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Manage Dynamics 365 data with visual tools in DBeaver like the query browser.
The CData JDBC Driver for Dynamics 365 implements JDBC standards that enable third-party tools to interoperate, from wizards in IDEs to business intelligence tools. This article shows how to connect to Dynamics 365 data with wizards in DBeaver and browse data in the DBeaver GUI.
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
Create a JDBC Data Source for Dynamics 365 Data
Follow the steps below to load the driver JAR in DBeaver.
- Open the DBeaver application and, in the "Database" menu, select the "Driver Manager" option. Click "New" to open the "Create new driver" form.
- In the Settings tab:
- Set Driver Name to a user-friendly name for the driver (e.g. CData JDBC Driver for Dynamics 365).
- Set Class Name to the class name for the JDBC driver: cdata.jdbc.dynamics365.Dynamics365Driver.
- Set URL Template to jdbc:dynamics365:.
- In the Libraries tab, click "Add File," navigate to the "lib" folder in the installation directory (C:\Program Files\CData[product_name] XXXX\) and select the JAR file (cdata.jdbc.Dynamics365.jar).
Create a Connection to Dynamics 365 Data
Follow the steps below to add credentials and other required connection properties.
- In the "Database" menu, click "New Database Connection."
- In the "Connect to a database" wizard that results, select the driver you just created (e.g. CData JDBC Driver for Dynamics 365) and click "Next >."
- On the Main tab of the configuration wizard, set the JDBC URL, using the required connection properties:
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
- Click "Test Connection ..." to ensure you have configured the connection properly.
- Click "Finish."
Query Dynamics 365 Data
You can now query information from the tables exposed by the connection: Right-click a Table and then click View Table. The data is available on the Data tab.
