Process & Analyze Dynamics 365 Data in Databricks (AWS)

Databricks is a cloud-based service that provides data processing capabilities through Apache Spark. When paired with the CData JDBC Driver, customers can use Databricks to perform data engineering and data science on live Dynamics 365 data. This article walks through hosting the CData JDBC Driver in AWS, as well as connecting to and processing live Dynamics 365 data in Databricks.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Dynamics 365 data. When you issue complex SQL queries to Dynamics 365, the driver pushes supported SQL operations, like filters and aggregations, directly to Dynamics 365 and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Dynamics 365 data using native data types.

Install the CData JDBC Driver in Databricks

To work with live Dynamics 365 data in Databricks, install the driver on your Databricks cluster.

1. Navigate to your Databricks administration screen and select the target cluster.
2. On the Libraries tab, click "Install New."
3. Select "Upload" as the Library Source and "Jar" as the Library Type.
4. Upload the JDBC JAR file (cdata.jdbc.dynamics365.jar) from the installation location (typically C:\Program Files\CData[product_name]\lib).

Access Dynamics 365 Data in your Notebook: Python

With the JAR file installed, we are ready to work with live Dynamics 365 data in Databricks. Start by creating a new notebook in your workspace. Name the notebook, select Python as the language (though Scala is available as well), and choose the cluster where you installed the JDBC driver. When the notebook launches, we can configure the connection, query Dynamics 365, and create a basic report.

Configure the Connection to Dynamics 365

Connect to Dynamics 365 by referencing the JDBC Driver class and constructing a connection string to use in the JDBC URL. Additionally, you will need to set the RTK property in the JDBC URL (unless you are using a Beta driver). You can view the licensing file included in the installation for information on how to set this property.

Step 1: Connection Information

driver = "cdata.jdbc.dynamics365.Dynamics365Driver"
url = "jdbc:dynamics365:RTK=5246...;OrganizationUrl=https://myaccount.operations.dynamics.com/;Edition=Sales;InitiateOAuth=GETANDREFRESH"

Built-in Connection String Designer

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

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

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

Load Dynamics 365 Data

Once you configure the connection, you can load Dynamics 365 data as a dataframe using the CData JDBC Driver and the connection information.

Step 2: Reading the data

remote_table = spark.read.format ( "jdbc" ) \
	.option ( "driver" , driver) \
	.option ( "url" , url) \
	.option ( "dbtable" , "GoalHeadings") \
	.load ()

Display Dynamics 365 Data

Check the loaded Dynamics 365 data by calling the display function.

Step 3: Checking the result

display (remote_table.select ("GoalHeadingId"))

Analyze Dynamics 365 Data in Databricks

If you want to process data with Databricks SparkSQL, register the loaded data as a Temp View.

Step 4: Create a view or table

remote_table.createOrReplaceTempView ( "SAMPLE_VIEW" )

With the Temp View created, you can use SparkSQL to retrieve the Dynamics 365 data for reporting, visualization, and analysis.

% sql

SELECT GoalHeadingId, Name FROM SAMPLE_VIEW ORDER BY Name DESC LIMIT 5

The data from Dynamics 365 is only available in the target notebook. If you want to use it with other users, save it as a table.

remote_table.write.format ( "parquet" ) .saveAsTable ( "SAMPLE_TABLE" )

Download a free, 30-day trial of the CData JDBC Driver for Dynamics 365 and start working with your live Dynamics 365 data in Databricks. Reach out to our Support Team if you have any questions.