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

⇱ Connect to Dynamics 365 Data in RazorSQL

Connect to Dynamics 365 Data in RazorSQL

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Connect to Dynamics 365 from wizards and query Dynamics 365 data from the GUI in the RazorSQL database management tool.

The CData JDBC Driver for Dynamics 365 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 Dynamics 365 using wizards in RazorSQL.

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

  1. Open the RazorSQL application and, in the Connections menu, select Add Connection Profile -> Other -> JDBC.
  2. 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.dynamics365.Dynamics365Driver.
    • 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:dynamics365: and is followed by a semicolon-separated list of 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.

      👁 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;
👁 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 Dynamics 365 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.)