Process & Analyze Dynamics 365 FinOp Data in Azure Databricks

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Dynamics 365 FinOp JDBC Driver

Rapidly create and deploy powerful Java applications that integrate with Dynamics 365 Finance & Operations data including Vendors, Customers, Accounts, Jobs, and more!



Host the CData JDBC Driver for Dynamics 365 FinOp in Azure and use Databricks to perform data engineering and data science on live Dynamics 365 FinOp data.

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 FinOp data. This article walks through hosting the CData JDBC Driver in Azure, as well as connecting to and processing live Dynamics 365 FinOp data in Databricks.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Dynamics 365 FinOp data. When you issue complex SQL queries to Dynamics 365 FinOp, the driver pushes supported SQL operations, like filters and aggregations, directly to Dynamics 365 FinOp 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 FinOp data using native data types.

Install the CData JDBC Driver in Azure

To work with live Dynamics 365 FinOp data in Databricks, install the driver on your Azure 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.d365finop.jar) from the installation location (typically C:\Program Files\CData\CData JDBC Driver for Dynamics 365 FinOp\lib).

Connect to Dynamics 365 FinOp from Databricks

With the JAR file installed, we are ready to work with live Dynamics 365 FinOp 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 FinOp, and create a basic report.

Configure the Connection to Dynamics 365 FinOp

Connect to Dynamics 365 FinOp by referencing the class for the JDBC Driver 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.

driver = "cdata.jdbc.d365finop.D365FinOpDriver"
url = "jdbc:d365finop:RTK=5246...;OrganizationUrl=https://myaccount.crm.dynamics.com/;InitiateOAuth=GETANDREFRESH"

Built-in Connection String Designer

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

java -jar cdata.jdbc.d365finop.jar

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

Dynamics 365 for Finance and Operations uses the OAuth authentication standard. See the Getting Started section in the help documentation for an authentication guide.

Load Dynamics 365 FinOp Data

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

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

Display Dynamics 365 FinOp Data

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

display (remote_table.select ("accountid"))

Analyze Dynamics 365 FinOp Data in Azure Databricks

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

remote_table.createOrReplaceTempView ( "SAMPLE_VIEW" )

The SparkSQL below retrieves the Dynamics 365 FinOp data for analysis.

% sql

SELECT accountid, Name FROM Accounts

The data from Dynamics 365 FinOp 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 FinOp and start working with your live Dynamics 365 FinOp data in Apache NiFi. Reach out to our Support Team if you have any questions.