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URL: https://www.cdata.com/kb/tech/dynamics365-jdbc-dbvr.rst

⇱ How to Connect DBeaver to Dynamics 365 via a JDBC Driver


How to Connect DBeaver to Dynamics 365 via a JDBC Driver

πŸ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Manage Dynamics 365 data with visual tools in DBeaver like the query browser.

The CData JDBC Driver for Dynamics 365 implements JDBC standards that enable third-party tools to interoperate, from wizards in IDEs to business intelligence tools. This article shows how to connect to Dynamics 365 data with wizards in DBeaver and browse data in the DBeaver GUI.

About Dynamics 365 Data Integration

CData simplifies access and integration of live Microsoft Dynamics 365 data. Our customers leverage CData connectivity to:

  • Read and write data in the full Dynamics 365 ecosystem: Sales, Customer Service, Finance & Operations, Marketing, and more.
  • Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
  • Authenticate securely with Dynamics 365 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 their Dynamics 365 entities - listing, creating, and removing associations between entities.

CData customers use our Dynamics 365 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 Dynamics 365 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 Dynamics 365 Data

Follow the steps below to load the driver JAR in DBeaver.

  1. Open the DBeaver application and, in the "Database" menu, select the "Driver Manager" option. Click "New" to open the "Create new driver" form.
  2. In the Settings tab:
    • Set Driver Name to a user-friendly name for the driver (e.g. CData JDBC Driver for Dynamics 365).
    • Set Class Name to the class name for the JDBC driver: cdata.jdbc.dynamics365.Dynamics365Driver.
    • Set URL Template to jdbc:dynamics365:.
    πŸ‘ Configure the new driver settings (Salesforce is shown).
  3. In the Libraries tab, click "Add File," navigate to the "lib" folder in the installation directory (C:\Program Files\CData[product_name] XXXX\) and select the JAR file (cdata.jdbc.Dynamics365.jar). πŸ‘ Loading the JDBC JAR file (Salesforce is shown).

Create a Connection to Dynamics 365 Data

Follow the steps below to add credentials and other required connection properties.

  1. In the "Database" menu, click "New Database Connection."
  2. In the "Connect to a database" wizard that results, select the driver you just created (e.g. CData JDBC Driver for Dynamics 365) and click "Next >." πŸ‘ Selecting the driver (Salesforce is shown).
  3. On the Main tab of the configuration wizard, set the JDBC URL, using the required connection properties:

    Edition and OrganizationUrl are required connection properties. The Dynamics 365 connector supports connecting to the following editions: CustomerService, FieldService, FinOpsOnline, FinOpsOnPremise, HumanResources, Marketing, ProjectOperations and Sales.

    For Dynamics 365 Business Central, use the separate Dynamics 365 Business Central driver.

    OrganizationUrl is the URL to your Dynamics 365 organization. For instance, https://orgcb42e1d0.crm.dynamics.com

    Built-in Connection String Designer

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

    java -jar cdata.jdbc.dynamics365.jar
    

    Fill in the connection properties and copy the connection string to the clipboard.

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

    Below is a typical connection string:

    jdbc:dynamics365:OrganizationUrl=https://myaccount.operations.dynamics.com/;Edition=Sales;InitiateOAuth=GETANDREFRESH;
    
    πŸ‘ Configuring the JDBC URL (Salesforce is shown).
  4. Click "Test Connection ..." to ensure you have configured the connection properly. πŸ‘ A successfully configured connection (Salesforce is shown).
  5. Click "Finish."

Query Dynamics 365 Data

You can now query information from the tables exposed by the connection: Right-click a Table and then click View Table. The data is available on the Data tab.

πŸ‘ The results of a query in DBeaver. (Salesforce is shown.)

More Information & Free Trial

Download a free, 30-day trial of the CData JDBC Driver for Dynamics 365 and start working with your live Dynamics 365 data in DBeaver. Join the CData Community or reach out to our Support Team if you have any questions.

Ready to get started?

Download a free trial of the Dynamics 365 Driver to get started:

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Dynamics 365 JDBC Driver

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