Connecting

Connecting to your D365 instance in XrmToolBox

When you open the SQL 4 CDS tool in XrmToolBox, you'll automatically be prompted to connect to an instance using the standard XrmToolBox connection window.

Once SQL 4 CDS is open you can connect to more instances using the "Connect" button at the top of the Object Explorer pane. This will show the same XrmToolBox connection list window again and allow you to select another connection to use.

Each connection you choose will be added to the Object Explorer list, but any query tabs you have open will stay connected to their original instance. You can switch them to a different connection using the drop-down connection list in the toolbar.

Once a connection is in the Object Explorer list, you can right-click it and select "New Query" to create a new query tab connected to that instance. You can also reference it from query tabs connected to other instances using the connection name, e.g. if you have a connection named "UAT":

SELECT name FROM UAT.dbo.account

Connecting to your D365 instance in SSMS

Once the SQL 4 CDS plugin is installed in SSMS you can continue to connect to your D365 instances in the same way as normal.