Connect to Microsoft Dataverse Data in Aqua Data Studio

Jerod Johnson
Director, Technology Evangelism

Access Microsoft Dataverse data from tools in Aqua Data Studio such as the Visual Query Builder and the Table Data Editor.

The CData JDBC Driver for Microsoft Dataverse integrates Microsoft Dataverse data with wizards and analytics in IDEs like Aqua Data Studio. This article shows how to connect to Microsoft Dataverse data through the connection manager and execute queries.

About Microsoft Dataverse Data Integration

CData provides the easiest way to access and integrate live data from Microsoft Dataverse (formerly the Common Data Service). Customers use CData connectivity to:

Access both Dataverse Entities and Dataverse system tables to work with exactly the data they need.
Authenticate securely with Microsoft Dataverse 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 Microsoft Dataverse entities - listing, creating, and removing associations between entities.

CData customers use our Dataverse 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 Dataverse data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).

Getting Started

Create a JDBC Data Source

You can use the connection manager to define connection properties and save them in a new JDBC data source. The Microsoft Dataverse data source can then be accessed from Aqua Data Studio tools.

In Aqua Data Studio, select Register Server from the Servers menu.
In the Register Server form, select the 'Generic - JDBC' connection.
Enter the following JDBC connection properties:
- Name: Enter a name for the data source; for example, Microsoft Dataverse.
- Driver Location: Click the Browse button and select the cdata.jdbc.cds.jar file, located in the lib subfolder of the installation directory.
- Driver: Enter the Driver's class name, cdata.jdbc.cds.CDSDriver.
- URL: Enter the JDBC URL, which starts with jdbc:cds: and is followed by a semicolon-separated list of connection properties.
  
  You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.
  - InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
  - OrganizationUrl: Set this to the organization URL you are connecting to, such as https://myorganization.crm.dynamics.com.
  - Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.
  When you connect the Common Data Service OAuth endpoint opens in your default browser. Log in and grant permissions. The OAuth process completes automatically.
  
  Built-in Connection String Designer
  
  For assistance in constructing the JDBC URL, use the connection string designer built into the Microsoft Dataverse JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.
```
java -jar cdata.jdbc.cds.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:cds:OrganizationUrl=https://myaccount.crm.dynamics.com/;InitiateOAuth=GETANDREFRESH;
```
👁 The JDBC data source, defined by the JAR path, driver class, and JDBC URL. (QuickBooks is shown.)

Query Microsoft Dataverse Data

You can now query the tables exposed.

👁 A query executed in the Table Data Editor. (QuickBooks is shown.)

Ready to get started?

Download a free trial of the Microsoft Dataverse Driver to get started:

Download Now

Learn more:

👁 Microsoft Dataverse Icon
Microsoft Dataverse JDBC Driver

Rapidly create and deploy powerful Java applications that integrate with Microsoft Dataverse.

URL: https://www.cdata.com/kb/tech/dataverse-jdbc-ads.rst