Integrate Dynamics 365 Business Central Data in Your Informatica Cloud Instance

Informatica Cloud allows you to perform extract, transform, and load (ETL) tasks in the cloud. With the Cloud Secure Agent and the CData JDBC Driver for Dynamics 365 Business Central, you get live access to Dynamics 365 Business Central data, directly within Informatica Cloud. In this article, we will walk through downloading and registering the Cloud Secure Agent, connecting to Dynamics 365 Business Central through the JDBC Driver and generating a mapping that can be used in any Informatica Cloud process.

Informatica Cloud Secure Agent

To work with the Dynamics 365 Business Central data through the JDBC Driver, install the Cloud Secure Agent.

1. Navigate to the Administrator page in Informatica Cloud 👁 Image
   
2. Select the Runtime Environments tab
3. Click "Download Secure Agent" 👁 Image
   
4. Make note of the Install Token 👁 Image
   
5. Run the installer on the client machine and register the Cloud Secure Agent with your username and install token 👁 Image
   

NOTE: It may take some time for all of the Cloud Secure Agent services to get up and running.

Connecting to the Dynamics 365 Business Central JDBC Driver

With the Cloud Secure Agent installed and running, you are ready to connect to Dynamics 365 Business Central through the JDBC Driver.

Adding the JDBC Driver to the Secure Agent Machine

1. Navigate to the following directory on the Secure Agent machine:

   %Secure Agent installation directory%/ext/connectors/thirdparty/

2. Create a folder and add the driver JAR file (cdata.jdbc.d365businesscentral.jar) based on the type of mapping that you want to configure.

   For mappings, create the following folder and add the driver JAR file:

   informatica.jdbc_v2/common

   For mappings in advanced mode, also create the following folder and add the driver JAR file:

   informatica.jdbc_v2/spark

3. Restart the Secure Agent.

Connecting to Dynamics 365 Business Central in Informatica Cloud

After installing the driver JAR file, you are ready to configure your connection to Dynamics 365 Business Central in Informatica Cloud. Start by clicking the Connections tab and clicking New Connection. Fill in the following properties for the connection:

• Connection Name: Name your connection (i.e.: CData Dynamics 365 Business Central Connection)
• Type: Select "JDBC_V2"
• Runtime Environment: Select the runtime environment where you installed the Secure Agent
• JDBC Driver Class Name: The name of the JDBC driver class: cdata.jdbc.d365businesscentral.D365BusinessCentralDriver
• JDBC Connection URL: Set this to the JDBC URL for Dynamics 365 Business Central. Your URL will look similar to the following:
  
  

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

  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 (Google Sheets is shown.)
  
• Username: Set this to a placeholder value (since Dynamics 365 Business Central does not require a username)
• Password: Set this to a placeholder value (since Dynamics 365 Business Central does not require a password)

👁 Configuring the Connection (Google Sheets is shown.

Create a Mapping for Dynamics 365 Business Central Data

With the connection to Dynamics 365 Business Central configured, we can now access Dynamics 365 Business Central data in any Informatica process. The steps below walk through creating a mapping for Dynamics 365 Business Central to another data target.

1. Navigate to the Data Integration page 👁 Image
   
2. Click New.. and select Mapping from the Mappings tab 👁 Image
   
3. Click the Source Object and in the Source tab, select the Connection and set the Source Type 👁 Selecting the Source Connection and Source Type
   
4. Click "Select" to choose the table to map 👁 Selecting the Source Object
   
5. In the Fields tab, select the fields from the Dynamics 365 Business Central table to map 👁 Selecting Source Fields to map
   
6. Click the Target object and configure the Target source, table and fields. In the Field Mapping tab, map the source fields to the target fields. 👁 Selecting the Target Field Mappings
   

With the mapping configured, you are ready to start integrating live Dynamics 365 Business Central data with any of the supported connections in Informatica Cloud. 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 Informatica Cloud today.