Using the CData ODBC Driver for Dynamics 365 FinOp in PyCharm

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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.



Connect to Dynamics 365 FinOp as an ODBC data source in PyCharm using the CData ODBC Driver for Dynamics 365 FinOp.

The CData ODBC Drivers can be used in any environment that supports loading an ODBC Driver. In this tutorial we will explore using the CData ODBC Driver for Dynamics 365 FinOp from within PyCharm. Included are steps for adding the CData ODBC Driver as a data source, as well as basic PyCharm code to query the data source and display results.

To begin, this tutorial will assume that you have already installed the CData ODBC Driver for Dynamics 365 FinOp as well as PyCharm.

Add Pyodbc to the Project

Follow the steps below to add the pyodbc module to your project.

  1. Click File -> Settings to open the project settings window.
  2. Click Project Interpreter from the Project: YourProjectName menu.
  3. To add pyodbc, click the + button and enter pyodbc.
  4. Click Install Package to install pyodbc.

Connect to Dynamics 365 FinOp

You can now connect with an ODBC connection string or a DSN. See the Getting Started section in the CData driver documentation for a guide to creating a DSN on your OS.

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

Below is the syntax for a DSN:

[CData D365FinOp Source] Driver = CData ODBC Driver for Dynamics 365 FinOp Description = My Description OrganizationUrl = https://myaccount.crm.dynamics.com/

Execute SQL to Dynamics 365 FinOp

Instantiate a Cursor and use the execute method of the Cursor class to execute any SQL statement.

import pyodbc cnxn = pyodbc.connect('DRIVER={CData ODBC Driver for D365FinOp};OrganizationUrl = https://myaccount.crm.dynamics.com/;') cursor = cnxn.cursor() cursor.execute("SELECT accountid, Name FROM Accounts WHERE Name = 'MyAccount'") rows = cursor.fetchall() for row in rows: print(row.accountid, row.Name)

After connecting to Dynamics 365 FinOp in PyCharm using the CData ODBC Driver, you will be able to build Python apps with access to Dynamics 365 FinOp data as if it were a standard database. If you have any questions, comments, or feedback regarding this tutorial, please contact us at support@cdata.com.