VOOZH about

URL: https://www.cdata.com/kb/tech/dataverse-odbc-dbartisan.rst

⇱ Connect to Microsoft Dataverse Data in DBArtisan

Connect to Microsoft Dataverse Data in DBArtisan

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use wizards in DBArtisan to configure Microsoft Dataverse data as a data source.

The CData ODBC Driver for Microsoft Dataverse seamlessly integrates Microsoft Dataverse data into database management tools like DBArtisan by enabling you to access Microsoft Dataverse data as a database. This article shows how to create an data source for Microsoft Dataverse in DBArtisan and execute queries. You can then edit data visually and execute standard SQL.

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


Integrate Microsoft Dataverse Data into DBArtisan Projects

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.

You can then follow the steps below to register Microsoft Dataverse data as a database instance in your project:

  1. In DBArtisan, click Data Source -> Register Datasource.
  2. Select Generic ODBC.
  3. Enter a name for the data source and select the DSN. 👁 The DSN of the data source to be registered. (Salesforce is shown.)
  4. Finish the wizard to connect to Microsoft Dataverse data. Microsoft Dataverse entities are displayed in the Datasource Explorer. 👁 The Datasource Explorer. (Salesforce is shown.)

You can now work with Microsoft Dataverse data as you work with any other database. See the driver help documentation for more information on the queries supported by the Microsoft Dataverse API.

👁 The results of a query. (Salesforce is shown.)

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.