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Consume Dynamics 365 OData Feeds in PowerBuilder
This article demonstrates how to consume Dynamics 365 data as OData feeds from PowerBuilder using the API Server.
The CData API Server, when paired with the ADO.NET Provider for Dynamics 365 (or any of 200+ other ADO.NET Providers), produces secure feeds of Dynamics 365 data that you can consume in PowerBuilder DataWindows. The API Server supports the major Web services, including OData, Atom, JSON, HTML, CSV, TSV, and RSS. It also supports the major authentication schemes and SSL.
This article shows how to create a DataWindow that uses the CData API Server to execute 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
Set Up the API Server
Follow the steps below to begin producing secure Dynamics 365 OData services:
Deploy
The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.
The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.
Connect to Dynamics 365
After you deploy the API Server and the ADO.NET Provider for Dynamics 365, provide authentication values and other connection properties needed to connect to Dynamics 365 by clicking Settings -> Connections and adding a new connection in the API Server administration console.
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
You can then choose the Dynamics 365 entities you want to allow the API Server access to by clicking Settings -> Resources.
Additionally, click Settings -> Server and change the following settings for compatibility with PowerBuilder:
- Default Format: Select XML (Atom) in the menu.
- Default Version: Select 2.0 in the menu.
Authorize API Server Users
After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default, only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.
Create a Profile for Dynamics 365
Follow the steps below to use the Database Painter tool to create a database profile for the OData API of the API Server. In the Database Painter, you can graphically manipulate data as well as execute SQL queries.
- Click Tools -> Database Painter.
- Right-click the OData node and click New Profile.
- In the Database Profile Setup dialog, enter the following:
- Profile Name: Enter a user-friendly name for the profile.
- URI: Enter the URL to the OData endpoint of the API Server. This URL will resemble the one below:
http://MyServer:8032/api.rsc - Supply User Id and Password: Click this option to use HTTP Basic authentication. Note that the API Server also supports Windows authentication.
- User Id: Enter the name of an user in the API Server.
- Password: Enter the authtoken of an user in the API Server.
- 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 OData feeds 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 = "ODT"
SQLCA.DBParm = "ConnectString='URI=http://MyServer:8032/api.rsc;UID=MyAPIUser;PWD=MyAuthtoken'";
CONNECT USING SQLCA;
dw_goalheadings.SetTransObject(SQLCA);
dw_goalheadings.Retrieve();
