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Connect to Dynamics 365 FinOp Data and Transfer Data in Talend

Integrate Dynamics 365 FinOp data with standard components and data source configuration wizards in Talend Open Studio.

This article shows how you can easily integrate the CData JDBC driver for Dynamics 365 FinOp into your workflow in Talend. This article uses the CData JDBC Driver for Dynamics 365 FinOp to transfer Dynamics 365 FinOp data in a job flow in Talend.

Connect to Dynamics 365 FinOp in Talend as a JDBC Data Source

You can follow the procedure below to establish a JDBC connection to Dynamics 365 FinOp:

  1. Add a new database connection to Dynamics 365 FinOp data: To add a new connection, expand the Metadata node, right-click the Db Connections node, and then click Create Connection.
  2. In the resulting wizard, enter a name for the connection.
  3. On the next page, select Generic JDBC from the DB Type menu and 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
  4. Enter the path to the cdata.jdbc.d365finop.jar file, located in the lib subfolder of the installation directory.
  5. Right-click the connection and then click Retrieve Schema.
  6. Click Next with the default options to select the tables you want to import.
  7. Finish the wizard with the default options.

Output the Accounts Table to a Flat File

You can follow the procedure below to transfer the Accounts table to a flat file output component:

  1. In the Table Schemas node, drag the tables to the workspace.
  2. In the dialog that is displayed, select the tJDBCInput component.
  3. Next, drag a tFileOutputDelimited component from the Business Intelligence tab of the Palette into the workspace.
  4. Right-click the Accounts tJDBCInput component and drag a vector to the output file.

Run the project to transfer the data.