Stream Dynamics 365 Data into Apache Kafka Topics

Apache Kafka is an open-source stream processing platform that is primarily used for building real-time data pipelines and event-driven applications. When paired with the CData JDBC Driver for Dynamics 365, Kafka can work with live Dynamics 365 data. This article describes how to connect, access and stream Dynamics 365 data into Apache Kafka Topics and to start Confluent Control Center to help users secure, manage, and monitor the Dynamics 365 data received using Kafka infrastructure in the Confluent Platform.

With built-in optimized data processing, the CData JDBC Driver 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). Its built-in dynamic metadata querying allows you to work with and analyze Dynamics 365 data using native data types.

Prerequisites

Before connecting the CData JDBC Driver for streaming Dynamics 365 data in Apache Kafka Topics, install and configure the following in the client Linux-based system.

1. Confluent Platform for Apache Kafka
2. Confluent Hub CLI Installation
3. Self-Managed Kafka JDBC Source Connector for Confluent Platform

Define a New JDBC Connection to Dynamics 365 data

1. Download CData JDBC Driver for Dynamics 365 on a Linux-based system
2. Follow the given instructions to create a new directory extract all the driver contents into it:
   1. Create a new directory named Dynamics 365 mkdir Dynamics365
   2. Move the downloaded driver file (.zip) into this new directory mv Dynamics365JDBCDriver.zip Dynamics365/
   3. Unzip the CData Dynamics365JDBCDriver contents into this new directory unzip Dynamics365JDBCDriver.zip
3. Open the Dynamics 365 directory and navigate to the lib folder ls cd lib/
4. Copy the contents of the lib folder of Dynamics 365 into the lib folder of Kafka Connect JDBC. Check the Kafka Connect JDBC folder contents to confirm that the cdata.jdbc.dynamics365.jar file is successfully copied into the lib folder cp * ../../confluent-7.5.0/share/confluent-hub-components/confluentinc-kafka-connect-jdbc/lib/ cd ../../confluent-7.5.0/share/confluent-hub-components/confluentinc-kafka-connect-jdbc/lib/
5. Install the CData Dynamics 365 JDBC driver license using the given command, followed by your Name and Email ID java -jar cdata.jdbc.dynamics365.jar -l
6. Enter the product key or "TRIAL" (In the scenarios of license expiry, please contact our CData Support team)
7. Start the Confluent local services using the command: confluent local services start

   This starts all the Confluent Services like Zookeeper, Kafka, Schema Registry, Kafka REST, Kafka CONNECT, ksqlDB and Control Center. You are now ready to use the CData JDBC driver for Dynamics 365 to stream messages using Kafka Connect Driver into Kafka Topics on ksqlDB.

8. Create the Kafka topics manually using a POST HTTP API Request: curl --location 'server_address:8083/connectors' --header 'Content-Type: application/json' --data '{ "name": "jdbc_source_cdata_dynamics365_01", "config": { "connector.class": "io.confluent.connect.jdbc.JdbcSourceConnector", "connection.url": "jdbc:dynamics365:OrganizationUrl=https://myaccount.operations.dynamics.com/;Edition=Sales;; InitiateOAuth=GETANDREFRESH", "topic.prefix": "dynamics365-01-", "mode": "bulk" } }'

   Let us understand the fields used in the HTTP POST body (shown above):

   • connector.class: Specifies the Java class of the Kafka Connect connector to be used.
   • connection.url: The JDBC connection URL to connect with Dynamics 365 data.

     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.

     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

   • topic.prefix: A prefix that will be added to the Kafka topics created by the connector. It's set to "dynamics365-01-".
   • mode: Specifies the mode in which the connector operates. In this case, it's set to "bulk", which suggests that the connector is configured to perform bulk data transfer.

   This request adds all the tables/contents from Dynamics 365 as Kafka Topics.

   Note: The IP Address (server) to POST the request (shown above) is the Linux Network IP Address.

9. Run ksqlDB and list the topics. Use the commands: ksql list topics;
10. To view the data inside the topics, type the SQL Statement: PRINT topic FROM BEGINNING;

Connecting with the Confluent Control Center

To access the Confluent Control Center user interface, ensure to run the "confluent local services" as described in the above section and type http://<server address>:9021/clusters/ on your local browser.

Get Started Today

Download a free, 30-day trial of the CData JDBC Driver for Dynamics 365 and start streaming Dynamics 365 data into Apache Kafka. Reach out to our Support Team if you have any questions.