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Connect to Dynamics 365 Sales Data in IntelliJ

Integrate connectivity to Dynamics 365 Sales data with wizards in IntelliJ.

The CData JDBC Driver for Dynamics 365 Sales enables you to access Dynamics 365 Sales as a JDBC data source, providing integration with rapid development tools in IDEs. This article shows how to use the data source configuration wizard to connect to Dynamics 365 Sales data in IntelliJ.

Create a JBDC Data Source for Dynamics 365 Sales

Follow the steps below to add the driver JAR and define connection properties required to connect to Dynamics 365 Sales data.

  1. In the Data Sources window, right-click and then click Add Data Source -> DB Data Source.
  2. In the Data Source Properties dialog that appears, the following properties are required:

    • JDBC Driver Files: Click the button next to this menu to add the JDBC Driver file cdata.jdbc.d365sales.jar, located in the installation directory.
    • JDBC Driver Class: In this menu, select cdata.jdbc.d365sales.D365SalesDriver from the list.
    • Database URL: Enter the connection URL in the JDBC URL property. The URL must start with jdbc:d365sales: and includes connection properties separated with semicolons.

      Dynamics 365 uses the OAuth authentication standard. See the Getting Started section in the help documentation for a guide to completing the process.

      Built-in Connection String Designer

      For assistance in constructing the JDBC URL, use the connection string designer built into the Dynamics 365 Sales JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

      java -jar cdata.jdbc.d365sales.jar

      Fill in the connection properties and copy the connection string to the clipboard.

      A typical JDBC URL is the following:

      jdbc:d365sales:OrganizationUrl=https://myaccount.crm.dynamics.com/;InitiateOAuth=GETANDREFRESH

Edit and Save Dynamics 365 Sales Data

To discover schema information, right-click the data source you just created and click Refresh Tables. To query a table, right-click it and then click Open Tables Editor. You can also modify records in the Table Editor.

 
 
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