Build Pipelines with Live Dynamics 365 Data in Google Cloud Data Fusion (via CData Connect Cloud)


Use CData Connect Cloud to connect to Dynamics 365 from Google Cloud Data Fusion, enabling the integration of live Dynamics 365 data into the building and management of effective data pipelines.

Google Cloud Data Fusion simplifies building and managing data pipelines by offering a visual interface to connect, transform, and move data across various sources and destinations, streamlining data integration processes. When combined with CData Connect Cloud, it provides access to Dynamics 365 data for building and managing ELT/ETL data pipelines. This article explains how to use CData Connect Cloud to create a live connection to Dynamics 365 and how to connect and access live Dynamics 365 data from the Cloud Data Fusion platform.

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 Cloud Data Fusion

Connectivity to Dynamics 365 from Cloud Data Fusion is made possible through CData Connect Cloud. To work with Dynamics 365 data from Cloud Data Fusion, 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 Cloud Data Fusion.

Connecting to Dynamics 365 from Cloud Data Fusion

Follow these steps to establish a connection from Cloud Data Fusion to Dynamics 365 through the CData Connect Cloud JDBC driver:

  1. Download and install the CData Connect Cloud JDBC driver:
    1. Open the Client Tools page of CData Connect Cloud.
    2. Search for JDBC or Cloud Data Fusion.
    3. Click on Download and select your operating system (Mac/Windows/Linux).
    4. Once the download is complete, run the setup file.
    5. When the installation is complete, the JAR file can be found in the installation directory (inside the lib folder).
  2. Log into Cloud Data Fusion.
  3. Click the green "+" button at the top right to add an entity.
  4. Under Driver, click Upload.
  5. Now, upload the CData Connect Cloud JDBC driver (JAR file).
  6. Enter the driver settings:
    • Name: Enter the name of the driver
    • Class name: Enter "cdata.jdbc.connect.ConnectDriver"
    • Version: Enter the driver version
    • Description (optional): Enter a description for the driver
  7. Click on Finish.
  8. Enter source configuration settings:
    • Label: Helps to identify the connection
    • JDBC driver name: Enter the JDBC driver name to identify the driver configured in Step 6.
    • Connection string: Enter the JDBC connection string and include the following parameters in it: jdbc:connect:AuthScheme=Basic;User=[User];Password=[Password];
    • User: Enter your CData Connect Cloud username, displayed in the top-right corner of the CData Connect Cloud interface. For example, "test@cdata.com"
    • Password: Enter the PAT you generated on the Settings page.
  9. Click Validate in the top right corner.
  10. If the connection is successful, you can manage the pipeline by editing it through the UI.
  11. Run the pipepline created.

Troubleshooting

Please be aware that there is a known issue in Cloud Data Fusion where "int" types from source data are automatically cast as "long".

Live Access to Dynamics 365 Data from Cloud Applications

Now you have a direct connection to live Dynamics 365 data from from Google Cloud Data Fusion. You can create more connections to ensure a smooth movement of data across various sources and destinations, thereby streamlining data integration processes - all without replicating Dynamics 365 data.

To get real-time data access to 100+ SaaS, Big Data, and NoSQL sources (including Dynamics 365) directly from your cloud applications, explore the CData Connect Cloud.

Ready to get started?

Learn more about CData Connect Cloud or sign up for free trial access:

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