Use the CData ODBC Driver for Microsoft Dataverse in Microsoft Power Query

Jerod Johnson
Director, Technology Evangelism

You can use the CData Microsoft Dataverse ODBC Driver with Microsoft Power Query. In this article, you will use the ODBC driver to import Microsoft Dataverse data into Microsoft Power Query.

The CData ODBC Driver for Microsoft Dataverse enables you to link to Microsoft Dataverse data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import Microsoft Dataverse data into Microsoft Power Query.

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

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.

Import Microsoft Dataverse Data

Follow the steps below to import Microsoft Dataverse data using standard SQL:

From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.
Enter the ODBC connection string. Below is a connection string using the default DSN created when you install the driver:
```
Provider=MSDASQL.1;Persist Security Info=False;DSN=CData CDS Source
```
Enter the SELECT statement to import data with. For example:
```
 SELECT AccountId, Name FROM Accounts WHERE Name = 'MyAccount'
 
```
👁 The ODBC connection string and SELECT query. (Salesforce is shown.)
Enter credentials, if required, and click Connect. The results of the query are displayed in the Query Editor Preview. You can combine queries from other data sources or refine the data with Power Query formulas. To load the query to the worksheet, click the Close and Load button.
👁 Tables loaded in Power 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.

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