How to connect to Microsoft Dataverse Data from Spring Boot

Connect to Microsoft Dataverse in a Spring Boot Application using CData JDBC Microsoft Dataverse Driver

Spring Boot is a framework that makes engineering Java web applications easier. It offers the ability to create standalone applications with minimal configuration. When paired with the CData JDBC driver for Microsoft Dataverse, Spring Boot can work with live Microsoft Dataverse data. This article shows how to configure data sources and retrieve data in your Java Spring Boot Application, using the CData JDBC Driver for Microsoft Dataverse.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Microsoft Dataverse data. When you issue complex SQL queries to Microsoft Dataverse, the driver pushes supported SQL operations, like filters and aggregations, directly to Microsoft Dataverse and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Microsoft Dataverse data using native data types.

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

Creating the Spring Boot Project in Java

In an IDE (in this tutorial, we use IntelliJ), choose a Maven project: In the generated project, go to the pom.xml file, and add the required dependencies for Spring Boot:


<?xml version="1.0" encoding="UTF-8"?>
<project xmlns="http://maven.apache.org/POM/4.0.0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xsi:schemaLocation="http://maven.apache.org/POM/4.0.0 https://maven.apache.org/xsd/maven-4.0.0.xsd">
<modelVersion>4.0.0</modelVersion>
<parent>
<groupId>org.springframework.boot</groupId>
<artifactId>spring-boot-starter-parent</artifactId>
<version>2.7.2</version>
<relativePath/>
</parent>
<groupId>com.example</groupId>
<artifactId>demo</artifactId>
<version>0.0.1-SNAPSHOT</version>
<name>demo</name>
<description>Demo project for Spring Boot</description>
<properties>
<java.version>1.8</java.version>
</properties>
<build>
<plugins>
	<plugin>
		<groupId>org.springframework.boot</groupId>
		<artifactId>spring-boot-maven-plugin</artifactId>
	</plugin>

	<plugin>
		<groupId>org.apache.maven.plugins</groupId>
		<artifactId>maven-install-plugin</artifactId>
		<version>2.5.1</version>
		<executions>
			<execution>
				<id>id.install-file</id>
				<phase>clean</phase>
				<goals>
					<goal>install-file</goal>
				</goals>
				<configuration>
					<file>C:\Program Files\CData[product_name] ####\lib\cdata.jdbc.cds.jar</file>
					<groupId>org.cdata.connectors</groupId>
					<artifactId>cdata-cds-connector</artifactId>
					<version>23</version>
					<packaging>jar</packaging>
				</configuration>
			</execution>
		</executions>
	</plugin>
</plugins>
</build>

<dependencies>
<dependency>
	<groupId>org.springframework.boot</groupId>
	<artifactId>spring-boot-starter-web</artifactId>
</dependency>
<dependency>
	<groupId>org.springframework.boot</groupId>
	<artifactId>spring-boot-starter-jdbc</artifactId>
	<version>2.7.0</version>
</dependency>
<dependency>
	<groupId>org.cdata.connectors</groupId>
	<artifactId>cdata-cds-connector</artifactId>
	<version>23</version>
</dependency>

<dependency>
	<groupId>org.springframework.boot</groupId>
	<artifactId>spring-boot-starter-test</artifactId>
	<scope>test</scope>
</dependency>
</dependencies>



<distributionManagement>
<repository>
	<uniqueVersion>false</uniqueVersion>
	<id>test</id>
	<name>My Repository</name>
	<url>scp://repo/maven2</url>
	<layout>default</layout>
</repository>
</distributionManagement>

</project>

Note: The year (####) and the version number (as seen in the provided XML script) should be adjusted according to the current version of the CData JDBC driver being utilized.

Project Structure

In the java directory, create a new package. Usually the name of the package is the name of the groupId (com.example) followed by the artifactId (.MDS).

Mark the "java" directory as the "Sources Root" (denoted by a blue color). To do this, right-click the java directory and choose Mark Directory as -> Sources Root (As shown below). Additionally, mark the "resources" directory as the "Resources Root."

Store Database Connection Properties

Create an "application.properties" file to store the database connection properties. To do this, right-click on the "resources" folder, opt for New -> File, input the file name as "application.properties," and press Enter.

In the application.properties file, we set the configuration properties for the Microsoft Dataverse JDBC Driver, using the Class name and JDBC URL:


	spring.datasource.driver=cdata.jdbc.cds.CDSDriver
	spring.datasource.url=jdbc:cds:OrganizationUrl=https://myaccount.crm.dynamics.com/InitiateOAuth=GETANDREFRESH

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

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.

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

After setting the properties in the application.properties file, we now configure them.

Data Source Configuration

First, we mark the Microsoft Dataverse data source as our primary data source. Then, we create a Data Source Bean.

Create a DriverManagerDataSource.java file and create a Bean within it, as shown below. If @Bean gives an error, Spring Boot may not have loaded properly. To fix this, go to File -> Invalidate Caches and restart. Additionally, make sure that Maven has added the Spring Boot dependencies.

To create a data source bean, we use the DriverManagerDataSource Class. This class allows us to set the properties of the data source. To create this Java class, right-click on "com.example.MDS" package, and choose New -> Java Class.

The following code shows the bean definition of our data source. Each driver should have a bean.


import org.springframework.beans.factory.annotation.Autowired;
import org.springframework.boot.jdbc.DataSourceBuilder;
import org.springframework.context.annotation.Bean;
import org.springframework.context.annotation.Primary;
import org.springframework.core.env.Environment;
import javax.sql.DataSource;

public class DriverManagerDataSource{
	@Autowired
	private static Environment env;

	@Bean(name ="CDS")
	@Primary
	public static DataSource CDSDataSource()
	{

	DataSourceBuilder<?> dataSourceBuilder = DataSourceBuilder.create();
		dataSourceBuilder.driverClassName("cdata.jdbc.cds.CDSDriver");
		dataSourceBuilder.url("jdbc:cds:OrganizationUrl=https://myaccount.crm.dynamics.com/InitiateOAuth=GETANDREFRESH");
		return dataSourceBuilder.build();
	}
	
	//@Override
	public void setEnvironment( final Environment environment) {
	env=environment;
	}
}

Next, move the Microsoft Dataverse jar file to the Documents folder (see path in command below) - The idea is to have a path without any spaces for the jar file. Then, click the Maven icon (top right corner of IntelliJ) and click "Execute Maven Goal." Now, run the following command:


mvn install:install-file "-Dfile=C:\Program Files\CData[product_name] ####\lib\cdata.jdbc.cds.jar" -DgroupId=org.cdata.connectors -DartifactId=cdata-cds-connector -Dversion=23 -Dpackaging=jar

Follow either of the given steps to run this command:

The "-Dfile location" can be kept as the default installation path of the CData JDBC Driver. Make sure to keep the path in quotations in this case. Also, change the year and "Dversion" based on the current version of the driver being used.
As mentioned earlier in the article, in case you relocate the jar file to the Documents folder, make sure to modify the path in the provided command. In such instances, avoid enclosing the Dfile location in quotations and edit "Dversion" based on the current version of the driver being used.

After pressing enter, we see the following output:

Testing the Connection

The last step is testing the connection. Create a new Java class following the format (e.g., "MDSApplication"). You have the flexibility to select any name for the application class. We call the data source in the main method of MDSApplication.java:


import org.springframework.boot.SpringApplication;
import org.springframework.boot.autoconfigure.SpringBootApplication;
import org.springframework.boot.autoconfigure.jdbc.DataSourceAutoConfiguration;
import java.sql.Connection;
import java.sql.SQLException;
import static com.example.demo.DriverManagerDataSources.CDSDataSource;


@SpringBootApplication(exclude = {DataSourceAutoConfiguration.class})
	public class MDSApplication {
		//remove the comment on the line below
		public static void main (){
		SpringApplication.run(DemoApplication.class, args);
		Connection conn = CDSDataSource().getConnection();
		System.out.println("Catalog: "+ conn.getCatalog());
	}
}

The output generated should look like this:

Free Trial & More Information

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Microsoft Dataverse JDBC Driver

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