ETL Dynamics 365 in Oracle Data Integrator

Leverage existing skills by using the JDBC standard to read and write to Dynamics 365: Through drop-in integration into ETL tools like Oracle Data Integrator (ODI), the CData JDBC Driver for Dynamics 365 connects real-time Dynamics 365 data to your data warehouse, business intelligence, and Big Data technologies.

JDBC connectivity enables you to work with Dynamics 365 just as you would any other database in ODI. As with an RDBMS, you can use the driver to connect directly to the Dynamics 365 APIs in real time instead of working with flat files.

This article covers a JDBC-based ETL -- Dynamics 365 to Oracle. After reverse engineering a data model of Dynamics 365 entities, you will create a mapping and select a data loading strategy -- since the driver supports SQL-92, this last step can easily be accomplished by selecting the built-in SQL to SQL Loading Knowledge Module.

Getting Started

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Install the Driver

To install the driver, copy the driver JAR (cdata.jdbc.dynamics365.jar) and .lic file (cdata.jdbc.dynamics365.lic), located in the installation folder, into the ODI appropriate directory:

• UNIX/Linux without Agent: ~/.odi/oracledi/userlib
• UNIX/Linux with Agent: ~/.odi/oracledi/userlib and $ODI_HOME/odi/agent/lib
• Windows without Agent: %APPDATA%\Roaming\odi\oracledi\userlib
• Windows with Agent: %APPDATA%\odi\oracledi\userlib and %APPDATA%\odi\agent\lib

Restart ODI to complete the installation.

Reverse Engineer a Model

Reverse engineering the model retrieves metadata about the driver's relational view of Dynamics 365 data. After reverse engineering, you can query real-time Dynamics 365 data and create mappings based on Dynamics 365 tables.

1. In ODI, connect to your repository and click New -> Model and Topology Objects. 👁 Create a New Model
   
2. On the Model screen of the resulting dialog, enter the following information:
   • Name: Enter Dynamics365.
   • Technology: Select Generic SQL (for ODI Version 12.2+, select Microsoft SQL Server).
   • Logical Schema: Enter Dynamics365.
   • Context: Select Global.
   👁 Configuring the Model
   
3. On the Data Server screen of the resulting dialog, enter the following information:
   • Name: Enter Dynamics365.
   • Driver List: Select Oracle JDBC Driver.
   • Driver: Enter cdata.jdbc.dynamics365.Dynamics365Driver
   • URL: Enter the JDBC URL containing the connection string.

     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.)
     

     Below is a typical connection string:

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

   👁 Configuring the Data Server
   
4. On the Physical Schema screen, enter the following information:
   • Name: Select from the Drop Down menu.
   • Database (Catalog): Enter CData.
   • Owner (Schema): If you select a Schema for Dynamics 365, enter the Schema selected, otherwise enter Dynamics365.
   • Database (Work Catalog): Enter CData.
   • Owner (Work Schema): If you select a Schema for Dynamics 365, enter the Schema selected, otherwise enter Dynamics365.
   👁 Configuring the Physical Schema
   
5. In the opened model click Reverse Engineer to retrieve the metadata for Dynamics 365 tables. 👁 Reverse Engineer the Model
   

Edit and Save Dynamics 365 Data

After reverse engineering you can now work with Dynamics 365 data in ODI. To edit and save Dynamics 365 data, expand the Models accordion in the Designer navigator, right-click a table, and click Data. Click Refresh to pick up any changes to the data. Click Save Changes when you are finished making changes. 👁 Viewing the data.

Create an ETL Project

Follow the steps below to create an ETL from Dynamics 365. You will load GoalHeadings entities into the sample data warehouse included in the ODI Getting Started VM.

1. Open SQL Developer and connect to your Oracle database. Right-click the node for your database in the Connections pane and click new SQL Worksheet.

   Alternatively you can use SQLPlus. From a command prompt enter the following:

   sqlplus / as sysdba
   

2. Enter the following query to create a new target table in the sample data warehouse, which is in the ODI_DEMO schema. The following query defines a few columns that match the GoalHeadings table in Dynamics 365:

   CREATE TABLE ODI_DEMO.TRG_GOALHEADINGS (NAME NUMBER(20,0),GoalHeadingId VARCHAR2(255));
   

3. In ODI expand the Models accordion in the Designer navigator and double-click the Sales Administration node in the ODI_DEMO folder. The model is opened in the Model Editor.
4. Click Reverse Engineer. The TRG_GOALHEADINGS table is added to the model.
5. Right-click the Mappings node in your project and click New Mapping. Enter a name for the mapping and clear the Create Empty Dataset option. The Mapping Editor is displayed.
6. Drag the TRG_GOALHEADINGS table from the Sales Administration model onto the mapping.
7. Drag the GoalHeadings table from the Dynamics 365 model onto the mapping.
8. Click the source connector point and drag to the target connector point. The Attribute Matching dialog is displayed. For this example, use the default options. The target expressions are then displayed in the properties for the target columns.
9. Open the Physical tab of the Mapping Editor and click GOALHEADINGS_AP in TARGET_GROUP.
10. In the GOALHEADINGS_AP properties, select LKM SQL to SQL (Built-In) on the Loading Knowledge Module tab. 👁 SQL-based access to Dynamics 365 enables you to use standard database-to-database knowledge modules.
    

You can then run the mapping to load Dynamics 365 data into Oracle.