Create Informatica Mappings From/To a JDBC Data Source for Dynamics 365


Create Dynamics 365 data objects in Informatica using the standard JDBC connection process: Copy the JAR and then connect.

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData JDBC Driver for Dynamics 365, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's powerful data transportation and manipulation features. This tutorial shows how to transfer and browse Dynamics 365 data in Informatica PowerCenter.

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


Deploy the Driver

To deploy the driver to the Informatica PowerCenter server, copy the CData JAR and .lic file, located in the lib subfolder in the installation directory, to the following folder: Informatica-installation-directory\services\shared\jars\thirdparty.

To work with Dynamics 365 data in the Developer tool, you will need to copy the CData JAR and .lic file, located in the lib subfolder in the installation directory, into the following folders:

  • Informatica-installation-directory\client\externaljdbcjars
  • Informatica-installation-directory\externaljdbcjars

Create the JDBC Connection

Follow the steps below to connect from Informatica Developer:

  1. In the Connection Explorer pane, right-click your domain and click Create a Connection.
  2. In the New Database Connection wizard that is displayed, enter a name and Id for the connection and in the Type menu select JDBC.
  3. In the JDBC Driver Class Name property, enter: 
    cdata.jdbc.dynamics365.Dynamics365Driver
  4. In the Connection String property, enter the JDBC URL, using the connection properties for 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

    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.

    A typical connection string is below:

    jdbc:dynamics365:OrganizationUrl=https://myaccount.operations.dynamics.com/;Edition=Sales;InitiateOAuth=GETANDREFRESH

Browse Dynamics 365 Tables

After you have added the driver JAR to the classpath and created a JDBC connection, you can now access Dynamics 365 entities in Informatica. Follow the steps below to connect to Dynamics 365 and browse Dynamics 365 tables:

  1. Connect to your repository.
  2. In the Connection Explorer, right-click the connection and click Connect.
  3. Clear the Show Default Schema Only option.

You can now browse Dynamics 365 tables in the Data Viewer: Right-click the node for the table and then click Open. On the Data Viewer view, click Run.

Create Dynamics 365 Data Objects

Follow the steps below to add Dynamics 365 tables to your project:

  1. Select tables in Dynamics 365, then right-click a table in Dynamics 365, and click Add to Project.
  2. In the resulting dialog, select the option to create a data object for each resource.
  3. In the Select Location dialog, select your project.

    Create a Mapping

    Follow the steps below to add the Dynamics 365 source to a mapping:

    1. In the Object Explorer, right-click your project and then click New -> Mapping.
    2. Expand the node for the Dynamics 365 connection and then drag the data object for the table onto the editor.
    3. In the dialog that appears, select the Read option.

    Follow the steps below to map Dynamics 365 columns to a flat file:

    1. In the Object Explorer, right-click your project and then click New -> Data Object.
    2. Select Flat File Data Object -> Create as Empty -> Fixed Width.
    3. In the properties for the Dynamics 365 object, select the rows you want, right-click, and then click copy. Paste the rows into the flat file properties.
    4. Drag the flat file data object onto the mapping. In the dialog that appears, select the Write option.
    5. Click and drag to connect columns.

    To transfer Dynamics 365 data, right-click in the workspace and then click Run Mapping.

Ready to get started?

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

 Download Now

Learn more:

Dynamics 365 Icon Dynamics 365 JDBC Driver

Rapidly create and deploy powerful Java applications that integrate with Dynamics 365.

In this article

Related articles