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URL: https://www.cdata.com/kb/tech/dataverse-odbc-active-query-builder.rst

⇱ Rapidly Develop Microsoft Dataverse-Driven Apps with Active Query Builder

Rapidly Develop Microsoft Dataverse-Driven Apps with Active Query Builder

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Leverage the Active Query Builder SQL interface and .NET data access to create data-driven WinForms and ASP.NET apps backed by Microsoft Dataverse.

Write standard .NET to expose Microsoft Dataverse data through an SQL interface: Active Query Builder helps developers write SQL interfaces; the CData ODBC Driver for Microsoft Dataverse enables standards-based access to Microsoft Dataverse. This integration uses the Microsoft ADO.NET Provider for ODBC as a bridge between the ODBC Driver and the Active Query Builder objects to build a visual SQL composer.

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.

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


Use SQL to Interact with Microsoft Dataverse

Follow the steps below to create a WinForms visual query builder.

  1. Open Active Query Builder for .NET WinForms. 👁 Opening Active Query Builder.
  2. In the new Windows Forms project go to the "File" menu and click "Connect..."
  3. Under Database Connections, click "Add..." 👁 Adding a new Connection.
  4. Set your desired Connection Name (e.g. CData Microsoft Dataverse), set Connection Type to "ODBC" and locate your previously configured DSN in the "User/System" DSN dropdown. 👁 Selecting a previously configured DSN (Amazon Athena is shown).
  5. Click "OK" to save the new connection.
  6. Back in the Database Connection wizard, select the newly created connection and click "OK." 👁 A newly added Connection (Amazon Athena is shown).
  7. Click "File" > "New Query" to create a QueryBuilder

You can now build queries visually: Double-click a table in the Columns Pane Area and an entity/relationship diagram is displayed in the Query Building Area. Columns that you select in the diagram are added to the query.

👁 Building queries interactively with Active Query Builder.

Ready to get started?

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

 Download Now

Learn more:

👁 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.