Connect to Dynamics 365 FinOp Data in CloverDX (formerly CloverETL)

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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!



Transfer Dynamics 365 FinOp data using the visual workflow in the CloverDX data integration tool.

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

Connect to Dynamics 365 FinOp as a JDBC Data Source

  1. Create the connection to Dynamics 365 FinOp 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.d365finop.jar file.
  3. Enter the JDBC URL. Dynamics 365 for Finance and Operations uses the OAuth authentication standard. See the Getting Started section in the help documentation for an authentication guide.

    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.

    A typical JDBC URL is below:

    jdbc:d365finop:OrganizationUrl=https://myaccount.crm.dynamics.com/;InitiateOAuth=GETANDREFRESH

Query Dynamics 365 FinOp 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 FinOp JDBC data source from the drop-down menu.
  3. Enter the SQL query. For example: SELECT accountid, Name FROM Accounts

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 Accounts table. (You can also open this menu by right-clicking the input port for the UniversalDataWriter.)
  6. Click Run to write to the file.