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The Dynamics 365 ODBC Driver is a powerful tool that allows you to connect with live data from Dynamics 365, directly from any applications that support ODBC connectivity.

Access Dynamics 365 data like you would a database - read, write, and update Dynamics 365 Leads, Contacts, Opportunities, Accounts, etc. through a standard ODBC Driver interface.

Dynamics 365 Reporting and Star Schemas in OBIEE



Create a star schema that shows perspectives on Dynamics 365 facts in real time.

The CData ODBC Driver for Dynamics 365 is a standard database driver that can integrate real-time access to Dynamics 365 data into your data warehouse or directly into your reporting tool. This article shows how to bypass the data warehouse and import operational Dynamics 365 data into Oracle Business Intelligence Enterprise Edition (OBIEE).

See the knowledge base for ODBC integrations with ETL tools like Informatica PowerCenter. For an ETL solution into Oracle Warehouse Builder, use the driver with the Oracle ODBC Gateway to Access Dynamics 365 Data as a Remote Oracle Database.

Connect to Dynamics 365 as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Import Dynamics 365 Metadata

Follow the steps below to use the OBIEE Client Tools to import Dynamics 365 metadata into an OBIEE repository. You can then integrate Dynamics 365 data into your business models.

  1. Open the Administration Tool and click File -> New Repository.

  2. In the Connection Type menu, select ODBC 3.5 and select the CData DSN.
  3. Select the metadata types you want to import under the Relational Sources option and then select Dynamics 365 tables.
You can now create star schemas based on Dynamics 365 tables: