Learn more
 

Access Live Dynamics 365 Data in Coginiti Pro


Connect to and query live Dynamics 365 data from the GUI in the Coginiti Pro: SQL Analytics Tool.

Coginiti Pro is a single tool for all your SQL data and analytics needs, designed specifically for data engineers, analysts, and data scientists. When paired with the CData JDBC Driver for Dynamics 365, Coginiti Pro can access and query live Dynamics 365 data. This article describes how to connect to and query Dynamics 365 data from Coginiti Pro.

With built-in optimized data processing, the CData JDBC Driver for Dynamics 365 offers unmatched performance for interacting with live Dynamics 365 data. When you issue complex SQL queries to Dynamics 365, the driver pushes supported SQL operations, like filters and aggregations, directly to Dynamics 365 and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). In addition, its built-in dynamic metadata querying allows you to work with and analyze Dynamics 365 data using native data types.

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


Gather Connection Properties and Build a Connection String

Download the CData JDBC Driver for Dynamics 365 installer, unzip the package, and run the JAR file to install the driver. Then gather 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

NOTE: To use the JDBC driver in Coginiti Pro, you may need a license (full or trial) and a Runtime Key (RTK). For more information on obtaining this license (or a trial), contact our sales team.

Built-in Connection String Designer

For assistance constructing the JDBC URL, use the connection string designer built into the Dynamics 365 JDBC Driver. 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 (including the RTK) and copy the connection string to the clipboard.

Create a JDBC Data Source for Dynamics 365 Data

  1. Open Coginiti Pro and in the File menu, select "Edit Drivers."
  2. In the newly opened wizard, click "Add" and select "Generic."

  3. In the "JDBC Drivers" wizard, set the driver properties (below) and click "Create Driver."

    • Set JDBC Driver Name to a useful name, like CData JDBC Driver for Dynamics 365.
    • Click "Add Files" to add the JAR file from the "lib" folder in the installation directory (e.g. cdata.jdbc.dynamics365.jar)
    • Select the Class Name: cdata.jdbc.dynamics365.Dynamics365Driver.

Create a Connection using the CData JDBC Driver for Dynamics 365

  1. In the File menu, click "Edit Connections."
  2. In the newly opened wizard, click "Add" and select "Generic."
  3. In the "Connections" wizard, set the connection properties.
    • Set Connection name to an identifying name.
    • Set Database JDBC driver to the Driver you configured earlier.
    • Set JDBC URL to the JDBC URL configured using the built-in connection string designer (e.g. jdbc:dynamics365:OrganizationUrl=https://myaccount.operations.dynamics.com/;Edition=Sales;InitiateOAuth=GETANDREFRESH
  4. Click "Test" to ensure the connection is configured properly. Click "Save."

Query Dynamics 365 Using SQL

  1. Open the Connections tab by clicking on database icon: .
  2. Click the plus sign () to add a new query tab.

  3. Once the query console is open, write the SQL script you wish to execute and click "Run at Cursor".

    NOTE: You can use the explorer on the left to determine table/view names and column names.

    Using the explorer

    1. In the "Select connection" field, select the connection you wish to query.
    2. Expand your newly created connection, expand the "CData" catalog, and expand the Dynamics 365 catalog.
    3. Expand "Tables" or "Views" to find the entity you wish to query.
    4. Expand your selected entity to explore the fields (columns).

Free Trial & More Information

Download a free, 30-day trial of the CData JDBC Driver for Dynamics 365 and start working with your live Dynamics 365 data in Coginiti Pro. 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:

 Download Now

Learn more:

Dynamics 365 Icon Dynamics 365 JDBC Driver

Rapidly create and deploy powerful Java applications that integrate with Dynamics 365.

In this article

Related articles