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Enable the CData JDBC Driver for Dynamics 365 Business Central in KNIME

Use standard data access components in KNIME to create charts and reports with Dynamics 365 Business Central data.

One of the strengths of the CData JDBC Driver for Dynamics 365 Business Central is its cross-platform support, enabling integration with major BI tools. Follow the procedure below to access Dynamics 365 Business Central data in KNIME and to create a chart from Dynamics 365 Business Central data using the report designer.

Define a New JDBC Connection to Dynamics 365 Business Central Data

  1. If you have not already done so, install the Report Designer extension: Click File -> Install KNIME Extensions, and filter on "Report".
  2. In a new workflow, click File -> Preferences and expand the KNIME -> Database Driver nodes to add cdata.jdbc.d365businesscentral.jar. The driver JAR is located in the lib subfolder of the installation directory.
  3. In the Node Repository view, expand the Database node and drag a Database Reader onto the workflow editor.
  4. Double-click the Database Reader and set the following properties:

    • Database Driver: In the menu, select the CData JDBC driver.
    • Database URL: Enter the connection properties. The JDBC URL begins with jdbc:d365businesscentral: and is followed by a semicolon-separated list of connection properties.

      To authenticate to Dynamics 365 Business Central, you must provide the User and AccessKey properties.

      To obtain the User and AccessKey values, navigate to the Users page in Dynamics 365 Business Central and then click on Edit. The User Name and Web Service Access Key values are what you will enter as the User and AccessKey connection string properties. Note that the User Name is not your email address. It is a shortened user name.

      To connect to data, specify OrganizationUrl. If you have multiple companies in your organization, you must also specify the Company to indicate which company you would like to connect to. Company does not need to be specified if you have only one company.

      A typical JDBC URL is below. jdbc:d365businesscentral:OrganizationUrl=https://myaccount.financials.dynamics.com/;

    • User Name: The username used to authenticate.
    • Password: The password used to authenticate.
    • SQL Statement: Enter an SQL query in the SQL Statement box or double-click a table. This article uses the query below to create a chart: SELECT accountid, Name FROM Accounts
  5. Test the connection by clicking Fetch Metadata.

  6. Connect the Database Reader to a Data to Report node to supply the dataset to a range of data visualization controls. Click Execute and then click Edit Report at the top of the workflow to open the report designer perspective.
  7. You can now generate reports based on live data. To create a chart, drag the chart control from the palette to the report designer. In the resulting wizard, you can use the filtering and aggregation controls available in KNIME.
 
 
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