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Integrate Dynamics 365 Sales Data in Your Informatica Cloud Instance

Use the CData JDBC Driver for Dynamics 365 Sales with the Informatica Cloud Secure Agent to access live Dynamics 365 Sales data from Informatica Cloud.

Informatica Cloud allows you to perform extract, transform, and load (ETL) tasks in the cloud. With the Cloud Secure Agent and the CData JDBC Driver for Dynamics 365 Sales, you get live access to Dynamics 365 Sales data, directly within Informatica Cloud. In this article, we will walk through downloading and registering the Cloud Secure Agent, connecting to Dynamics 365 Sales through the JDBC Driver and generating a mapping that can be used in any Informatica Cloud process.

Informatica Cloud Secure Agent

To work with the Dynamics 365 Sales data through the JDBC Driver, install the Cloud Secure Agent.

  1. Navigate to the Administrator page in Informatica Cloud
  2. Select the Runtime Environments tab
  3. Click "Download Secure Agent"
  4. Make note of the Install Token
  5. Run the installer on the client machine and register the Cloud Secure Agent with your username and install token

NOTE: It may take some time for all of the Cloud Secure Agent services to get up and running.

Connecting to the Dynamics 365 Sales JDBC Driver

With the Cloud Secure Agent installed and running, you are ready to connect to Dynamics 365 Sales through the JDBC Driver. Start by clicking the Connections tab and clicking New Connection. Fill in the following properties for the connection:

  • Connection Name: Name your connection (i.e.: CData Dynamics 365 Sales Connection)
  • Type: Select "JDBC_IC (Informatica Cloud)"
  • Runtime Environment: Select the runtime environment where you installed the Cloud Secure Agent
  • JDBC Connection URL: Set this to the JDBC URL for Dynamics 365 Sales. Your URL will look similar to the following:

    jdbc:d365sales:OrganizationUrl=https://myaccount.crm.dynamics.com/;InitiateOAuth=GETANDREFRESH;

    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.

  • JDBC Jar Directory: Set this to the lib folder in the installation location for the JDBC Driver (on Windows, typically C:\Program Files\CData\CData JDBC Driver for Dynamics 365 Sales\)
  • Driver Class: Set this to cdata.jdbc.d365sales.D365SalesDriver
  • Username: Set this to a placeholder value (since Dynamics 365 Sales does not require a username)
  • Password: Set this to a placeholder value (since Dynamics 365 Sales does not require a password)

Create a Mapping for Dynamics 365 Sales Data

With the connection to Dynamics 365 Sales configured, we can now access Dynamics 365 Sales data in any Informatica process. The steps below walk through creating a mapping for Dynamics 365 Sales to another data target.

  1. Navigate to the Data Integration page
  2. Click New.. and select Mapping from the Mappings tab
  3. Click the Source Object and in the Source tab, select the Connection and set the Source Type
  4. Click "Select" to choose the table to map
  5. In the Fields tab, select the fields from the Dynamics 365 Sales table to map
  6. Click the Target object and configure the Target source, table and fields. In the Field Mapping tab, map the source fields to the target fields.

With the mapping configured, you are ready to start integrating live Dynamics 365 Sales data with any of the supported connections in Informatica Cloud. 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 Informatica Cloud today.