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Connect to Dynamics 365 Sales Data in DBArtisan

Use wizards in DBArtisan to configure Dynamics 365 Sales data as a data source.

The CData ODBC Driver for Dynamics 365 Sales seamlessly integrates Dynamics 365 Sales data into database management tools like DBArtisan by enabling you to access Dynamics 365 Sales data as a database. This article shows how to create an data source for Dynamics 365 Sales in DBArtisan and execute queries. You can then edit data visually and execute standard SQL.

Integrate Dynamics 365 Sales Data into DBArtisan Projects

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 uses the OAuth authentication standard. See the Getting Started section in the help documentation for a guide to completing the process.

You can then follow the steps below to register Dynamics 365 Sales data as a database instance in your project:

  1. In DBArtisan, click Data Source -> Register Datasource.
  2. Select Generic ODBC.
  3. Enter a name for the data source and select the DSN.
  4. Finish the wizard to connect to Dynamics 365 Sales data. Dynamics 365 Sales entities are displayed in the Datasource Explorer.

You can now work with Dynamics 365 Sales data as you work with any other database. See the driver help documentation for more information on the queries supported by the Dynamics 365 Sales API.