Access Live Dynamics 365 Business Central Data in Coginiti Pro

Coginiti Pro is a single tool for all your SQL data and analytics needs, designed specifically for data engineers, analysts, and data scientists. When paired with the CData JDBC Driver for Dynamics 365 Business Central, Coginiti Pro can access and query live Dynamics 365 Business Central data. This article describes how to connect to and query Dynamics 365 Business Central data from Coginiti Pro.

With built-in optimized data processing, the CData JDBC Driver for Dynamics 365 Business Central offers unmatched performance for interacting with live Dynamics 365 Business Central data. When you issue complex SQL queries to Dynamics 365 Business Central, the driver pushes supported SQL operations, like filters and aggregations, directly to Dynamics 365 Business Central and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). In addition, its built-in dynamic metadata querying allows you to work with and analyze Dynamics 365 Business Central data using native data types.

Gather Connection Properties and Build a Connection String

Download the CData JDBC Driver for Dynamics 365 Business Central installer, unzip the package, and run the JAR file to install the driver. Then gather the required connection properties.

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.

NOTE: To use the JDBC driver in Coginiti Pro, you may need a license (full or trial) and a Runtime Key (RTK). For more information on obtaining this license (or a trial), contact our sales team.

Built-in Connection String Designer

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

java -jar cdata.jdbc.d365businesscentral.jar

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

Fill in the connection properties (including the RTK) and copy the connection string to the clipboard.

Create a JDBC Data Source for Dynamics 365 Business Central Data

1. Open Coginiti Pro and in the File menu, select "Edit Drivers."
2. In the newly opened wizard, click "Add" and select "Generic." 👁 Adding a Generic JDBC Driver.
   

3. In the "JDBC Drivers" wizard, set the driver properties (below) and click "Create Driver."

   • Set JDBC Driver Name to a useful name, like CData JDBC Driver for Dynamics 365 Business Central.
   • Click "Add Files" to add the JAR file from the "lib" folder in the installation directory (e.g. cdata.jdbc.d365businesscentral.jar)
   • Select the Class Name: cdata.jdbc.d365businesscentral.D365BusinessCentralDriver.
   👁 Creating a new Generic data source (Salesforce is shown).
   

Create a Connection using the CData JDBC Driver for Dynamics 365 Business Central

1. In the File menu, click "Edit Connections."
2. In the newly opened wizard, click "Add" and select "Generic." 👁 Adding a Generic JDBC Connection.
   
3. In the "Connections" wizard, set the connection properties.
   • Set Connection name to an identifying name.
   • Set Database JDBC driver to the Driver you configured earlier.
   • Set JDBC URL to the JDBC URL configured using the built-in connection string designer (e.g. jdbc:d365businesscentral:OrganizationUrl=https://myaccount.financials.dynamics.com/;InitiateOAuth=GETANDREFRESH;
   👁 Creating a connection (Salesforce is shown).
   
4. Click "Test" to ensure the connection is configured properly. Click "Save."

Query Dynamics 365 Business Central Using SQL

1. Open the Connections tab by clicking on database icon: .
2. Click the plus sign () to add a new query tab.

3. Once the query console is open, write the SQL script you wish to execute and click "Run at Cursor".

   NOTE: You can use the explorer on the left to determine table/view names and column names.

   Using the explorer

   1. In the "Select connection" field, select the connection you wish to query.
   2. Expand your newly created connection, expand the "CData" catalog, and expand the Dynamics 365 Business Central catalog.
   3. Expand "Tables" or "Views" to find the entity you wish to query.
   4. Expand your selected entity to explore the fields (columns).
   👁 Querying data (Salesforce is shown).
   

Free Trial & More Information

Download a free, 30-day trial of the CData JDBC Driver for Dynamics 365 Business Central and start working with your live Dynamics 365 Business Central data in Coginiti Pro. Reach out to our Support Team if you have any questions.