARNING | INFO | DEBUG

The following are some examples of this syntax:

• STDOUT://1|DEBUG
• FILE:///tmp/my_py.log|DEBUG

Custom Logger

The Python connector supports a custom logging mechanism for redirecting log output to any destination, such as a cloud storage service or logging framework. Use setCustomLoggerFactory() to register a factory function that creates a logger instance for each connection.

The factory function receives the context string from the Logfile connection property (the portion after CUSTOM://) and must return an object with a writeLog(verbosity, message) method.

To enable custom logging:

1. Call setCustomLoggerFactory() with your factory function before opening connections.
2. Set Logfile to CUSTOM:// followed by a context string to identify the connection.
3. Set Verbosity to the desired log level.

The following example demonstrates a custom logger factory that creates a separate logger instance per connection:

import cdata.dynamicscrm as mod
import time

class MyLogger:
    def __init__(self, loggerId):
        self.loggerId = loggerId
    def writeLog(self, verbosity, message):
        print("[MyLogger " + self.loggerId + "] " + message)

def createLogger(context):
    return MyLogger(context[len("MyLoggerId="):])

mod.setCustomLoggerFactory(createLogger)

conn1 = mod.connect("...;Logfile=CUSTOM://MyLoggerId=1;Verbosity=2;")
# do something with conn1
time.sleep(1)  # Wait for logs to flush from conn1

conn2 = mod.connect("...;Logfile=CUSTOM://MyLoggerId=2;Verbosity=2;")
# do something with conn2
time.sleep(1)  # Wait for logs to flush from conn2

Creating an Entra ID (Azure AD) Application

Note: Microsoft has rebranded Azure AD as Entra ID. In topics that require the user to interact with the Entra ID Admin site, we use the same names Microsoft does. However, there are still CData connection properties whose names or values reference "Azure AD".

Microsoft Dynamics CRM supports OAuth-based authentication using Microsoft Entra ID. If you will connect via a web application and want to authenticate via Entra ID, you must first register a custom OAuth application in the Entra Admin Center, as described below.

If you will connect via a desktop application or headless machine, you can authenticate using Microsoft Dynamics CRM's built-in embedded application credentials, which use CData branding. However, custom OAuth applications are also compatible with desktop and headless authentication flows, and may be preferable for production deployments or environments requiring strict policy control.

Registering the Application

To register an OAuth application in Microsoft Entra ID, follow these steps:

1. Go to https://portal.azure.com.
2. In the left-hand navigation pane, select Microsoft Entra ID > App registrations.
3. Click New registration.
4. Enter a name for the application.
5. Specify the types of accounts this application should support:
   • For private-use applications, select Accounts in this organization directory only.
   • For distributed applications, select one of the multi-tenant options.

   Note: If you select Accounts in this organizational directory only, when you connect with CData Python Connector for Microsoft Dynamics CRM, you must set AzureTenant to the tenant's ID (either GUID or verified domain). Otherwise, authentication will fail.

6. Set Select a platform to Web, and set the redirect URI to http://localhost:33333 (default), or use another URI appropriate for your deployment. When using a custom redirect URI set a CallbackURL connection property; in those cases, set it to match this URI exactly.
7. Click Register. The application management screen opens. Record these values for later use:
   • Application (client) ID is used for OAuthClientId
   • Directory (tenant) ID is used for AzureTenant
8. Go to Certificates & Secrets. Click New Client Secret, set the desired expiration, and save the generated value. This value will only be shown once — record it to use with OAuthClientSecret.

9. To locate the user_impersonation permission, go to API permissions, select Add a permission, search for Dynamics CRM, choose Delegated Permissions, and then select user_impersonation.
10. To confirm, click Add permissions.

Creating a Service Principal App in Entra ID (Azure AD)

Note: Microsoft has rebranded Azure AD as Entra ID. In topics that require the user to interact with the Entra ID Admin site, we use the same names Microsoft does. However, there are still CData connection properties whose names or values reference "Azure AD".

Microsoft Dynamics CRM supports Service Principal-based authentication, which is role-based. This means that the Service Principal's permissions are determined by the roles assigned to it. The roles specify what resources the Service Principal can access and which operations it can perform.

If you want to use a Service Principal to authenticate to Microsoft Dynamics CRM, you must create a custom application in Microsoft Entra ID.

To enable Service Principal authentication:

• Confirm that you have permission to register applications and assign roles in your tenant.
• Register a new application and configure credentials and permissions in the Entra Admin Center.

Registering the Application

1. Go to https://portal.azure.com.
2. In the left-hand navigation pane, select Microsoft Entra ID > App registrations.
3. Click New registration.
4. Enter a name for the application.
5. Select the desired tenant setup. Since this custom application is for Service Principal use, choose Any Microsoft Entra ID tenant – Multitenant.

6. Click Register. The application management screen opens. Note the value in Application (client) ID as the OAuthClientId and the Directory (tenant) ID as the AzureTenant

7. To locate the user_impersonation permission, go to API permissions, select Add a permission, search for Dynamics CRM, choose Delegated Permissions, and then select user_impersonation.
8. Navigate to Certificates & Secrets and define the application authentication type. Two types of authentication are available: certificate (recommended) or client secret
   • For certificate authentication: In Certificates & Secrets, select Upload certificate, then upload the certificate from your local machine. For more information on creating a self-signed certificate, see Create a self-signed certificate
   • For creating a new client secret: In Certificates & Secrets, select New Client Secret for the application and specify its duration. After the client secret is saved, Microsoft Dynamics CRM displays the key value. This value is displayed only once, so be sure to record it for future use. Use this value for the OAuthClientSecret

9. Navigate to Authentication and select the Access tokens option.
10. Save your changes.

Consent for Client Credentials

OAuth supports the use of client credentials to authenticate. In a client credentials authentication flow, credentials are created for the authenticating application itself. The authentication flow acts just like the usual auth flow, except that there is no prompt for an associated user to provide credentials. All tasks accepted by the application are executed outside of the context of a default user.

Note: Since the embedded OAuth credentials authenticate on a per-user basis, you cannot use them in a client authentication flow. You must always create a custom OAuth application to use client credentials.

1. Log in to https://portal.azure.com
2. Create a custom OAuth application, as described above.
3. Navigate to App Registrations.
4. Find the application you just created, and open API Permissions.
5. Select the Microsoft Graph permissions. There are two distinct sets of permissions: Delegated and Application.
6. For use with Service Principal, specify Application permissions.
7. Select any additional permissions you require for your integration.

Fine Tuning Data Access

Use the following connection properties to control column name identifiers and other aspects of data access useful in more advanced integrations:

• IncludeCalculatedColumns: This option controls whether the driver returns the Calculated Columns defined on a table. Only applicable for CRM 2015+.
• UseNameForPicklistValue: Whether the string value should be used for picklist field values instead of integers.
• UseDisplayNames: Whether the display names for the columns should be used instead of the API names
• UseSimpleNames: Simplify the names of tables and columns returned. It will enforce a naming scheme such that only alphanumeric characters and the underscore are valid for the displayed table and column names.
• DefaultPrecision: The currency precision that is used for pricing throughout the system. Valid values are 0-4 and Auto.
• CallerId: The Id of a user to impersonate when inserting or updating new records.

General Changes

Date	Version	Source	Category	Type	Description
2026-05-27	26.0.9643	General	Connection	Removed	Removed the deprecated ReplaceInvalidTypesWithNull connection property. Use the ReplaceInvalidValuesWithNull property instead.
2026-05-27	26.0.9643	Microsoft Dynamics CRM	Connection	Replaced	Replaced the deprecated OAuth option in favor of AzureAD in the AuthScheme connection property. Updated the CRM Online default value from OAuth to AzureAD.
2026-05-22	26.0.9638	Python		Removed	Remove support for Intel x64 architecture on macOS
2026-05-21	26.0.9637	Microsoft Dynamics CRM	Data Model	Added	Added a new stored procedure, UpdateEntityMetadata.
2026-05-07	26.0.9623	General	Data Model	Added	Added the ColumnCapabilities column to the sys_tablecolumns system table. This column is a bit mask denoting the column's write capabilities.
2026-05-07	26.0.9623	Python		Changed	Updated embedded JRE to jre-17.0.19+10 (Linux x64 / MacOs x64).
2026-04-30	26.0.9616	Microsoft Dynamics CRM	Data Model	Changed	Renamed the following parameters in the AssociateRequest and DisassociateRequest stored procedures: RelatedEntityId# to RelatedEntityId RelatedEntityLogicalName# to RelatedEntityLogicalName
2026-04-30	26.0.9616	Microsoft Dynamics CRM	Data Model	Added	Added a required input parameter, RelatedEntitiesTempTable, to the AssociateRequest and DisassociateRequest stored procedures. Users must provide a temporary table for this parameter containing RelatedEntityId and RelatedEntityLogicalName values.
2026-04-15	26.0.9601	General	Query Exec	Changed	String comparisons using GREATER, LESS, and CONTAINS operators are now case-insensitive by default.
2026-01-13	25.0.9509	General		Added	Added support for the REGEXP_REPLACE() string function.
2025-12-21	25.0.9486	Python		Added	Added support for custom loggers in Python connectors on Linux and macOS.
2025-12-05	25.0.9470	General		Added	Added support for the INSERT INTO SELECT statement, with driver-side execution for providers that do not support the operation natively.
2025-10-30	25.0.9434	Python		Changed	Updated embedded JRE to jre-17.0.17+10 (Linux x64 / MacOs x64).
2025-10-06	25.0.9410	General		Added	Support for parsing datetime formats using ".S" and ",S" for milliseconds and nanoseconds.
2025-09-12	25.0.9386	General		Added	Added the IsInsertable, IsUpdateable, and IsDeleteable columns to the sys_tables table.
2025-09-10	25.0.9384	General		Changed	All columns in statically defined Views are now reported as read-only.
2025-09-03	25.0.9377	General		Changed	Corrected the behavior when IN criteria with NULL values are used in the projection part. It now returns NULL instead of 0. For example, "NULL IN (1,2)" returns "NULL".
2025-09-01	25.0.9375	General		Added	Added support for using the CAST function with infinity values. This function can cast "inf" and "-inf" to DOUBLE, FLOAT, or REAL.
2025-08-21	25.0.9364	General		Changed	Report behavior change: Fixed inconsistent string value comparisons in non-table queries. For example, "SELECT 'A' = 'a'" previously returned false, but it now returns true.
2025-08-13	25.0.9356	General		Changed	Changed the maximum number of pages held in memory from 15 to 5 for the page providers to decrease heap usage.
2025-07-18	25.0.9330	Microsoft Dynamics CRM		Removed	Removed the OAuthGrantType property. The grant type is now set implicitly through the 'AuthScheme' property. For example, you can use the 'OAuthPassword' AuthScheme instead of AuthScheme=OAuth with OAuthGrantType=Password.
2025-07-07	25.0.9319	Python		Removed	Removed the 32-bit version of Windows Python.
2025-07-02	25.0.9314	Python		Removed	Removed support for Python 3.9.
2025-06-25	25.0.9307	General		Removed	Removed the "ADLS Gen 1" value from the ConnectionType property.
2025-06-25	25.0.9307	Python		Added	Added support for Python 3.13 in Windows, Linux, and Mac editions.
2025-06-25	25.0.9307	Python		Removed	Removed support for Python 3.8 as it is no longer supported.
2025-06-20	25.0.9302	General		Added	Created the following functions: TEXT_ENCODE: encodes a string into a different charset (UTF8 → UTF7 and returns a binary array as the result). TEXT_DECODE: takes a binary array and decodes it back into a string when provided the charset. BASE64_ENCODE: takes a binary array and encodes it as a base64 string (varchar). BASE64_DECODE: takes a base 64-encoded string and decodes it into a binary array.
2025-06-18	25.0.9300	General		Changed	The internal code for exception handling has been refactored. Exception messages returned during certain error conditions may now have different wording or formatting.
2025-05-27	25.0.9278	General		Removed	Removed the "Proprietary" enum option from ProxyAuthscheme.
2025-05-12	25.0.9263	Python		Changed	Updated embedded JRE to jre-17.0.15+6 (Linux x64 / MacOS x64) and jre-17.0.15+6 (MacOS aarch64).
2025-02-15	24.0.9177	General		Added	Added support for converting unsigned integer types to the nearest signed data type that has enough precision to hold the unsigned value.This is done for JDBC only because it does not have support for unsigned data types.
2024-11-27	24.0.9097	General		Added	Added ThreadId to LogModule output. Logfile lines now include the Thread ID associated with the action being performed.
2024-06-05	24.0.8922	Python		Added	Added support for Python 3.12.
2024-05-28	24.0.8914	Microsoft Dynamics CRM		Removed	Removed the Auto AuthScheme option. The default value for the AuthScheme connection property is now NTLM.
2024-05-09	24.0.8895	General		Changed	The ROUND function previously did not accept negative precision values. That feature has now been restored.
2024-03-15	23.0.8840	General		Added	Created a new SQL function called STRING_COMPARE that provides java's String.compare() ability to SQL queries. Returns a number representative of the compared value of two strings
2024-03-04	23.0.8829	Microsoft Dynamics CRM		Added	Added support to update entities using UpdateRequest for DynamicsCRM.
2024-02-01	23.0.8797	Microsoft Dynamics CRM		Added	Added support for retrieving deleted records using auditing.
2023-11-29	23.0.8733	General		Changed	The ROUND function doesn't accept the negative precision values anymore.
2023-11-29	23.0.8733	General		Changed	The returning types of the FDMonth, FDQuarter, FDWeek, LDMonth, LDQuarter, LDWeek functions are changed from Timestamp to Date. The return type of the ABS function will be consistent with the parameter value type.
2023-11-28	23.0.8732	General		Added	Added the HMACSHA256 formatter to allow for secrets to be decoded if it is in base64 format
2023-08-29	23.0.8641	Python		Added	Added support for SQLAlchemy 2.0.
2023-06-20	23.0.8571	General		Added	Added the new sys_lastresultinfo system table.
2023-05-19	23.0.8539	Python		Added	Added support for Python 3.11 on Windows, Linux and Mac.
2023-05-16	23.0.8536	Python		Removed	Removed support for Python 3.7 on Windows and Linux
2023-04-25	23.0.8515	General		Removed	Removed support for the SELECT INTO CSV statement. The core code doesn't support it anymore.
2022-12-14	22.0.8383	General		Changed	Added the Default column to the sys_procedureparameters table.
2022-12-12	22.0.8381	Microsoft Dynamics CRM		Added	Added the WriteToFile parameter for CreateSchema. This defaults to true and must be disabled to write the schema to FileStream or FileData.
2022-12-12	22.0.8381	Microsoft Dynamics CRM		Removed	Removed the FileLocation parameter from CreateSchema. The Location property must be used to set the output directory for created schemas.
2022-12-06	22.0.8375	Microsoft Dynamics CRM		Added	Added AzureAD in AuthScheme for Azure Active Directory OAuth authentication. Added AzureServicePrincipal in AuthScheme for an Azure Service Principal.
2022-11-15	22.0.8354	Python		Changed	Updated embedded JRE to jre8u345-b01(Linux x64 / MacOS x64) and jre-17.0.5+8(MacOS aarch64).
2022-10-11	22.0.8319	Microsoft Dynamics CRM		Added	Added FileStream Input for CreateSchema stored procedure. It streams the contents of the created schema if no FileName input is specified. Added FileData output for CreateSchema stored procedure. It outputs the contents of the created schema in base64 if no FileName or FileStream input is specified.
2022-09-30	22.0.8308	General		Changed	Added the IsPath column to the sys_procedureparameters table.
2022-05-24	22.0.8179	Microsoft Dynamics CRM		Changed	Changed provider name to Microsoft Dynamics CRM.
2022-05-18	22.0.8173	Python		Added	Added support for Python 3.10 on Windows, Linux, and Mac Added support for Python 3.9 on Mac Added support for Mac M1
2022-05-18	22.0.8173	Python		Removed	Removed support for Python 3.6 on Windows and Linux
2022-04-15	21.0.8140	Microsoft Dynamics CRM		Added	Added the connection property "ExposeVirtualSubColumn", which supports exposing virtual subcolumns to return data in a different format.
2022-01-22	21.0.8057	Microsoft Dynamics CRM		Added	Added support for the NATIVEQUERY table function. This function can be used after a FROM to execute a query using FetchXML. For example, `SELECT * FROM NATIVEQUERY('<fetch version="1.0" output-format="xml-platform" mapping="logical"><entity name="account"><attribute name="name" /><attribute name="primarycontactid" /><attribute name="telephone1" /><attribute name="accountid" /><order attribute="name" descending="false" /></entity></fetch>')` will execute the inner query in Dynamics CRM directly and return the results.
2021-09-02	21.0.7915	General		Added	Added support for the STRING_SPLIT table-valued function in the CROSS APPLY clause.
2021-08-07	21.0.7889	General		Changed	Added the KeySeq column to the sys_foreignkeys table.
2021-08-06	21.0.7888	General		Changed	Added the new sys_primarykeys system table.
2021-07-23	21.0.7874	General		Changed	Updated the Literal Function Names for relative date/datetime functions. Previously, relative date/datetime functions resolved to a different value when used in the projection as opposed to the predicate. For example: SELECT LAST_MONTH() AS lm, Col FROM Table WHERE Col > LAST_MONTH(). Formerly, the two LAST_MONTH() methods would resolve to different datetimes. Now, they will match. As a replacement for the previous behavior, the relative date/datetime functions in the criteria may have an 'L' appended to them. For example: WHERE col > L_LAST_MONTH(). This will continue to resolve to the same values that were previously calculated in the criteria. Note that the "L_" prefix will only work in the predicate - it not available for the projection.
2021-06-05	21.0.7826	Microsoft Dynamics CRM		Added	Added support to authenticate submitting JWT certs instead of the OAuthClientSecret for the OAuth authentication scheme.
2021-04-25	21.0.7785	General		Added	Added support for handling client side formulas during insert / update. For example: UPDATE Table SET Col1 = CONCAT(Col1, " - ", Col2) WHERE Col2 LIKE 'A%'
2021-04-23	21.0.7783	General		Changed	Updated how display sizes are determined for varchar primary key and foreign key columns so they will match the reported length of the column.
2021-04-16	21.0.7776	General		Added	Non-conditional updates between two columns is now available to all drivers. For example: UPDATE Table SET Col1=Col2
2021-04-16	21.0.7776	General		Changed	Reduced the length to 255 for varchar primary key and foreign key columns.
2021-04-16	21.0.7776	General		Changed	Updated implicit and metadata caching to improve performance and support for multiple connections. Old metadata caches are not compatible - you need to generate new metadata caches if you are currently using CacheMetadata.
2021-04-16	21.0.7776	General		Changed	Updated index naming convention to avoid duplicates.
2021-04-15	21.0.7775	General		Changed	Kerberos authentication is updated to use TCP by default, but will fall back to UDP if a TCP connection cannot be established.
2021-04-09	21.0.7769	Microsoft Dynamics CRM		Deprecated	The Device\* connection properties are deprecated. These were used for Windows Live ID connections, which is a legacy authentication model.

This section provides a walk-through for writing Microsoft Dynamics CRM data access code in Python script.

For more information on the available data source entities and how to query them with SQL, see Data Model. For the SQL syntax, see SQL Compliance.

Connecting from Code

For information on how to deploy the connector and configure the connection to Microsoft Dynamics CRM, see Package Installation and Establishing a Connection.

For information on how to connect with the dynamicscrm.connector module and its related classes, see Connecting.

Executing SQL

The connection's cursor object is used to directly execute SQL queries. For information on how to execute SELECT statements and process the returned result sets, see Querying Data. For information on to modify the data in Microsoft Dynamics CRM with INSERT, UPDATE, and DELETE statements, see Modifying Data .

Executing Stored Procedures

You can call stored procedures by using the EXECUTE statement. For further information, see Calling Stored Procedures.

Batch Processing

For information about how to modify several rows of Microsoft Dynamics CRM data at once using parameterized INSERT, UPDATE, and DELETE statements, see Batch Processing.

Connecting with the cdata.dynamicscrm Module:

The connector's module is used directly to establish a connection with the data source. It does this by using a connection string as its argument. For example:

import cdata.dynamicscrm as mod
conn = mod.connect("User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;")

Once the connection is created, you can use it to execute subsequent SQL queries.

After connecting as described in Connecting, you can use the open connection to execute SQL statements.

Executing Queries

To execute SQL statements that return data, use the execute() method. Once a query is executed, the result set is fetched from the cursor. This result set can then be iterated over to process the records individually.

For example:

cur = conn.execute("SELECT Id, FirstName FROM Lead")
rs = cur.fetchall()
for row in rs:
	print(row)

Parameterized Queries

Various Python collections, such as arrays and tuples, can act as additional arguments for the execute() method. This enables you to parameterize the queries executed and help to prevent SQL Injection.

For example:

cmd = "SELECT Id, FirstName FROM Lead WHERE FirstName <> ?"
params = ["Bob"]
cur = conn.execute(cmd, params)
rs = cur.fetchall()
for row in rs:
	print(row)

The connection is also used to issue INSERT, UPDATE, and DELETE commands to the data source. Parameters can be used with these statements if desired.

Note that the connector does not support transactions. As with normal write operations, all SQL statements executed by this connector affect the data source immediately. Call the connection's commit() method following the execution.

Insert

The following example adds a new record to the table:

cmd = "INSERT INTO Lead (Id, FirstName) VALUES (?, ?)"
params = ["Jon Doe", "John"]
cur = conn.execute(cmd, params)
print("Records affected: ", cur.rowcount)

Update

The following example modifies an existing record in the table:

cmd = "UPDATE Lead SET FirstName = ? WHERE Id = ?"
params = ["John", "1045625d-99ee-e011-a272-00155d01ad6b"]
cur = conn.execute(cmd, params)
print("Records affected: ", cur.rowcount)

Delete

The following example removes an existing record from the table:

cmd = "DELETE FROM Lead WHERE Id = ?"
params = ["1045625d-99ee-e011-a272-00155d01ad6b"]
cur = conn.execute(cmd, params)
print("Records affected: ", cur.rowcount)

You can execute stored procedures using either the execute() or callproc() method of the connection.

Calling Stored Procedures Using Execute()

When you call stored procedures by issuing EXECUTE commands, the stored procedure arguments are parameterized. For example:

cmd = "EXECUTE Assign Table = ?"
params = ["Task"]
conn.execute(cmd, params)

Calling Stored Procedures Using Callproc()

When you call stored procedured by issuing the callproc() method, the stored procedure arguments are a procedure name and a list of parameters. For example:

cur = conn.cursor()
params = ["Task"]
cur.callproc("Assign", params)

This Python connector also supports writing to the data source via batch processing, using the cursor object's executemany() method. This requires both a SQL statement string and a data frame of values that act as a series of parameters for executing the SQL statement.

Note that the connector does not support transactions. As with normal write operations, all SQL statements executed by this connector affect the data source immediately. Call the connection's commit() method following the execution.

Insert

The following example adds new records to the table:

cur = conn.cursor()
cmd = "INSERT INTO Lead (Id, FirstName) VALUES (?, ?)"
params = [["Jon Doe", "John"], ["Jon Doe", "John"]]
cur.executemany(cmd, params)
print("Records affected: ", cur.rowcount)

Update

The following example modifies existing records in the table:

cur = conn.cursor()
cmd = "UPDATE Lead SET FirstName = ? WHERE Id = ?"
params = [["John", "1045625d-99ee-e011-a272-00155d01ad6b"], ["John", "1045625d-99ee-e011-a272-00155d01ad6b"]]
cur.executemany(cmd, params)
print("Records affected: ", cur.rowcount)

Delete

The following example removes existing records from the table:

cur = conn.cursor()
cmd = "DELETE FROM Lead WHERE Id = ?"
params = [["1045625d-99ee-e011-a272-00155d01ad6b"], ["1045625d-99ee-e011-a272-00155d01ad6b"]]
cur.executemany(cmd, params)
print("Records affected: ", cur.rowcount)

The connector is integrated with other tools and packages within Python.

Python Integration Guides

The following sections show how to create and use connections with the connector in common packages in Python:

• From SQLAlchemy
• From Pandas
• From Matplotlib
• From Petl

Complete List of Microsoft Dynamics CRM Integration Quickstarts

For information on connecting from other applications, see Microsoft Dynamics CRM integration guides.

The CData Python Connector for Microsoft Dynamics CRM includes a Dialect class that enables integration with SQLAlchemy. Bear in mind that several aspects of connector functionality are not currently supported in SQLAlchemy 2.0 or above. If necessary, downgrade SQLAlchemy to version 1.4 or 1.3 before using this connector.

The following sections detail various aspects of this integration:

Connecting From SQLAlchemy

To construct a URL with which SQLAlchemy loads and uses the appropriate connector automatically, see Connecting

Reflecting Metadata With SQLAlchemy

To learn how to model Microsoft Dynamics CRM tables with mapped classes, see Reflecting Metadata.

Querying Data From SQLAlchemy

To learn how to use mapped classes to query the associated tables, see Querying Data.

Modifying Data From SQLAlchemy

The connector provides INSERT/UPDATE/DELETE functionality in SQLAlchemy. To learn how to call the session's execute() method to affect the data in the data source, see Modifying Data.

Connecting With a Dialect URL

Establishing a connection using SQLAlchemy requires a specific URL format. For this connector, you can create the engine using either of the following URL formats:

Format 1

from sqlalchemy import create_engine
engine = create_engine("dynamicscrm:///?User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;")

Format 2

from sqlalchemy import create_engine
engine = create_engine("dynamicscrm://User:Password@/?URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;")

For SQLAlchemy 2.0, the dialect name is dynamicscrm_2. To establish a connection, use the following URL format:

from sqlalchemy import create_engine
engine = create_engine("dynamicscrm_2:///?User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;")

SQLAlchemy can act as an Object-relational Map (ORM). This enables you to treat records of a database table as instantiable records. To leverage this functionality, you must reflect the underlying metadata in one of the following ways.

Note: The following examples employ SQLAlchemy 1.4.

Modeling Data Using a Mapping Class

Use "sqlalchemy.ext.declarative.declarative_base" to declare a mapping class for the table you wish to model in the ORM. A known table in the data model is modeled either partially or completely, as shown in the following example:

from sqlalchemy.ext.declarative import declarative_base
Base = declarative_base()
class Lead(Base):
	__tablename__ = "Lead"
	Id = Column(String, primary_key=True)
	Id = Column(String)
	FirstName = Column(String)

Automatically Reflecting Metadata

Rather than mapping tables manually, SQLAlchemy can discover the metadata for one or more tables automatically. To accomplish this across the entire data model, use automap_base:

from sqlalchemy import MetaData
from sqlalchemy.ext.automap import automap_base
meta = MetaData()
abase = automap_base(metadata=meta)
abase.prepare(autoload_with=engine)
Lead = abase.classes.Lead

You can also reflect a single table with an inspector. When reflecting this way, providing a list of specific columns to map is optional:

from sqlalchemy import MetaData, Table
from sqlalchemy import inspect
meta = MetaData()
insp = inspect(engine)
Lead_table = Table("Lead", meta)
insp.reflect_table(Lead_table, ["Id","FirstName"])

After you use the steps in Connecting to connect, and use one of the methods in Reflecting Metadata to reflect some of the metadata, you can use a session object to query data.

Querying Data Using the Query Method

If the mapping class has been prepared, use it with a session object to query the data source. After binding the engine to the session, provide the mapping class to the session's query method.

For example:

engine = create_engine("dynamicscrm:///?User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;")
factory = sessionmaker(bind=engine)
session = factory()
for instance in session.query(Lead).filter_by(FirstName="Bob"):
	print("Id: ", instance.Id)
	print("Id: ", instance.Id)
	print("FirstName: ", instance.FirstName)
	print("---------")

Querying Data Using the Execute Method

The session object can also run the query with the execute() method alongside the appropriate Table object. Assuming you have an active session, the following is just as viable:

Lead_table = Lead.metadata.tables["Lead"]
for instance in session.execute(Lead_table.select().where(Lead_table.c.FirstName == "Bob")):
	print("Id: ", instance.Id)
	print("FullName: ", instance.Name)
	print("City: ", instance.BillingCity)
	print("---------")

Implicit Joining

If mapped classes of related Microsoft Dynamics CRM objects have a singular foreign key relationship, the classes are implicitly joined. After importing the necessary objects, a relationship is established between your two mapped classes, as in the example below:

from sqlalchemy.ext.declarative import declarative_base
from sqlalchemy import Column, String, Integer, DateTime, ForeignKey
from sqlalchemy.orm import sessionmaker, relationship

Base = declarative_base()
class Contact(Base):
	__tablename__ = "Contact"
	Id = Column(Integer, primary_key=True)
	Name = Column(String)
	Email = Column(String)
	BirthDate = Column(DateTime)
	AccountId = Column(String, ForeignKey("Account.Id"))
	Account_Link = relationship("Account", back_populates="Contact_Link")

class Account(Base):
	__tablename__ = "Account"
	Id = Column(String, primary_key=True)
	Name = Column(String)
	BillingCity = Column(String)
	NumberOfEmployees = Column(Integer)
	Contact_Link = relationship("Contact", order_by=Contact.Id, back_populates="Account_Link")

Once the relationship is established, the tables are queried simultaneously using the session's query() method. For example:

rs = session.query(Account, Contact).filter(Account.Id == Contact.AccountId)
for Ac, Ct in rs:
  print("AccountId: ", Ac.Id)
  print("AccountName: ", Ac.Name)
  print("ContactId: ", Ct.Id)
  print("ContactName: ", Ct.Name)

Other Join Forms

In situations where mapped classes have either no foreign keys or multiple foreign keys, you may need different forms of the JOIN query to accommodate them. Using the earlier classes as examples, the following JOIN queries are possible as well:

• Explicit condition (necessary if there are no foreign keys in your mapped classes):
  

  rs = session.query(Account, Contact).join(Contact, Account.Id == Contact.AccountId)
  for Ac, Ct in rs:

• Left-to-right relationship:
  

  rs = session.query(Account, Contact).join(Account.Contact_Link)
  for Ac, Ct in rs:

• Left-to-right relationship with explicit target:
  

  rs = session.query(Account, Contact).join(Contact, Account.Contact_Link)
  for Ac, Ct in rs:

• String form of a left-to-right relationship:
  

  rs = session.query(Account, Contact).join("Contact_Link")
  for Ac, Ct in rs:

SQLAlchemy ORM also exposes support for other clauses in SQL, such as ORDER BY, GROUP BY, LIMIT, and OFFSET. All of these are supported by this connector:

ORDER BY

The following example sorts by a specified column using the session object's query() method:

rs = session.query(Lead).order_by(Lead.Revenue)
for instance in rs:
	print("Id: ", instance.Id)
	print("Id: ", instance.Id)
	print("FirstName: ", instance.FirstName)
	print("---------")

You can also use the session object's execute() method perform an ORDER BY. For example:

rs = session.execute(Lead_table.select().order_by(Lead_table.c.Revenue))
for instance in rs:

GROUP BY

The following example uses the session object's query() method to group records with a specified column:

rs = session.query(func.count(Lead.Id).label("CustomCount"), Lead.Id).group_by(Lead.Id)
for instance in rs:
	print("Count: ", instance.CustomCount)
	print("Id: ", instance.Id)
	print("---------")

You can also use the session object's execute() method to perform a GROUP BY:

rs = session.execute(Lead_table.select().with_only_columns([func.count(Lead_table.c.Id).label("CustomCount"), Lead_table.c.Id]).group_by(Lead_table.c.Id))
for instance in rs:

LIMIT and OFFSET

The following example uses the session object's query() method to skip the first 100 records and fetch the following 25:

rs = session.query(Lead).limit(25).offset(100)
for instance in rs:
	print("Id: ", instance.Id)
	print("Id: ", instance.Id)
	print("FirstName: ", instance.FirstName)
	print("---------")

You can also use the session object's execute() method to set a LIMIT or OFFSET:

rs = session.execute(Lead_table.select().limit(25).offset(100))
for instance in rs:

Certain aggregate functions can also be used within SQLAlchemy by using the func module.

To import this module, execute:

from sqlalchemy.sql import func

Once func is imported, the following aggregate functions are available:

COUNT

The following example counts the number of records in a set of groups using the session object's query() method.

rs = session.query(func.count(Lead.Id).label("CustomCount"), Lead.Id).group_by(Lead.Id)
for instance in rs:
	print("Count: ", instance.CustomCount)
	print("Id: ", instance.Id)
	print("---------")

You can also execute COUNT using the session object's execute() method:

rs = session.execute(Lead_table.select().with_only_columns([func.count(Lead_table.c.Id).label("CustomCount"), Lead_table.c.Id])group_by(Lead_table.c.Id))
for instance in rs:

SUM

This example calculates the cumulative amount of a numeric column in a set of groups.

rs = session.query(func.sum(Lead.Revenue).label("CustomSum"), Lead.Id).group_by(Lead.Id)
for instance in rs:
	print("Sum: ", instance.CustomSum)
	print("Id: ", instance.Id)
	print("---------")

You can also invoke SUM using the session object's execute() method.

rs = session.execute(Lead_table.select().with_only_columns([func.sum(Lead_table.c.Revenue).label("CustomSum"), Lead_table.c.Id]).group_by(Lead_table.c.Id))
for instance in rs:

AVG

This example uses the session object's query() method to calculate the average amount of a numeric column in a set of groups:

rs = session.query(func.avg(Lead.Revenue).label("CustomAvg"), Lead.Id).group_by(Lead.Id)
for instance in rs:
	print("Avg: ", instance.CustomAvg)
	print("Id: ", instance.Id)
	print("---------")

You can also use the session object's execute() method to invoke AVG:

rs = session.execute(Lead_table.select().with_only_columns([func.avg(Lead_table.c.Revenue).label("CustomAvg"), Lead_table.c.Id]).group_by(Lead_table.c.Id))
for instance in rs:

MAX and MIN

This example finds the maximum value and minimum value of a numeric column in a set of groups.

rs = session.query(func.max(Lead.Revenue).label("CustomMax"), func.min(Lead.Revenue).label("CustomMin"), Lead.Id).group_by(Lead.Id)
for instance in rs:
	print("Max: ", instance.CustomMax)
	print("Min: ", instance.CustomMin)
	print("Id: ", instance.Id)
	print("---------")

You can also use the session object's execute() method to invoke MAX and MIN:

rs = session.execute(Lead_table.select().with_only_columns([func.max(Lead_table.c.Revenue).label("CustomMax"), func.min(Lead_table.c.Revenue).label("CustomMin"), Lead_table.c.Id]).group_by(Lead_table.c.Id))
for instance in rs:

Commands can be executed individually by the session with a call to "execute()".

Obtaining the Table Object

The query supplied to this method is constructed using the associated Table object of a mapped class. This Table object is obtained from the mapped class's metadata field, as below:

Lead_table = Lead.metadata.tables["Lead"]

Once the table object is obtained, the write operations are executed in the following ways. The queries are executed immediately without the need for a call to "commit()":

Insert

The following example adds a new record to the table:

session.execute(Lead_table.insert(), {"Id": "Jon Doe", "FirstName": "John"})

Update

The following example modifies an existing record in the table:

session.execute(Lead_table.update().where(Lead_table.c.Id == "1045625d-99ee-e011-a272-00155d01ad6b").values(Id="Jon Doe", FirstName="John"))

Delete

The following example removes an existing record from the table:

session.execute(Lead_table.delete().where(Lead_table.c.Id == "1045625d-99ee-e011-a272-00155d01ad6b"))

When combined with the connector, Pandas can be used to generate data frames that contain your Microsoft Dynamics CRM data. Once created, a data frame can be passed to various other Python packages.

Connecting

Pandas relies on an SQLAlchemy engine to execute queries. Before you can use Pandas you must import it:

import pandas as pd
from sqlalchemy import create_engine
engine = create_engine("dynamicscrm:///?User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;")

Querying Data

In Pandas, SELECT queries are provided in a call to the read_sql() method, alongside a relevant connection object. Pandas executes the query on that connection, and returns the results in the form of a data frame, which can be used for a variety of purposes.

df = pd.read_sql("""
	SELECT
	   Id,
	   FirstName,
     $exNumericCol;
	FROM Lead;""", engine)
print(df)

Modifying Data

To insert new records into a table, create a new data frame, and define its fields accordingly. When that is done, call to_sql() on the data frame to perform the INSERT operation with the connector, as shown in the example below. You must set the "if _exists" argument to "append" to prevent Pandas from attempting building the table from scratch. To prevent Pandas from writing the data frame index as a column, set index=False.

df = pd.DataFrame({"Id": ["Jon Doe"], "FirstName": ["John"]})
df.to_sql("Lead", con=engine, if_exists="append", index=False)

Matplotlib contains a number of tools that can graphically model Microsoft Dynamics CRM data after being fed a data frame From Pandas.

Using PyPlot

Before any Matplotlib tool, such as pyplot, can be used, it must be imported:

from matplotlib import pyplot as plt

Once a Pandas data frame is obtained, it can be used to create a plot visualizing Microsoft Dynamics CRM data. For example, the following plot generates and displays a bar graph relating Id and Revenue values:

df.plot(kind="bar", x="Id", y=["Revenue"])
plt.show()

The connector can be used to create ETL applications and pipelines for CSV data in Python using Petl.

Install Required Modules

Install the Petl modules using the pip utility.

pip install petl

Connecting

After you import the modules, including the CData Python Connector for Microsoft Dynamics CRM, you can use the connector's connect function to create a connection using a valid Microsoft Dynamics CRM connection string. If you prefer not to use a direct connection, you can use a SQLAlchemy engine.

import petl as etl
import cdata.dynamicscrm as mod
cnxn = mod.connect("User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;")

Extract, Transform, and Load the Microsoft Dynamics CRM Data

Create a SQL query string and store the query results in a DataFrame.

sql = "SELECT	Id, FirstName FROM Lead "
table1 = etl.fromdb(cnxn,sql)

Loading Data

With the query results stored in a DataFrame, you can load your data into any supported Petl destination. The following example loads the data into a CSV file.

etl.tocsv(table1,'output.csv')

Modifying Data

Insert new rows into Microsoft Dynamics CRM tables using Petl's appenddb function.

table1 = [['Id','FirstName'],['Jon Doe','John']]
etl.appenddb(table1,cnxn,'Lead')

The extension supports schema discovery by using SQL queries to available System Tables.

Using SQL

The following sections describe the discovery of metadata through several System Tables:

• Tables and Views
• Columns
• Procedures

The connector possesses system tables that are used to discover the tables and views available in the data model. Of these system tables, "sys_tables" and "sys_views" are used to fetch information about the available tables and views respectively:

Tables

import cdata.dynamicscrm as mod
conn = mod.connect("User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;")
cur = conn.cursor()
cmd = "SELECT * FROM sys_tables"
cur.execute(cmd)
rs = cur.fetchall()
for row in rs:
	print(row)

Views

import cdata.dynamicscrm as mod
conn = mod.connect("User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;")
cur = conn.cursor()
cmd = "SELECT * FROM sys_views"
cur.execute(cmd, params)
rs = cur.fetchall()
for row in rs:
	print(row)

The available columns for any given table are fetched from a system table called "sys_tablecolumns". A specific table name is provided in the WHERE criteria to restrict the table from which the column information is fetched:

import cdata.dynamicscrm as mod
conn = mod.connect("User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;")
cur = conn.cursor()
cmd = "SELECT * FROM sys_tablecolumns WHERE TableName = 'Lead'"
cur.execute(cmd)
rs = cur.fetchall()
for row in rs:
	print(row)

Procedures

A system table called "sys_procedures" is queried to obtain the available stored procedures that are executed:

import cdata.dynamicscrm as mod
conn = mod.connect("User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;")
cur = conn.cursor()
cmd = "SELECT * FROM sys_procedures"
cur.execute(cmd)
rs = cur.fetchall()
for row in rs:
	print(row)

Parameters

The input parameters of any stored procedure are similarly obtained from the "sys_procedureparameters" system table:

import cdata.dynamicscrm as mod
conn = mod.connect("User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;")
cur = conn.cursor()
cmd = "SELECT * FROM sys_procedureparameters WHERE ProcedureName = 'Assign'"
cur.execute(cmd)
rs = cur.fetchall()
for row in rs:
	print(row)

This section details a selection of advanced features of the Microsoft Dynamics CRM connector.

User Defined Views

The connector supports the use of user defined views, virtual tables whose contents are decided by a pre-configured user defined query. These views are useful when you cannot directly control queries being issued to the drivers. For an overview of creating and configuring custom views, see User Defined Views .

SSL Configuration

Use SSL Configuration to adjust how connector handles TLS/SSL certificate negotiations. You can choose from various certificate formats;. For further information, see the SSLServerCert property under "Connection String Options" .

Firewall and Proxy

Configure the connector for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.

Caching Data

Caching Data enables faster access to data and reduces the number of API calls, improving performance. The connector supports a simple caching model where multiple connections can also share the cache over time. When configuring the cache connection, you can specify automatic or explicit data caching.

Query Processing

The connector offloads as much of the SELECT statement processing as possible to Microsoft Dynamics CRM and then processes the rest of the query in memory (client-side).

For further information, see Query Processing.

Logging

For an overview of configuration settings that can be used to refine CData logging, see Logging. Only two connection properties are required for basic logging, but there are numerous features that support more refined logging, which enables you to use the LogModules connection property to specify subsets of information to be logged.

Exception Handling

For an overview of how exceptions are reported and the components of an exception, see Exception Handling.

The CData Python Connector for Microsoft Dynamics CRM supports the use of user defined views: user-defined virtual tables whose contents are decided by a preconfigured query. User defined views are useful in situations where you cannot directly control the query being issued to the driver; for example, when using the driver from a tool.

Use a user defined view to define predicates that are always applied. If you specify additional predicates in the query to the view, they are combined with the query already defined as part of the view.

There are two ways to create user defined views:

• Create a JSON-formatted configuration file defining the views you want.
• DDL statements.

Defining Views Using a Configuration File

User defined views are defined in a JSON-formatted configuration file called UserDefinedViews.json. The connector automatically detects the views specified in this file.

You can also have multiple view definitions and control them using the UserDefinedViews connection property. When you use this property, only the specified views are seen by the connector.

This user defined view configuration file is formatted so that each root element defines the name of a view, and includes a child element, called query, which contains the custom SQL query for the view.

For example:

{
	"MyView": {
		"query": "SELECT * FROM Lead WHERE MyColumn = 'value'"
	},
	"MyView2": {
		"query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
	}
}

Use the UserDefinedViews connection property to specify the location of your JSON configuration file. For example:

"UserDefinedViews", "C:\\Users\\yourusername\\Desktop\\tmp\\UserDefinedViews.json"

Defining Views Using DDL Statements

The connector is also capable of creating and altering the schema via DDL Statements such as CREATE LOCAL VIEW, ALTER LOCAL VIEW, and DROP LOCAL VIEW.

Create a View

To create a new view using DDL statements, provide the view name and query as follows:

CREATE LOCAL VIEW [MyViewName] AS SELECT * FROM Customers LIMIT 20;

If no JSON file exists, the above code creates one. The view is then created in the JSON configuration file and is now discoverable. The JSON file location is specified by the UserDefinedViews connection property.

Alter a View

To alter an existing view, provide the name of an existing view alongside the new query you would like to use instead:

ALTER LOCAL VIEW [MyViewName] AS SELECT * FROM Customers WHERE TimeModified > '3/1/2020';

The view is then updated in the JSON configuration file.

Drop a View

To drop an existing view, provide the name of an existing schema alongside the new query you would like to use instead.

DROP LOCAL VIEW [MyViewName]

This removes the view from the JSON configuration file. It can no longer be queried.

Schema for User Defined Views

In order to avoid a view's name clashing with an actual entity in the data model, user defined views are exposed in the UserViews schema by default. To change the name of the schema used for UserViews, reset the UserViewsSchemaName property.

Working with User Defined Views

For example, a SQL statement with a user defined view called UserViews.RCustomers only lists customers in Raleigh:

SELECT * FROM Customers WHERE City = 'Raleigh';

An example of a query to the driver:

SELECT * FROM UserViews.RCustomers WHERE Status = 'Active';

Resulting in the effective query to the source:

SELECT * FROM Customers WHERE City = 'Raleigh' AND Status = 'Active';

That is a very simple example of a query to a user defined view that is effectively a combination of the view query and the view definition. It is possible to compose these queries in much more complex patterns. All SQL operations are allowed in both queries and are combined when appropriate.

Customizing the SSL Configuration

To enable TLS, set the following:

• URL: Prefix the connection string with https://

With this configuration, the connector attempts to negotiate TLS with the server. The server certificate is validated against the default system trusted certificate store. You can override how the certificate gets validated using the SSLServerCert connection property.

To specify another certificate, see the SSLServerCert connection property.

Connecting Through a Firewall or Proxy

HTTP Proxies

Note: The connector uses the system proxy settings by default, without further configuration needed. If you want to connect to other proxies, set ProxyAutoDetect to False and read further.

To authenticate to an HTTP proxy, set the following:

• ProxyServer: the hostname or IP address of the proxy server that you want to route HTTP traffic through.
• ProxyPort: the TCP port that the proxy server is running on.
• ProxyAuthScheme: the authentication method the connector uses when authenticating to the proxy server.
• ProxyUser: the username of a user account registered with the proxy server.
• ProxyPassword: the password associated with the ProxyUser.

Other Proxies

Set the following properties:

• To use a proxy-based firewall, set FirewallType, FirewallServer, and FirewallPort.
• To tunnel the connection, set FirewallType to TUNNEL.
• To authenticate, specify FirewallUser and FirewallPassword.
• To authenticate to a SOCKS proxy, additionally set FirewallType to SOCKS5.

Caching Data

Caching data provides several benefits, including faster access to data and reducing the number of API calls, which improve performance. The connector supports a simple caching model where multiple connections can also share the cache over time. You can enable and configure caching features by setting the necessary connection properties.

Contents

The sections in this chapter detail the connector's caching functionality and link to the corresponding connection properties, as well as SQL statements.

Configuring the Cache Connection

Configuring the Cache Connection describes the properties that you can set when configuring the cache database.

Caching Metadata

Caching Metadata describes the CacheMetadata property. This property determines whether or not to cache the table metadata to a file store.

Automatically Caching Data

Automatically Caching Data describes how the connector automatically refreshes the cache when the AutoCache property is set.

Explicitly Caching Data

Explicitly Caching Data describes how you can decide what data is stored in the cache and when it is updated.

Data Type Mapping

Data Type Mapping shows the mappings between the data types configured in the schema and the data types in the database.

Configuring the Caching Database

This section describes the properties for caching data to the persistent store of your choice.

CacheLocation

The CacheLocation property species the path to a file-system-based database. When caching is enabled, a file-system-based database is used by default. If CacheLocation is not specified, this database is stored at the path in Location. If neither of these connection properties are specified, the connector uses a platform-dependent default location.

CacheConnection

The CacheConnection property specifies a database driver and the connection string to the caching database.

CacheDriver and CacheProvider

Both the CacheDriver and CacheProvider properties are supported. Each specifies a database driver and the connection string to the caching database. CacheDriver is designed for Linux and MacOS; CacheProvider is Windows-based.

This section describes how to enable caching metadata and how to update the metadata cache.

Before being able to query data, the connector requires relevant metadata to be retrieved. By default, metadata is cached in memory and shared across connections. But if you want to persist across processes, or if metadata requests are expensive, the solution is to cache the metadata to disk.

Enable Caching Metadata

To enable caching of metadata, set CacheMetadata = true and see Configuring the Cache Connection for instructions on how to configure your connection string. The connector caches the metadata the first time it is needed and uses the metadata cache for subsequent requests.

Update the Metadata Cache

Because metadata is cached, changes to metadata on the live source, for example, adding or removing a column or attribute, are not automatically reflected in the metadata cache. To get updates to the live metadata, you need to delete or drop the cached data.

Automatically caching data is useful when you do not want to rebuild the cache for each query. When you query data for the first time, the connector automatically initializes and builds a cache in the background. When AutoCache = true, the connector uses the cache for subsequent query executions, resulting in faster response times.

If replication is enabled, the data is generated once and then copied to local and cloud data stores. With incremental updates, the connector achieves a performance advantage over dropping the cached tables and retrieving the entire table again on every refresh. With iterative updates, the connector only performs the query from the last time that the date was refreshed. If replication is not enabled, updates to the cache require downloading the entire data set.

Configuring Automatic Caching

To automatically update the cache and return results from the local cache, set the following connection string properties:

• AutoCache: This property automatically updates the cache when the value is set to true.
• CacheTolerance: This property ensures that the data retrieved from the database is the most current version. The default value is 600 seconds (10 minutes). The connector checks with the data source for newer records after the tolerance interval has expired. Otherwise, it returns the data directly from the cache.

Caching the Lead Table

The following example caches the Lead table in the file specified by the CacheLocation property of the connection string.

SELECT Id, FirstName FROM Lead WHERE FirstName <> 'Bob'

Common Use Case

A common use for automatically caching data is to improve driver performance when making repeated requests to a live data source, such as building a report or creating a visualization. With auto caching enabled, repeated requests to the same data may be executed in a short period of time, but within an allowable tolerance (CacheTolerance) of what is considered "live" data.

With explicit caching (AutoCache = false), you decide exactly what data is cached and when to query the cache instead of the live data. Explicit caching gives you full control over the cache contents by using CACHE Statements. This section describes some strategies to use the caching features offered by the connector.

Creating the Cache

To load data in the cache, issue the following statement.

CACHE SELECT * FROM tableName WHERE ...

Once the statement is issued, any matching data in tableName is loaded into the corresponding table.

Updating the Cache

This section describes two ways to update the cache.

Updating with the SELECT Statement

The following example shows a statement that can update modified rows and add missing rows in the cached table. However, this statement does not delete extra rows that are already in the cache. This statement only merges the new rows or updates the existing rows.

CACHE SELECT * FROM Lead WHERE FirstName <> 'Bob'

Updating with the TRUNCATE Statement

The following example shows a statement that can update modified rows and add missing rows in the cached table. This statement can also delete rows in the cache table that are not present in the live data source.

  CACHE WITH TRUNCATE SELECT * FROM Lead WHERE FirstName <> 'Bob'
  

Query the Data in Online or Offline Mode

This section describes how to query the data in online or offline mode.

Online: Select Cached Tables

You can use the tableName#CACHE syntax to explicitly execute queries to the cache while still online, as shown in the following example.

SELECT * FROM Lead#CACHE

Offline: Select Cached Tables

With Offline = true, SELECT statements always execute against the local cache database, regardless of whether you explicitly specify the cached table or not. Modification of the cache is disabled in Offline mode to prevent accidentally updating only the cached data. Executing a DELETE/UPDATE/INSERT statement while in Offline mode results in an exception.

The following example selects from the local cache but not the live data source because Offline = true.

SELECT * FROM Lead WHERE FirstName='Bob' ORDER BY FirstName ASC

Delete Data from the Cache

You can delete data from the cache by building a direct connection to the database. Note that the connector does not support manually deleting data from the cache.

Common Use Case

A common use for caching is to have an application always query the cached data and only update the cache at set intervals, such as once every day or every two hours. There are two ways in which this can be implemented:

• AutoCache = false and Offline = false. All queries issued by the application explicitly reference the tableName#CACHE table. When the cache needs to be updated, the application executes a tableName#CACHE ... statement to bring the cached data up to date.
• Offline = true. Caching is transparent to the application. All queries are executed against the table as normal, so most application code does not need to be aware that caching is done. To update the cached data, simply create a separate connection with Offline = false and execute a tableName#CACHE ... statement.

The connector maps types from the data source to the corresponding data type available in the chosen cache database. The following table shows the mappings between the data types configured in the schema and the data types in the database. Some schema types have synonyms which are all listed in the Schema column.

Data Type Mapping

Note: String columns can map to different data types depending on their length.

Schema	.NET	JDBC	SQL Server	Derby	MySQL	Oracle	SQLite	Access
int, integer, int32	Int32	int	int	INTEGER	INT	NUMBER	integer	LONG
smallint, short, int16	Int16	short	smallint	SMALLINT	SMALLINT	NUMBER	integer	SHORT
double, float, real	Double	double	float	DOUBLE	DOUBLE	NUMBER	double	DOUBLE
date	DateTime	java.sql.Date	date	DATE	DATE	DATE	date	DATETIME
datetime, timestamp	DateTime	java.sql.Date	datetime	TIMESTAMP	DATETIME	TIMESTAMP	datetime	DATETIME
time, timespan	TimeSpan	java.sql.Time	time	TIME	TIME	TIMESTAMP	datetime	DATETIME
string, varchar	String	java.lang.String	If length > 4000: nvarchar(max), Otherwise: nvarchar(length)	If length > 32672: LONG VARCHAR, Otherwise VARCHAR(length)	If length > 255: LONGTEXT, Otherwise: VARCHAR(length)	If length > 4000: CLOB, Otherwise: VARCHAR2(length)	nvarchar(length)	If length > 255: LONGTEXT, Otherwise: VARCHAR(length)
long, int64, bigint	Int64	long	bigint	BIGINT	BIGINT	NUMBER	bigint	LONG
boolean, bool	Boolean	boolean	tinyint	SMALLINT	BIT	NUMBER	tinyint	BIT
decimal, numeric	Decimal	java.math.BigDecimal	decimal	DECIMAL	DECIMAL	DECIMAL	decimal	CURRENCY
uuid	Guid	java.util.UUID	nvarchar(length)	VARCHAR(length)	VARCHAR(length)	VARCHAR2(length)	nvarchar(length)	VARCHAR(length)
binary, varbinary, longvarbinary	byte[]	byte[]	binary(1000) or varbinary(max) after SQL Server 2000, image otherwise	BLOB	LONGBLOB	BLOB	BLOB	LONGBINARY

Query Processing

CData has a client-side SQL engine built into the connector library. This enables support for the full capabilities that SQL-92 offers, including filters, aggregations, functions, etc.

For sources that do not support SQL-92, the connector offloads as much of SQL statement processing as possible to Microsoft Dynamics CRM and then processes the rest of the query in memory (client-side). This results in optimal performance.

For data sources with limited query capabilities, the connector handles transformations of the SQL query to make it simpler for the connector. The goal is to make smart decisions based on the query capabilities of the data source to push down as much of the computation as possible. The Microsoft Dynamics CRM Query Evaluation component examines SQL queries and returns information indicating what parts of the query the connector is not capable of executing natively.

The Microsoft Dynamics CRM Query Slicer component is used in more specific cases to separate a single query into multiple independent queries. The client-side Query Engine makes decisions about simplifying queries, breaking queries into multiple queries, and pushing down or computing aggregations on the client-side while minimizing the size of the result set.

There's a significant trade-off in evaluating queries, even partially, client-side. There are always queries that are impossible to execute efficiently in this model, and some can be particularly expensive to compute in this manner. CData always pushes down as much of the query as is feasible for the data source to generate the most efficient query possible and provide the most flexible query capabilities.

More Information

For a full discussion of how CData handles query processing, see CData Architecture: Query Execution.

Logging

Capturing connector logging can be very helpful when diagnosing error messages or other unexpected behavior.

Basic Logging

To begin capturing connector logging, set these properties:

• Logfile: A filepath that designates the name and location of the log file.
• Verbosity: A numerical value (1-5) that determines the amount of detail in the log. See the page in the Connection Properties section for an explanation of the five levels.
• MaxLogFileSize: When the limit is hit, a new log is created in the same folder with the date and time appended to the end. The default limit is 100 MB. Values lower than 100 kB will use 100 kB as the value instead.
• MaxLogFileCount: A string specifying the maximum file count of log files. When the limit is hit, a new log is created in the same folder with the date and time appended to the end and the oldest log file will be deleted. Minimum supported value is 2. A value of 0 or a negative value indicates no limit on the count.

Once these properties are set, the connector populates the log file as it carries out various tasks, such as when authentication is performed or queries are executed. If the specified file doesn't already exist, it is created.

Log Verbosity

The verbosity level determines the amount of detail that the connector reports to the Logfile. Supported Verbosity levels range from 1 to 5.

The following list describes each level:

1	Setting Verbosity to 1 logs the query, the number of rows returned by it, the start of execution and the time taken, and any errors.
2	Setting Verbosity to 2 logs everything included in Verbosity 1, cache queries, and additional information about the request.
3	Setting Verbosity to 3 also logs HTTP headers, as well as the body of the request and the response.
4	Setting Verbosity to 4 also logs transport-level communication with the data source. This includes SSL negotiation.
5	Setting Verbosity to 5 also logs communication with the data source and additional details that may be helpful in troubleshooting problems. This includes interface commands.

For normal operations, Verbosity should not be set to greater than 1. At higher verbosities you can log substantial amounts of data, which can delay execution times.

To refine the logged content further by showing/hiding specific categories of information, see LogModules.

Sensitive Data

Verbosity levels of 3 and higher may capture information that you do not want shared outside of your organization. The following lists information of concern for each level:

• Verbosity 3: The full body of the request and the response, which includes all the data returned by the connector
• Verbosity 4: SSL certificates
• Verbosity 5: Any extra transfer data not included at Verbosity 3, such as non human-readable binary transfer data

Note: Although we mask sensitive values, such as passwords, in the connection string and any request in the log, it is always best practice to review the logs for any sensitive information before sharing outside your organization.

Advanced Logging

You may want to refine the exact information that is recorded to the log file. This can be accomplished using the LogModules property. This property allows you to filter the logging using a semicolon-separated list of logging modules.

Example property value:

LogModules=INFO;EXEC;SSL;SQL;META;

Note that the logfile filtering triggered by the Verbosity connection property takes precedence over the filtering imposed by this connection property. This means that operations of a higher verbosity level than the level specified in the Verbosity connection property are not printed in the logfile, even if they belong to one of the modules specified in this connection property.

The available modules and submodules are:

Module Name	Module Description	Submodules
INFO	General Information. Includes the connection string, product version (build number), and initial connection messages.	Connec – Information related to creating or destroying connections. Messag – Generic label for messages pertaining to connections, the connection string, and product version. These messages are typically specific to the connector, rather than being received and passed along directly from the service.
EXEC	Query Execution. Includes execution messages for user-written SQL queries, parsed SQL queries, and normalized SQL queries. Success/failure messages for queries and query pages appear here as well.	Messag – Messages pertaining to query execution. These messages are typically specific to the connector, rather than being received and passed along directly from the service. Normlz – Query normalization steps. Query normalization is when the product takes the user-submitted query and rewrites the query to get the same results with optimal performance. Origin – This label applies to any messages recording a user's original query (the exact, unaltered, non-normalized query executed by the user). Page – Messages related to query paging. Parsed – Query parsing steps. Parsing is the process of converting the user-submitted query into a standardized format for easier processing.
HTTP	HTTP protocol messages. Includes HTTP requests/responses (including POST messages), as well as Kerberos related messages.	KERB – HTTP requests related to Kerberos. Messag – Messages pertaining to HTTP protocols. These messages are typically specific to the connector, rather than being received and passed along directly from the service. Unpack – This label applies to messages about zipped data being returned from the service API and unpacked by the product. Res – Messages containing HTTP responses. Req – Messages containing HTTP requests.
WSDL	Messages pertaining to the generation of WSDL/XSD files.	—
SSL	SSL certificate messages.	Certif – Messages pertaining to SSL certificates.
AUTH	Authentication related failure/success messages.	Messag – Messages pertaining to authentication. These messages are typically specific to the connector, rather than being received and passed along directly from the service. OAuth – Messages related to OAuth authentication. Krbros – Kerberos-related authentication messages.
SQL	Includes SQL transactions, SQL bulk transfer messages, and SQL result set messages.	Bulk – Messages pertaining to bulk query execution. Cache – Messages related to reading row data from and writing row data to the product's cache for better performance. Messag – Messages pertaining to SQL transactions. These messages are typically specific to the connector, rather than being received and passed along directly from the service. ResSet – Query resultsets. Transc – Messages related to handling transactions, including information about the number of jobs executed and backup table handling.
META	Metadata cache and schema messages.	Cache – Messages related to reading from and modifying column and table definitions in the product's cache for better performance. Schema – Messages related to retrieving metadata from or modifying the service schema. MemSto – Messages related to writing to or reading from in-memory metadata cache. Storag – Messages relating to storing metadata on disk or in an external data store, rather than in memory.
FUNC	Information related to executing SQL functions.	Errmsg – Error messages related to executing SQL functions.
TCP	Incoming and outgoing raw bytes on TCP transport layer messages.	Send – Raw data sent via the TCP protocol. Receiv – Raw data received via the TCP protocol.
FTP	Messages pertaining to the File Transfer Protocol.	Info – Status messages related to communication in the FTP protocol. Client – Messages related to actions taken by the FTP client (the product) during FTP communication. Server – Messages related to actions taken by the FTP server during FTP communication.
SFTP	Messages pertaining to the Secure File Transfer Protocol.	Info – Status messages related to communication in the SFTP protocol. To_Server – Messages related to actions taken by the SFTP client (the product) during SFTP communication. From_Server – Messages related to actions taken by the SFTP server during SFTP communication.
POP	Messages pertaining to data transferred via the Post Office Protocol.	Client – Messages related to actions taken by the POP client (the product) during POP communication. Server – Messages related to actions taken by the POP server during POP communication. Status – Status messages related to communication in the POP protocol.
SMTP	Messages pertaining to data transferred via the Simple Mail Transfer Protocol.	Client – Messages related to actions taken by the SMTP client (the product) during SMTP communication. Server – Messages related to actions taken by the SMTP server during SMTP communication. Status – Status messages related to communication in the SMTP protocol.
CORE	Messages relating to various internal product operations not covered by other modules.	—
DEMN	Messages related to SQL remoting.	—
CLJB	Messages about bulk data uploads (cloud job).	Commit – Submissions for bulk data uploads.
SRCE	Miscellaneous messages produced by the product that don't belong in any other module.	—
TRANCE	Advanced messages concerning low-level product operations.	—

Exception Handling

Exceptions can be surfaced from either the API or the CData Python Connector for Microsoft Dynamics CRM. Each exception will have an error code, an error message, and a SQL state.

Error Codes

The error code classifies the type of error.

0	NONE	Used for unclassified errors and internally handled errors. This code also covers data source-specific errors that do not fit in any specific category.
65537	TCP_UNKNOWN_HOST	Unable to resolve a hostname (DNS failure).
65538	TCP_CONNECTION_REFUSED	Could not connect to the remote port.
65539	TCP_AUTH_FAILED	Login failed when using a binary authentication protocol. Use this for auth errors when the protocol is not HTTP (LDAP, SASL, Kerberos, ...).
65540	TCP_TIMEOUT	Did not receive a response after sending a request to the server.
65541	TCP_PROTOCOL	For wire protocol drivers. Either the server sent a bad packet that we are unable to process, or we cannot construct a packet to send.
131073	TLS_SERVER_UNTRUSTED	Could not verify SSL server certificate.
131074	TLS_CLIENT_UNTRUSTED	Server did not accept the client certificate we sent.
196609	OAUTH_DECRYPT_FAILED	OAuthEncryptKey did not decrypt the OAuthSettings file.
196610	OAUTH_MISSING_CLIENT_INFO	OAuthClientId / OAuthClientSecret / OAuthJWTCert is missing.
196611	OAUTH_MISSING_PROP	General OAuth property missing. OAUTH_MISSING_CLIENT_INFO is used for missing client ID/secret and JWT cert.
196612	OAUTH_NO_ACCESS_TOKEN	Unable to retrieve access token. Only use this when getting a token in GetOAuthAccessToken / RefreshOAuthAccessToken.
196613	OAUTH_TOKEN_EXPIRED	The access token expired. Normally used with a RefreshOAuth/OAuthException behavior.
196614	OAUTH_INVALID_PROP	OAuth property has an invalid value. OAUTH_MISSING_CLIENT_INFO / OAUTH_MISSING_PROP is used if the value is not set.
262145	HTTP_REQUEST_TIMEOUT	Did not receive a response from the HTTP server.
262146	HTTP_CLIENT_ERROR	Generic HTTP 4xx error. Only use for 4xx errors not covered by other codes.
262147	HTTP_AUTH_FAILED	HTTP 401 error.
262148	HTTP_LIMIT_EXCEEDED	HTTP 429 error.
262149	HTTP_SERVER_ERROR	HTTP 5xx error.
262150	HTTP_NOT_FOUND_ERROR	HTTP 404 error.
327681	CORE_TIMEOUT	General timeout. Not related to a specific network request.
327682	CORE_OP_NOT_ALLOWED	Operation blocked by provider permissions.
327683	CORE_CONNECTION_CONFIG	Connection configuration is not valid.
327684	CORE_SERIALIZE	Failed to encode data into a specific format (XML, JSON, CSV, ...).
327685	CORE_DESERIALIZE	Failed to decode data from a specific format (XML, JSON, CSV, ...).
393217	SQL_SYNTAX_ERROR	Unable to parse a SQL query.
393218	SQL_MISSING_COLUMNS	Query did not include required columns.
393219	SQL_MISSING_PARAMS	Stored procedure call did not include required parameters.
393220	SQL_QUERY_NOT_SUPPORTED	A part of the query is not allowed in the current context.
458753	SSH_SERVER_UNTRUSTED	Could not verify SSH server.
524289	STORAGE_LIST_EXCEPTION	Issue listing storage resources.
524290	STORAGE_RESOURCE_NOT_FOUND	Issue finding storage resources.
524291	STORAGE_ROOT_RESOURCE_NOT_FOUND	The root resource (bucket/share/drive) was not found; cannot create it in flat file drivers.
524292	STORAGE_RESOURCE_NOT_A_DIRECTORY	Storage resource is not a directory.
524293	STORAGE_RESOURCE_NOT_A_FILE	Storage resource is not a file.
524294	STORAGE_PERMISSIONS_DENIED	Storage permissions denied.

SQL State

The SQL state is used when throwing generic provider errors to the wrapper and indicates the success or failure of a call.

Some of the common SQL states are listed below:

07007	REQUIRED_CLAUSE	Class Code 07: Dynamic SQL Error.
08001	OPEN_CONNECTION	Class Code 08: Connection Exception. The connection was unable to be established to the application server or other server.
08004	REJECT_CONNECTION	The application server rejected establishment of the connection.
42501	PRIVILEGE_IDENTIFIED_OBJECT	Class Code 42: Syntax Error or Access Rule Violation. The authorization ID does not have the privilege to perform the specified operation on the identified object.
42506	AUTH_FAILED	Owner authorization failure occurred.
42601	SQL_SYNTAX	A character, token, or clause is invalid or missing.

Error Message

The error message provides more detailed reasoning about why the error occurred. It provides an explanation of the issue, and may include steps on how to resolve it.

The CData Python Connector for Microsoft Dynamics CRM supports several operations on data, including querying, deleting, modifying, and inserting.

SELECT Statements

See SELECT Statements for a syntax reference and examples.

See Data Model for information on the capabilities of the Microsoft Dynamics CRM API.

INSERT Statements

See INSERT Statements for a syntax reference and examples, as well as retrieving the new records' Ids.

UPDATE Statements

The primary key Id is required to update a record. See UPDATE Statements for a syntax reference and examples.

UPSERT Statements

An UPSERT updates a record if it exists and inserts the record if it does not. See UPSERT Statements for a syntax reference and examples.

DELETE Statements

The primary key Id is required to delete a record. See DELETE Statements for a syntax reference and examples.

GETDELETED Statements

GETDELETED statements return the Ids of deleted records. See GETDELETED Statements for a syntax reference and examples.

CACHE Statements

CACHE statements allow granular control over the connector's caching functionality. For a syntax reference and examples, see CACHE Statements.

For more information on the caching feature, see Caching Data.

EXECUTE Statements

Use EXECUTE or EXEC statements to execute stored procedures. See EXECUTE Statements for a syntax reference and examples.

Names and Quoting

• Table and column names are considered identifier names; as such, they are restricted to the following characters: [A-Z, a-z, 0-9, _:@].
• To use a table or column name with characters not listed above, the name must be quoted using square brackets ([name]) in any SQL statement.
• Parameter names can optionally start with the @ symbol (e.g., @p1 or @CustomerName) and cannot be quoted.
• Strings must be quoted using single quotes (e.g., 'John Doe').

Dynamics 365 and on-premise instances since CRM 2013 support bulk operations. The connector abstracts the Microsoft Dynamics CRM bulk API into SQL. The following sections describe the SQL you can use to execute bulk operations to Microsoft Dynamics CRM.

The connector provides functions that are similar to those that are available with most standard databases. These functions are implemented in the CData provider engine and thus are available across all data sources with the same consistent API. Three categories of functions are available: string, date, and math.

The connector interprets all SQL function inputs as either strings or column identifiers, so you need to escape all literals as strings, with single quotes. For example, contrast the SQL Server syntax and connector syntax for the DATENAME function:

• SQL Server:
  

  SELECT DATENAME(yy,GETDATE())

• connector:
  

  SELECT DATENAME('yy',GETDATE())

String Functions

These functions perform string manipulations and return a string value. See STRING Functions for more details.

Date Functions

These functions perform date and date time manipulations. See DATE Functions for more details.

Math Functions

These functions provide mathematical operations. See MATH Functions for more details.

ASCII(character_expression)

Returns the ASCII code value of the left-most character of the character expression.

• character_expression: The character expression.

                      SELECT ASCII('0');
                      --  Result: 48
                    

BASE64_ENCODE(input_binary)

Returns the Base64-encoded string form of a binary input.

• input_binary: The binary value to encode.

                        SELECT BASE64_ENCODE(BinaryData);
                    -- Result: 'QmFzZTY0RW5jb2RlZA=='
                    

BASE64_DECODE(input_string)

Returns the binary result of decoding a Base64-encoded string.

• input_string: The Base64-encoded string.

                        SELECT BASE64_DECODE('QmFzZTY0RW5jb2RlZA==');
                    -- Result: (binary output)
                    

CHAR(integer_expression)

Converts the integer ASCII code to the corresponding character.

• integer_expression: The integer from 0 through 255.

                      SELECT CHAR(48);
                      -- Result: '0'
                    

CHARINDEX(expressionToFind ,expressionToSearch [,start_location ])

Returns the starting position of the specified expression in the character string.

• expressionToFind: The character expression to find.
• expressionToSearch: The character expression, typically a column, to search.
• start_location: An optional character position to start searching for expressionToFind in expressionToSearch.

                      SELECT CHARINDEX('456', '0123456');
                      -- Result: 4

                      SELECT CHARINDEX('456', '0123456', 5);
                      -- Result: -1
                    

CHAR_LENGTH(character_expression),

Returns the number of UTF-8 characters present in the expression.

• character_expression: The set of characters to be evaluated for length.

				 SELECT CHAR_LENGTH('sample text') FROM Account LIMIT 1
				 -- Result: 11			
				

CONCAT(string_value1, string_value2, ..., string_valueN)

Returns the string that is the concatenation of two or more string values.

• string_value1: The first string to be concatenated.
• string_value2: The second string to be concatenated.
• string_valueN: (optional) Any additional strings to be concatenated.

                      SELECT CONCAT('Hello, ', 'world!');
                      -- Result: 'Hello, world!'
                    

CONTAINS(expressionToSearch, expressionToFind)

Returns 1 if expressionToFind is found within expressionToSearch; otherwise, 0.

• expressionToSearch: The character expression, typically a column, to search.
• expressionToFind: The character expression to find.

                      SELECT CONTAINS('0123456', '456');
                      -- Result: 1

                      SELECT CONTAINS('0123456', 'Not a number');
                      -- Result: 0
                    

ENDSWITH(character_expression, character_suffix)

Returns 1 if character_expression ends with character_suffix; otherwise, 0.

• character_expression: The character expression.
• character_suffix: The character suffix to search for.

                      SELECT ENDSWITH('0123456', '456');
                      -- Result: 1

                      SELECT ENDSWITH('0123456', '012');
                      -- Result: 0
                    

FILESIZE(uri)

Returns the number of bytes present in the file at the specified file path.

• uri: The path of the file from which to read the size.

				SELECT FILESIZE('C:/Users/User1/Desktop/myfile.txt');
				-- Result: 23684
				

FORMAT(value [, parseFormat], format )

Returns the value formatted with the specified format.

• value: The string to format.
• format: The string specifying the output syntax of the date or numeric format.
• parseFormat: The string specifying the input syntax of the date value. Not applicable to numeric types.

                      SELECT FORMAT(12.34, '#');
                      -- Result: 12

                      SELECT FORMAT(12.34, '#.###');
                      -- Result: 12.34

                      SELECT FORMAT(1234, '0.000E0');
                      -- Result: 1.234E3
                      
                      SELECT FORMAT('2019/01/01', 'yyyy-MM-dd');
                      -- Result: 2019-01-01
                      
                      SELECT FORMAT('20190101', 'yyyyMMdd', 'yyyy-MM-dd');
                      -- Result: '2019-01-01'
                    

HASHBYTES(algorithm, value)

Returns the hash of the input value as a byte array using the given algorithm. The supported algorithms are MD5, SHA1, SHA2_256, SHA2_512, SHA3_224, SHA3_256, SHA3_384, and SHA3_512.

• algorithm: The algorithm to use for hashing. Must be one of MD5, SHA1, SHA2_256, SHA2_512, SHA3_224, SHA3_256, SHA3_384, or SHA3_512.
• value: The value to hash. Must be either a string or byte array.

                      SELECT HASHBYTES('MD5', 'Test');
                      -- Result (byte array): 0x0CBC6611F5540BD0809A388DC95A615B
                    

INDEXOF(expressionToSearch, expressionToFind [,start_location ])

Returns the starting position of the specified expression in the character string.

• expressionToSearch: The character expression, typically a column, to search.
• expressionToFind: The character expression to find.
• start_location: An optional character position to start searching for expressionToFind in expressionToSearch.

                      SELECT INDEXOF('0123456', '456');
                      -- Result: 4

                      SELECT INDEXOF('0123456', '456', 5);
                      -- Result: -1
                    

ISALPHABETIC(character_expression)

Returns 1 if the character expression consists only of alphabetic characters; otherwise, 0.

• character_expression: The string expression to evaluate.

                      SELECT ISALPHABETIC('Hello');
                      -- Result: 1

                      SELECT ISALPHABETIC('Hello123');
                      -- Result: 0

                      SELECT ISALPHABETIC('Hello!');
                      -- Result: 0
                    

ISALPHANUMERIC(character_expression)

Returns 1 if the character expression consists only of alphabetic and numeric characters; otherwise, 0.

• character_expression: The string expression to evaluate.

                      SELECT ISALPHANUMERIC('Hello123');
                      -- Result: 1

                      SELECT ISALPHANUMERIC('123');
                      -- Result: 1

                      SELECT ISALPHANUMERIC('Hello.123');
                      -- Result: 0
                    

ISNUMERIC(character_expression)

Returns 1 if the character expression consists only of numeric digits and up to one decimal point; otherwise, 0.

• character_expression: The string expression to evaluate.

                      SELECT ISNUMERIC('123');
                      -- Result: 1

                      SELECT ISNUMERIC('123.45');
                      -- Result: 1

                      SELECT ISNUMERIC('123.45.67');
                      -- Result: 0

                      SELECT ISNUMERIC('12a3');
                      -- Result: 0
                    

JSON_EXTRACT(json, jsonpath)

Selects any value in a JSON array or object. The path to the array is specified in the jsonpath argument. Return value is numeric or null.

• json: The JSON document to extract.
• jsonpath: The XPath used to select the nodes. The JSONPath must be a string constant. The values of the nodes selected will be returned in a token-separated list.

                      SELECT JSON_EXTRACT('{"test": {"data": 1}}', '$.test');
                      -- Result: '{"data":1}'

                      SELECT JSON_EXTRACT('{"test": {"data": 1}}', '$.test.data');
                      -- Result: 1

                      SELECT JSON_EXTRACT('{"test": {"data": [1, 2, 3]}}', '$.test.data[1]');
                      -- Result: 2
                    

LEFT ( character_expression , integer_expression )

Returns the specified number of characters counting from the left of the specified string.

• character_expression: The character expression.
• integer_expression: The positive integer that specifies how many characters will be returned counting from the left of character_expression.

                      SELECT LEFT('1234567890', 3);
                      -- Result: '123'
                    

LEN(string_expression)

Returns the number of characters of the specified string expression.

• string_expression: The string expression.

                      SELECT LEN('12345');
                      -- Result: 5
                    

LOCATE(substring,string)

Returns an integer representing how many characters into the string the substring appears.

• substring: The substring to find inside larger string.
• string: The larger string that is searched for the substring.
• start locations: An optional integer that sets the character position (offset) from which to start searching.

				SELECT LOCATE('sample','XXXXXsampleXXXXX');
				-- Result: 6

                SELECT LOCATE('sample', 'XXXXXsampleXXXXX', 7)
                -- Result: 0
				

LOWER ( character_expression )

Returns the character expression with the uppercase character data converted to lowercase.

• character_expression: The character expression.

                      SELECT LOWER('MIXED case');
                      -- Result: 'mixed case'
                    

LTRIM(character_expression)

Returns the character expression with leading blanks removed.

• character_expression: The character expression.

                      SELECT LTRIM('     trimmed');
                      -- Result: 'trimmed'
                    

MASK(string_expression, mask_character [, start_index [, end_index ]])

Replaces the characters between start_index and end_index with the mask_character within the string.

• string_expression: The string expression to be searched.
• mask_character: The character to mask with.
• start_index: The optional number of characters to leave unmasked at beginning of string. Defaults to 0.
• end_index: The optional number of characters to leave unmasked at end of string. Defaults to 0.

                        SELECT MASK('1234567890','*',);
                        -- Result: '**********'
                        SELECT MASK('1234567890','*', 4);
                        -- Result: '1234******'
                        SELECT MASK('1234567890','*', 4, 2);
                        -- Result: '1234****90'  
                    

NCHAR(integer_expression)

Returns the Unicode character with the specified integer code as defined by the Unicode standard.

• integer_expression: The integer from 0 through 65535 (0 through xFFFF).

OCTET_LENGTH(character_expression),

Returns the number of bytes present in the expression.

• character_expression: The set of characters to be be evaluated.

				 SELECT OCTET_LENGTH('text') FROM Account LIMIT 1
				 -- Result: 4
				

PATINDEX(pattern, expression)

Returns the starting position of the first occurrence of the pattern in the expression. Returns 0 if the pattern is not found.

• pattern: The character expression that contains the sequence to be found. The wild-card character % can be used only at the start or end of the expression.
• expression: The expression, typically a column, to search for the pattern.

                      SELECT PATINDEX('123%', '1234567890');
                      -- Result: 1

                      SELECT PATINDEX('%890', '1234567890');
                      -- Result: 8

                      SELECT PATINDEX('%456%', '1234567890');
                      -- Result: 4
                    

POSITION(expressionToFind IN expressionToSearch)

Returns the starting position of the specified expression in the character string.

• expressionToFind: The character expression to find.
• expressionToSearch: The character expression, typically a column, to search.

                      SELECT POSITION('456' IN '123456');
                      -- Result: 4

                      SELECT POSITION('x' IN '123456');
                      -- Result: 0
                    

QUOTENAME(character_string [, quote_character])

Returns a valid SQL Server-delimited identifier by adding the necessary delimiters to the specified Unicode string.

• character_string: The string of Unicode character data. The string is limited to 128 characters. Inputs greater than 128 characters return null.
• quote_character: An optional single character to be used as the delimiter. These include:
  • a single quotation mark (')
  • a left or right bracket ([])
  • a double quotation mark (")
  • a left or right parenthesis ( () )
  • a greater or less than sign (><)
  • a left or right brace ({})
  • a backtick (`)

  If quote_character is not specified brackets are used. If an unacceptable character is supplied, it returns NULL.

                      SELECT QUOTENAME('table_name');
                      -- Result: '[table_name]'

                      SELECT QUOTENAME('table_name', '"');
                      -- Result: '"table_name"'

                      SELECT QUOTENAME('table_name', '[');
                      -- Result: '[table_name]'
                    

REGEXP_REPLACE(expr, pattern [, replacement [, position [, occurrence [, match_type]]]])

Replaces occurrences of a regular expression pattern in the input string with a specified value and returns the resulting string.

• expr: The string expression to be searched.
• pattern: The regular expression pattern to match.
• replacement: (optional) The string to replace each matched occurrence of pattern with. Supports backreferences \1 through \9 and escape sequences \n, \r, \t, and \\. By default, this argument is an empty string, meaning matched portions are removed from the output string.
• position: (optional) The 1-based starting position used when searching for regular expression matches in expr. The default is 1. All characters prior to the starting position are included in the output string unaltered. Skipped characters are ignored when calculating regular expression matches, even if they match pattern.
• occurrence: (optional) Specifies whether all occurrences of pattern,, or only a specific occurrence of pattern are replaced. The default is 0, which means all occurrences of pattern are replaced with replacement. Set to 1 to only replace the first instance of the pattern; 2 to replace the second; etc.
• match_type: (optional) Modifiers used to customize matching behavior. Supported values are: 'c' (case-sensitive, default), 'i' (case-insensitive), 'm' (multiline), 'n' (dot matches newline), 'x' (extended mode). These can be freely combined by including the letters back to back. For example, 'im' applies the functionality of both 'i' and 'm'. The regular expression syntax used is that of the Extended mode ('x') ignores whitespace and allows inline comments. If the pattern needs to match a literal space, it must be explicitly escaped.

                      SELECT REGEXP_REPLACE('abc123def456', '\d+', 'NUM');
                      -- Result: 'abcNUMdefNUM'

                      SELECT REGEXP_REPLACE('Hello\nHELLO\nhello', '^hello', 'X', 1, 0, 'im');
                      -- Result: 'X\nX\nX'
                    

REPLACE(string_expression, string_pattern, string_replacement)

Replaces all occurrences of a string with another string.

• string_expression: The string expression to be searched. This can be a character or binary data type.
• string_pattern: The substring to be found. Cannot be an empty string.
• string_replacement: The replacement string.

                      SELECT REPLACE('1234567890', '456', '|');
                      -- Result: '123|7890'

                      SELECT REPLACE('123123123', '123', '.');
                      -- Result: '...'

                      SELECT REPLACE('1234567890', 'a', 'b');
                      -- Result: '1234567890'
                    

REPLICATE ( string_expression ,integer_expression )

Repeats the string value the specified number of times.

• string_expression: The string to replicate.
• integer_expression: The repeat count.

                      SELECT REPLACE('x', 5);
                      -- Result: 'xxxxx'
                    

REVERSE ( string_expression )

Returns the reverse order of the string expression.

• string_expression: The string.

                      SELECT REVERSE('1234567890');
                      -- Result: '0987654321'
                    

RIGHT ( character_expression , integer_expression )

Returns the right part of the string with the specified number of characters.

• character_expression: The character expression.
• integer_expression: The positive integer that specifies how many characters of the character expression will be returned.

                      SELECT RIGHT('1234567890', 3);
                      -- Result: '890'
                    

RTRIM(character_expression)

Returns the character expression after it removes trailing blanks.

• character_expression: The character expression.

                      SELECT RTRIM('trimmed     ');
                      -- Result: 'trimmed'
                    

SOUNDEX(character_expression)

Returns the four-character Soundex code, based on how the string sounds when spoken.

• character_expression: The alphanumeric expression of character data.

                      SELECT SOUNDEX('smith');
                      -- Result: 'S530'
                    

SPACE(repeatcount)

Returns the string that consists of repeated spaces.

• repeatcount: The number of spaces.

                      SELECT SPACE(5);
                      -- Result: '     '
                    

SPLIT(string, delimiter, offset)

Returns a section of the string between to delimiters.

• string: The string to split.
• delimiter: The character to split the string with.
• offset: The number of the split to return. Positive numbers are treated as offsets from the left, and negative numbers are treated as offsets from the right.

                      SELECT SPLIT('a/b/c/d', '/', 1);
                      -- Result: 'a'
                      SELECT SPLIT('a/b/c/d', '/', -2);
                      -- Result: 'c'
                    

STARTSWITH(character_expression, character_prefix)

Returns 1 if character_expression starts with character_prefix; otherwise, 0.

• character_expression: The character expression.
• character_prefix: The character prefix to search for.

                      SELECT STARTSWITH('0123456', '012');
                      -- Result: 1

                      SELECT STARTSWITH('0123456', '456');
                      -- Result: 0
                    

STR ( float_expression [ , integer_length [ , integer_decimal ] ] )

Returns the character data converted from the numeric data. For example, STR(123.45, 6, 1) returns 123.5.

• float_expression: The float expression.
• length: The optional total length to return. This includes decimal point, sign, digits, and spaces. The default is 10.
• decimal: The optional number of places to the right of the decimal point. The decimal must be less than or equal to 16.

                      SELECT STR('123.456');
                      -- Result: '123'

                      SELECT STR('123.456', 2);
                      -- Result: '**'

                      SELECT STR('123.456', 10, 2);
                      -- Result: '123.46'
                    

STUFF(character_expression , integer_start , integer_length , replaceWith_expression)

Inserts a string into another string. It deletes the specified length of characters in the first string at the start position and then inserts the second string into the first string at the start position.

• character_expression: The string expression.
• start: The integer value that specifies the location to start deletion and insertion. If start or length is negative, null is returned. If start is longer than the string to be modified, character_expression, null is returned.
• length: The integer that specifies the number of characters to delete. If length is longer than character_expression, deletion occurs up to the last character in replaceWith_expression.
• replaceWith_expression: The expression of character data that will replace length characters of character_expression beginning at the start value.

                      SELECT STUFF('1234567890', 3, 2, 'xx');
                      -- Result: '12xx567890'
                    

SUBSTRING(string_value FROM start FOR length)

Returns the part of the string with the specified length; starts at the specified index.

• string_value: The character string.
• start: The positive integer that specifies the start index of characters to return.
• length: Optional. The positive integer that specifies how many characters will be returned.

                      SELECT SUBSTRING('1234567890' FROM 3 FOR 2);
                      -- Result: '34'

                      SELECT SUBSTRING('1234567890' FROM 3);
                      -- Result: '34567890'
                    

You can also drop the FROM and FOR clauses:

                    SELECT SUBSTRING('1234567890', 3, 2)
                    --Result: '34'
                    SELECT SUBSTRING('1234567890', 3)
                    --Result: '34567890'
                    

TEXT_ENCODE(input_string, charset)

Returns binary output by encoding a string using the specified character set.

• input_string: The plain text string.
• charset: The character set to use, such as 'UTF-8', 'ISO-8859-1'.

                    SELECT TEXT_ENCODE('Café', 'UTF-8');
                    -- Result: (binary output)
                    

TEXT_DECODE(input_binary, charset)

Returns a string decoded from binary data using the specified character set.

• input_binary: The binary value to decode.
• charset: The character set used for decoding.

                    SELECT TEXT_DECODE(BinaryData, 'UTF-8');
                    -- Result: 'Café'
                    

TOSTRING(string_value1)

Converts the value of this instance to its equivalent string representation.

• string_value1: The string to be converted.

                      SELECT TOSTRING(123);
                      -- Result: '123'

                      SELECT TOSTRING(123.456);
                      -- Result: '123.456'

                      SELECT TOSTRING(null);
                      -- Result: ''
                    

TRIM(trimspec trimchar FROM string_value)

Returns the character expression with leading and/or trailing blanks removed.

• trimspec: Optional. If included must be one of the keywords BOTH, LEADING or TRAILING.
• trimchar: Optional. If included should be a one-character string value.
• string_value: The string value to trim.

                      SELECT TRIM('     trimmed     ');
                      -- Result: 'trimmed'

                      SELECT TRIM(LEADING FROM '     trimmed     ');
                      -- Result: 'trimmed     '

                      SELECT TRIM('-' FROM '-----trimmed-----');
                      -- Result: 'trimmed'

                      SELECT TRIM(BOTH '-' FROM '-----trimmed-----');
                      -- Result: 'trimmed'

                      SELECT TRIM(TRAILING '-' FROM '-----trimmed-----');
                      -- Result: '-----trimmed'
                    

UNICODE(ncharacter_expression)

Returns the integer value defined by the Unicode standard of the first character of the input expression.

• ncharacter_expression: The Unicode character expression.

UPPER ( character_expression )

Returns the character expression with lowercase character data converted to uppercase.

• character_expression: The character expression.

                      SELECT UPPER('MIXED case');
                      -- Result: 'MIXED CASE'
                    

XML_EXTRACT(xml, xpath [, separator])

Extracts an XML document using the specified XPath to flatten the XML. A comma is used to separate the outputs by default, but this can be changed by specifying the third parameter.

• xml: The XML document to extract.
• xpath: The XPath used to select the nodes. The nodes selected will be returned in a token-separated list.
• separator: The optional token used to separate the items in the flattened response. If this is not specified, the separator will be a comma.

                      SELECT XML_EXTRACT('<vowels><ch>a</ch><ch>e</ch><ch>i</ch><ch>o</ch><ch>u</ch></vowels>', '/vowels/ch');
                      -- Result: 'a,e,i,o,u'

                      SELECT XML_EXTRACT('<vowels><ch>a</ch><ch>e</ch><ch>i</ch><ch>o</ch><ch>u</ch></vowels>', '/vowels/ch', ';');
                      -- Result: 'a;e;i;o;u'
                    

ABS ( numeric_expression )

Returns the absolute (positive) value of the specified numeric expression.

• numeric_expression: The expression of an indeterminate numeric data type except for the bit data type.

                      SELECT ABS(15);
                      -- Result: 15

                      SELECT ABS(-15);
                      -- Result: 15
                    

ACOS ( float_expression )

Returns the arc cosine, the angle in radians whose cosine is the specified float expression.

• float_expression: The float expression that specifies the cosine of the angle to be returned. Values outside the range from -1 to 1 return null.

                      SELECT ACOS(0.5);
                      -- Result: 1.0471975511966
                    

ASIN ( float_expression )

Returns the arc sine, the angle in radians whose sine is the specified float expression.

• float_expression: The float expression that specifies the sine of the angle to be returned. Values outside the range from -1 to 1 return null.

                      SELECT ASIN(0.5);
                      -- Result: 0.523598775598299
                    

ATAN ( float_expression )

Returns the arc tangent, the angle in radians whose tangent is the specified float expression.

• float_expression: The float expression that specifies the tangent of the angle to be returned.

                      SELECT ATAN(10);
                      -- Result: 1.47112767430373
                    

ATN2 ( float_expression1 , float_expression2 )

Returns the angle in radians between the positive x-axis and the ray from the origin to the point (y, x) where x and y are the values of the two specified float expressions.

• float_expression1: The float expression that is the y-coordinate.
• float_expression2: The float expression that is the x-coordinate.

                      SELECT ATN2(1, 1);
                      -- Result: 0.785398163397448
                    

CEILING ( numeric_expression ) or CEIL( numeric_expression )

Returns the smallest integer greater than or equal to the specified numeric expression.

• numeric_expression: The expression of an indeterminate numeric data type except for the bit data type.

                      SELECT CEILING(1.3);
                      -- Result: 2

                      SELECT CEILING(1.5);
                      -- Result: 2

                      SELECT CEILING(1.7);
                      -- Result: 2
                    

COS ( float_expression )

Returns the trigonometric cosine of the specified angle in radians in the specified expression.

• float_expression: The float expression of the specified angle in radians.

                      SELECT COS(1);
                      -- Result: 0.54030230586814
                    

COT ( float_expression )

Returns the trigonometric cotangent of the angle in radians specified by float_expression.

• float_expression: The float expression of the angle in radians.

                      SELECT COT(1);
                      -- Result: 0.642092615934331
                    

DEGREES ( numeric_expression )

Returns the angle in degrees for the angle specified in radians.

• numeric_expression: The angle in radians, an expression of an indeterminate numeric data type except for the bit data type.

                      SELECT DEGREES(3.1415926);
                      -- Result: 179.999996929531
                    

EXP ( float_expression )

Returns the exponential value of the specified float expression. For example, EXP(LOG(20)) is 20.

• float_expression: The float expression.

                      SELECT EXP(2);
                      -- Result: 7.38905609893065
                    

EXPR ( expression )

Evaluates the expression.

• expression: The expression. Operators allowed are +, -, *, /, ==, !=, >, <, >=, and <=.

                      SELECT EXPR('1 + 2 * 3');
                      -- Result: 7

                      SELECT EXPR('1 + 2 * 3 == 7');
                      -- Result: true
                    

FLOOR ( numeric_expression )

Returns the largest integer less than or equal to the numeric expression.

• numeric_expression: The expression of an indeterminate numeric data type except for the bit data type.

                      SELECT FLOOR(1.3);
                      -- Result: 1

                      SELECT FLOOR(1.5);
                      -- Result: 1

                      SELECT FLOOR(1.7);
                      -- Result: 1
                    

GREATEST(int1,int2,....)

Returns the greatest of the supplied integers.

				SELECT GREATEST(3,5,8,10,1)
				-- Result: 10			
				

HEX(value)

Returns a the equivalent hex for the input value.

• value: A string or numerical value to be converted into hex.

				SELECT HEX(866849198);
				-- Result: 33AB11AE
				
				SELECT HEX('Sample Text');
				-- Result: 53616D706C652054657874
				

JSON_AVG(json, jsonpath)

Computes the average value of a JSON array within a JSON object. The path to the array is specified in the jsonpath argument. Return value is numeric or null.

• json: The JSON document to compute.
• jsonpath: The JSONPath used to select the nodes. [x], [2..], [..8], or [1..12] are accepted. [x] selects all nodes.

                      SELECT JSON_AVG('[1,2,3,4,5]', '$[x]');
                      -- Result: 3

                      SELECT JSON_AVG('{"test": {"data": [1,2,3,4,5]}}', '$.test.data[x]');
                      -- Result: 3

                      SELECT JSON_AVG('{"test": {"data": [1,2,3,4,5]}}', '$.test.data[3..]');
                      -- Result: 4.5
                    

JSON_COUNT(json, jsonpath)

Returns the number of elements in a JSON array within a JSON object. The path to the array is specified in the jsonpath argument. Return value is numeric or null.

• json: The JSON document to compute.
• jsonpath: The JSONPath used to select the nodes. [x], [2..], [..8], or [1..12] are accepted. [x] selects all nodes.

                      SELECT JSON_COUNT('[1,2,3,4,5]', '$[x]');
                      -- Result: 5

                      SELECT JSON_COUNT('{"test": {"data": [1,2,3,4,5]}}', '$.test.data[x]');
                      -- Result: 5

                      SELECT JSON_COUNT('{"test": {"data": [1,2,3,4,5]}}', '$.test.data[3..]');
                      -- Result: 2
                    

JSON_MAX(json, jsonpath)

Gets the maximum value in a JSON array within a JSON object. The path to the array is specified in the jsonpath argument. Return value is numeric or null.

• json: The JSON document to compute.
• jsonpath: The JSONPath used to select the nodes. [x], [2..], [..8], or [1..12] are accepted. [x] selects all nodes.

                      SELECT JSON_MAX('[1,2,3,4,5]', '$[x]');
                      -- Result: 5

                      SELECT JSON_MAX('{"test": {"data": [1,2,3,4,5]}}', '$.test.data[x]');
                      -- Result: 5

                      SELECT JSON_MAX('{"test": {"data": [1,2,3,4,5]}}', '$.test.data[..3]');
                      -- Result: 4
                    

JSON_MIN(json, jsonpath)

Gets the minimum value in a JSON array within a JSON object. The path to the array is specified in the jsonpath argument. Return value is numeric or null.

• json: The JSON document to compute.
• jsonpath: The JSONPath used to select the nodes. [x], [2..], [..8], or [1..12] are accepted. [x] selects all nodes.

                      SELECT JSON_MIN('[1,2,3,4,5]', '$[x]');
                      -- Result: 1

                      SELECT JSON_MIN('{"test": {"data": [1,2,3,4,5]}}', '$.test.data[x]');
                      -- Result: 1

                      SELECT JSON_MIN('{"test": {"data": [1,2,3,4,5]}}', '$.test.data[3..]');
                      -- Result: 4
                    

JSON_SUM(json, jsonpath)

Computes the summary value in JSON according to the JSONPath expression. Return value is numeric or null.

• json: The JSON document to compute.
• jsonpath: The JSONPath used to select the nodes. [x], [2..], [..8], or [1..12] are accepted. [x] selects all nodes.

                      SELECT JSON_SUM('[1,2,3,4,5]', '$[x]');
                      -- Result: 15

                      SELECT JSON_SUM('{"test": {"data": [1,2,3,4,5]}}', '$.test.data[x]');
                      -- Result: 15

                      SELECT JSON_SUM('{"test": {"data": [1,2,3,4,5]}}', '$.test.data[3..]');
                      -- Result: 9
                    

LEAST(int1,int2,....)

Returns the least of the supplied integers.

				SELECT LEAST(3,5,8,10,1)
				-- Result: 1			
				

LOG ( float_expression [, base ] )

Returns the natural logarithm of the specified float expression.

• float_expression: The float expression.
• base: The optional integer argument that sets the base for the logarithm.

                      SELECT LOG(7.3890560);
                      -- Result: 1.99999998661119
                    

LOG10 ( float_expression )

Returns the base-10 logarithm of the specified float expression.

• float_expression: The expression of type float.

                      SELECT LOG10(10000);
                      -- Result: 4
                    

MOD(dividend,divisor)

Returns the integer value associated with the remainder when dividing the dividend by the divisor.

• dividend: The number to take the modulus of.
• divisor: The number to divide the dividend by when determining the modulus.

				SELECT MOD(10,3);
				-- Result: 1
				

NEGATE(real_number)

Returns the opposite to the real number input.

• real_number: The real number to find the opposite of.

				SELECT NEGATE(10);
				-- Result: -10
				
				SELECT NEGATE(-12.4)
				--Result: 12.4
				

PI ( )

Returns the constant value of pi.

                  SELECT PI()
                  -- Result: 3.14159265358979 
                

POWER ( float_expression , y )

Returns the value of the specified expression raised to the specified power.

• float_expression: The float expression.
• y: The power to raise float_expression to.

                      SELECT POWER(2, 10);
                      -- Result: 1024

                      SELECT POWER(2, -2);
                      -- Result: 0.25
                    

RADIANS ( float_expression )

Returns the angle in radians of the angle in degrees.

• float_expression: The degrees of the angle as a float expression.

                      SELECT RADIANS(180);
                      -- Result: 3.14159265358979
                    

RAND ( [ integer_seed ] )

Returns a pseudorandom float value from 0 through 1, exclusive.

• seed: The optional integer expression that specifies the seed value. If seed is not specified, a seed value at random will be assigned.

                      SELECT RAND();
                      -- This result may be different, since the seed is randomized
                      -- Result: 0.873159630165044

                      SELECT RAND(1);
                      -- This result will always be the same, since the seed is constant
                      -- Result: 0.248668584157093
                    

ROUND ( numeric_expression [ ,integer_length] [ ,function ] )

Returns the numeric value rounded to the specified length or precision.

• numeric_expression: The expression of a numeric data type.
• length: The optional precision to round the numeric expression to. When this is omitted, the default behavior will be to round to the nearest whole number.
• function: The optional type of operation to perform. When the function parameter is omitted or has a value of 0 (default), numeric_expression is rounded. When a value other than 0 is specified, numeric_expression is truncated.

                      SELECT ROUND(1.3, 0);
                      -- Result: 1

                      SELECT ROUND(1.55, 1);
                      -- Result: 1.6

                      SELECT ROUND(1.7, 0, 0);
                      -- Result: 2

                      SELECT ROUND(1.7, 0, 1);
                      -- Result: 1
                      
                      SELECT ROUND (1.24);
                      -- Result: 1.0
                    

SIGN ( numeric_expression )

Returns the positive sign (1), 0, or negative sign (-1) of the specified expression.

• numeric_expression: The expression of an indeterminate data type except for the bit data type.

                      SELECT SIGN(0);
                      -- Result: 0

                      SELECT SIGN(10);
                      -- Result: 1

                      SELECT SIGN(-10);
                      -- Result: -1
                    

SIN ( float_expression )

Returns the trigonometric sine of the angle in radians.

• float_expression: The float expression specifying the angle in radians.

                     SELECT SIN(1);
                     -- Result: 0.841470984807897
                    

SQRT ( float_expression )

Returns the square root of the specified float value.

• float_expression: The expression of type float.

                      SELECT SQRT(100);
                      -- Result: 10
                    

SQUARE ( float_expression )

Returns the square of the specified float value.

• float_expression: The expression of type float.

                      SELECT SQUARE(10);
                      -- Result: 100

                      SELECT SQUARE(-10);
                      -- Result: 100
                    

TAN ( float_expression )

Returns the tangent of the input expression.

• float_expression: The expression of type float.

                      SELECT TAN(1);
                      -- Result: 1.5574077246549
                    

TRUNC(decimal_number,precision)

Returns the supplied decimal number truncated to have the supplied decimal precision.

• decimal_number: The decimal value to truncate.
• precision: The number of decimal places to truncate the decimal number to.

				SELECT TRUNC(10.3423,2);
				-- Result: 10.34
				

_ROW_NUMBER_()

Returns a row index as an additional column.

				SELECT ColumnName, _ROW_NUMBER_() FROM TableName
				-- Result: ColumnData, 0
				ColumnData2, 1
				ColumnData3, 2
				

CURRENT_DATE()

Returns the current date value.

                  SELECT CURRENT_DATE();
                  -- Result: 2018-02-01
                

CURRENT_TIMESTAMP()

Returns the current time stamp of the database system as a datetime value. This value is equal to GETDATE and SYSDATETIME, and is always in the local timezone.

                  SELECT CURRENT_TIMESTAMP();
                  -- Result: 2018-02-01 03:04:05
                

DATEADD (datepart , integer_number , date [, dateformat])

Returns the datetime value that results from adding the specified number (a signed integer) to the specified date part of the date.

• datepart: The part of the date to add the specified number to. The valid values and abbreviations are
  • year (yy, yyyy)
  • quarter (qq, q)
  • month (mm, m)
  • week (wk, ww)
  • weekday (dw)
  • dayofyear (dy, y)
  • day (dd, d)
  • hour (hh)
  • minute (mi, n)
  • second (ss, s)
  • millisecond (ms)
• number: The number to be added.
• date: The expression of the datetime data type.
• dateformat: The optional output date format.

                  SELECT DATEADD('d', 5, '2018-02-01');
                  -- Result: 2018-02-06

                  SELECT DATEADD('hh', 5, '2018-02-01 00:00:00');
                  -- Result: 2018-02-01 05:00:00
                

DATEDIFF ( datepart , startdate , enddate )

Returns the difference (a signed integer) of the specified time interval between the specified start date and end date.

• datepart: The part of the date that is the time interval of the difference between the start date and end date. The valid values and abbreviations are:
  • Year (year, yyyy, yy)
  • Quarter (quarter, qq, q)
  • Month (month, mm, m)
  • Week (week, wk, ww)
  • Weekday (weekday, dw)
  • Dayofyear (dayofyear, dy, y)
  • Day (day, dd, d)
  • Hour (hour, hh)
  • Minute (minute, mi, n)
  • Second (second, ss, s)
  • Millisecond (millisecond, ms)
• startdate: The datetime expression of the start date.
• enddate: The datetime expression of the end date.

                  SELECT DATEDIFF('d', '2018-02-01', '2018-02-10');
                  -- Result: 9

                  SELECT DATEDIFF('hh', '2018-02-01 00:00:00', '2018-02-01 12:00:00');
                  -- Result: 12
                

DATE_FORMAT(date,format)

Returns the date or timestamp in the format specified. This function mirrors the MySQL DATE_FORMAT function.

• date: A date or timestamp string.
• format: The specifier string of the desired output format. The list of supported format specifiers comes from the MySQL DATE_FORMAT function (see link to MySQL documentation above).

					SELECT DATE_FORMAT('9/4/2021 3:11:53 AM','%h')
					-- Result: 03
				  

DATEFROMPARTS(integer_year, integer_month, integer_day)

Returns the datetime value for the specified year, month, and day.

• year: The integer expression specifying the year.
• month: The integer expression specifying the month.
• day: The integer expression specifying the day.

                    SELECT DATEFROMPARTS(2018, 2, 1);
                    -- Result: 2018-02-01
                  

DATENAME(datepart , date)

Returns the character string that represents the specified date part of the specified date.

• datepart: The part of the date to return. The valid values and abbreviations are year (yy, yyyy), quarter (qq, q), month (mm, m), dayofyear (dy, y), day (dd, d), week (wk, ww), weekday (dw), hour (hh), minute (mi, n), second (ss, s), millisecond (ms), microsecond (mcs), and nanosecond (ns).
• date: The datetime expression.

                     SELECT DATENAME('yy', '2018-02-01');
                     -- Result: '2018'

                     SELECT DATENAME('dw', '2018-02-01');
                     -- Result: 'Thursday'
                   

DATEPART(datepart, date [,integer_datefirst])

Returns a character string that represents the specified date part of the specified date.

• datepart: The part of the date to return. The valid values and abbreviations are year (yy, yyyy), quarter (qq, q), month (mm, m), dayofyear (dy, y), day (dd, d), week (wk, ww), weekday (dw), hour (hh), minute (mi, n), second (ss, s), millisecond (ms), microsecond (mcs), nanosecond (ns), ISODOW, ISO_WEEK (isoweek, isowk,isoww), and ISOYEAR.
• date: The datetime string.
• datefirst: The optional integer representing the first day of the week. The default is 7, Sunday.

                    SELECT DATEPART('yy', '2018-02-01');
                    -- Result: 2018

                    SELECT DATEPART('dw', '2018-02-01');
                    -- Result: 5
                  

DATETIMEFROMPARTS(integer_year, integer_month, integer_day, integer_hour, integer_minute, integer_seconds, integer_milliseconds)

Returns the datetime value for the specified date parts.

• year: The integer expression specifying the year.
• month: The integer expression specifying the month.
• day: The integer expression specifying the day.
• hour: The integer expression specifying the hour.
• minute: The integer expression specifying the minute.
• seconds: The integer expression specifying the seconds.
• milliseconds: The integer expression specifying the milliseconds.

                    SELECT DATETIMEFROMPARTS(2018, 2, 1, 1, 2, 3, 456);
                    -- Result: 2018-02-01 01:02:03.456
                  

DATETIME2FROMPARTS(integer_year, integer_month, integer_day, integer_hour, integer_minute, integer_seconds, integer_fractions, integer_precision)

Returns the datetime value for the specified date parts.

• year: The integer expression specifying the year.
• month: The integer expression specifying the month.
• day: The integer expression specifying the day.
• hour: The integer expression specifying the hour.
• minute: The integer expression specifying the minute.
• seconds: The integer expression specifying the seconds.
• fractions: The integer expression specifying the fractions of the second.
• precision: The integer expression specifying the precision of the fraction.

				    SELECT DATETIME2FROMPARTS(2018, 2, 1, 1, 2, 3, 456, 3);
                    -- Result: 2018-02-01 01:02:03.456
                  

DATE_TRUNC(date, datepart)

Truncates the date to the precision of the given date part. Modeled after the Oracle TRUNC function.

• date: The datetime string that specifies the date.
• datepart: Refer to the Oracle documentation for valid datepart syntax.

				    SELECT DATE_TRUNC('05-04-2005', 'YY');
                    -- Result: '1/1/2005'
					
                    SELECT DATE_TRUNC('05-04-2005', 'MM');
                    -- Result: '5/1/2005'                    
                  

DATE_TRUNC2(datepart, date, [weekday])

Truncates the date to the precision of the given date part. Modeled after the PostgreSQL date_trunc function.

• datepart: One of 'millennium', 'century', 'decade', 'year', 'quarter', 'month', 'week', 'day', 'hour', 'minute' or 'second'.
• date: The datetime string that specifies the date.
• weekday: The optional day of the week to use as the first day for 'week'. One of 'sunday', 'monday', etc.

                    SELECT DATE_TRUNC2('year', '2020-02-04');
                    -- Result: '2020-01-01'

                    SELECT DATE_TRUNC2('week', '2020-02-04', 'monday');
                    -- Result: '2020-02-02', which is the previous Monday
                  

DAY(date)

Returns the integer that specifies the day component of the specified date.

• date: The datetime string that specifies the date.

                    SELECT DAY('2018-02-01');
                    -- Result: 1
                  

DAYNAME(date)

Returns the name of the day of the week of the specified date.

• date: The datetime string that specifies the date.

                    SELECT DAYNAME('8/18/2021');
                    -- Result: Wednesday
                  

DAYOFMONTH(date)

Returns the day of the month of the given date part.

• date: The datetime string that specifies the date.

				  SELECT DAYOFMONTH('04/15/2000');
				  -- Result: 15
				  

DAYOFWEEK(date)

Returns the day of the week of the given date part.

• date: The datetime string that specifies the date.

				  SELECT DAYOFWEEK('04/15/2000');
				  -- Result: 7
				  

DAYOFYEAR(date)

Returns the day of the year of the given date part.

• date: The datetime string that specifies the date.

				  SELECT DAYOFYEAR('04/15/2000');
				  -- Result: 106
				  

EOMONTH(date [, integer_month_to_add ]) or LAST_DAY(date)

Returns the last day of the month that contains the specified date with an optional offset.

• date: The datetime expression specifying the date for which to return the last day of the month.
• integer_month_to_add: The optional integer expression specifying the number of months to add to the date before calculating the end of the month.

                  SELECT EOMONTH('2018-02-01');
                  -- Result: 2018-02-28
                  
                  SELECT LAST_DAY('2018-02-01');
                  -- Result: 2018-02-28

                  SELECT EOMONTH('2018-02-01', 2);
                  -- Result: 2018-04-30
                

EXTRACT(date_part FROM date_column_name)

Returns the last day of the month that contains the specified date with an optional offset.

• date_part: One of the following date components: YEAR, MONTH, DAY, HOUR, MINUTE, SECOND.
• date_column_name: The name of a date column in a table.

                  SELECT EXTRACT(YEAR FROM DateColumn)
                  -- Result: 2021
                

FDWEEK(date)

Returns the first day of the week of the given date part.

• date: The datetime string that specifies the date.
• weeks to add: An optional integer expression specifying the number of months to add to the date before calculating the first day of the week.

				  SELECT FDWEEK('02-08-2018');
				  -- Result: 2/4/2018

          SELECT FDWEEK('02-08-2018', 1)
          --Result: 02/11/2018
				  

FDMONTH(date)

Returns the first day of the month of the given date part.

• date: The datetime string that specifies the date.
• month to add: An optional integer expression specifying the number of months to add to the date before calculating the first day of the month.

				  SELECT FDMONTH('02-08-2018');
				  -- Result: 2/1/2018

          SELECT FDMONTH('02-08-2018', 1) 
          --Result: 03/01/2018
				  

FDQUARTER(date)

Returns the first day of the quarter of the given date part.

• date: The datetime string that specifies the date.
• quarters to add: An optional integer expression specifying the number of months to add to the date before calculating the first day of the quarter.

				  SELECT FDQUARTER('05-08-2018');
				  -- Result: 4/1/2018

          SELECT FDQUARTER('05-08-2018',1)
          --Result: 07/01/2018
				  

FILEMODIFIEDTIME(uri)

Returns the time stamp associated with the Date Modified of the relevant file.

• uri: An absolute path pointing to a file on the local file system.

				 SELECT FILEMODIFIEDTIME('C:/Documents/myfile.txt');
				 -- Result: 6/25/2019 10:06:58 AM
				 

FROM_DAYS(datevalue)

Returns a date derived from the number of days after 1582-10-15 (based upon the Gregorian calendar). This will be equivalent to the MYSQL FROM_DAYS function.

• datevalue: A integer value representing the number of days since 1582-10-15.

				SELECT FROM_DAYS(736000);
				-- Result: 2/6/2015
				

FROM_UNIXTIME(time, issecond)

Returns a representation of the unix_timestamp argument as a value in YYYY-MM-DD HH:MM:SS expressed in the current time zone.

• time: The time stamp value from epoch time. Milliseconds are accepted.
• issecond: Indicates the time stamp value is milliseconds to epoch time.

                      SELECT FROM_UNIXTIME(1540495231, 1);
                      -- Result: 2018-10-25 19:20:31

                      SELECT FROM_UNIXTIME(1540495357385, 0);
                      -- Result: 2018-10-25 19:22:37
                    

GETDATE()

Returns the current time stamp of the database system as a datetime value. This value is equal to CURRENT_TIMESTAMP and SYSDATETIME, and is always in the local timezone.

                  SELECT GETDATE();
                  -- Result: 2018-02-01 03:04:05
                

GETUTCDATE()

Returns the current time stamp of the database system formatted as a UTC datetime value. This value is equal to SYSUTCDATETIME.

In addition, GETUTCDATE can take an optional second parameter, a date and time that are converted to UTC.

                  SELECT GETUTCDATE();
                  -- For example, if the local timezone is Eastern European Time (GMT+2)
                  -- Result: 2018-02-01 05:04:05

                  SELECT GETUTCDATE('2020/08/31 13:56:00')
                  --Result: '2020-08-31 17:56:00'
                

HOUR(date)

Returns the hour component from the provided datetime.

• date: The datetime string that specifies the date.

				SELECT HOUR('02-02-2020 11:30:00');
				-- Result: 11
				

ISDATE(date, [date_format])

Returns 1 if the value is a valid date, time, or datetime value; otherwise, 0.

• date: The datetime string.
• date_format: The optional datetime format.

                      SELECT ISDATE('2018-02-01', 'yyyy-MM-dd');
                      -- Result: 1

                      SELECT ISDATE('Not a date');
                      -- Result: 0
                    

LAST_WEEK()

Returns a time stamp equivalent to exactly one week before the current date.

				SELECT LAST_WEEK();	//Assume the date is 3/17/2020	
			 -- Result: 3/10/2020 00:00:00
				

LAST_MONTH()

Returns a time stamp equivalent to exactly one month before the current date.

	
				SELECT LAST_MONTH(); //Assume the date is 3/17/2020
				-- Result: 2/17/2020 00:00:00
				

LAST_YEAR()

Returns a time stamp equivalent to exactly one year before the current date.

				SELECT LAST_YEAR();	//Assume the date is 3/17/2020	
				-- Result: 3/10/2019 00:00:00
				

LDWEEK(date)

Returns the last day of the provided week.

• date: The datetime string.
• weeks to add: An optional integer expression specifying the number of months to add to the date before calculating the last day of the week.

				SELECT LDWEEK('02-02-2020');
				-- Result: 2/8/2020
				

LDMONTH(date)

Returns the last day of the provided month.

• date: The datetime string.
• months to add: An optional integer expression specifying the number of months to add to the date before calculating the last day of the month.

				SELECT LDMONTH('02-02-2020');
				-- Result: 2/29/2020

        SELECT LDMONTH('02-08-2020', 1)
        --Result: 03/31/2020
				

LDQUARTER(date)

Returns the last day of the provided quarter.

• date: The datetime string.
• quarters to add: An optional integer expression specifying the number of months to add to the date before calculating the last day of the quarter.

				SELECT LDQUARTER('02-02-2020');
				-- Result: 3/31/2020

        SELECT LDQUARTER('02-02-2020',1)
        --Result: 06/30/2020
				

MAKEDATE(year, days)

Returns a date value from a year and a number of days.

• year: The year
• days: The number of days into the year. Value must be greater than 0.

          SELECT MAKEDATE(2020, 1);
          -- Result: 2020-01-01
        

MINUTE(date)

Returns the minute component from the provided datetime.

• date: The datetime string that specifies the date.

				SELECT MINUTE('02-02-2020 11:15:00');
				-- Result: 15
				

MONTH(date)

Returns the month component from the provided datetime.

• date: The datetime string that specifies the date.

				SELECT MONTH('02-02-2020');
				-- Result: 2
				

QUARTER(date)

Returns the quarter associated with the provided datetime.

• date: The datetime string that specifies the date.

				SELECT QUARTER('02-02-2020');
				-- Result: 1
				

SECOND(date)

Returns the second component from the provided datetime.

• date: The datetime string that specifies the date.

				SELECT SECOND('02-02-2020 11:15:23');
				-- Result: 23
				

SMALLDATETIMEFROMPARTS(integer_year, integer_month, integer_day, integer_hour, integer_minute)

Returns the datetime value for the specified date and time.

• year: The integer expression specifying the year.
• month: The integer expression specifying the month.
• day: The integer expression specifying the day.
• hour: The integer expression specifying the hour.
• minute: The integer expression specifying the minute.

                      SELECT SMALLDATETIMEFROMPARTS(2018, 2, 1, 1, 2);
                      -- Result: 2018-02-01 01:02:00
                    

STRTODATE(string,format)

Parses the provided string value and returns the corresponding datetime.

• string: The string value to be converted to datetime format.
• format: A format string which describes how to interpret the first string input. A few special formats are available as well, including UNIX, UNIXMILIS, TICKS, and FILETICKS.

				SELECT STRTODATE('03*04*2020','dd*MM*yyyy');
				-- Result: 4/3/2020
				

SYSDATETIME()

Returns the current time stamp as a datetime value of the database system. It is equal to GETDATE and CURRENT_TIMESTAMP, and is always in the local timezone.

                  SELECT SYSDATETIME();
                  -- Result: 2018-02-01 03:04:05
                

SYSUTCDATETIME()

Returns the current system date and time as a UTC datetime value. It is equal to GETUTCDATE.

                  SELECT SYSUTCDATETIME();
                  -- For example, if the local timezone is Eastern European Time (GMT+2)
                  -- Result: 2018-02-01 05:04:05
                

TIMEFROMPARTS(integer_hour, integer_minute, integer_seconds, integer_fractions, integer_precision)

Returns the time value for the specified time and with the specified precision.

• hour: The integer expression specifying the hour.
• minute: The integer expression specifying the minute.
• seconds: The integer expression specifying the seconds.
• fractions: The integer expression specifying the fractions of the second.
• precision : The integer expression specifying the precision of the fraction.

                      SELECT TIMEFROMPARTS(1, 2, 3, 456, 3);
                      -- Result: 01:02:03.456
                    

TO_DAYS(date)

Returns the number of days since 0000-00-01. This will only return a value for dates on or after 1582-10-15 (based upon the Gregorian calendar). This will be equivalent to the MYSQL TO_DAYS function.

• date: The datetime string that specifies the date.

				SELECT TO_DAYS('02-06-2015');
				-- Result: 736000
				

WEEK(date)

Returns the week (of the year) associated with the provided datetime.

• date: The datetime string that specifies the date.

				SELECT WEEK('02-17-2020 11:15:23');
				-- Result: 8
				

YEAR(date)

Returns the integer that specifies the year of the specified date.

• date: The datetime string.

                      SELECT YEAR('2018-02-01');
                      -- Result: 2018
                    

The following date literal functions can be used to filter date fields using relative intervals. Note that while the <, >, and = operators are supported for these functions, <= and >= are not.

L_TODAY()

The current day.

  SELECT * FROM MyTable WHERE MyDateField = L_TODAY()

L_YESTERDAY()

The previous day.

  SELECT * FROM MyTable WHERE MyDateField = L_YESTERDAY()

L_TOMORROW()

The following day.

  SELECT * FROM MyTable WHERE MyDateField = L_TOMORROW()

L_LAST_WEEK()

Every day in the preceding week.

  SELECT * FROM MyTable WHERE MyDateField = L_LAST_WEEK()

L_THIS_WEEK()

Every day in the current week.

  SELECT * FROM MyTable WHERE MyDateField = L_THIS_WEEK()

L_NEXT_WEEK()

Every day in the following week.

  SELECT * FROM MyTable WHERE MyDateField = L_NEXT_WEEK()

Also available:

• L_LAST/L_THIS/L_NEXT MONTH
• L_LAST/L_THIS/L_NEXT QUARTER
• L_LAST/L_THIS/L_NEXT YEAR

L_LAST_N_DAYS(n)

The previous n days, excluding the current day.

  SELECT * FROM MyTable WHERE MyDateField = L_LAST_N_DAYS(3)

L_NEXT_N_DAYS(n)

The following n days, including the current day.

  SELECT * FROM MyTable WHERE MyDateField = L_NEXT_N_DAYS(3)

Also available:

• L_LAST/L_NEXT_90_DAYS

L_LAST_N_WEEKS(n)

Every day in every week, starting n weeks before current week, and ending in the previous week.

  SELECT * FROM MyTable WHERE MyDateField = L_LAST_N_WEEKS(3)

L_NEXT_N_WEEKS(n)

Every day in every week, starting the following week, and ending n weeks in the future.

  SELECT * FROM MyTable WHERE MyDateField = L_NEXT_N_WEEKS(3)

Also available:

• L_LAST/L_NEXT_N_MONTHS(n)
• L_LAST/L_NEXT_N_QUARTERS(n)
• L_LAST/L_NEXT_N_YEARS(n)

A SELECT statement can consist of the following basic clauses.

• SELECT
• INTO
• FROM
• JOIN
• WHERE
• GROUP BY
• HAVING
• UNION
• ORDER BY
• LIMIT

SELECT Syntax

The following syntax diagram outlines the syntax supported by the SQL engine of the connector:

SELECT {
  [ TOP <numeric_literal> | DISTINCT ]
  { 
    * 
    | { 
        <expression> [ [ AS ] <column_reference> ] 
        | { <table_name> | <correlation_name> } .* 
      } [ , ... ] 
  }
  { 
    FROM <table_reference> [ [ AS ] <identifier> ] 
  } [ , ... ]
  [ [  
      INNER | { { LEFT | RIGHT | FULL } [ OUTER ] } 
    ] JOIN <table_reference> [ ON <search_condition> ] [ [ AS ] <identifier> ] 
  ] [ ... ] 
  [ WHERE <search_condition> ]
  [ GROUP BY <column_reference> [ , ... ]
  [ HAVING <search_condition> ]
  [ UNION [ ALL ] <select_statement> ]
  [ 
    ORDER BY 
    <column_reference> [ ASC | DESC ] [ NULLS FIRST | NULLS LAST ]
  ]
  [ 
    LIMIT <expression>
    [ 
      { OFFSET | , }
      <expression> 
    ]
  ] 
} | SCOPE_IDENTITY() 

<expression> ::=
  | <column_reference>
  | @ <parameter> 
  | ?
  | COUNT( * | { [ DISTINCT ] <expression> } )
  | { AVG | MAX | MIN | SUM | COUNT } ( <expression> ) 
  | NULLIF ( <expression> , <expression> ) 
  | COALESCE ( <expression> , ... ) 
  | CASE <expression>
      WHEN { <expression> | <search_condition> } THEN { <expression> | NULL } [ ... ]
    [ ELSE { <expression> | NULL } ]
    END 
  | {RANK() | DENSE_RANK()} OVER ([PARTITION BY <column_reference>] {ORDER BY <column_reference>})
  | <literal>
  | <sql_function> 

<search_condition> ::= 
  {
    <expression> { = | > | < | >= | <= | <> | != | LIKE | NOT LIKE | IN | NOT IN | IS NULL | IS NOT NULL | AND | OR | CONTAINS | BETWEEN | IS DISTINCT FROM | IS NOT DISTINCT FROM } [ <expression> ]
  } [ { AND | OR } ... ] 

Examples

1. Return all columns:
   

   SELECT * FROM Lead

2. Rename a column:
   

   SELECT [FirstName] AS MY_FirstName FROM Lead

3. Cast a column's data as a different data type:
   

   SELECT CAST(Revenue AS VARCHAR) AS Str_Revenue FROM Lead

4. Search data:
   

   SELECT * FROM Lead WHERE FirstName <> 'Bob'

5. Return the number of items matching the query criteria:
   

   SELECT COUNT(*) AS MyCount FROM Lead 

6. Return the number of unique items matching the query criteria:
   

   SELECT COUNT(DISTINCT FirstName) FROM Lead 

7. Return the unique items matching the query criteria:
   

   SELECT DISTINCT FirstName FROM Lead 

8. Sort a result set in ascending order:
   

   SELECT Id, FirstName FROM Lead  ORDER BY FirstName ASC

9. Restrict a result set to the specified number of rows:
   

   SELECT Id, FirstName FROM Lead LIMIT 10 

10. Parameterize a query to pass in inputs at execution time. This enables you to create prepared statements and mitigate SQL injection attacks.
    

    SELECT * FROM Lead WHERE FirstName = @param

See Explicitly Caching Data for information on using the SELECT statement in offline mode.

Pseudo Columns

Some input-only fields are available in SELECT statements. These fields, called pseudo columns, do not appear as regular columns in the results, yet may be specified as part of the WHERE clause. You can use pseudo columns to access additional features from Microsoft Dynamics CRM.

    SELECT * FROM Lead WHERE FetchXML = '@FetchXML'
    

Aggregate Functions

For SELECT examples using aggregate functions, see Aggregate Functions.

JOIN Queries

See JOIN Queries for SELECT query examples using JOINs.

Date Literal Functions

Date Literal Functions contains SELECT examples with date literal functions.

COUNT

Returns the number of rows matching the query criteria.

SELECT COUNT(*) FROM Lead WHERE FirstName = 'Bob'

COUNT(DISTINCT)

Returns the number of distinct, non-null field values matching the query criteria.

SELECT COUNT(DISTINCT Id) AS DistinctValues FROM Lead WHERE FirstName <> 'Bob'

AVG

Returns the average of the column values.

SELECT FirstName, AVG(Revenue) FROM Lead WHERE FirstName <> 'Bob'  GROUP BY FirstName

MIN

Returns the minimum column value.

SELECT MIN(Revenue), FirstName FROM Lead WHERE FirstName <> 'Bob' GROUP BY FirstName

MAX

Returns the maximum column value.

SELECT FirstName, MAX(Revenue) FROM Lead WHERE FirstName <> 'Bob' GROUP BY FirstName

SUM

Returns the total sum of the column values.

SELECT SUM(Revenue) FROM Lead WHERE FirstName = 'Bob'

The connector supports JOIN queries based on Dynamics CRM relationships. JOIN queries in Dynamics CRM can only be executed against related entities.

Dynamics CRM entities can be linked using relationships. The standard Dynamics CRM entities already have relationships defined for them. You can define relationships for your custom entities. The connector supports standard SQL syntax instead of proprietary FetchXML to allow easy integration with a wide variety of SQL tools.

Inner Joins

Inner joins are the default join when the JOIN keyword is specified. The INNER and NATURAL keywords are also supported. The following query returns the Names of all Accounts that have Contacts and the FirstNames of those Contacts.

SELECT Account.Id, Account.Name, Contact.FirstName, Contact.LastName FROM Account JOIN Contact ON Account.Id = Contact.AccountId_Id

Left Join

Left joins can be executed with the LEFT JOIN and LEFT OUTER JOIN keywords. The following returns all Accounts and the Equipment Id for any preferred Equipment defined for that Account:

SELECT Account.Id, Account.Name, Equipment.Id AS Eid, Equipment.Name AS Ename FROM Account LEFT JOIN Equipment ON Account.PreferredEquipmentid_id = Equipment.Id WHERE Account.Name = 'Adventure Works (sample)'

To create new records, use INSERT statements.

INSERT Syntax

The INSERT statement specifies the columns to be inserted and the new column values. You can specify the column values in a comma-separated list in the VALUES clause, as shown in the following example:

INSERT INTO <table_name> 
( <column_reference> [ , ... ] )
VALUES 
( { <expression> | NULL } [ , ... ] ) 
  

<expression> ::=
  | @ <parameter> 
  | ?
  | <literal>

The following is an example query:

INSERT INTO Lead (FirstName) VALUES ('John')

To modify existing records, use UPDATE statements.

Update Syntax

The UPDATE statement takes as input a comma-separated list of columns and new column values as name-value pairs in the SET clause, as shown in the following example:

UPDATE <table_name> SET <select_statement> | {<column_reference> = <expression> [ , ... ]} WHERE { Id = <expression>  } [ { AND | OR } ... ] 

<expression> ::=
  | @ <parameter> 
  | ?
  | <literal>

The following is an example query:

UPDATE Lead SET FirstName='John' WHERE Id = @myId

An UPSERT statement updates an existing record or creates a new record if an existing record is not identified.

UPSERT Syntax

The UPSERT syntax is the same as for INSERT. Microsoft Dynamics CRM uses the input provided in the VALUES clause to determine whether the record already exists. If the record does not exist, all columns required to insert the record must be specified. See Data Model for any table-specific information.

UPSERT INTO <table_name> 
( <column_reference> [ , ... ] )
VALUES 
( { <expression> | NULL } [ , ... ] ) 
  

<expression> ::=
  | @ <parameter> 
  | ?
  | <literal>

The following is an example query:

UPSERT INTO Lead (FirstName) VALUES ('John')

To delete information from a table, use DELETE statements.

DELETE Syntax

The DELETE statement requires the table name in the FROM clause and the row's primary key in the WHERE clause, as shown in the following example:

<delete_statement> ::= DELETE FROM <table_name> WHERE { Id = <expression> } [ { AND | OR } ... ]

<expression> ::=
  | @ <parameter> 
  | ?
  | <literal>

The following is an example query:

DELETE FROM Lead WHERE Id = @myId

When caching is enabled, CACHE statements provide complete control over the data that is cached and the table to which it is cached. The CACHE statement executes the SELECT statement specified and caches its results to a table with the same name in the cache database or to table specified in <cached_table_name>. The connector updates or inserts rows to the cache depending on whether or not they already exist in the cache, so the primary key, which is used to identify existing rows, must be included in the selected columns.

See Caching Data for more information on different caching strategies.

CACHE Statement Syntax

The cache statement may include the following options that alter its behavior:

CACHE [ <cached_table_name> ] [ WITH TRUNCATE | AUTOCOMMIT | SCHEMA ONLY | DROP EXISTING | ALTER SCHEMA ] <select_statement> 

WITH TRUNCATE

If this option is set, the connector removes existing rows in the cache table before adding the selected rows. Use this option if you want to refresh the entire cache table but keep its existing schema.

AUTOCOMMIT

If this option is set, the connector commits each row individually. Use this option if you want to ignore the rows that could not be cached due to some reason. By default, the entire result set is cached as a single transaction.

DROP EXISTING

If this option is set, the connector drops the existing cache table before caching the new results. Use this option if you want to refresh the entire cache table, including its schema.

SCHEMA ONLY

If this option is set, the connector creates the cache table based on the SELECT statement without executing the query.

ALTER SCHEMA

If this option is set, the connector alters the schema of the existing table in the cache if it does not match the schema of the SELECT statement. This option results in new columns or dropped columns, if the schema of the SELECT statement does not match the cached table.

Common Queries

Use the following cache statement to cache all rows of a table:

CACHE SELECT * FROM Lead

Use the following cache statement to cache all rows of a table into the cache table CachedLead:

CACHE CachedLead SELECT * FROM Lead

Use the following cache statement for incremental caching. The DateModified column may not exist in all tables. The cache statement shows how incremental caching would work if there were such a column. Also, notice that, in this case, the WITH TRUNCATE and DROP EXISTING options are specifically omitted, which would have deleted all existing rows.

CACHE CachedLead SELECT * FROM Lead WHERE DateModified > '2013-04-04'

Use the following cache statements to create a table with all available columns that will then cache only a few of them. The sequence of statements cache only Id and FirstName even though the cache table CachedLead has all the columns in Lead.

CACHE CachedLead SCHEMA ONLY SELECT * FROM Lead
CACHE CachedLead SELECT Id, FirstName FROM Lead

To execute stored procedures, you can use EXECUTE or EXEC statements.

EXEC and EXECUTE assign stored procedure inputs, referenced by name, to values or parameter names.

Stored Procedure Syntax

To execute a stored procedure as an SQL statement, use the following syntax:

 
{ EXECUTE | EXEC } <stored_proc_name> 
{
  [ @ ] <input_name> = <expression>
} [ , ... ]

<expression> ::=
  | @ <parameter> 
  | ?
  | <literal>

Example Statements

Reference stored procedure inputs by name:

EXECUTE my_proc @second = 2, @first = 1, @third = 3;

Execute a parameterized stored procedure statement:

EXECUTE my_proc second = @p1, first = @p2, third = @p3; 

PIVOT and UNPIVOT can be used to change a table-valued expression into another table.

PIVOT

PIVOT rotates a table-value expression by turning unique values from one column into multiple columns in the output. PIVOT can run aggregations where required on any column value.

PIVOT Synax

 
"SELECT 'AverageCost' AS Cost_Sorted_By_Production_Days, [0], [1], [2], [3], [4]
FROM
(
SELECT DaysToManufacture, StandardCost
FROM Production.Product
) AS SourceTable
PIVOT
(
AVG(StandardCost)
FOR DaysToManufacture IN ([0], [1], [2], [3], [4])
) AS PivotTable;"

UNPIVOT

UNPIVOT carries out nearly the opposite to PIVOT by rotating columns of a table-valued expressions into column values.

UNPIVOT Sytax

 
"SELECT VendorID, Employee, Orders
FROM
(SELECT VendorID, Emp1, Emp2, Emp3, Emp4, Emp5
FROM pvt) p
UNPIVOT
(Orders FOR Employee IN
(Emp1, Emp2, Emp3, Emp4, Emp5)
)AS unpvt;"

For further information on PIVOT and UNPIVOT, see FROM clause plus JOIN, APPLY, PIVOT (Transact-SQL)

Use INSERT INTO SELECT queries to select a list of records from one table and insert those same records into another table as a group. Inserting batches of records in this way may result in improved query performance compared to using many individual INSERT INTO queries.

The table whose records are selected for insertion into another table can be either a real table or a user-defined temporary table.

Inserting Records from Real Tables

To insert a group of records from one real, non-temporary, source table into another destination table, you can use an INSERT INTO SELECT query. This type of query is formatted similarly to a standard INSERT INTO query, except the VALUES clause is substituted with a SELECT query targeting the source table. All records matched by the embedded SELECT query are inserted into the destination table.

If the source table and destination tables have different column names, you must map columns from the source table to the corresponding columns in the destination table you want to insert them into. Perform this mapping by specifying the destination table columns in the same order as the source table columns you want to match them with. For example:

INSERT INTO DestinationTable (A,B,C,D) SELECT Q,R,S,T FROM SourceTable

In this example, the first source column (Q) is inserted into the first destination column (A), the second source column (R) is inserted into the second destination column (B), and so on.

If the source table and destination table both have the same column list with the same names, you can use a streamlined query.

INSERT INTO DestinationTableWithSameColumns SELECT * FROM SourceTable

In this example, there is no need to specify a list of columns for either the source or destination table, because their metadata already matches.

Inserting Records from Temporary Tables

You can manually define and populate temporary tables to hold a list of records for later bulk insertion.

Populate the Temporary Table

To create a temporary table, you must give it a name ending in "#TEMP" and execute an INSERT INTO query using that name, as if that table already existed in the database. After executing the first INSERT INTO, the temporary table exists and can receive subsequent INSERTs. For example:

INSERT INTO Lead#TEMP (FirstName, MyCustomField__c) VALUES ('New Lead', '9000');
INSERT INTO Lead#TEMP (FirstName, MyCustomField__c) VALUES ('New Lead 2', '9001');
INSERT INTO Lead#TEMP (FirstName, MyCustomField__c) VALUES ('New Lead 3', '9002');

This creates a temporary table called Lead#TEMP with two columns and three rows of data. Since type cannot be determined on the temporary table itself, all values are considered strings and later converted to the proper type when they are inserted together into the real (non-temporary) table of interest.

Insert Temporary Table Contents into Real Tables

Once your temporary table is populated, execute an INSERT INTO SELECT query targeting the real (non-temporary) table you want to insert the temporary table's records into. This is formatted similarly to a standard INSERT INTO query, except the VALUES clause is substituted with a SELECT query targeting the matching columns in the temporary table. For example:

INSERT INTO Lead (FirstName, MyCustomField__c) SELECT FirstName, MyCustomField__c FROM Lead#TEMP

In this example, the full contents of Lead#TEMP are inserted into the Lead.

Results

The LastResultInfo#TEMP temporary table contains details about the most recently executed query that uses the contents of a temporary table in an embedded SELECT clause, as is the case for INSERT INTO SELECT queries that use a temporary table as the source of records. This table is cleared and repopulated each time such a query is executed. LastResultInfo#TEMP includes information such as whether the query in question succeeded, and how many rows were affected by the query.

Temporary Table Lifespan

Temporary tables only last as long as the connection remains open. When the connection to Microsoft Dynamics CRM is closed, all temporary tables are cleared, including the LastResultInfo#TEMP table.

To perform multiple updates in a single request to Microsoft Dynamics CRM,first use the INSERT INTO syntax to insert a temporary table of data into Microsoft Dynamics CRM. This works by first populating a temporary table with the data you are going to submit to Microsoft Dynamics CRM. Once you have all of the data you want to update, use UPDATE SELECT FROM to pass the temporary table data into the table in Microsoft Dynamics CRM.

Populate the Temporary Table

The temporary table you are populating is dynamic and is created at run time the first time you insert to it. Temporary tables are denoted by a # appearing in their name. When using a temporary table to update, the temporary table must be named in the format [TableName]#TEMP, where TableName is the name of the table you are inserting to. For example:

INSERT INTO Lead#TEMP (Id, Name, MyCustomField__c) VALUES ('AX1000001', 'New Lead', '9000');
INSERT INTO Lead#TEMP (Id, Name, MyCustomField__c) VALUES ('AX1000002', 'New Lead 2', '9001');
INSERT INTO Lead#TEMP (Id, Name, MyCustomField__c) VALUES ('AX1000003', 'New Lead 3', '9002');

This creates a temporary table called Lead#TEMP with three columns and three rows of data. Since type cannot be determined on the temporary table itself, all values are stored in memory as strings. The values are later converted to the proper type when they are submitted to the Lead table.

Update the Actual Table

Once your temporary table is populated, it is now time to update the actual table in Microsoft Dynamics CRM. You can do this by performing an UPDATE to the actual table and selecting the input data from the temporary table. For example:

UPDATE Lead (Id, FirstName, MyCustomField__c) SELECT Id, FirstName, MyCustomField__c FROM Lead#TEMP

In this example, the full contents of the Lead#TEMP table are passed into the Lead table. This results in fewer requests being submitted to Microsoft Dynamics CRM since multiple updates may be submitted with each request, which is much better for performance if you have many records to update.

Results

The results of the query are stored in the LastResultInfo#TEMP temporary table. This table is cleared and repopulated the next time data is modified by passing in a temporary table. Please be aware that the LastResultInfo#TEMP table has no predefined schema. You need to check its metadata at run time before reading data.

Temporary Table Life Span

Temporary tables only last as long as the connection remains open. When the connection to Microsoft Dynamics CRM is closed, all temporary tables are cleared, including the LastResultInfo#TEMP table.

To perform multiple deletes in a single request to Microsoft Dynamics CRM, first use the INSERT INTO syntax to create an in-memory temporary table of data to be deleted. Once you have all of the data you want to delete added to temporary table, use DELETE FROM syntax to delete data from the live table in Microsoft Dynamics CRM. This functionality is also available via the standard Batch Processing API available in JDBC.

Populate the Temporary Table

The temporary table you are populating is dynamic and is created at run time the first time you insert to it. Temporary tables are denoted by a # appearing in their name. When using a temporary table to delete, the temporary table must be named in the format [TableName]#TEMP, where TableName is the name of the table you are inserting to. For example:

INSERT INTO Lead#TEMP (Id) VALUES ('AX1000001');
INSERT INTO Lead#TEMP (Id) VALUES ('AX1000002');
INSERT INTO Lead#TEMP (Id) VALUES ('AX1000003');

This creates a temporary table called Lead#TEMP with one column and three rows of data. Since type cannot be determined on the temporary table itself, all values are stored in memory as strings. They are later converted to the proper type when they are submitted to the Lead table.

Delete from the Actual Table

Once your temporary table is populated, it is now time to insert to the actual table in Microsoft Dynamics CRM. You can do this by performing a DELETE from the actual table and selecting the input data from the temporary table. For example:

DELETE FROM Lead WHERE EXISTS SELECT Id FROM Lead#TEMP

In this example, the full contents of the Lead#TEMP table are passed into the Lead table. This results in fewer requests being submitted to Microsoft Dynamics CRM since multiple deletes may be submitted with each request, which is much better for performance if you have many records to delete.

Results

The results of the query are stored in the LastResultInfo#TEMP temporary table. This table is cleared and repopulated the next time data is modified by passing in a temporary table. Please be aware that the LastResultInfo#TEMP table has no predefined schema. You need to check its metadata at run time before reading data.

Temporary Table Life Span

Temporary tables only last as long as the connection remains opened. When the connection to Microsoft Dynamics CRM is closed, all temporary tables are cleared, including the LastResultInfo#TEMP table.

The CData Python Connector for Microsoft Dynamics CRM models Microsoft Dynamics CRM entities in relational tables and stored procedures. The table definitions are dynamically obtained based on your Dynamics CRM organization settings.

Tables

Tables describes the available tables. Table definitions are dynamically retrieved. This section shows the sample table definitions that are included by the default Dynamics CRM organization.

Stored Procedures

Stored Procedures are function-like interfaces to the data source. They can be used to search, update, and modify information in the data source.

The connector models the data in Microsoft Dynamics CRM as a list of tables in a relational database that can be queried using standard SQL statements.

CData Python Connector for Microsoft Dynamics CRM Tables

Name	Description
Account	Create, update, delete, and query Account entities in Dynamics CRM.
ActivityMimeAttachment	Create, update, delete, and query ActivityMimeAttachment entities in Dynamics CRM.
ActivityParty	Create, update, delete, and query ActivityParty entities in Dynamics CRM.
ActivityPointer	Create, update, delete, and query ActivityPointer entities in Dynamics CRM.
Annotation	Create, update, delete, and query Annotation entities in Dynamics CRM.
AnnualFiscalCalendar	Create, update, delete, and query annual fiscal calendar entities in Dynamics CRM.
ApplicationFile	Create, update, delete, and query ApplicationFile entities in Dynamics CRM.
Appointment	Create, update, delete, and query Appointment entities in Dynamics CRM.
AsyncOperation	Create, update, delete, and query AsyncOperation entities in Dynamics CRM.
Attachment	Create, update, delete, and query Attachment entities in Dynamics CRM.
AttributeMap	Create, update, delete, and query AttributeMap entities in Dynamics CRM.
Audit	Create, update, delete, and query Audit entities in Dynamics CRM.
BulkDeleteFailure	Create, update, delete, and query BulkDeleteFailure entities in Dynamics CRM.
BulkDeleteOperation	Create, update, delete, and query BulkDeleteOperation entities in Dynamics CRM.
BulkOperation	Create, update, delete, and query BulkOperation entities in Dynamics CRM.
BulkOperationLog	This is a table representing the BulkOperationLog entities in Dynamics CRM.
BusinessUnit	This is a table representing the BusinessUnit entities in Dynamics CRM.
BusinessUnitMap	This is a table representing the BusinessUnitMap entities in Dynamics CRM.
BusinessUnitNewsArticle	This is a table representing the BusinessUnitNewsArticle entities in Dynamics CRM.
Calendar	This is a table representing the Calendar entities in Dynamics CRM.
Campaign	This is a table representing the Campaign entities in Dynamics CRM.
CampaignActivity	This is a table representing the CampaignActivity entities in Dynamics CRM.
CampaignActivityItem	This is a table representing the CampaignActivityItem entities in Dynamics CRM.
CampaignItem	This is a table representing the CampaignItem entities in Dynamics CRM.
CampaignResponse	This is a table representing the CampaignResponse entities in Dynamics CRM.
ClientUpdate	This is a table representing the ClientUpdate entities in Dynamics CRM.
ColumnMapping	This is a table representing the ColumnMapping entities in Dynamics CRM.
Commitment	This is a table representing the Commitment entities in Dynamics CRM.
Competitor	This is a table representing the Competitor entities in Dynamics CRM.
CompetitorAddress	This is a table representing the CompetitorAddress entities in Dynamics CRM.
CompetitorProduct	This is a table representing the CompetitorProduct entities in Dynamics CRM.
CompetitorSalesLiterature	This is a table representing the CompetitorSalesLiterature entities in Dynamics CRM.
Connection	This is a table representing the Connection entities in Dynamics CRM.
ConnectionRole	This is a table representing the ConnectionRole entities in Dynamics CRM.
ConnectionRoleAssociation	This is a table representing the ConnectionRoleAssociation entities in Dynamics CRM.
ConnectionRoleObjectTypeCode	This is a table representing the ConnectionRoleObjectTypeCode entities in Dynamics CRM.
ConstraintBasedGroup	This is a table representing the ConstraintBasedGroup entities in Dynamics CRM.
Contact	This is a table representing the Contact entities in Dynamics CRM.
ContactInvoices	This is a table representing the ContactInvoices entities in Dynamics CRM.
ContactLeads	This is a table representing the ContactLeads entities in Dynamics CRM.
ContactOrders	This is a table representing the ContactOrders entities in Dynamics CRM.
ContactQuotes	This is a table representing the ContactQuotes entities in Dynamics CRM.
Contract	This is a table representing the Contract entities in Dynamics CRM.
ContractDetail	This is a table representing the ContractDetail entities in Dynamics CRM.
ContractTemplate	This is a table representing the ContractTemplate entities in Dynamics CRM.
CustomerAddress	This is a table representing the CustomerAddress entities in Dynamics CRM.
CustomerOpportunityRole	This is a table representing the CustomerOpportunityRole entities in Dynamics CRM.
CustomerRelationship	This is a table representing the CustomerRelationship entities in Dynamics CRM.
Dependency	This is a table representing the Dependency entities in Dynamics CRM.
DependencyNode	This is a table representing the DependencyNode entities in Dynamics CRM.
Discount	This is a table representing the Discount entities in Dynamics CRM.
DiscountType	This is a table representing the DiscountType entities in Dynamics CRM.
DisplayString	This is a table representing the DisplayString entities in Dynamics CRM.
DisplayStringMap	This is a table representing the DisplayStringMap entities in Dynamics CRM.
DocumentIndex	This is a table representing the DocumentIndex entities in Dynamics CRM.
DuplicateRecord	This is a table representing the DuplicateRecord entities in Dynamics CRM.
DuplicateRule	This is a table representing the DuplicateRule entities in Dynamics CRM.
DuplicateRuleCondition	This is a table representing the DuplicateRuleCondition entities in Dynamics CRM.
Email	This is a table representing the Email entities in Dynamics CRM.
EmailHash	This is a table representing the EmailHash entities in Dynamics CRM.
EmailSearch	This is a table representing the EmailSearch entities in Dynamics CRM.
EntityMap	This is a table representing the EntityMap entities in Dynamics CRM.
Equipment	This is a table representing the Equipment entities in Dynamics CRM.
Fax	This is a table representing the Fax entities in Dynamics CRM.
FieldPermission	This is a table representing the FieldPermission entities in Dynamics CRM.
FieldSecurityProfile	This is a table representing the FieldSecurityProfile entities in Dynamics CRM.
FilterTemplate	This is a table representing the FilterTemplate entities in Dynamics CRM.
FixedMonthlyFiscalCalendar	This is a table representing the FixedMonthlyFiscalCalendar entities in Dynamics CRM.
Goal	This is a table representing the Goal entities in Dynamics CRM.
GoalRollupQuery	This is a table representing the GoalRollupQuery entities in Dynamics CRM.
Import	This is a table representing the Import entities in Dynamics CRM.
ImportData	This is a table representing the ImportData entities in Dynamics CRM.
ImportEntityMapping	This is a table representing the ImportEntityMapping entities in Dynamics CRM.
ImportFile	This is a table representing the ImportFile entities in Dynamics CRM.
ImportJob	This is a table representing the ImportJob entities in Dynamics CRM.
ImportLog	This is a table representing the ImportLog entities in Dynamics CRM.
ImportMap	This is a table representing the ImportMap entities in Dynamics CRM.
Incident	This is a table representing the Incident entities in Dynamics CRM.
IncidentResolution	This is a table representing the IncidentResolution entities in Dynamics CRM.
IntegrationStatus	This is a table representing the IntegrationStatus entities in Dynamics CRM.
InternalAddress	This is a table representing the InternalAddress entities in Dynamics CRM.
InterProcessLock	This is a table representing the InterProcessLock entities in Dynamics CRM.
InvalidDependency	This is a table representing the InvalidDependency entities in Dynamics CRM.
Invoice	This is a table representing the Invoice entities in Dynamics CRM.
InvoiceDetail	This is a table representing the InvoiceDetail entities in Dynamics CRM.
IsvConfig	This is a table representing the IsvConfig entities in Dynamics CRM.
KbArticle	This is a table representing the KbArticle entities in Dynamics CRM.
KbArticleComment	This is a table representing the KbArticleComment entities in Dynamics CRM.
KbArticleTemplate	This is a table representing the KbArticleTemplate entities in Dynamics CRM.
Lead	This is a table representing the Lead entities in Dynamics CRM.
LeadAddress	This is a table representing the LeadAddress entities in Dynamics CRM.
LeadCompetitors	This is a table representing the LeadCompetitors entities in Dynamics CRM.
LeadProduct	This is a table representing the LeadProduct entities in Dynamics CRM.
Letter	This is a table representing the Letter entities in Dynamics CRM.
License	This is a table representing the License entities in Dynamics CRM.
List	This is a table representing the List entities in Dynamics CRM.
ListMember	This is a table representing the ListMember entities in Dynamics CRM.
LookUpMapping	This is a table representing the LookUpMapping entities in Dynamics CRM.
MailMergeTemplate	This is a table representing the MailMergeTemplate entities in Dynamics CRM.
Metric	This is a table representing the Metric entities in Dynamics CRM.
MonthlyFiscalCalendar	This is a table representing the MonthlyFiscalCalendar entities in Dynamics CRM.
Notification	This is a table representing the Notification entities in Dynamics CRM.
Opportunity	This is a table representing the Opportunity entities in Dynamics CRM.
OpportunityClose	This is a table representing the OpportunityClose entities in Dynamics CRM.
OpportunityCompetitors	This is a table representing the OpportunityCompetitors entities in Dynamics CRM.
OpportunityProduct	This is a table representing the OpportunityProduct entities in Dynamics CRM.
OptionSetInfo	Gets basic information about the OptionSet values available for a given table and displays the mapping of OptionSet string values to OptionSet int values.
OrderClose	This is a table representing the OrderClose entities in Dynamics CRM.
Organization	This is a table representing the Organization entities in Dynamics CRM.
OrganizationStatistic	This is a table representing the OrganizationStatistic entities in Dynamics CRM.
OrganizationUI	This is a table representing the OrganizationUI entities in Dynamics CRM.
Owner	This is a table representing the Owner entities in Dynamics CRM.
OwnerMapping	This is a table representing the OwnerMapping entities in Dynamics CRM.
PhoneCall	This is a table representing the PhoneCall entities in Dynamics CRM.
PickListMapping	This is a table representing the PickListMapping entities in Dynamics CRM.
PluginAssembly	This is a table representing the PluginAssembly entities in Dynamics CRM.
plug-intype	This is a table representing the plug-in type entities in Dynamics CRM.
PluginTypeStatistic	This is a table representing the PluginTypeStatistic entities in Dynamics CRM.
PriceLevel	This is a table representing the PriceLevel entities in Dynamics CRM.
PrincipalAttributeAccessMap	This is a table representing the PrincipalAttributeAccessMap entities in Dynamics CRM.
PrincipalEntityMap	This is a table representing the PrincipalEntityMap entities in Dynamics CRM.
PrincipalObjectAccess	This is a table representing the PrincipalObjectAccess entities in Dynamics CRM.
PrincipalObjectAttributeAccess	This is a table representing the PrincipalObjectAttributeAccess entities in Dynamics CRM.
Privilege	This is a table representing the Privilege entities in Dynamics CRM.
PrivilegeObjectTypeCodes	This is a table representing the PrivilegeObjectTypeCodes entities in Dynamics CRM.
ProcessSession	This is a table representing the ProcessSession entities in Dynamics CRM.
Product	This is a table representing the Product entities in Dynamics CRM.
ProductAssociation	This is a table representing the ProductAssociation entities in Dynamics CRM.
ProductPriceLevel	This is a table representing the ProductPriceLevel entities in Dynamics CRM.
ProductSalesLiterature	This is a table representing the ProductSalesLiterature entities in Dynamics CRM.
ProductSubstitute	This is a table representing the ProductSubstitute entities in Dynamics CRM.
Publisher	This is a table representing the Publisher entities in Dynamics CRM.
PublisherAddress	This is a table representing the PublisherAddress entities in Dynamics CRM.
QuarterlyFiscalCalendar	This is a table representing the QuarterlyFiscalCalendar entities in Dynamics CRM.
Queue	This is a table representing the Queue entities in Dynamics CRM.
QueueItem	This is a table representing the QueueItem entities in Dynamics CRM.
Quote	This is a table representing the Quote entities in Dynamics CRM.
QuoteClose	This is a table representing the QuoteClose entities in Dynamics CRM.
QuoteDetail	This is a table representing the QuoteDetail entities in Dynamics CRM.
RecurrenceRule	This is a table representing the RecurrenceRule entities in Dynamics CRM.
RecurringAppointmentMaster	This is a table representing the RecurringAppointmentMaster entities in Dynamics CRM.
RelationshipRole	This is a table representing the RelationshipRole entities in Dynamics CRM.
RelationshipRoleMap	This is a table representing the RelationshipRoleMap entities in Dynamics CRM.
Report	This is a table representing the Report entities in Dynamics CRM.
ReportCategory	This is a table representing the ReportCategory entities in Dynamics CRM.
ReportEntity	This is a table representing the ReportEntity entities in Dynamics CRM.
ReportLink	This is a table representing the ReportLink entities in Dynamics CRM.
ReportVisibility	This is a table representing the ReportVisibility entities in Dynamics CRM.
Resource	This is a table representing the Resource entities in Dynamics CRM.
ResourceGroup	This is a table representing the ResourceGroup entities in Dynamics CRM.
ResourceGroupExpansion	This is a table representing the ResourceGroupExpansion entities in Dynamics CRM.
ResourceSpec	This is a table representing the ResourceSpec entities in Dynamics CRM.
RibbonCommand	This is a table representing the RibbonCommand entities in Dynamics CRM.
RibbonContextGroup	This is a table representing the RibbonContextGroup entities in Dynamics CRM.
RibbonCustomization	This is a table representing the RibbonCustomization entities in Dynamics CRM.
RibbonDiff	This is a table representing the RibbonDiff entities in Dynamics CRM.
RibbonRule	This is a table representing the RibbonRule entities in Dynamics CRM.
RibbonTabToCommandMap	This is a table representing the RibbonTabToCommandMap entities in Dynamics CRM.
Role	This is a table representing the Role entities in Dynamics CRM.
RolePrivileges	This is a table representing the RolePrivileges entities in Dynamics CRM.
RoleTemplate	This is a table representing the RoleTemplate entities in Dynamics CRM.
RoleTemplatePrivileges	This is a table representing the RoleTemplatePrivileges entities in Dynamics CRM.
RollupField	This is a table representing the RollupField entities in Dynamics CRM.
SalesLiterature	This is a table representing the SalesLiterature entities in Dynamics CRM.
SalesLiteratureItem	This is a table representing the SalesLiteratureItem entities in Dynamics CRM.
SalesOrder	This is a table representing the SalesOrder entities in Dynamics CRM.
SalesOrderDetail	This is a table representing the SalesOrderDetail entities in Dynamics CRM.
SalesProcessInstance	This is a table representing the SalesProcessInstance entities in Dynamics CRM.
SavedQuery	This is a table representing the SavedQuery entities in Dynamics CRM.
SavedQueryVisualization	This is a table representing the SavedQueryVisualization entities in Dynamics CRM.
SdkMessage	This is a table representing the SdkMessage entities in Dynamics CRM.
SdkMessageFilter	This is a table representing the SdkMessageFilter entities in Dynamics CRM.
SdkMessagePair	This is a table representing the SdkMessagePair entities in Dynamics CRM.
SdkMessageProcessingStep	This is a table representing the SdkMessageProcessingStep entities in Dynamics CRM.
SdkMessageProcessingStepImage	This is a table representing the SdkMessageProcessingStepImage entities in Dynamics CRM.
SdkMessageProcessingStepSecureConfig	This is a table representing the SdkMessageProcessingStepSecureConfig entities in Dynamics CRM.
SdkMessageRequest	This is a table representing the SdkMessageRequest entities in Dynamics CRM.
SdkMessageRequestField	This is a table representing the SdkMessageRequestField entities in Dynamics CRM.
SdkMessageResponse	This is a table representing the SdkMessageResponse entities in Dynamics CRM.
SdkMessageResponseField	This is a table representing the SdkMessageResponseField entities in Dynamics CRM.
SemiAnnualFiscalCalendar	This is a table representing the SemiAnnualFiscalCalendar entities in Dynamics CRM.
Service	This is a table representing the Service entities in Dynamics CRM.
ServiceAppointment	This is a table representing the ServiceAppointment entities in Dynamics CRM.
ServiceContractContacts	This is a table representing the ServiceContractContacts entities in Dynamics CRM.
ServiceEndpoint	This is a table representing the ServiceEndpoint entities in Dynamics CRM.
SharePointDocumentLocation	This is a table representing the SharePointDocumentLocation entities in Dynamics CRM.
SharePointSite	This is a table representing the SharePointSite entities in Dynamics CRM.
Site	This is a table representing the Site entities in Dynamics CRM.
SiteMap	This is a table representing the SiteMap entities in Dynamics CRM.
Solution	This is a table representing the Solution entities in Dynamics CRM.
SolutionComponent	This is a table representing the SolutionComponent entities in Dynamics CRM.
StatusMap	This is a table representing the StatusMap entities in Dynamics CRM.
StringMap	This is a table representing the StringMap entities in Dynamics CRM.
Subject	This is a table representing the Subject entities in Dynamics CRM.
Subscription	This is a table representing the Subscription entities in Dynamics CRM.
SubscriptionClients	This is a table representing the SubscriptionClients entities in Dynamics CRM.
SubscriptionManuallyTrackedObject	This is a table representing the SubscriptionManuallyTrackedObject entities in Dynamics CRM.
SubscriptionSyncInfo	This is a table representing the SubscriptionSyncInfo entities in Dynamics CRM.
SubscriptionTrackingDeletedObject	This is a table representing the SubscriptionTrackingDeletedObject entities in Dynamics CRM.
SystemForm	This is a table representing the SystemForm entities in Dynamics CRM.
SystemUser	This is a table representing the SystemUser entities in Dynamics CRM.
SystemUserBusinessUnitEntityMap	This is a table representing the SystemUserBusinessUnitEntityMap entities in Dynamics CRM.
SystemUserLicenses	This is a table representing the SystemUserLicenses entities in Dynamics CRM.
SystemUserPrincipals	This is a table representing the SystemUserPrincipals entities in Dynamics CRM.
SystemUserProfiles	This is a table representing the SystemUserProfiles entities in Dynamics CRM.
SystemUserRoles	This is a table representing the SystemUserRoles entities in Dynamics CRM.
Task	This is a table representing the Task entities in Dynamics CRM.
Team	This is a table representing the Team entities in Dynamics CRM.
TeamMembership	This is a table representing the TeamMembership entities in Dynamics CRM.
TeamProfiles	This is a table representing the TeamProfiles entities in Dynamics CRM.
TeamRoles	This is a table representing the TeamRoles entities in Dynamics CRM.
Template	This is a table representing the Template entities in Dynamics CRM.
Territory	This is a table representing the Territory entities in Dynamics CRM.
TimeZoneDefinition	This is a table representing the TimeZoneDefinition entities in Dynamics CRM.
TimeZoneLocalizedName	This is a table representing the TimeZoneLocalizedName entities in Dynamics CRM.
TimeZoneRule	This is a table representing the TimeZoneRule entities in Dynamics CRM.
TransactionCurrency	This is a table representing the TransactionCurrency entities in Dynamics CRM.
TransformationMapping	This is a table representing the TransformationMapping entities in Dynamics CRM.
TransformationParameterMapping	This is a table representing the TransformationParameterMapping entities in Dynamics CRM.
UnresolvedAddress	This is a table representing the UnresolvedAddress entities in Dynamics CRM.
UoM	This is a table representing the UoM entities in Dynamics CRM.
UoMSchedule	This is a table representing the UoMSchedule entities in Dynamics CRM.
UserEntityInstanceData	This is a table representing the UserEntityInstanceData entities in Dynamics CRM.
UserEntityUISettings	This is a table representing the UserEntityUISettings entities in Dynamics CRM.
UserFiscalCalendar	This is a table representing the UserFiscalCalendar entities in Dynamics CRM.
UserForm	This is a table representing the UserForm entities in Dynamics CRM.
UserQuery	This is a table representing the UserQuery entities in Dynamics CRM.
UserQueryVisualization	This is a table representing the UserQueryVisualization entities in Dynamics CRM.
UserSettings	This is a table representing the UserSettings entities in Dynamics CRM.
WebResource	This is a table representing the WebResource entities in Dynamics CRM.
WebWizard	This is a table representing the WebWizard entities in Dynamics CRM.
WizardAccessPrivilege	This is a table representing the WizardAccessPrivilege entities in Dynamics CRM.
WizardPage	This is a table representing the WizardPage entities in Dynamics CRM.
Workflow	This is a table representing the Workflow entities in Dynamics CRM.
WorkflowDependency	This is a table representing the WorkflowDependency entities in Dynamics CRM.
WorkflowLog	This is a table representing the WorkflowLog entities in Dynamics CRM.
WorkflowWaitSubscription	This is a table representing the WorkflowWaitSubscription entities in Dynamics CRM.

The CData Python Connector for Microsoft Dynamics CRM can also expose custom entities from Dynamics CRM that are not mentioned in the Tables. You can query against these custom entities as you would any other table. Additionally, you can query against custom fields of standard entities.

There is a naming limitation that applies to the lists and to the custom fields. Empty spaces in list names are converted to underscores for the table names. Also, all custom fields and custom entities will be signified by Dynamics CRM with a new_ that precedes the name.

Create, update, delete, and query Account entities in Dynamics CRM.

Columns

Name	Type	ReadOnly	Description
Id [KEY]	String	False	Unique identifier of the account.
AccountCategoryCode	String	False	Drop-down list for selecting the category of the account.
AccountClassificationCode	String	False	Drop-down list for classifying an account.
AccountId	String	False	Unique identifier of the account.
AccountNumber	String	False	User-provided account number used in correspondence about the account.
AccountRatingCode	String	False	Drop-down list for selecting account ratings.
Address1_AddressId	String	False	Unique identifier for address 1.
Address1_AddressTypeCode	String	False	Type of address for address 1, such as billing, shipping, or primary address.
Address1_City	String	False	City name for address 1.
Address1_Country	String	False	Country/region name for address 1.
Address1_County	String	False	County name for address 1.
Address1_Fax	String	False	Fax number for address 1.
Address1_FreightTermsCode	String	False	Freight terms for address 1.
Address1_Latitude	Double	False	Latitude for address 1.
Address1_Line1	String	False	First line for entering address 1 information.
Address1_Line2	String	False	Second line for entering address 1 information.
Address1_Line3	String	False	Third line for entering address 1 information.
Address1_Longitude	Double	False	Longitude for address 1.
Address1_Name	String	False	Name to enter for address 1.
Address1_PostalCode	String	False	ZIP code or postal code for address 1.
Address1_PostOfficeBox	String	False	Post office box number for address 1.
Address1_PrimaryContactName	String	False	Name of primary contact for address 1.
Address1_ShippingMethodCode	String	False	Method of shipment for address 1.
Address1_StateOrProvince	String	False	State or province for address 1.
Address1_Telephone1	String	False	First telephone number associated with address 1.
Address1_Telephone2	String	False	Second telephone number associated with address 1.
Address1_Telephone3	String	False	Third telephone number associated with address 1.
Address1_UPSZone	String	False	United Parcel Service (UPS) zone for address 1.
Address1_UTCOffset	Integer	False	UTC offset for address 1. This is the difference between local time and standard Coordinated Universal Time.
Address2_AddressId	String	False	Unique identifier for address 2.
Address2_AddressTypeCode	String	False	Type of address for address 2, such as billing, shipping, or primary address.
Address2_City	String	False	City name for address 2.
Address2_Country	String	False	Country/region name for address 2.
Address2_County	String	False	County name for address 2.
Address2_Fax	String	False	Fax number for address 2.
Address2_FreightTermsCode	String	False	Freight terms for address 2.
Address2_Latitude	Double	False	Latitude for address 2.
Address2_Line1	String	False	First line for entering address 2 information.
Address2_Line2	String	False	Second line for entering address 2 information.
Address2_Line3	String	False	Third line for entering address 2 information.
Address2_Longitude	Double	False	Longitude for address 2.
Address2_Name	String	False	Name to enter for address 2.
Address2_PostalCode	String	False	ZIP code or postal code for address 2.
Address2_PostOfficeBox	String	False	Post office box number for address 2.
Address2_PrimaryContactName	String	False	Name of the primary contact located at address 2.
Address2_ShippingMethodCode	String	False	Method of shipment for address 2.
Address2_StateOrProvince	String	False	State or province for address 2.
Address2_Telephone1	String	False	First telephone number associated with address 2.
Address2_Telephone2	String	False	Second telephone number associated with address 2.
Address2_Telephone3	String	False	Third telephone number associated with address 2.
Address2_UPSZone	String	False	United Parcel Service (UPS) zone for address 2.
Address2_UTCOffset	Integer	False	UTC offset for address 2. This is the difference between local time and standard Coordinated Universal Time.
Aging30	Double	True	For internal use only.
Aging30_Base	Double	True	Base currency equivalent of the aging 30 for the account.
Aging60	Double	True	For internal use only.
Aging60_Base	Double	True	Base currency equivalent of the aging 60 for the account.
Aging90	Double	True	For internal use only.
Aging90_Base	Double	True	Base currency equivalent of the aging 90 for the account.
BusinessTypeCode	String	False	Type of business associated with the account.
CreatedBy_Id	String	True	Unique identifier of the user who created the account.
CreatedBy_LogicalName	String	True
CreatedBy_Name	String	True
CreatedOn	Datetime	True	Date and time when the account was created.
CreatedOnBehalfBy_Id	String	True	Unique identifier of the delegate user who created the account.
CreatedOnBehalfBy_LogicalName	String	True
CreatedOnBehalfBy_Name	String	True
CreditLimit	Double	False	Credit limit for the account.
CreditLimit_Base	Double	True	Base currency equivalent of the credit limit for the account.
CreditOnHold	Boolean	False	Information about whether credit for the account is on hold.
CustomerSizeCode	String	False	Size of the account.
CustomerTypeCode	String	False	Type of the account.
DefaultPriceLevelId_Id	String	False	Unique identifier of the default price list associated with the account.
DefaultPriceLevelId_LogicalName	String	False
DefaultPriceLevelId_Name	String	False
Description	String	False	Description of the account.
DoNotBulkEMail	Boolean	False	Information about whether to allow sending direct email to the account.
DoNotBulkPostalMail	Boolean	False	Information about whether to allow sending bulk-rate postal mail to the account.
DoNotEMail	Boolean	False	Information about whether to allow sending email to the account.
DoNotFax	Boolean	False	Information about whether to allow sending faxes to the account.
DoNotPhone	Boolean	False	Information about whether to allow phone calls to the account.
DoNotPostalMail	Boolean	False	Information about whether to allow sending postal mail to the account.
DoNotSendMM	Boolean	False	Information on whether to allow sending marketing mail to the account.
EMailAddress1	String	False	First email address for the account.
EMailAddress2	String	False	Second email address for the account.
EMailAddress3	String	False	Third email address for the account.
ExchangeRate	Double	True	Exchange rate for the currency associated with the account with respect to the base currency.
Fax	String	False	Fax telephone number for the account.
FtpSiteURL	String	False	FTP site URL for the account.
ImportSequenceNumber	Integer	False	Unique identifier of the data import or data migration that created this record.
IndustryCode	String	False	Type of industry with which the account is associated.
LastUsedInCampaign	Datetime	False	Date and time when the account was last contacted as a part of a marketing campaign.
MarketCap	Double	False	Market capitalization of the account.
MarketCap_Base	Double	True	Base currency equivalent of the market capitalization of the account.
MasterId_Id	String	True	Unique identifier of the master account for merge.
MasterId_LogicalName	String	True
MasterId_Name	String	True
Merged	Boolean	True	Information regarding whether the account has been merged with a master account.
ModifiedBy_Id	String	True	Unique identifier of the user who last modified the account.
ModifiedBy_LogicalName	String	True
ModifiedBy_Name	String	True
ModifiedOn	Datetime	True	Date and time when the account was last modified.
ModifiedOnBehalfBy_Id	String	True	Unique identifier of the delegate user who last modified the account.
ModifiedOnBehalfBy_LogicalName	String	True
ModifiedOnBehalfBy_Name	String	True
Name	String	False	Name of the account.
NumberOfEmployees	Integer	False	Number of employees at the account.
OriginatingLeadId_Id	String	False	Unique identifier of the lead from which the account was created.
OriginatingLeadId_LogicalName	String	False
OriginatingLeadId_Name	String	False
OverriddenCreatedOn	Datetime	False	Date and time that the record was migrated.
OwnerId_Id	String	False	Unique identifier of the user or team who owns the account.
OwnerId_LogicalName	String	False
OwnerId_Name	String	False
OwnershipCode	String	False	Type of company ownership, such as public or private.
OwningBusinessUnit_Id	String	True	Unique identifier of the business unit that owns the account.
OwningBusinessUnit_LogicalName	String	True
OwningBusinessUnit_Name	String	True
OwningTeam_Id	String	True	Unique identifier of the team who owns the account.
OwningTeam_LogicalName	String	True
OwningTeam_Name	String	True
OwningUser_Id	String	True	Unique identifier of the user who owns the account.
OwningUser_LogicalName	String	True
OwningUser_Name	String	True
ParentAccountId_Id	String	False	Unique identifier of the parent account.
ParentAccountId_LogicalName	String	False
ParentAccountId_Name	String	False
ParticipatesInWorkflow	Boolean	False	Information that specifies whether the account participates in workflow rules.
PaymentTermsCode	String	False	Payment terms for the account.
PreferredAppointmentDayCode	String	False	Day of the week preferred by the account for scheduling service activities.
PreferredAppointmentTimeCode	String	False	Time of day preferred by the account for scheduling service activities.
PreferredContactMethodCode	String	False	Preferred contact method for the account.
PreferredEquipmentId_Id	String	False	Unique identifier of the facility/equipment preferred by the account for scheduling service activities.
PreferredEquipmentId_LogicalName	String	False
PreferredEquipmentId_Name	String	False
PreferredServiceId_Id	String	False	Unique identifier of the service preferred by the account for scheduling service activities.
PreferredServiceId_LogicalName	String	False
PreferredServiceId_Name	String	False
PreferredSystemUserId_Id	String	False	Unique identifier of the system user preferred by the account for scheduling service activities.
PreferredSystemUserId_LogicalName	String	False
PreferredSystemUserId_Name	String	False
PrimaryContactId_Id	String	False	Unique identifier of the primary contact for the account.
PrimaryContactId_LogicalName	String	False
PrimaryContactId_Name	String	False
Revenue	Double	False	Revenue amount for the account.
Revenue_Base	Double	True	Base currency equivalent of the revenue amount for the account.
SharesOutstanding	Integer	False	Outstanding shares for the account.
ShippingMethodCode	String	False	Method of shipment for the account.
SIC	String	False	Standard Industrial Classification (SIC) code for the account.
StateCode	String	True	Reason for the status of the account.
StatusCode	String	False	Status of the account.
StockExchange	String	False	Stock exchange on which the business associated with the account is listed.
Telephone1	String	False	First telephone number for the account.
Telephone2	String	False	Second telephone number for the account.
Telephone3	String	False	Third telephone number for the account.
TerritoryCode	String	False	Territory to which the account belongs.
TerritoryId_Id	String	False	Unique identifier of the territory to which the account belongs.
TerritoryId_LogicalName	String	False
TerritoryId_Name	String	False
TickerSymbol	String	False	Stock Exchange symbol for the account.
TimeZoneRuleVersionNumber	Integer	False	For internal use only.
TransactionCurrencyId_Id	String	False	Unique identifier of the currency associated with the account.
TransactionCurrencyId_LogicalName	String	False
TransactionCurrencyId_Name	String	False
UTCConversionTimeZoneCode	Integer	False	Time zone code that was in use when the record was created.
WebSiteURL	String	False	Web site URL for the account.
YomiName	String	False	Pronunciation of the account name, written in phonetic hiragana or katakana characters.