Connect to Dynamics 365 Sales Data from PowerBuilder

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Dynamics 365 ODBC Driver

The Dynamics 365 ODBC Driver is a powerful tool that allows you to connect with live Dynamics 365 (OnPremise & Online) account data, directly from any applications that support ODBC connectivity.

Access Dynamics 365 data like you would a database - read, write, and update Leads, Contacts, Opportunities, Accounts, etc. through a standard ODBC Driver interface.



This article demonstrates how to use the CData ODBC Driver for Dynamics 365 Sales to connect to Dynamics 365 Sales data and execute queries in PowerBuilder.

The CData ODBC Driver for Dynamics 365 Sales can be used from any platform or development technology that supports ODBC, including PowerBuilder. This article shows how to connect to Dynamics 365 Sales data and execute queries from the Database Painter and controls such as the DataWindow.

Connect to Dynamics 365 Sales 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 uses the OAuth authentication standard. See the Getting Started section in the help documentation for a guide to completing the process.

Create a Profile for the ODBC Driver for Dynamics 365 Sales

Follow the steps below to use the Database Painter tool to create a database profile based on an ODBC DSN (data source name) for Dynamics 365 Sales. In the Database Painter, you can use wizards and the UI to work with Dynamics 365 Sales data.

  1. In PowerBuilder, click Tools -> Database Painter.
  2. In the Objects window in the Database Painter, right-click the ODBC node and click New Profile.
  3. On the Connection tab, enter a name for the profile and select the Dynamics 365 Sales DSN in the Data Source menu.
  4. To view and modify a table, right-click a table and then click Edit Data -> Grid.

Using Dynamics 365 Sales Data with PowerBuilder Controls

You can use standard PowerBuilder objects to connect to ODBC data sources and execute queries. The following example shows how to retrieve Dynamics 365 Sales data into a DataWindow. You can add the following code to the open method:

SQLCA.DBMS = "ODBC" SQLCA.DBParm = "ConnectString='DSN=CData D365Sales Source'" CONNECT USING SQLCA; dw_accounts.SetTransObject(SQLCA); dw_accounts.Retrieve();