Query Dynamics 365 Data in MySQL Workbench



Create a virtual MySQL database for Dynamics 365 data in CData Connect (or Connect Server) and work with live Dynamics 365 data in MySQL Workbench.

MySQL Workbench allows users to administer MySQL environments and gain better visibility into databases. When paired with CData Connect (on-premise or Connect Server), you get live access to Dynamics 365 data as if it were a MySQL database. This article shows how to create a virtual database for Dynamics 365 in Connect and work with live Dynamics 365 data in MySQL Workbench.

About Dynamics 365 Data Integration

CData simplifies access and integration of live Microsoft Dynamics 365 data. Our customers leverage CData connectivity to:

  • Read and write data in the full Dynamics 365 ecosystem: Sales, Customer Service, Finance & Operations, Marketing, and more.
  • Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
  • Authenticate securely with Dynamics 365 in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.
  • Use SQL stored procedures to manage their Dynamics 365 entities - listing, creating, and removing associations between entities.

CData customers use our Dynamics 365 connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources)or analyze live Dynamics 365 data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).


Getting Started


Create a Virtual MySQL Database for Dynamics 365 Data

CData Connect uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Login to Connect and click Connections.
  2. Select "Dynamics 365" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Dynamics 365.

    Edition and OrganizationUrl are required connection properties. The Dynamics 365 connector supports connecting to the following editions: CustomerService, FieldService, FinOpsOnline, FinOpsOnPremise, HumanResources, Marketing, ProjectOperations and Sales.

    For Dynamics 365 Business Central, use the separate Dynamics 365 Business Central driver.

    OrganizationUrl is the URL to your Dynamics 365 organization. For instance, https://orgcb42e1d0.crm.dynamics.com

  4. Click Save Changes
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Dynamics 365 from MySQL Workbench.

Query Dynamics 365 from MySQL Workbench

The steps below outline connecting to the virtual Dynamics 365 database in Connect from MySQL Workbench and issuing basic queries to work with live Dynamics 365 data.

Connect to Dynamics 365 through Connect

  1. In MySQL Workbench, click to add a new MySQL connection.
  2. Name the connection (CData Connect).
  3. Set the Hostname, Port, and Username parameters to connect to the SQL Gateway.
  4. Click Store in Vault to set and store the password.
  5. Click Test Connection to ensure the connection is configured properly and click OK.

Query Dynamics 365 Data

  1. Open the connection you just created (CData Connect).
  2. Click File -> New Query Tab.
  3. Write a SQL query to retrieve Dynamics 365 data, like SELECT * FROM dynamics365db.GoalHeadings;

With access to live Dynamics 365 data from MySQL Workbench, you can easily query and update Dynamics 365, just like you would a MySQL database. Request a demo of the CData Connect and start working with Dynamics 365 just like a MySQL database today.

Ready to get started?

Learn more or sign up for a free trial:

CData Connect Server