ノーコードでクラウド上のデータとの連携を実現。
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Dynamics CRM ODBC Driver
Dynamics CRM ODBC ドライバーは、ODBC 接続をサポートする任意のアプリケーションからリアルタイムなDynamics CRM アカウントデータに直接接続できるパワフルなツールです。標準のODBC ドライバーインターフェースを使用して、データベースのようにMicrosoft CRM データにアクセスし、潜在顧客、連絡先、営業案件、アカウントなどの読み、書き、更新を実行できます。
こんにちは！ドライバー周りのヘルプドキュメントを担当している古川です。
The CData ODBC Driver for DynamicsCRM is easy to set up and use with self-service analytics solutions like Power BI: Microsoft Excel provides built-in support for the ODBC standard. This article shows how to load the current Dynamics CRM データ into Excel and start generating location-based insights on Dynamics CRM データ in Power Map.
To connect to Dynamics CRM データ, your application will use connection properties defined in the data source name (DSN).
Below is a typical connection string:
User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;
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 for Dynamics CRM データ.
You can import data into Power Map either from an Excel spreadsheet or from Power Pivot. For a step-by-step guide to use either method to import Dynamics CRM データ, see the "Using the ODBC Driver" section in the help documentation.
After importing the Dynamics CRM データ into an Excel spreadsheet or into PowerPivot, you can drag and drop Dynamics CRM entities in Power Map. To open Power Map, click any cell in the spreadsheet and click Insert -> Map.
In the Choose Geography menu, Power Map detects the columns that have geographic information. In the Geography and Map Level menu in the Layer Pane, you can select the columns you want to work with. Power Map then plots the data. A dot represents a record that has this value. When you have selected the geographic columns you want, click Next.
You can then simply select columns: Measures and categories are automatically detected. The available chart types are Stacked Column, Clustered Column, Bubble, Heat Map, and Region.
