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A PostgreSQL Interface for Dynamics 365 Sales Data

Use the Remoting features of the Dynamics 365 Sales ODBC Driver to create a PostgreSQL entry-point for data access.

There are a vast number of PostgreSQL clients available on the Internet. From standard Drivers to BI and Analytics tools, PostgreSQL is a popular interface for data access. Using the remoting features of our JDBC Drivers, you can now create PostgreSQL entry-points that you can connect to from any standard client.

To access Dynamics 365 Sales data as a PostgreSQL database, use the Remoting feature of the CData JDBC Driver for Dynamics 365 Sales and the MySQL foreign data wrapper (FDW) from EnterpriseDB. In this article, we install the FDW and query Dynamics 365 Sales data from PostgreSQL Server.

Configure the Connection to Dynamics 365 Sales

Follow the steps below to configure the driver's MySQL daemon to use the credentials and other connection properties needed to connect to Dynamics 365 Sales. The MySQL daemon exposes Dynamics 365 Sales data as a MySQL database named CDataD365Sales. Add connection properties to the databases section of the configuration file for the daemon. The configuration file for the daemon is located in the lib subfolder of the installation directory for the driver.

Below is a typical connection string:

[databases] dynamics 365 sales = "OrganizationUrl=https://myaccount.crm.dynamics.com/;InitiateOAuth=GETANDREFRESH"

Additionally, create a user in the users section.

You can find all of the configuration options for the MySQL daemon in the help documentation.

Start the Remoting Service

Follow the steps below to enable the MySQL Remoting feature of the CData JDBC Driver for Dynamics 365 Sales.

  1. The driver creates a default configuration suitable for testing: Simply start the service to connect to Dynamics 365 Sales data.

  2. Start the MySQL Remoting Service with the following command: java -jar cdata.jdbc.d365sales.jar -f cdata.jdbc.d365sales.remoting.ini

Build and Install the MySQL Foreign Data Wrapper

The Foreign Data Wrapper can be installed as an extension to PostgreSQL, without recompiling PostgreSQL.

If pgxn is available for your operating system, you can install with the following:

pgxn install mysql_fdw USE_PGXS=1

Otherwise, follow the steps below to build it yourself:

  1. Install the MySQL C client library and obtain the source for the EnterpriseDB FDW for MySQL; from GitHub, for example.
  2. Build the FDW. Add the pg_config and mysql_config executables to your PATH: env PATH=/usr/local/pgsql/bin:/usr/local/mysql/bin:$PATH make USE_PGXS=1
  3. Install the FDW: make USE_PGXS=1 install

To complete the installation, you will need to load the libmysqlclient library into the environment; for example by adding it to the path.

Query Dynamics 365 Sales Data as a PostgreSQL Database

After you have installed the extension, follow the steps below to start executing queries to Dynamics 365 Sales data:

  1. Log into your database.
  2. Load the extension for the database: postgres=#CREATE EXTENSION mysql_fdw;
  3. Create a server object for Dynamics 365 Sales data: postgres=# CREATE SERVER D365Sales FOREIGN DATA WRAPPER mysql_fdw OPTIONS (host '127.0.0.1', port '3309');
  4. Create a user mapping for the username and password of a user known to the MySQL daemon. postgres=# CREATE USER MAPPING for postgres SERVER D365Sales OPTIONS (username 'admin', password 'test');
  5. Create the local schema: postgres=# CREATE SCHEMA D365Sales_db;
  6. Import all the tables in the Dynamics 365 Sales database you defined in the daemon configuration file: postgres=# IMPORT FOREIGN SCHEMA "D365Sales" FROM SERVER D365Sales INTO D365Sales_db;

You can now execute read/write commands to Dynamics 365 Sales:

postgres=# SELECT * FROM D365Sales_db."accounts";