Rapidly Develop Dynamics 365 FinOp-Driven Apps with Active Query Builder

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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.



Leverage the Active Query Builder SQL interface builder and the ease of .NET data access to create data-driven WinForms and ASP.NET apps.

Write standard .NET to expose Dynamics 365 FinOp data through an SQL interface: Active Query Builder helps developers write SQL interfaces; the CData ODBC Driver for Dynamics 365 FinOp enables standards-based access to Dynamics 365 FinOp. This integration uses the Microsoft ADO.NET Provider for ODBC as a bridge between the ODBC Driver and the Active Query Builder objects to build a visual SQL composer.

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.

Use SQL to Interact with Dynamics 365 FinOp

Follow the steps below to create a WinForms visual query builder.

  1. In a new Windows Forms project, drag the QueryBuilder from the Toolbox onto the form.
  2. Add a reference to ActiveQueryBuilder.ODBCMetadataProvider.
  3. Add an OdbcConnection and set the connection string to the DSN that you created in the first section. OdbcConnection connection = new OdbcConnection(); connection.ConnectionString = "DSN=D365FinOp"
  4. Initialize ODBCMetadataProvider and GeneralSyntaxProvider instances and set the Connection property of the ODBCMetadataProvider object to the OdbcConnection. GenericSyntaxProvider syntaxProvider = new GenericSyntaxProvider(); ODBCMetadataProvider metadataProvider = new ODBCMetadataProvider(); metadataProvider.Connection = connection;
  5. Set the corresponding MetadataProvider and SyntaxProvider properties of the QueryBuilder object. queryBuilder1.MetadataProvider = metadataProvider; queryBuilder1.SyntaxProvider = syntaxProvider;
  6. Call the InitiatelizeDatabaseSchemaTree method of the QueryBuilder class to retrieve Dynamics 365 FinOp metadata and generate a tree view of Dynamics 365 FinOp tables. queryBuilder1.InitializeDatabaseSchemaTree();
  7. After creating the QueryBuilder, connect it to a TextBox or, as we use, the ActiveQueryBuilder SQLTextEditor: Drag and drop an SQLTextEditor onto the designer.

  8. Add the following code to the Validating event for the SQLTextEditor: private void sqlTextEditor1_Validating(object sender, CancelEventArgs e) { try { // Update the query builder with manually edited query text: queryBuilder1.SQL = sqlTextEditor1.Text; } catch (SQLParsingException ex) { e.Cancel = true; // Set caret to error position sqlTextEditor1.SelectionStart = ex.ErrorPos.pos; // Report error MessageBox.Show(ex.Message, "Parsing error"); } }
  9. Add the following to the SQLUpdated event: private void queryBuilder1_SQLUpdated(object sender, EventArgs e) { sqlTextEditor1.Text = queryBuilder1.FormattedSQL; }
  10. You can now build queries visually: Double-click a table in the Columns Pane Area and an entity/relationship diagram is displayed in the Query Building Area. Columns that you select in the diagram are added to the query.