Viewing Dynamics 365 Data in RAD Studio Data Explorer

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData FireDAC Components for Dynamics 365, you gain access to live Dynamics 365 data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to both retrieve and update Dynamics 365 data. This article will walk through connecting to Dynamics 365 using the Data Explorer.

Connecting to Dynamics 365 Data Using Data Explorer

You can create a simple application for displaying Dynamics 365 data by utilizing the CData FireDAC Components for Dynamics 365 and a new VCL Forms Application:

1. Open the Data Explorer in RAD Studio and expand FireDAC.

2. Right-click on CData Dynamics 365 Data Source and click Add New Connection.

3. Name the connection.

4. Fill in the necessary connection parameters and click OK.
   

   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

5. Back in the Data Explorer, expand the tables for the connection.

6. Create a new VCL Forms application and drag a table (for example: GoalHeadings) onto the form.

7. Select the GoalHeadingsTable object on the form and set the Active property to true.

8. Right-click on the object, bind visually, and link everything (*) to a new control (TStringGrid).

9. Arrange the TStringGrid on the form and run the application to see the GoalHeadings data.