DataBind Charts to Dynamics 365 Sales Data

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Dynamics 365 ADO.NET Provider

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Use the standard ADO.NET procedures for databinding to provide bidirectional access to Dynamics 365 Sales data from controls in the Visual Studio toolbox. This article demonstrates a graphical approach using wizards in Visual Studio, as well as how to databind with only a few lines of code.

DataBinding enables bidirectional access to data from UI controls. You can use the CData ADO.NET Provider for Dynamics 365 Sales to easily databind Dynamics 365 Sales data to Windows Forms and Web controls in Visual Studio. This article shows how to use wizards to databind Dynamics 365 Sales data to a chart that reflects any changes. The code walk-through section shows how to create a chart in 10 lines of code.

DataBind to a Chart

DataBinding consists of three steps: Instantiate the control, configure the data source, and databind.

Configure the Connection and Select Database Objects

Follow the procedure below to use the Data Source Configuration Wizard to create a chart control and the connection to Dynamics 365 Sales. In the wizard, you can select the Dynamics 365 Sales entities you want to databind.

  1. In a Windows Forms project, drag and drop a Chart control from the toolbox to the form. In the Data section of the Chart properties, select DataSource and then select Add Project Data Source from the menu.
  2. In the Data Source Configuration Wizard that appears, select Database -> Dataset.
  3. In the Choose Your Data Connection step, click New Connection.
  4. In the Add Connection dialog, click Change to select the CData Dynamics 365 Sales Data Source.

    Below is a typical connection string:

    OrganizationUrl=https://myaccount.crm.dynamics.com/;InitiateOAuth=GETANDREFRESH Dynamics 365 uses the OAuth authentication standard. See the Getting Started section in the help documentation for a guide to completing the process.

    When you configure the connection, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

  5. Choose the database objects you want to work with. This example uses the Accounts table.

DataBind

After adding the data source and selecting database objects, you can bind the objects to the chart. This example assigns the x-axis to accountid and the y-axis to Name.

  1. In the Chart properties, click the button in the Series property to open the Series Collection Editor.
  2. In the Series properties, select the columns you want for the x- and y-axes: Select columns from the menu in the XValueMember and YValueMember properties.

The chart is now databound to the Dynamics 365 Sales data. Run the chart to display the current data.

Code Walk-through

DataBinding to Dynamics 365 Sales data requires only a few lines of code and can be completed in three easy steps.

  1. Connect to Dynamics 365 Sales.
  2. Create the D365SalesDataAdapter to execute the query and create a DataSet to be filled with its results.
  3. DataBind the result set to the chart.

Below is the complete code:

D365SalesConnection conn = new D365SalesConnection("OrganizationUrl=https://myaccount.crm.dynamics.com/;InitiateOAuth=GETANDREFRESH"); D365SalesCommand comm = new D365SalesCommand("SELECT accountid, Name FROM Accounts", conn); D365SalesDataAdapter da = new D365SalesDataAdapter(comm); DataSet dataset = new DataSet(); da.Fill(dataset); chart1.DataSource = dataset; chart1.Series[0].XValueMember = "accountid"; chart1.Series[0].YValueMembers = "Name"; // Insert code for additional chart formatting here. chart1.DataBind();