Update Dynamics 365 FinOp Data with a Microsoft Access Linked Table

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Dynamics 365 FinOp ODBC Driver

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

Access Dynamics 365 Finance & Operations data like you would a database - read, write, and update Vendors, Customers, Accounts, Jobs, etc. through a standard ODBC Driver interface.



Update Dynamics 365 FinOp data by creating a linked table in Microsoft Access with the CData Dynamics 365 FinOp 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 FinOp, you can update live Dynamics 365 FinOp data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to Dynamics 365 FinOp 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.

Dynamics 365 for Finance and Operations uses the OAuth authentication standard. See the Getting Started section in the help documentation for an authentication guide.

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 FinOp 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.