Use Dash to Build to Web Apps on Dynamics 365 FinOp Data

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Dynamics 365 FinOp Python Connector

Python Connector Libraries for Dynamics 365 Finance & Operations (AX) Data Connectivity. Integrate Dynamics 365 Finance & Operations (AX) with popular Python tools like Pandas, SQLAlchemy, Dash & petl.



The CData Python Connector for Dynamics 365 FinOp enables you to create Python applications that use pandas and Dash to build Dynamics 365 FinOp-connected web apps.

The rich ecosystem of Python modules lets you get to work quickly and integrate your systems more effectively. With the CData Python Connector for Dynamics 365 FinOp, the pandas module, and the Dash framework, you can build Dynamics 365 FinOp-connected web applications for Dynamics 365 FinOp data. This article shows how to connect to Dynamics 365 FinOp with the CData Connector and use pandas and Dash to build a simple web app for visualizing Dynamics 365 FinOp data.

With built-in, optimized data processing, the CData Python Connector offers unmatched performance for interacting with live Dynamics 365 FinOp data in Python. When you issue complex SQL queries from Dynamics 365 FinOp, the driver pushes supported SQL operations, like filters and aggregations, directly to Dynamics 365 FinOp and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations).

Connecting to Dynamics 365 FinOp Data

Connecting to Dynamics 365 FinOp data looks just like connecting to any relational data source. Create a connection string using the required connection properties. For this article, you will pass the connection string as a parameter to the create_engine function.

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

After installing the CData Dynamics 365 FinOp Connector, follow the procedure below to install the other required modules and start accessing Dynamics 365 FinOp through Python objects.

Install Required Modules

Use the pip utility to install the required modules and frameworks:

pip install pandas
pip install dash
pip install dash-daq

Visualize Dynamics 365 FinOp Data in Python

Once the required modules and frameworks are installed, we are ready to build our web app. Code snippets follow, but the full source code is available at the end of the article.

First, be sure to import the modules (including the CData Connector) with the following:

import os
import dash
import dash_core_components as dcc
import dash_html_components as html
import pandas as pd
import cdata.d365finop as mod
import plotly.graph_objs as go

You can now connect with a connection string. Use the connect function for the CData Dynamics 365 FinOp Connector to create a connection for working with Dynamics 365 FinOp data.

cnxn = mod.connect("OrganizationUrl=https://myaccount.crm.dynamics.com/;InitiateOAuth=GETANDREFRESH;OAuthSettingsLocation=/PATH/TO/OAuthSettings.txt")")

Execute SQL to Dynamics 365 FinOp

Use the read_sql function from pandas to execute any SQL statement and store the result set in a DataFrame.

df = pd.read_sql("SELECT accountid, Name FROM Accounts WHERE Name = 'MyAccount'", cnxn)

Configure the Web App

With the query results stored in a DataFrame, we can begin configuring the web app, assigning a name, stylesheet, and title.

app_name = 'dash-d365finopedataplot'

external_stylesheets = ['https://codepen.io/chriddyp/pen/bWLwgP.css']

app = dash.Dash(__name__, external_stylesheets=external_stylesheets)
app.title = 'CData + Dash'

Configure the Layout

The next step is to create a bar graph based on our Dynamics 365 FinOp data and configure the app layout.

trace = go.Bar(x=df.accountid, y=df.Name, name='accountid')

app.layout = html.Div(children=[html.H1("CData Extension + Dash", style={'textAlign': 'center'}),
	dcc.Graph(
		id='example-graph',
		figure={
			'data': [trace],
			'layout':
			go.Layout(title='Dynamics 365 FinOp Accounts Data', barmode='stack')
		})
], className="container")

Set the App to Run

With the connection, app, and layout configured, we are ready to run the app. The last lines of Python code follow.

if __name__ == '__main__':
    app.run_server(debug=True)

Now, use Python to run the web app and a browser to view the Dynamics 365 FinOp data.

python d365finop-dash.py

Free Trial & More Information

Download a free, 30-day trial of the Dynamics 365 FinOp Python Connector to start building Python apps with connectivity to Dynamics 365 FinOp data. Reach out to our Support Team if you have any questions.



Full Source Code

import os
import dash
import dash_core_components as dcc
import dash_html_components as html
import pandas as pd
import cdata.d365finop as mod
import plotly.graph_objs as go

cnxn = mod.connect("OrganizationUrl=https://myaccount.crm.dynamics.com/;InitiateOAuth=GETANDREFRESH;OAuthSettingsLocation=/PATH/TO/OAuthSettings.txt")

df = pd.read_sql("SELECT accountid, Name FROM Accounts WHERE Name = 'MyAccount'", cnxn)
app_name = 'dash-d365finopdataplot'

external_stylesheets = ['https://codepen.io/chriddyp/pen/bWLwgP.css']

app = dash.Dash(__name__, external_stylesheets=external_stylesheets)
app.title = 'CData + Dash'
trace = go.Bar(x=df.accountid, y=df.Name, name='accountid')

app.layout = html.Div(children=[html.H1("CData Extension + Dash", style={'textAlign': 'center'}),
	dcc.Graph(
		id='example-graph',
		figure={
			'data': [trace],
			'layout':
			go.Layout(title='Dynamics 365 FinOp Accounts Data', barmode='stack')
		})
], className="container")

if __name__ == '__main__':
    app.run_server(debug=True)