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Manage Dynamics 365 Data in DBArtisan as a JDBC Source


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

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

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


Integrate Dynamics 365 Data into DBArtisan Projects

Follow the steps below to register Dynamics 365 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.

    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

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Dynamics 365 JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.dynamics365.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    Below is a typical connection string:

    jdbc:dynamics365:OrganizationUrl=https://myaccount.operations.dynamics.com/;Edition=Sales;InitiateOAuth=GETANDREFRESH
  6. Finish the wizard to connect to Dynamics 365 data. Dynamics 365 entities are displayed in the Datasource Explorer.

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

Ready to get started?

Download a free trial of the Dynamics 365 Driver to get started:

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