Connect to Dynamics 365 Data in CloverDX (formerly CloverETL)

The CData JDBC Driver for Dynamics 365 enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Dynamics 365 as sources and destinations. In this article, you will use the JDBC Driver for Dynamics 365 to set up a simple transfer into a flat file. The CData JDBC Driver for Dynamics 365 enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Dynamics 365 as sources and destinations. In this article, you will use the JDBC Driver for Dynamics 365 to set up a simple transfer into a flat file.

Getting Started

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Connect to Dynamics 365 as a JDBC Data Source

1. Create the connection to Dynamics 365 data. In a new CloverDX graph, right-click the Connections node in the Outline pane and click Connections -> Create Connection. The Database Connection wizard is displayed.
2. Click the plus icon to load a driver from a JAR. Browse to the lib subfolder of the installation directory and select the cdata.jdbc.dynamics365.jar file.
3. Enter the JDBC URL.

   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

   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.

   java -jar cdata.jdbc.dynamics365.jar

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

   A typical JDBC URL is below:

   jdbc:dynamics365:OrganizationUrl=https://myaccount.operations.dynamics.com/;Edition=Sales;InitiateOAuth=GETANDREFRESH

Query Dynamics 365 Data with the DBInputTable Component

1. Drag a DBInputTable from the Readers selection of the Palette onto the job flow and double-click it to open the configuration editor.
2. In the DB connection property, select the Dynamics 365 JDBC data source from the drop-down menu.
3. Enter the SQL query. For example: SELECT GoalHeadingId, Name FROM GoalHeadings WHERE Name = 'MyAccount'

Write the Output of the Query to a UniversalDataWriter

1. Drag a UniversalDataWriter from the Writers selection onto the jobflow.
2. Double-click the UniversalDataWriter to open the configuration editor and add a file URL.
3. Right-click the DBInputTable and then click Extract Metadata.
4. Connect the output port of the DBInputTable to the UniversalDataWriter.
5. In the resulting Select Metadata menu for the UniversalDataWriter, choose the GoalHeadings table. (You can also open this menu by right-clicking the input port for the UniversalDataWriter.)
6. Click Run to write to the file.