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Build Dynamics 365 Sales-Connected Web Apps in Servoy

Use Servoy Developer to easily connect to Dynamics 365 Sales data and build web apps with connectivity to live Dynamics 365 Sales data.

Servoy is a rapid application development and deployment platform. When paired with the CData JDBC Driver for Dynamics 365 Sales, users can build Dynamics 365 Sales-connected apps that work with live Dynamics 365 Sales data. This article describes how to connect to Dynamics 365 Sales from Servoy and build a simple web app to display and search Dynamics 365 Sales data.

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 lets you work with Dynamics 365 Sales data using native data types.

Connect to Dynamics 365 Sales in Servoy Developer

To build Dynamics 365 Sales-connected apps, you need to first create a data provider in Servoy Developer using the CData JDBC Driver for Dynamics 365 Sales.

  1. Install the JDBC Driver.
  2. Copy the JDBC Driver JAR file. (cdata.jdbc.d365sales.jar) to the /application_server/drivers/ directory in the installation directory for Servoy.
  3. Open Servoy Developer.
  4. In the Solution Explorer, right-click Database Server (under Resources) and choose "Connect to existing database" -> "empty."
    1. Name the server.
    2. Click to show the advanced server settings.
      • Set the URL, for example: jdbc:d365sales: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.
      • Select the Driver class you just copied, for example, cdata.jdbc.d365sales.D365SalesDriver

Build a Dynamics 365 Sales-Connected Web App

Once you have configured the connection to Dynamics 365 Sales in the Servoy Developer resources, you are ready to build apps with access to live Dynamics 365 Sales data.

Create a New Solution

  1. In the Server Explorer, right-click "All solutions" and select "Create new solution."
  2. Name the solution.
  3. Select the checkbox to include the "search" module.
  4. Click "Finish."

Create a New Form

Right-click "Forms" and select "Create new form."

  1. Name the form.
  2. Select a Datasource.
  3. Set the type (e.g., Simple) and click "Finish."

Add a Data Grid to the Form

  1. Drag a Data Grid component (from Servoy NG-Grids) onto the form.
  2. Drag a column component onto the Data Grid and set the "dataprovider" property for each column component to a column from the Dynamics 365 Sales "table" (e.g., accountid from the Accounts table).

    Continue adding columns as desired.

Add Searching to the App

Note that the "svySearch" extension is required to add search functionality (included by default when you create a new solution). If you did not add the extension when you created the solution or you are modifying an existing solution, you can add the search module by right-clicking Modules (in the solution) and selecting "Add Module." Select "svySearch" and click "OK."

  1. Drag a Text Field component onto the Form.
  2. Right-click the Form and select "Open in Script Editor."
  3. Create a new variable (JavaScript) to hold the search value:
    var searchText = '';
    
  4. Back on the Form, in the Text Field properties:
    1. Set the "dataprovider" property to the Form variable you just created.
    2. Double-click to add a method for the onAction event.
    3. Click to create the method in "Form," name the method (e.g., onEnter), and click "Create private."
    4. Click "OK & Show."
  5. Add the following JavaScript to the JavaScript file to use the Servoy framework to implement searching bound data based on the text in the Text Field:
    var search = scopes.svySearch.createSimpleSearch(foundset).setSearchText(searchText);
    search.setSearchAllColumns();
    search.loadRecords(foundset);
    

Save and Launch the App

Save the form and JavaScript file, then click Run -> Launch NGClient to start the web app.

Download a free, 30-day trial of the CData JDBC Driver for Dynamics 365 Sales and start building Dynamics 365 Sales-connected apps with Servoy. Reach out to our Support Team if you have any questions.