Integrate Dynamics 365 Data in Pentaho Data Integration

The CData JDBC Driver for Dynamics 365 enables access to live data from data pipelines. Pentaho Data Integration is an Extraction, Transformation, and Loading (ETL) engine that data, cleanses the data, and stores data using a uniform format that is accessible.This article shows how to connect to Dynamics 365 data as a JDBC data source and build jobs and transformations based on Dynamics 365 data in Pentaho Data Integration.

Getting Started

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Configure to Dynamics 365 Connectivity

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.

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

When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Below is a typical JDBC URL:

Save your connection string for use in Pentaho Data Integration.

Connect to Dynamics 365 from Pentaho DI

Open Pentaho Data Integration and select "Database Connection" to configure a connection to the CData JDBC Driver for Dynamics 365

1. Click "General"
2. Set Connection name (e.g. Dynamics 365 Connection)
3. Set Connection type to "Generic database"
4. Set Access to "Native (JDBC)"
5. Set Custom connection URL to your Dynamics 365 connection string (e.g.
   jdbc:dynamics365:OrganizationUrl=https://myaccount.operations.dynamics.com/;Edition=Sales;InitiateOAuth=GETANDREFRESH
6. Set Custom driver class name to "cdata.jdbc.dynamics365.Dynamics365Driver"
7. Test the connection and click "OK" to save.

Create a Data Pipeline for Dynamics 365

Once the connection to Dynamics 365 is configured using the CData JDBC Driver, you are ready to create a new transformation or job.

1. Click "File" >> "New" >> "Transformation/job"
2. Drag a "Table input" object into the workflow panel and select your Dynamics 365 connection.
3. Click "Get SQL select statement" and use the Database Explorer to view the available tables and views.
4. Select a table and optionally preview the data for verification.

At this point, you can continue your transformation or jb by selecting a suitable destination and adding any transformations to modify, filter, or otherwise alter the data during replication.

Free Trial & More Information

Download a free, 30-day trial of the CData JDBC Driver for Dynamics 365 and start working with your live Dynamics 365 data in Pentaho Data Integration today.