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How to connect to Dynamics 365 Data with Squirrel SQL client



Connect to Dynamics 365 data and execute queries in the Squirrel SQL Client.

The CData JDBC Driver for Dynamics 365 enables you to execute queries to Dynamics 365 data in tools like Squirrel SQL Client. In this article, you will create a JDBC data source for Dynamics 365 data and execute queries.

Add the JDBC Driver for Dynamics 365

Follow the steps below to add the driver JAR.

  1. In Squirrel SQL, click Windows -> View Drivers.
  2. Click the plus icon to open the Add Driver wizard.
  3. In the Name box, enter a user-friendly name for the driver; for example, CData JDBC Driver for Dynamics 365.
  4. In the Example URL box, enter jdbc:dynamics365:
  5. In the Extra Class Path tab, click Add.
  6. In the file explorer dialog that opens, select the JAR file for the driver, located in the lib subfolder of the installation directory.
  7. Click List Drivers to populate the Class Name menu with the class name for the driver, cdata.jdbc.dynamics365.Dynamics365Driver.

Define Connection Properties

Follow the steps below to save connection properties in the driver alias.

  1. Click Windows -> View Aliases.
  2. In the pane that lists the aliases, click the plus icon.
  3. In the Add Alias wizard that opens, the following fields are required for the JDBC driver:

    • Name: Enter a name for the alias; for example, CData Dynamics 365 Source.
    • Driver: Select the CData JDBC Driver for Dynamics 365.
    • URL: Enter jdbc:dynamics365:
  4. If you want to define any additional properties, click Properties.
  5. In the Driver properties tab of the dialog that appears, select the Use driver properties checkbox.
  6. In the Specify column, select the checkboxes for 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

    Below is a typical connection string:

    jdbc:dynamics365:OrganizationUrl=https://myaccount.operations.dynamics.com/;Edition=Sales;InitiateOAuth=GETANDREFRESH
  7. In the dialog that appears after you click OK, click connect to test the connection.

Discover Schemas and Query Dynamics 365 Data

After the metadata has loaded, a new tab for the Dynamics 365 data source is displayed. On the Objects subtab, you can discover schema information, such as the available tables and views.

To view table data, select the table on the Objects tab. The table data is then loaded in a grid on the Content tab.

To execute an SQL query, enter the query on the SQL tab and then click Run SQL (the runner icon). For example:

SELECT GoalHeadingId, Name FROM GoalHeadings WHERE Name = 'MyAccount'