Validate Dynamics 365 Business Central Data with QuerySurge

QuerySurge is a smart data testing solution that automates data validation and testing. When paired with the CData JDBC Driver for Dynamics 365 Business Central, QuerySurge can work with live Dynamics 365 Business Central data. This article explains how to connect to Dynamics 365 Business Central data from QuerySurge.

With built-in optimized data processing, the CData JDBC Driver 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). Its built-in dynamic metadata querying allows you to work with and analyze Dynamics 365 Business Central data using native data types.

Connecting to Dynamics 365 Business Central Data in QuerySurge

To connect to live Dynamics 365 Business Central data from QuerySurge, you need to deploy the JDBC Driver JAR file to your QuerySurge Agent(s) and add a new connection from the QuerySurge Admin view.

Deploy the JDBC Driver

1. Download the CData JDBC Driver for Dynamics 365 Business Central installer, unzip the package, and run the JAR file to install the driver.
2. Once the driver is installed, stop the Agent Service.
3. Copy the JAR File (and license file if it exists) from the installation location (typically C:\Program Files\CData\CData JDBC Driver for Dynamics 365 Business Central\lib\) to your Agent(s) (QuerySurge_install_dir\agent\jdbc).
4. Restart the Agent Service.

For more information on deploying JDBC drivers for QuerySurge, refer to the QuerySurge Knowledge Base.

Configure a New Connection to Dynamics 365 Business Central

1. Log into QuerySurge and navigate to the Admin view.
2. Click Configuration -> Connections in the Administration Tree.
3. Click Add to create a new connection.
4. In the QuerySurge Connection Wizard, click Next. 👁 Creating a new connection
   
5. Name the connection (e.g. CData JDBC Connection to Dynamics 365 Business Central).
6. Set the Data Source to "All Other JDBC Connections (Connection Extensibility)" and click Next. 👁 Naming the connection and choosing a Data Source
   
7. Set the Driver Class to cdata.jdbc.d365businesscentral.D365BusinessCentralDriver and click Next. 👁 Setting the Driver Class
   

8. Set the Connection URL using the necessary connection properties to authenticate with Dynamics 365 Business Central. Your Connection URL will look something like the following:

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

   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.

   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.

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   
9. Set the Test Query to enable the Test Connection button for the Connection (e.g. SELECT * FROM Accounts LIMIT 1) and click Next. 👁 Setting the Connection URL and Test Query (NetSuite is shown)
   
10. Click Test Connection to ensure the connection is configured properly and click Save to add the connection.

Once the connection is added, you can write SQL queries against your Dynamics 365 Business Central data in QuerySurge.

Compare Dynamics 365 Business Central Data Queries with a QueryPair

With the connection configured, you can follow the steps below to compare querying Dynamics 365 Business Central data with a QueryPair.

1. Select "Design Library" from the Design Menu
2. Click QueryPairs under QuerySurge Design
3. Click "Create New QueryPair"
4. Name the QueryPair and click Save
5. In either the Source or Target panes, select the connection created above (select the same connection to query Dynamics 365 Business Central twice or another connection to perform a comparison)
6. Write queries in the Editor for each pane, e.g. SELECT * FROM Accounts 👁 Setting the Connection URL and Test Query (NetSuite is shown)
   
7. Click the "Design-Time Run" tab to execute the queries
8. When the query execution is finished, click "View Query Results" to see the Dynamics 365 Business Central data returned by the query 👁 Setting the Connection URL and Test Query (NetSuite is shown)
   

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 QuerySurge. Reach out to our Support Team if you have any questions.