Extract, Transform, and Load Dynamics 365 Data in Informatica PowerCenter



Create a simple Workflow for Dynamics 365 data in Informatica PowerCenter.

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData ODBC 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 create a simple Workflow in Informatica PowerCenter to extract Dynamics 365 data and load it into a flat file.

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


Add Dynamics 365 as an ODBC Data Source

If you have not already, install the driver on the PowerCenter server and client machines. On both machines, specify the connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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

Create an ETL Workflow in PowerCenter

Follow the steps below to create a workflow in PowerCenter to pull Dynamics 365 data and push it into a flat file.

Create a Source Using the ODBC Driver

  1. In PowerCenter Workflow Manager, add a new ODBC relational connection by going to Connections -> Relational, and in the first window select the ODBC type and click New.
  2. In the Relational Connection Editor, set the name of the newly created connection and set the User Name and Password based on the credentials utilized to connect to your Repository. Under the Connection String input your System DSN, which by default is called 'CData Dynamics365 Sys'.
  3. In PowerCenter Designer, connect to your repository and open your folder. If you do not already have a folder created, you will need to manually create a folder for your repository. To create a folder, open Informatica PowerCenter Repository Manager, connect to your Repository Service and go to Folder -> Create to create a new folder.
  4. Select the Source Analyzer, click the sources menu, and select Import from Database...
  5. In the drop-down menu for ODBC data source, select the DSN you previously configured (CData Dynamics365 Sys).
  6. Click connect and select the tables and views to include.
  7. Click OK.

Create a Flat File Target Based on the Source

  1. Select the Target Designer and drag and drop the previously created source onto the workspace. Using the existing source copies the columns into the target.
  2. Right-click the new target, click edit, and change the database type to flat file.

Create a Mapping to Between Dynamics 365 Data and a Flat File

  1. Click on the Mapping Designer.
  2. Drag the source and target to the workspace (name the new mapping, if prompted).
  3. Right-click on the workspace and select Autolink by Name.
  4. Drag the columns from the source qualifier to the target definition.
  5. Save the folder (Ctrl + S).

Create Workflow Based on the Mapping

With the source, target, and mapping created and saved, you are now ready to create the workflow.

  1. Right-click the mapping and select generate workflow to open the Workflow Generation wizard.
  2. Create a workflow with a non-reusable session.
  3. Ensure that you have properly configured the connection object and set the prefixes. If you have not already done so, you will need to create an Integration Service. To create an Integration Service, open your Administrator site, and under Domain, create a new PowerCenter Integration Service. Under the PowerCenter Repository Service, select the Repository you are referring to, and as Username and Password, use your Administrator login information.
  4. Configure the Connection as needed.
  5. Review the Workflow and click Finish.

With a workflow created, you can open the PowerCenter Workflow Manager to access and start the workflow, quickly transferring Dynamics 365 data into a flat file. With the CData ODBC Driver for Dynamics 365, you can configure sources and targets in PowerCenter to integrate Dynamics 365 data into any of the elegant and powerful features in Informatica PowerCenter.

Ready to get started?

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

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Learn more:

Dynamics 365 Icon Dynamics 365 ODBC Driver

The Dynamics 365 ODBC Driver is a powerful tool that allows you to connect with live data from Dynamics 365, directly from any applications that support ODBC connectivity.

Access Dynamics 365 data like you would a database - read, write, and update Dynamics 365 Leads, Contacts, Opportunities, Accounts, etc. through a standard ODBC Driver interface.