How to connect to Dynamics 365 Data from IntelliJ

The CData JDBC Driver for Dynamics 365 enables you to access Dynamics 365 as a JDBC data source, providing integration with rapid development tools in IDEs. This article shows how to use the data source configuration wizard to connect to Dynamics 365 data in IntelliJ.

Getting Started

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Create a JBDC Data Source for Dynamics 365

Follow the steps below to add the driver JAR and define connection properties required to connect to Dynamics 365 data.

1. In the Data Sources window, right-click and then click Add Data Source -> DB Data Source.

2. In the Data Source Properties dialog that appears, the following properties are required:

   • JDBC Driver Files: Click the button next to this menu to add the JDBC Driver file cdata.jdbc.dynamics365.jar, located in the installation directory.
   • JDBC Driver Class: In this menu, select cdata.jdbc.dynamics365.Dynamics365Driver from the list.

   • Database URL: Enter the connection URL in the JDBC URL property. The URL must start with jdbc:dynamics365: and includes connection properties separated with semicolons.

     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.

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

     A typical JDBC URL is the following:

     jdbc:dynamics365:OrganizationUrl=https://myaccount.operations.dynamics.com/;Edition=Sales;InitiateOAuth=GETANDREFRESH;

Edit and Save Dynamics 365 Data

To discover schema information, right-click the data source you just created and click Refresh Tables. To query a table, right-click it and then click Open Tables Editor. You can also modify records in the Table Editor.