Analyze Dynamics 365 Data in Cognos Analytics

Cognos Analytics, powered by IBM Watson®, empowers users to cleanse and establish connections with their data while creating visualizations. When integrated with CData Connect Cloud, users gain immediate, real-time connectivity between cloud-based data sources and Cognos Analytics, facilitating data management, visualization, analytics, and more. This article provides step-by-step guidance on connecting to Dynamics 365 via CData Connect Cloud and subsequently analyzing Dynamics 365 data within Cognos Analytics.

NOTE: These instructions require Cognos Analytics 11.2.4 or higher

CData Connect Cloud offers a dedicated cloud-to-cloud interface for Dynamics 365, enabling users to perform real-time analysis on Dynamics 365 data within Cognos without the need to replicate data to a natively supported database. Equipped with built-in optimized data processing capabilities, CData Connect Cloud efficiently directs all supported SQL operations, including filters and JOINs, directly to Dynamics 365. This harnesses server-side processing to promptly provide the requested Dynamics 365 data.

Getting Started

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Configure Dynamics 365 Connectivity for Cognos Analytics

Connectivity to Dynamics 365 from Cognos Analytics is made possible through CData Connect Cloud. To work with Dynamics 365 data from Cognos Analytics, we start by creating and configuring a Dynamics 365 connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Dynamics 365" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Dynamics 365.

   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

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Dynamics 365 Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured, you are ready to connect to Dynamics 365 data from Cognos Analytics.

Connect to Dynamics 365 from Cognos Analytics

The steps below outline connecting to CData Connect Cloud from Cognos Analytics to analyze live Dynamics 365 data.

Download the CData Connect Cloud JDBC Driver

1. Download and install the CData Connect Cloud JDBC Driver: https://www.cdata.com/cloud/clients/download.aspx#jdbc.
2. Copy the JAR file (cdata.jdbc.connect.jar) from the installation directory (e.g., C:\Program Files\CData\JDBC Driver for CData Connect\lib) to the "drivers" folder in your Cognos Analytics installation directory.

Configure the Connection to CData Connect Cloud

1. Open IBM Cognos and navigate to Manage > Data server connections.
2. Click the icon to add a data server.
3. Select CData Connect Cloud.
4. Set JDBC URL to the appropriate connection string. For example: jdbc:connect://AuthScheme=Basic;
5. Set Driver class name to "cdata.jdbc.connect.ConnectDriver"
6. Create and store authenticate credentials by selecting an authentication method
   • Set Username to your CData Connect Cloud username (e.g., [email protected])
   • Set Password to the PAT you previously generated.
7. Click Test connection to confirm that the connection succeeds.

At this point, you are ready to analyze and visualize Dynamics 365 data in Cognos Analytics. For more information about using Cognos Analytics, please refer to the Cognos Analytics documentation.

Live Access to Dynamics 365 Data for Analytics

Now you have a direct, cloud-to-cloud connection to live Dynamics 365 data from Cognos Analytics. You can create new visualizations, build reports, and more — without replicating Dynamics 365 data.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.