How to Easily Query Dynamics 365 Data in OpenOffice Base

Apache OpenOffice Base is a versatile, free database tool that makes connecting and managing data easy. With CData ODBC Driver for Dynamics 365, you can seamlessly integrate and query live Dynamics 365 data, bringing real-time insights directly into OpenOffice.

This guide simplifies the setup, showing you how to connect Dynamics 365 to OpenOffice Base so you can easily generate reports, analyze trends, and make informed decisions right within your familiar workspace.

Getting Started

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Overview

Here is an overview of the steps:

1. CONFIGURE: Configure the DSN for Dynamics 365 data in the CData ODBC Driver for Dynamics 365, using the required connection properties.
2. CONNECT: Set up the ODBC connection in OpenOffice Base using the configured DSN.
3. IMPORT: Once connected, review the available metadata and tables.
4. CREATE: Create a report based on the queried Dynamics 365 data data.

Configure the Dynamics 365 DSN Using the CData ODBC Driver for Dynamics 365

To start, configure the DSN (Data Source Name) for Dynamics 365 data in your system using the CData ODBC Driver for Dynamics 365. Download and install a 30-day free trial with all the features from here.

Once installed, launch the ODBC Data Source Administrator:

• On Windows: Search for ODBC Data Source Administrator in the Start menu and open the application.
• On Mac: Open Applications, go to Utilities, and select ODBC Manager.
• On Linux: Use the command line to launch ODBC Data Source Administrator or use unixODBC if installed.

Once launched, double-click on the CData Dynamics 365 data Source and enter the required values to establish a connection:

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

Setup an ODBC Connection in OpenOffice Base

Once you've set up the DSN, it's time to connect to it in OpenOffice Base and start querying data:

• Launch OpenOffice Base and select Database from the home screen.
• In the Database Wizard, choose ODBC from the 'Connect to an existing database' option and click Next.
• Click Browse to locate and select the DSN you created, then click OK.
• Enter the username associated with the DSN, click Test Connection to verify, and then click Next.
• Finally, click Finish to save the new database file to your desired directory. This will connect OpenOffice Base to your live Dynamics 365 data data, ready for querying and analysis.

Your connection is now established — ready to query and analyze data seamlessly within OpenOffice Base.

Review the Metadata and Tables

After the database file is created and the connection is established, the table list will automatically display all available Dynamics 365 data objects.

• Review the Dynamics 365 data Object List: In the left pane, click on Tables to view the Dynamics 365 data objects now available within OpenOffice Base.
• View Object Data: Click on any object to view its contents. The Dynamics 365 data data will display directly within OpenOffice Base, allowing you to review records and fields with ease.

That's it! You have now successfully established a connection to Dynamics 365 data in OpenOffice Base, with data readily available for analysis and reporting.

Create a Report

Now, let's generate a report based on your Dynamics 365 data data.

• Open your database and go to the Reports tab, then select Create Report Using Wizard.
• In the Report Wizard, choose the Dynamics 365 data table from the Table or Query section. Select the columns from Available Fields that you want to include in your report and move them to the Fields in Report section using the arrows.
• After configuring the fields, click Finish to generate your report.
• Analyze, adjust, save, and publish the report as needed.

Your report is now created, drawing live data directly from Dynamics 365 data, and ready for analysis.

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