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Get the Report →Build Visualizations of Dynamics 365 Data in Birst
Use CData drivers and the Birst Cloud Agent to build real-time visualizations of Dynamics 365 data in Birst.
Birst is a cloud business intelligence (BI) tool and analytics platform that helps organizations quickly understand and optimize complex processes. When paired with the CData JDBC Driver for Dynamics 365, you can connect to live Dynamics 365 data through the Birst Cloud Agent and build real-time visualizations. In this article, we walk you through, step-by-step, how to connect to Dynamics 365 using the Cloud Agent and create dynamic reports in Birst.
With powerful data processing capabilities, the CData JDBC driver offers unmatched performance for live Dynamics 365 data operations in Birst. When you issue complex SQL queries from Birst to Dynamics 365, the driver pushes supported SQL operations, like filters and aggregations, directly to Dynamics 365 and utilizes the embedded SQL Engine to process unsupported operations client-side (often SQL functions and JOIN operations). With built-in dynamic metadata querying, the JDBC driver enables you to visualize and analyze Dynamics 365 data using native Birst data types.
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
Configure a JDBC Connection to Dynamics 365 Data in Birst
Before creating the Birst project, you will need to install the Birst Cloud Agent (in order to work with the installed JDBC Driver). Also, copy the JAR file for the JDBC Driver (and the LIC file, if it exists) to the /drivers/ directory in the installation location for the Cloud Agent.
With the driver and Cloud Agent installed, you are ready to begin.
- Create a new project in Birst.
- Name the connection (e.g. CDataDynamics365).
- Choose Live Access.
- Select an agent.
- Set Database Type to Other.
- Set SQL Type to MSSQL
- Set the Connection string.
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
Built-in Connection String Designer
For assistance in constructing the JDBC URL, use the connection string designer built into the Dynamics 365 JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.
java -jar cdata.jdbc.dynamics365.jar
Fill in the connection properties and copy the connection string to the clipboard.
When you configure the JDBC URL, 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.
Below is a typical JDBC connection string for Dynamics 365:
jdbc:dynamics365:OrganizationUrl=https://myaccount.operations.dynamics.com/;Edition=Sales;InitiateOAuth=GETANDREFRESH
- Set the Driver Name: cdata.jdbc.dynamics365.Dynamics365Driver and click Save.


NOTE: Since authentication to Dynamics 365 is managed from the connection string, you can leave Security Credentials blank.
Configure Dynamics 365 Data Objects
Now that the connection is configured, we are ready to configure the schema for the dataset, choosing the tables, views, and columns we wish to visualize.
- Select the Schema (e.g. Dynamics365).
- Click on Tables and/or Views to connect to those entities and click Apply.
- Select the Tables and Columns you want to access and click Done.

With the objects configured, you can perform any data preparation and discover any relationships in your data using the Pronto Prepare and Relate tools.
Build a Visualization
After you prepare your data and define relationships between the connected objects, you are ready to build your visualization.
- Select the Visualizer tool from the menu.
- Select Measures & Categories from your objects
- Select and configure the appropriate visualization for the Measure(s) you selected.


Using the CData JDBC Driver for Dynamics 365 with the Cloud Agent and Birst, you can easily create robust visualizations and reports on Dynamics 365 data. Download a free, 30-day trial and start building Birst visualizations today.