Connect to Dynamics 365 Business Central Data in CloverDX (formerly CloverETL)

The CData JDBC Driver for Dynamics 365 Business Central enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Dynamics 365 Business Central as sources and destinations. In this article, you will use the JDBC Driver for Dynamics 365 Business Central to set up a simple transfer into a flat file. The CData JDBC Driver for Dynamics 365 Business Central enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Dynamics 365 Business Central as sources and destinations. In this article, you will use the JDBC Driver for Dynamics 365 Business Central to set up a simple transfer into a flat file.

Connect to Dynamics 365 Business Central as a JDBC Data Source

1. Create the connection to Dynamics 365 Business Central data. In a new CloverDX graph, right-click the Connections node in the Outline pane and click Connections -> Create Connection. The Database Connection wizard is displayed.
2. Click the plus icon to load a driver from a JAR. Browse to the lib subfolder of the installation directory and select the cdata.jdbc.d365businesscentral.jar file.
3. Enter the JDBC URL.

   To authenticate to Dynamics 365 Business Central, you must select an AuthScheme and provide the required properties (OAuth by default).

   All Methods

   Specify the . If you have multiple companies in your organization, you must also specify the to indicate which company you would like to connect to. does not need to be specified if you have only one company.

   Access Key

   To authenticate with an Access Key, set AuthScheme to "AccessKey" and provide the and properties.

   To obtain the and values, navigate to the Users page in Dynamics 365 Business Central and then click on Edit. The User Name and Web Service Access Key values are what you will enter as the and connection string properties. Note that the User Name is not your email address. It is a shortened user name.

   If you wish to authenticate through other methods, refer to the Help documentation.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Dynamics 365 Business Central JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.d365businesscentral.jar
   

   Fill in the connection properties and copy the connection string to the clipboard.

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   

   A typical JDBC URL is below:

   jdbc:d365businesscentral:OrganizationUrl=https://myaccount.financials.dynamics.com/;InitiateOAuth=GETANDREFRESH;

Query Dynamics 365 Business Central Data with the DBInputTable Component

1. Drag a DBInputTable from the Readers selection of the Palette onto the job flow and double-click it to open the configuration editor.
2. In the DB connection property, select the Dynamics 365 Business Central JDBC data source from the drop-down menu.
3. Enter the SQL query. For example:

   SELECT accountid, Name FROM Accounts

Write the Output of the Query to a UniversalDataWriter

1. Drag a UniversalDataWriter from the Writers selection onto the jobflow.
2. Double-click the UniversalDataWriter to open the configuration editor and add a file URL.
3. Right-click the DBInputTable and then click Extract Metadata.
4. Connect the output port of the DBInputTable to the UniversalDataWriter.
5. In the resulting Select Metadata menu for the UniversalDataWriter, choose the Accounts table. (You can also open this menu by right-clicking the input port for the UniversalDataWriter.)
6. Click Run to write to the file.