Query Dynamics 365 Data as a SQL Server Database in Node.js



Execute SQL Server queries against Dynamics 365 data from Node.js.

You can use CData Connect Cloud to query Dynamics 365 data through a SQL Server interface. Follow the procedure below to create a virtual database for Dynamics 365 in Connect Cloud and start querying using Node.js.

CData Connect Cloud provides a pure MySQL, cloud-to-cloud interface for Dynamics 365, allowing you to easily query live Dynamics 365 data in Node.js — without replicating the data to a natively supported database. As you query data in Node.js, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc) directly to Dynamics 365, leveraging server-side processing to quickly return Dynamics 365 data.

About Dynamics 365 Data Integration

CData simplifies access and integration of live Microsoft Dynamics 365 data. Our customers leverage CData connectivity to:

  • Read and write data in the full Dynamics 365 ecosystem: Sales, Customer Service, Finance & Operations, Marketing, and more.
  • Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
  • Authenticate securely with Dynamics 365 in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.
  • Use SQL stored procedures to manage their Dynamics 365 entities - listing, creating, and removing associations between entities.

CData customers use our Dynamics 365 connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources)or analyze live Dynamics 365 data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).


Getting Started


Configure Dynamics 365 Connectivity for NodeJS

Connectivity to Dynamics 365 from NodeJS is made possible through CData Connect Cloud. To work with Dynamics 365 data from NodeJS, we start by creating and configuring a Dynamics 365 connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Dynamics 365" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to Dynamics 365.

    Edition and OrganizationUrl are required connection properties. The Dynamics 365 connector supports connecting to the following editions: CustomerService, FieldService, FinOpsOnline, FinOpsOnPremise, HumanResources, Marketing, ProjectOperations and Sales.

    For Dynamics 365 Business Central, use the separate Dynamics 365 Business Central driver.

    OrganizationUrl is the URL to your Dynamics 365 organization. For instance, https://orgcb42e1d0.crm.dynamics.com

  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Dynamics 365 Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

  1. Click on your username at the top right of the Connect Cloud app and click User Profile.
  2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
  3. Give your PAT a name and click Create.
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured, you are ready to connect to Dynamics 365 data from Node.js.

Query Dynamics 365 from Node.js

The following example shows how to define a connection and execute queries to Dynamics 365 with the SQL Server module. You will need the following information:

  • server: tds.cdata.com
  • port: 14333
  • user: a Connect Cloud user (e.g. [email protected])
  • password: the PAT for the above user
  • database: The connection you configured for Dynamics 365 (Dynamics3651)

Connect to Dynamics 365 data and start executing queries with the code below:

var sql = require('mssql')
var config = {
	server: 'tds.cdata.com',
	port: 14333, 
	user: '[email protected]', //update me
	password: 'CONNECT_USER_PAT', //update me	
	options: {
		encrypt: true,
		database: 'Dynamics3651'
	}
}

sql.connect(config, err => { 
    if(err){
        throw err ;
    }
    new sql.Request().query('SELECT * FROM GoalHeadings', (err, result) => {
        console.dir(result)
    })
        
});

sql.on('error', err => {
    console.log("SQL Error: " ,err);
})

Ready to get started?

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