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Use the CData ODBC Driver for Dynamics 365 Sales in SAS JMP

You can use the CData ODBC Driver to integrate Dynamics 365 Sales data into the statistical analysis tools available in SAS JMP. This article shows how to use Dynamics 365 Sales data in the Graph Builder and Query Builder.

You can use the CData ODBC Driver for Dynamics 365 Sales to integrate live data into your statistical analysis with SAS JMP. The driver proxies your queries directly to the Dynamics 365 Sales API, ensuring that your analysis reflects any changes to the data. The CData ODBC Driver supports the standard SQL used by JMP in the background as you design reports.

The Dynamics 365 Sales API supports bidirectional access. This article shows how to access Dynamics 365 Sales data into a report and create data visualization. It also shows how to use SQL to query and manipulate Dynamics 365 Sales data from the JMP Query Builder.

Access Dynamics 365 Sales Data as an ODBC Data Source

If you have not already done so, specify connection properties defined in the data source name (DSN).

Below is a typical connection string:

OrganizationUrl=https://myaccount.crm.dynamics.com/;

You can configure the DSN in the built-in Microsoft ODBC Data Source Administrator. This is the last step of the driver installation. See the "Getting Started" chapter in the help documentation for a guide to use the Microsoft ODBC Data Source Administrator to create and configure a DSN.

Import Dynamics 365 Sales Data with the Query Builder

After you have created the Dynamics 365 Sales DSN, you can use SQL to invoke the capabilities of the Dynamics 365 Sales API. Follow the steps below to execute some supported queries in the Query Builder:

  1. In SAP JMP, click File -> Database -> Query Builder. The Select Database Connection dialog is displayed.
  2. Click New Connection.
  3. On the Machine Data Source tab, select the DSN. In the next step, the Select Tables for Query dialog is displayed.
  4. In the Available Tables section, select a table and click Primary.
  5. As you drag Available Columns to the Included Columns tab, the underlying SQL query is updated.
  6. Click Run Query to display the data.
  7. To refresh the results with the current data, right-click Update from Database and click Run Script.

Manipulate Dynamics 365 Sales Data

You can execute data manipulation queries from JSL scripts such as the one below. To execute a script, click New Script in the toolbar. To connect, specify the DSN. You can then use the standard SQL syntax:

Open Database( "DSN=CData D365Sales Source;", "INSERT INTO Accounts (Name) VALUES ('MyAccount');");

Vizualize Dynamics 365 Sales Data

After importing, you can use the Graph Builder to create graphs visually. To open the Graph Builder, click the Graph Builder button in the toolbar.

  1. Drag a dimension column onto the x axis. For example, accountid.
  2. Drag a measure column onto the y axis. For example, Name.
  3. Select a chart type. For example, a bar chart.
 
 
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