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Using the CData ODBC Driver for Dynamics 365 Sales in PyCharm

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

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 Sales 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 Sales 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 Sales

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

Below is the syntax for a DSN:

[CData D365Sales Source] Driver = CData ODBC Driver for Dynamics 365 Sales Description = My Description OrganizationUrl = https://myaccount.crm.dynamics.com/

Execute SQL to Dynamics 365 Sales

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 D365Sales};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 Sales in PyCharm using the CData ODBC Driver, you will be able to build Python apps with access to Dynamics 365 Sales 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.