Connect to Microsoft Dataverse Data in RazorSQL

Jerod Johnson
Director, Technology Evangelism

Connect to Microsoft Dataverse from wizards and query Microsoft Dataverse data from the GUI in the RazorSQL database management tool.

The CData JDBC Driver for Microsoft Dataverse enables standards-based access from third-party tools, from wizards in IDEs to data management and analysis tools. This article shows how to connect to Microsoft Dataverse using wizards in RazorSQL.

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 for Microsoft Dataverse Data

Open the RazorSQL application and, in the Connections menu, select Add Connection Profile -> Other -> JDBC.
In the Connection Wizard that appears, set the following properties:
- Driver Location: Set this property to the path to the lib subfolder in the installation directory.
- Driver Class: Set the driver class to cdata.jdbc.cds.CDSDriver.
- Username: Enter the username. (This property can also be set in the JDBC URL.)
- Password: Enter the password. (This property can also be set in the JDBC URL.)
- JDBC URL: Enter connection parameters. The JDBC URL begins 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 the following:
```
jdbc:cds:OrganizationUrl=https://myaccount.crm.dynamics.com/;InitiateOAuth=GETANDREFRESH;
```

👁 The JDBC data source, defined by the JAR path, driver class, and JDBC URL. Connection properties are defined in the JDBC URL. (QuickBooks is shown.)

Query Microsoft Dataverse Data and Select Tables

After establishing a connection, the wizard will close and the connection will be available in the connections panel. You can then query the tables.

👁 The resuls of a query in RazorSQL. (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-rsql.rst