Request credentials to access D365 finance and operations product database

A developer at times benefits from read/write access to the product database. We enable you to request credentials just in time, right from within Visual Studio. As explained in Write, deploy, and debug X++ code, the business data is hosted in the cloud.

This feature applies only to unified development environments. The developer needs to have the system administrator (sysAdmin) in the environment.

To request credentials for database access, follow these steps:

  1. Launch Visual Studio if not already running.
  2. In the Tools menu, select SQL Credentials for Dynamics 365 FinOps... . Visual Studio> Tools> SQL Credentials for Dynamics 365 FinOps...
  3. Enter the reason for requesting access credentials to the database.
  4. The credentials are allowed for use only from clients using allowed IP v4 addresses so connections attempts from machines other than in the specified IPv4 range are denied by the Azure SQL firewall.
  5. The dialog is prepopulated by default with only the current developer machine's public IP v4 address.
  6. You may need to update this IP V4 address range in case you want to use the credentials from other machines or your developer machine has ip address allocated to it very dynamically. Visual Studio> Tools> SQL Credentials for Dynamics 365 FinOps Request window
  7. The dialog indicates that the access request is being processed. Visual Studio> Tools> SQL Credentials for Dynamics 365 FinOps Progress
  8. On successful completion of the request, the dialog is populated with the credentials, and you can use the buttons to copy the same to clipboard. Visual Studio> Tools> SQL Credentials for Dynamics 365 FinOps Response
  9. The dialog includes the expiration time for the credentials.
  10. You can request new credentials anytime. If credentials, already requested, are still valid and were requested from the same instance of Visual Studio you can access them by reopening the dialog.
  11. A credential granted for a given user in an environment invalidates any existing credential for the same user in the same environment.
  12. Multiple users can have an active credential each, in a given environment.
  13. A user can have a credential each in multiple environments.

Important

You can learn more by watching presentation and demos done for the Dynamics 365 FastTrack Tech Talk series

Unified Development Experience for Finance and Operations | Dynamics 365 FastTrack Tech Talk

See also

Write, deploy, and debug X++ code
Unit testing in the unified developer experience
Create and manage environments in the Power Platform admin center
Manage Dynamics 365 apps
Use SQL to query data in Dataverse