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DataBind Charts to Dynamics 365 Data


Use the standard ADO.NET procedures for databinding to provide bidirectional access to Dynamics 365 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 facilitates two-way interaction with data through UI controls. Using the CData ADO.NET Provider for Dynamics 365 streamlines the process of binding Dynamics 365 data to Windows Forms and Web controls within Visual Studio. In this article, we will demonstrate using wizards to establish a binding between Dynamics 365 data and a chart that dynamically updates. Additionally, the code walk-through section will guide you through the creation of a chart using just 10 lines of code.

About Dynamics 365 Data Integration

CData simplifies access and integration of live Microsoft Dynamics 365 data. Our customers leverage CData connectivity to:

  • Read and write data in the full Dynamics 365 ecosystem: Sales, Customer Service, Finance & Operations, Marketing, and more.
  • Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
  • Authenticate securely with Dynamics 365 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 their Dynamics 365 entities - listing, creating, and removing associations between entities.

CData customers use our Dynamics 365 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 Dynamics 365 data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).


Getting Started


Binding Data to a Chart

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

Configure the Connection and Select Database Objects

To create a chart control and establish a connection to Dynamics 365, follow the steps outlined below using the Data Source Configuration Wizard. Within the wizard, you'll have the option to choose the specific Dynamics 365 entities you wish to bind to.

  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 Data Source.

    Below is a typical connection string:

    OrganizationUrl=https://myaccount.operations.dynamics.com/;Edition=Sales;InitiateOAuth=GETANDREFRESH

    Edition and OrganizationUrl are required connection properties. The Dynamics 365 connector supports connecting to the following editions: CustomerService, FieldService, FinOpsOnline, FinOpsOnPremise, HumanResources, Marketing, ProjectOperations and Sales.

    For Dynamics 365 Business Central, use the separate Dynamics 365 Business Central driver.

    OrganizationUrl is the URL to your Dynamics 365 organization. For instance, https://orgcb42e1d0.crm.dynamics.com

    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 GoalHeadings 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 GoalHeadingId 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 data. Run the chart to display the current data.

Code Walk-through

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

  1. Connect to Dynamics 365.
  2. Create the Dynamics365DataAdapter 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:

Dynamics365Connection conn = new Dynamics365Connection("OrganizationUrl=https://myaccount.operations.dynamics.com/;Edition=Sales;InitiateOAuth=GETANDREFRESH"); Dynamics365Command comm = new Dynamics365Command("SELECT GoalHeadingId, Name FROM GoalHeadings WHERE Name = 'MyAccount'", conn); Dynamics365DataAdapter da = new Dynamics365DataAdapter(comm); DataSet dataset = new DataSet(); da.Fill(dataset); chart1.DataSource = dataset; chart1.Series[0].XValueMember = "GoalHeadingId"; chart1.Series[0].YValueMembers = "Name"; // Insert code for additional chart formatting here. chart1.DataBind();

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