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How to Use a Microsoft Access Database to Update Microsoft Dataverse Data in Real Time


Update Microsoft Dataverse data by creating a linked table in Microsoft Access with the CData Microsoft Dataverse ODBC Driver.

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for Microsoft Dataverse, you can update live Microsoft Dataverse data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

About Microsoft Dataverse Data Integration

CData provides the easiest way to access and integrate live data from Microsoft Dataverse (formerly the Common Data Service). Customers use CData connectivity to:

  • Access both Dataverse Entities and Dataverse system tables to work with exactly the data they need.
  • Authenticate securely with Microsoft Dataverse in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.
  • Use SQL stored procedures to manage Microsoft Dataverse entities - listing, creating, and removing associations between entities.

CData customers use our Dataverse connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources)or analyze live Dataverse data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).


Getting Started


Connect to Microsoft Dataverse 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.

You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

  • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
  • OrganizationUrl: Set this to the organization URL you are connecting to, such as https://myorganization.crm.dynamics.com.
  • Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

When you connect the Common Data Service OAuth endpoint opens in your default browser. Log in and grant permissions. The OAuth process completes automatically.

Create a Linked Table to Accounts Data

Follow the steps below to create a linked table, which enables you to access live Accounts data.

  1. On the External Data tab in Access, click ODBC Database.
  2. Select the option to link to the data source. A linked table will enable you to read from and write data to the Accounts table.

  3. Select the CData Microsoft Dataverse data source from the Machine Data Source tab.

  4. Select the Accounts table. For more information on this table, see the "Data Model" chapter in the help documentation.

  5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.

Ready to get started?

Download a free trial of the Microsoft Dataverse ODBC Driver to get started:

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Microsoft Dataverse Icon Microsoft Dataverse ODBC Driver

The Microsoft Dataverse ODBC Driver is a powerful tool that allows you to connect with Microsoft Dataverse, directly from any applications that support ODBC connectivity.

Access Microsoft Dataverse like you would a database - access entities through a standard ODBC Driver interface.

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