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Update Dynamics 365 Business Central Data with a Microsoft Access Linked Table

Update Dynamics 365 Business Central data by creating a linked table in Microsoft Access with the CData Dynamics 365 Business Central ODBC Driver.

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for Dynamics 365 Business Central, you can update live Dynamics 365 Business Central data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to Dynamics 365 Business Central 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.

To authenticate to Dynamics 365 Business Central, you must provide the User and AccessKey properties.

To obtain the User and AccessKey values, navigate to the Users page in Dynamics 365 Business Central and then click on Edit. The User Name and Web Service Access Key values are what you will enter as the User and AccessKey connection string properties. Note that the User Name is not your email address. It is a shortened user name.

To connect to data, specify OrganizationUrl. If you have multiple companies in your organization, you must also specify the Company to indicate which company you would like to connect to. Company does not need to be specified if you have only one company.

Create a Linked Table to Accounts Data

Follow the steps below to create a linked table, which enables you to access live Accounts data.

  1. On the External Data tab in Access, click ODBC Database.
  2. Select the option to link to the data source. A linked table will enable you to read from and write data to the Accounts table.
  3. Select the CData Dynamics 365 Business Central data source from the Machine Data Source tab.

  4. Select the Accounts table. For more information on this table, see the "Data Model" chapter in the help documentation.
  5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.