Connect to Dynamics 365 Data from PowerBuilder


This article demonstrates how to access Dynamics 365 data from PowerBuilder using the Dynamics 365 JDBC Driver.

The CData JDBC driver for Dynamics 365 is a standards-based control that can be used from any platform or development technology that supports JDBC, including PowerBuilder. This article shows how to use the CData JDBC Driver for Dynamics 365 in PowerBuilder.

This article shows how to create a basic PowerBuilder application that uses the CData JDBC Driver for Dynamics 365 to perform reads and writes.

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


Connect to Dynamics 365 Data from PowerBuilder

Follow the steps below to use the Database Painter tool to create a database profile based on an JDBC URL for Dynamics 365. You can use a database profile to save connection properties. In the Database Painter, you can graphically manipulate data as well as execute SQL queries.

  1. Add the driver JAR to the PowerBuilder classpath. Set the CLASSPATH system environment variable to the path to the driver JAR, located in the lib subfolder of the installation directory.

    Note: If you are using PowerBuilder Classic, you can also add the path to the driver JAR by clicking Tools -> System Options -> Java.

  2. Click Tools -> Database Painter.
  3. Right-click the JDBC node and click New Profile.
  4. In the Database Profile Setup dialog, enter the following:
    • Profile Name: Enter a user-friendly name for the profile.
    • Driver Name: Enter the class name of the driver, cdata.jdbc.dynamics365.Dynamics365Driver
    • URL: Enter the JDBC URL.

      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 JDBC URL is below:

      jdbc:dynamics365:OrganizationUrl=https://myaccount.operations.dynamics.com/;Edition=Sales;InitiateOAuth=GETANDREFRESH
  5. To view and modify a table, right-click a table and then click Edit Data -> Grid.

Using Dynamics 365 Data with PowerBuilder Controls

You can use standard PowerBuilder objects to connect to JDBC data sources and execute queries. The following example shows how to retrieve Dynamics 365 data into a DataWindow. You can add the following code to the open method:

SQLCA.DBMS = "JDBC" SQLCA.AutoCommit = False SQLCA.DBParm = "Driver='cdata.jdbc.dynamics365.Dynamics365Driver',URL='jdbc:dynamics365:OrganizationUrl=https://myaccount.operations.dynamics.com/;Edition=Sales;InitiateOAuth=GETANDREFRESH"; CONNECT USING SQLCA; dw_goalheadings.SetTransObject(SQLCA); dw_goalheadings.Retrieve();

Ready to get started?

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

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Learn more:

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