Process & Analyze Dynamics 365 Sales Data in Azure Databricks

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Dynamics 365 JDBC Driver

Rapidly create and deploy powerful Java applications that integrate with Microsoft Dynamics 365 account data including Leads, Contacts, Opportunities, Accounts, and more!



Host the CData JDBC Driver for Dynamics 365 Sales in Azure and use Databricks to perform data engineering and data science on live Dynamics 365 Sales 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 Sales data. This article walks through hosting the CData JDBC Driver in Azure, as well as connecting to and processing live Dynamics 365 Sales data in Databricks.

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.

Install the CData JDBC Driver in Azure

To work with live Dynamics 365 Sales 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.d365sales.jar) from the installation location (typically C:\Program Files\CData\CData JDBC Driver for Dynamics 365 Sales\lib).

Connect to Dynamics 365 Sales from Databricks

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

Configure the Connection to Dynamics 365 Sales

Connect to Dynamics 365 Sales 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.d365sales.D365SalesDriver"
url = "jdbc:d365sales: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 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.

Load Dynamics 365 Sales Data

Once the connection is configured, you can load Dynamics 365 Sales 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 Sales Data

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

display (remote_table.select ("accountid"))

Analyze Dynamics 365 Sales 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 Sales data for analysis.

% sql

SELECT accountid, Name FROM Accounts

The data from Dynamics 365 Sales 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 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.