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Bridge Dynamics 365 Sales Connectivity with Apache NiFi

Access and process Dynamics 365 Sales data in Apache NiFi using the CData JDBC Driver.

Apache NiFi supports powerful and scalable directed graphs of data routing, transformation, and system mediation logic. When paired with the CData JDBC Driver for Dynamics 365 Sales, NiFi can work with live Dynamics 365 Sales data. This article describes how to connect to and query Dynamics 365 Sales data from an Apache NiFi Flow.

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

Connecting to Dynamics 365 Sales Data in Apache NiFi

  1. Download the CData JDBC Driver for Dynamics 365 Sales installer, unzip the package, and run the JAR file to install the driver.
  2. Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.d365sales.jar (and cdata.jdbc.d365sales.lic), to the Apache NiFi lib subfolder, for example, C:\nifi-1.3.0-bin\nifi-1.3.0\lib.

    On Windows, the default location for the CData JDBC Driver is C:\Program Files\CData\CData JDBC Driver for Dynamics 365 Sales.

  3. Start Apache NiFi. For example:

    cd C:\nifi-1.3.0-bin\nifi-1.3.0\bin
    run-nifi.bat
    
  4. Navigate to the Apache NiFi UI in your web browser: typically http://localhost:8080/nifi
  5. Click the (Configuration) button from the Operate sidebar.
  6. In the NiFi Flow Configuration page, navigate to the Controller Services tab.
  7. Click the button to create a new controller service.
  8. In the Add Controller Service page, select DBCPConnection Pool, and then click Add.
  9. Click the gear button to configure the new DBCPConnection Pool.
  10. In the Configure Controller Service page, navigate to the Properties tab. Fill in the properties:

    PropertyValue
    Database Connection URLjdbc:d365sales:OrganizationUrl=https://myaccount.crm.dynamics.com/;InitiateOAuth=GETANDREFRESH
    Database Driver Class Namecdata.jdbc.d365sales.D365SalesDriver

    Built-in Connection String Designer

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

    java -jar cdata.jdbc.d365sales.jar

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

    Dynamics 365 uses the OAuth authentication standard. See the Getting Started section in the help documentation for a guide to completing the process.
  11. Click the button to enable the new DBCPConnection Pool.

Your Dynamics 365 Sales data is now available for use in Apache NiFi. For example, you can use the DBCPConnection Pool as the source for a QueryDatabaseTable processor.

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