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Manage Dynamics 365 Sales Data in DBArtisan as a JDBC Source

Use wizards in DBArtisan to create a JDBC data source for Dynamics 365 Sales.

The CData JDBC Driver for Dynamics 365 Sales seamlessly integrates Dynamics 365 Sales data into database management tools like DBArtisan by enabling you to access Dynamics 365 Sales data as a database. This article shows how to create a JDBC source for Dynamics 365 Sales in DBArtisan. You can then edit data visually and execute standard SQL.

Integrate Dynamics 365 Sales Data into DBArtisan Projects

Follow the steps below to register Dynamics 365 Sales data as a database instance in your project:

  1. In DBArtisan, click Data Source -> Register Datasource.
  2. Select Generic JDBC.
  3. Click Manage.
  4. In the resulting dialog, click New. Enter a name for the driver and click Add. In the resulting dialog, navigate to the driver JAR. The driver JAR is located in the lib subfolder of the installation directory.
  5. In the Connection URL box, enter credentials and other required connection properties in the JDBC URL. Dynamics 365 uses the OAuth authentication standard. See the Getting Started section in the help documentation for a guide to completing the process.

    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.

    Below is a typical connection string:

    jdbc:d365sales:OrganizationUrl=https://myaccount.crm.dynamics.com/;InitiateOAuth=GETANDREFRESH
  6. Finish the wizard to connect to Dynamics 365 Sales data. Dynamics 365 Sales entities are displayed in the Datasource Explorer.

You can now work with Dynamics 365 Sales data as you work with any other database. See the driver help documentation for more information on the queries supported by the Dynamics 365 Sales API.