The Connection Management page is where you manage all saved Dataverse and SQL Server connections. Access it by clicking Manage → from the landing page.
Page Layout
The page displays "Connection Management" with a count of your saved connections (e.g., "Manage your 5 connection(s)"). The layout is split into two panels:
Left Panel — Saved Connections: Lists all your connections with filter options
Right Panel — Connection Details: Shows editable fields for the selected connection
Saved Connections Panel
The left panel contains:
+ New button: Click to create a new connection
Filter options: Radio buttons to filter by All, Dataverse, or SQL Server
Connection list: Shows each connection with its type prefix, name, and status
Each connection in the list displays:
• Type prefix: [SQL] for SQL Server or [DV] for Dataverse
• Connection name
• Status: "Connected" or "Not Connected"
Connection Details Panel
When you select a connection, the right panel shows its editable details. The fields displayed depend on the Connection Type selected.
Common Fields (All Connection Types):
• Connection Name — Friendly name for the connection
• Connection Type — Dropdown to select SQL Server or Dataverse
Dataverse Connection Fields:
Section header: "Dataverse — Required for authenticating with Microsoft Dataverse"
• Dataverse URL — Your environment URL (e.g., https://yourorg.crm.dynamics.com)
• Tenant ID (Directory ID) — Found in Azure AD properties
• Client ID (Application ID) — App registration Application ID
• Client Secret — Client secret value (not the ID)
SQL Server Connection Fields:
Section header: "SQL Server — Configure SQL Server connection details"
• SQL Server — Server address (e.g., yourserver.database.windows.net)
• SQL Database — Database name on the SQL Server
• Authentication Mode — Dropdown: SQL Server Authentication or Azure AD Service Principal (Microsoft Entra)
For SQL Server Authentication:
• Username — SQL Server login username
• Password — SQL Server login password
For Azure AD Service Principal (Microsoft Entra):
• Tenant ID (Directory ID) — Your Azure AD tenant ID
• Client ID (Application ID) — Your App Registration's Application ID
• Client Secret — Service principal must have SQL Server permissions
💡 Tip: "Azure AD Service Principal is recommended for security" — Using Microsoft Entra authentication is more secure than SQL authentication for Azure SQL databases. You can reuse the same App Registration credentials for both Dataverse and SQL connections.
Action Buttons
The connection details panel includes three action buttons:
Save: Saves the current connection details to Windows Credential Manager, enabled either on new connections or when a value changes for an existing connection.
Test: Tests the connection with the current credentials, enabled either on new connections or when a value changes for an existing connection.
Delete: Removes the connection and its stored credentials
Adding a New Connection
1. Click the + New button in the Saved Connections panel.
2. Enter a Connection Name.
3. Select the Connection Type (SQL Server or Dataverse).
4. Fill in the required fields for your connection type.
5. Click Test to verify the connection works.
6. Click Save to store the connection.
✓ Tip: Credentials are securely stored in Windows Credential Manager, not in plain text files.
Editing a Connection
1. Select the connection from the list on the left.
2. Modify the fields in the right panel as needed.
3. Click Test to verify the updated credentials.
4. Click Save to update the stored connection.
Deleting a Connection
1. Select the connection from the list.
2. Click the Delete button (red).
3. Confirm the deletion when prompted.
⚠ Important: Deleting a connection removes the stored credentials from Windows Credential Manager. This action cannot be undone.
Navigation
Click ← Back at the bottom of the page to return to the landing page.