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3: In Detail: Step 2 - SQL Server Connection

Updated

The second step configures your SQL Server connection where the Dataverse data will be synchronized. Like Step 1, you can select a saved connection or enter new connection details.

Using a Saved Connection

If you've previously saved a SQL Server connection:

  1. Click the Saved SQL Connections dropdown.
  2. If none of your saved connections appear, Refresh saved connections first.
  3. Select your saved connection from the list.
  4. The connection fields will auto-populate.
  5. Click Test to verify the connection.
  6. If entering in net new connection information, click “Save Connection” to store this connection for future use.
  7. Click Next → to proceed to Step 3.

Option 1: Microsoft Entra Authentication (Recommended)

Use this method to authenticate using your App Registration (recommended):

Connection Name: A friendly name for this connection

Server Name: The SQL Server address

Database Name: The target database name

Authentication Mode: Select "Azure AD Service Principal"

Tenant ID, Client ID, Client Secret: The same credentials used for Dataverse

✓ Tip: Using the same App Registration for both Dataverse and SQL simplifies credential management and rotation.

Option 2: SQL Server Authentication (Use only for test or development environments)

Use this method if you have a SQL username and password:

Connection Name: A friendly name for this connection

Server Name: The SQL Server address (e.g., yourserver.database.windows.net)

Database Name: The target database name

Authentication Mode: Select "SQL Server Authentication"

Username: Your SQL login username

Password: Your SQL login password

Testing the Connection

  1. Click the Test button to verify your connection.
  2. Wait for the test to complete.
  3. A success or failure message will indicate the result.
  4. If entering in net new connection information, click “Save Connection” to store this connection for future use.

 

If the test fails, verify your firewall rules allow connections from your IP address, check your credentials, and ensure you have appropriate database permissions. See Section 6: Troubleshooting for common issues.

Navigation

← Back: Returns to Step 1: Dataverse Connection

Clear: Clears all entered values from the form

Next →: Proceeds to Step 3: Sync Options (enabled when all fields are valid)

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