Dynamics 365 Integration Guides and Tutorials

Jerod Johnson
Director, Technology Evangelism

A list of guides and tutorials for connecting to and working with live Dynamics 365 data.

CData Software's connectivity tools enable users to connect directly to live Dynamics 365 data data from widely-used BI, analytics, ETL, and custom applications, ensuring that our customers can access their data wherever they desire. Below, you'll find a collection of guides and tutorials on integrating with live Dynamics 365 data.

Integration Use-Cases

Click below to jump to articles related to specific integration use-case.

Artificial Intelligence - agents, chatbots, and workflows (Claude, ChatGPT, n8n, crewAI, etc.)
Business Intelligence & Analytics - charting, reports, and more (Tableau, Power BI, Amazon QuickSight, etc.)
ETL & Replication - moving and replicating data (CData Sync, AWS Glue, Oracle Data Integrator, etc.)
Data Virtualization - retrieving and manipulating data (DbVisualizer, SQL Server PolyBase, etc.)
Software Development - developing custom applications (.NET, AngularJS, Ruby, Python, etc.)
Data Management - managing data (DBArtisan, RazorSQL, SQuirreL, etc.)
Workflow Automation - building automated workflows (SSIS, Power Automate, etc.)

Artificial Intelligence

Product	Technology	Article Title
Agentforce	Connect AI	Connecting Agentforce with Dynamics 365 Data
Azure AI Foundry	Connect AI	Use Azure AI Foundry to Talk to Your Dynamics 365 Data
Boomi AgentStudio	Connect AI	Integrating Boomi AgentStudio with Dynamics 365 Data
ChatGPT	Connect AI	Connect Dynamics 365 Data to ChatGPT
Claude Desktop	MCP Server	How to Query Live Dynamics 365 Data in Claude Desktop
Claude Code	Connect AI	How to Query Live Dynamics 365 in Claude Code
Claude.ai	Connect AI	Use Claude.ai to Talk to Your Dynamics 365 Data
Cline (VS Code)	MCP Server	How to Access Live Dynamics 365 Data in Visual Studio Code via Cline
crewAI	Connect AI	How to Connect to Live Dynamics 365 Data from crewAI Agents
Cursor	Connect AI	Integrate Cursor with Live Dynamics 365 Data
Databricks Agent Bricks	Connect AI	Use Databricks Agent Bricks to Talk to Dynamics 365 Data
Dataiku	Connect AI	Integrating Dataiku with Dynamics 365 Data
Flowise	Connect AI	How to Connect Flowise AI Agents to Live Dynamics 365 Data
Gemini (CLI)	Connect AI	How to Connect to Live Dynamics 365 Data from Gemini CLI
Gemini Enterprise	Connect AI	How to Connect to Live Dynamics 365 Data from Gemini Enterprise
Google ADK	Connect AI	How to Connect to Live Dynamics 365 Data from Google ADK Agents
Google Vertex AI	Connect AI	Integrate Google Vertex AI Agents with Live Dynamics 365 Data
Gumloop	Connect AI	Integrating Gumloop with Dynamics 365 Data
IBM watsonx Orchestrate	Connect AI	Build AI Agents with Dynamics 365 Data in IBM watsonx Orchestrate
Langchain	Connect AI	Integrating LangChain with Dynamics 365 Data
LangGraph	Connect AI	Integrating LangGraph with Dynamics 365 Data
Mastra	Connect AI	Connecting Mastra with Dynamics 365 Data
Mistral (Le Chat)	Connect AI	Connect Dynamics 365 Data to Mistral
MS Copilot Studio	Connect AI	Connect Dynamics 365 Data to Microsoft Copilot Studio
n8n	Connect AI	Build Dynamics 365-Connected Workflows and AI Agents in n8n
OpenAI SDK (Python)	Connect AI	How to Connect to Live Dynamics 365 Data from OpenAI Python Applications
Python MCP Server	Python	Connect Dynamics 365 to AI Assistants With the CData Python MCP Server
Relevance AI	Connect AI	Build Agents in Relevance AI with Access to Live Dynamics 365 Data
Sourcegraph Amp	Connect AI	How to Connect to Live Dynamics 365 Data from Sourcegraph Amp

Business Intelligence & Analytics

Product	Technology	Article Title
Alteryx Designer	ODBC	Prepare, Blend, and Analyze Dynamics 365 in Alteryx Designer (ODBC)
Alteryx Designer	Connect AI	Work with Live Dynamics 365 Data in Alteryx Designer (Connect AI)
Amazon QuickSight	Connect AI	Build Interactive Dashboards from Dynamics 365 Data in Amazon QuickSight
Amazon SageMaker	Connect AI	Integrate Live Dynamics 365 data into Amazon SageMaker Canvas
Aqua Data Studio	JDBC	Connect to Dynamics 365 in Aqua Data Studio
AWS Databricks	JDBC	Process & Analyze Dynamics 365 Data in Databricks (AWS)
Azure Analysis Services	Connect AI	Model Dynamics 365 Data Using Azure Analysis Services
Birst	JDBC	Build Visualizations of Dynamics 365 in Birst
BIRT	JDBC	Design BIRT Reports on Dynamics 365
Clear Analytics	ODBC	Build Charts with Dynamics 365 in Clear Analytics
Cognos Analytics (On-Prem)	Connect AI	Analyze Dynamics 365 Data in Cognos Analytics
DBxtra	ODBC	Build Dashboards with Dynamics 365 in DBxtra
Domo	ODBC	Create Datasets from Dynamics 365 in Domo Workbench
Dundas BI	ODBC	Build Dashboards with Dynamics 365 in Dundas BI
FineReport	JDBC	Feed Dynamics 365 into FineReport
Gecokboard	Connect AI	Create Dashboards and Visualize Live Dynamics 365 Data in Geckoboard
Google Sheets	Connect Spreadsheets	Access Live Dynamics 365 Data in Google Sheets
Grafana	Connect AI	Create Dynamics 365-Connected Dashboards in Grafana
IBM Cognos BI	ODBC	Create Data Visualizations in Cognos BI with Dynamics 365
Infragistics Reveal	Connect AI	Analyze Dynamics 365 Data in Infragistics Reval
JasperServer	JDBC	Create Dynamics 365 Reports on JasperReports Server
Jaspersoft BI Suite	JDBC	Connect to Dynamics 365 in Jaspersoft Studio
JReport Designer	JDBC	Integrate with Dynamics 365 in JReport Designer
Klipfolio	Connect AI	Create Dynamics 365-Connected Visualizations in Klipfolio
KNIME	JDBC	Enable the Dynamics 365 JDBC Driver in KNIME
LINQPad	ADO.NET	Working with Dynamics 365 in LINQPad
Looker	Connect AI	Analyze Dynamics 365 Data in Looker
Looker Studio	Connect AI	Create Reports from Dynamics 365 Data in Looker Studio
Metabase	Connect AI	Create Interactive Dynamics 365-Connected Metabase Dashboards
Microsoft Excel	Connect Spreadsheets	Access Live Dynamics 365 Data in Excel Desktop
Microsoft Excel for the Web	Connect Spreadsheets	Access Live Dynamics 365 Data in Excel for the Web
Microsoft SSAS	ADO.NET	Build an OLAP Cube in SSAS from Dynamics 365
MicroStrategy	Connect AI	Connect to Live Dynamics 365 Data in MicroStrategy through Connect AI
MicroStrategy	JDBC	Use the CData JDBC Driver for Dynamics 365 in MicroStrategy
Microstrategy Desktop	JDBC	Use the CData JDBC Driver for Dynamics 365 in MicroStrategy Desktop
Microstrategy Web	JDBC	Use the CData JDBC Driver for Dynamics 365 in MicroStrategy Web
Mode Analytics	Connect AI	Create Dynamics 365-Connected Visualizations in Mode
OBIEE	JDBC	Dynamics 365 Reporting in OBIEE with the Dynamics 365 JDBC Driver
pandas	Python	Use pandas to Visualize Dynamics 365 in Python
Pentaho Report Designer	JDBC	Integrate Dynamics 365 in the Pentaho Report Designer
Power BI Desktop	Power BI	Author Power BI Reports on Real-Time Dynamics 365
Power BI Service	Connect AI	Visualize Live Dynamics 365 Data in the Power BI Service
Power Pivot	Connect AI	Access Dynamics 365 Data in Microsoft Power Pivot
Power Query	Connect AI	Access Dynamics 365 Data in Microsoft Power Query
Qlik Cloud	Connect AI	Create Apps from Dynamics 365 Data in Qlik Sense Cloud
QlikView	ODBC	Connect to and Query Dynamics 365 in QlikView over ODBC
R	JDBC	Analyze Dynamics 365 in R (JDBC)
R	ODBC	Analyze Dynamics 365 in R (ODBC)
RapidMiner	JDBC	Connect to Dynamics 365 in RapidMiner
Redash	Connect AI	Query, Visualize, and Share live Dynamics 365 Data in Redash
SAP Analytics Cloud	Connect AI	Analyze Dynamics 365 Data in SAP Analytics Cloud
SAP Business Objects	JDBC	Create an SAP BusinessObjects Universe on the CData JDBC Driver for Dynamics 365
SAP Crystal Reports	JDBC	Publish Reports with Dynamics 365 in Crystal Reports (JDBC)
SAP Crystal Reports	Connect AI	Publish Reports with Dynamics 365 in Crystal Reports (Connect AI)
SAS	ODBC	Use the CData ODBC Driver for Dynamics 365 in SAS for Real-Time Reporting and Analytics
SAS JMP	ODBC	Use the CData ODBC Driver for Dynamics 365 in SAS JMP
SAS Viya	Connect AI	Analyze Live Dynamics 365 Data in SAS Viya
Sisense	JDBC	Visualize Live Dynamics 365 in Sisense
Spago BI	JDBC	Connect to Dynamics 365 in SpagoBI
Tableau	Tableau	Visualize Dynamics 365 in Tableau Desktop
Tableau	Connect AI	Visualize Dynamics 365 in Tableau Desktop (Connect AI)
Tableau Cloud	Connect AI	Build Dynamics 365 Visualizations in Tableau Cloud
Tableau Server	Tableau	Publish Dynamics 365-Connected Dashboards in Tableau Server
ThoughtSpot	Connect AI	Model, Search, and Visualize Live Dynamics 365 Data in ThoughtSpot
TIBCO Spotfire	ADO.NET	Visualize Dynamics 365 in TIBCO Spotfire through ADO.NET
TIBCO Spotfire Server	JDBC	Operational Reporting on Dynamics 365 from Spotfire Server
Visio	ODBC	Link Visio Shapes to Dynamics 365
Zoho Analytics	Connect AI	Create Dynamics 365-Connected Dashboards in Zoho Analytics

ETL & Replication

Product	Technology	Article Title
Airbyte	Connect AI	Connect to Dynamics 365 Data in Airbyte ELT Pipelines
Amazon Redshift	CData Sync	Automated Continuous Dynamics 365 Replication to Amazon Redshift
Amazon S3	CData Sync	Automated Continuous Dynamics 365 Replication to Amazon S3
Apache Airflow	JDBC	Bridge Dynamics 365 Connectivity with Apache Airflow
Apache Camel	JDBC	Integrate with Dynamics 365 using Apache Camel
Apache Cassandra	CData Sync	Automated Continuous Dynamics 365 Replication to Apache Cassandra
Apache Kafka	CData Sync	Automated Continuous Dynamics 365 Replication to Apache Kafka
Apache NiFi	JDBC	Bridge Dynamics 365 Connectivity with Apache NiFi
Apache NiFi Batch Operations	JDBC	Perform Batch Operations with Dynamics 365 Data in Apache NiFi
AWS Glue	Connect AI	Build ETL Jobs with Dynamics 365 Data in AWS Glue Jobs
Azure Data Factory	Connect AI	Import Dynamics 365 Data Using Azure Data Factory
Azure Data Lake	CData Sync	Automated Continuous Dynamics 365 Replication to Azure Data Lake
Azure Synapse	CData Sync	Automated Continuous Dynamics 365 Replication to Azure Synapse
BIML	SSIS	Use Biml to Build SSIS Tasks to Replicate Dynamics 365 to SQL Server
CloverDX	JDBC	Connect to Dynamics 365 in CloverDX (formerly CloverETL)
Couchbase	CData Sync	Automated Continuous Dynamics 365 Replication to Couchbase
CSV	CData Sync	Automated Continuous Dynamics 365 Replication to Local Delimited Files
Databricks	CData Sync	Automated Continuous Dynamics 365 Replication to Databricks
ETL Validator	JDBC	How to Work with Dynamics 365 in ETL Validator
FoxPro	ODBC	Work with Dynamics 365 in FoxPro
Google AlloyDB	CData Sync	Automated Continuous Dynamics 365 Replication to Google AlloyDB
Google BigQuery	CData Sync	Automated Continuous Dynamics 365 Replication to Google BigQuery
Google Cloud SQL	CData Sync	Automated Continuous Dynamics 365 Replication to Google Cloud SQL
Google Data Fusion	JDBC	Build Dynamics 365-Connected ETL Processes in Google Data Fusion
Google Data Fusion	Connect AI	Build Pipelines with Live Dynamics 365 Data in Google Cloud Data Fusion (CData Connect AI)
Heroku / Salesforce Connect	CData Sync	Replicate Dynamics 365 for Use in Salesforce Connect
HULFT Integrate	JDBC	Connect to Dynamics 365 in HULFT Integrate
IBM DB2	CData Sync	Automated Continuous Dynamics 365 Replication to IBM DB2
Informatica Cloud	JDBC	Integrate Dynamics 365 in Your Informatica Cloud Instance
Informatica PowerCenter	JDBC	Create Informatica Mappings From/To a JDBC Data Source for Dynamics 365
Jaspersoft ETL	JDBC	Connect to Dynamics 365 in Jaspersoft Studio
Microsoft Access	CData Sync	Automated Continuous Dynamics 365 Replication to Microsoft Access
Microsoft Azure Tables	CData Sync	Automated Continuous Dynamics 365 Replication to Azure SQL
Microsoft Excel	Excel	Transfer Data from Excel to Dynamics 365
Microsoft Power Automate	Connect AI	Build Dynamics 365-Connected Automated Tasks with Power Automate (Desktop)
Microsoft OneLake	CData Sync	Automated Continuous Dynamics 365 Replication to Microsoft OneLake (Fabric}
MongoDB	CData Sync	Automated Continuous Dynamics 365 Replication to MongoDB
MySQL	CData Sync	Automated Continuous Dynamics 365 Replication to MySQL
Oracle Data Integrator	JDBC	ETL Dynamics 365 in Oracle Data Integrator
Oracle Database	CData Sync	Automated Continuous Dynamics 365 Replication to Oracle
Pentaho Data Integration	JDBC	Integrate Dynamics 365 in Pentaho Data Integration
petl	Python	Extract, Transform, and Load Dynamics 365 in Python
PostgreSQL	CData Sync	Automated Continuous Dynamics 365 Replication to PostgreSQL
Replicate to MySQL	PowerShell	Replicate Dynamics 365 to MySQL with PowerShell
SAP HANA	CData Sync	Automated Continuous Dynamics 365 Replication to SAP HANA
SingleStore	CData Sync	Automated Continuous Dynamics 365 Replication to SingleStore
SnapLogic	JDBC	Integrate Dynamics 365 with External Services using SnapLogic (JDBC)
SnapLogic	Connect AI	Integration with Dynamics 365 Data in SnapLogic (Connect AI)
Snowflake	CData Sync	Automated Continuous Dynamics 365 Replication to Snowflake
SQL Server	CData Sync	Automated Continuous Dynamics 365 Replication to SQL Server
SQL Server Linked Server	Connect AI	Connect to Dynamics 365 Data as a SQL Server Linked Server
SQLite	CData Sync	Automated Continuous Dynamics 365 Replication to SQLite
Talend	JDBC	Connect to Dynamics 365 and Transfer Data in Talend
UiPath Studio	ODBC	Create an RPA Flow that Connects to Dynamics 365 in UiPath Studio
Vertica	CData Sync	Automated Continuous Dynamics 365 Replication to a Vertica Database
Workato	Connect AI	Build Automated Workflows with Live Dynamics 365 Data in Workato
Zapier	Connect AI	Build Automated Dynamics 365-Connected Workflows in Zapier

Data Virtualization

Product	Technology	Article Title
Access Linked Tables	ODBC	Update Dynamics 365 with a Microsoft Access Linked Table
APOS Live Data Gateway	JDBC	Build Semantic Layer Views for Dynamics 365 (JDBC)
APOS Live Data Gateway	Connect AI	Build Semantic Layer Views for Dynamics 365 Data (Connect AI)
Denodo	JDBC	Create A Data Source for Dynamics 365 in Denodo Platform
Dremio	JDBC	Connect to Dynamics 365 as an External Source in Dremio
MySQL Federated Tables	ODBC	Connect to Dynamics 365 as Federated Tables in MySQL
Oracle Database	ODBC	Access Dynamics 365 as a Remote Oracle Database
PostgreSQL FDW	JDBC	A PostgreSQL Interface for Dynamics 365
Salesforce Connect	Connect AI	Edit and Search Dynamics 365 External Objects in Salesforce Connect
Salesforce External Services	Connect AI	Connect to Dynamics 365 through External Services in Salesforce
SQL Server Linked Servers	ODBC	Connect to Dynamics 365 as a Linked Server
SQL Server PolyBase	Connect AI	Connect to Dynamics 365 Data using PolyBase with Connect AI
SQL Server PolyBase	ODBC	Connect to Dynamics 365 as an External Data Source using PolyBase
TIBCO Data Virtualization	TIBCO DV	Access Live Dynamics 365 Data in TIBCO Data Virtualization

Software Development

Product	Technology	Article Title
AWS Lambda	JDBC	Access Live Dynamics 365 Data in AWS Lambda
Axios	Connect AI	Build Dynamics 365-Connected Web Apps with Axios and CData Connect AI
.NET Charts	ADO.NET	DataBind Charts to Dynamics 365
.NET QueryBuilder	ODBC	Rapidly Develop Dynamics 365-Driven Apps with Active Query Builder
Apache Spark	JDBC	Work with Dynamics 365 in Apache Spark Using SQL
AppSheet	Connect AI	Create Dynamics 365-Connected Business Apps in AppSheet
Bubble.io	Connect AI	Build Dynamics 365-Connected Apps in Bubble
C++Builder	ODBC	DataBind Controls to Dynamics 365 Data in C++Builder
Choreo	Connect AI	Build Custom Apps on Dynamics 365 Data in Choreo
Claude Code	MCP Server	Build Dynamics 365-Powered Applications in Claude Code with CData Code Assist MCP
ColdFusion	JDBC	Query Dynamics 365 in ColdFusion Using JDBC
ColdFusion	ODBC	Query Dynamics 365 in ColdFusion Using ODBC
Cursor	MCP Server	Build Dynamics 365-Powered Applications in Cursor with CData Code Assist MCP
Dash	Python	Use Dash & Python to Build Web Apps on Dynamics 365
Delphi	ODBC	DataBind Controls to Dynamics 365 Data in Delphi
DevExpress	ADO.NET	DataBind Dynamics 365 to the DevExpress Data Grid
EF - Code First	ADO.NET	Access Dynamics 365 with Entity Framework 6
EF - LINQ	ADO.NET	LINQ to Dynamics 365
EF - MVC	ADO.NET	Build MVC Applications with Connectivity to Dynamics 365
Filemaker Pro	ODBC	Bidirectional Access to Dynamics 365 from FileMaker Pro
Filemaker Pro (on Mac)	JDBC	Bidirectional Access to Dynamics 365 from FileMaker Pro (on Mac)
Gemini Code Assist	MCP Server	Build Dynamics 365-Powered Applications in Gemini Code Assist with CData Code Assist MCP
GitHub Copilot	MCP Server	Build Dynamics 365-Powered Applications in GitHub Copilot with CData Code Assist MCP
Go	ODBC	Write a Simple Go Application to work with Dynamics 365 on Linux
Google Apps Script	Connect AI	Connect to Dynamics 365 Data in Google Apps Script
Hibernate	JDBC	Object-Relational Mapping (ORM) with Dynamics 365 Entities in Java
IntelliJ	JDBC	Connect to Dynamics 365 in IntelliJ
JBoss	JDBC	Connect to Dynamics 365 from a Connection Pool in JBoss
JDBI	JDBC	Create a Data Access Object for Dynamics 365 using JDBI
JetBrains RubyMine	JDBC	Integrate Dynamics 365 with JetBrains RubyMine
Jitterbit	Connect AI	Integrate with Live Dynamics 365 Data in Jitterbit
JRuby	JDBC	Connect to Dynamics 365 in JRuby
Lazarus IDE	ODBC	Easily Integrate Dynamics 365 Data in Lazarus Pascal IDE
Mendix	Connect AI	Build Dynamics 365-Connected Apps in Mendix (Connect AI)
Mendix	JDBC	Build Dynamics 365-Connected Apps in Mendix (JDBC)
Microsoft Power Apps	Connect AI	Integrate Live Dynamics 365 Data into Custom Business Apps Built in Power Apps
NodeJS	Connect AI	Query Dynamics 365 Data in Node.js (via Connect AI)
NodeJS	ODBC	Query Dynamics 365 through ODBC in Node.js
OutSystems	Connect AI	Create Dynamics 365-Connected Enterprise Applications in OutSystems
Perplexity Desktop	MCP Server	How to Query Live Dynamics 365 Data in Perplexity Desktop
PHP	ODBC	Natively Connect to Dynamics 365 in PHP
PowerBuilder	ADO.NET	Connect to Dynamics 365 from PowerBuilder
PowerShell	PowerShell	Pipe Dynamics 365 to CSV in PowerShell
PyCharm	ODBC	Using the CData ODBC Driver for Dynamics 365 in PyCharm
Python	ODBC	Connect to Dynamics 365 in Python on Linux/UNIX
Retool	Connect AI	Build Dynamics 365-Connected Apps in Retool
Ruby	ODBC	Connect to Dynamics 365 in Ruby
RunMyProcess	Connect AI	Connect to Dynamics 365 Data in RunMyProcess
RunMyProcess DSEC	JDBC	Connect to Dynamics 365 in DigitalSuite Studio through RunMyProcess DSEC
Servoy	JDBC	Build Dynamics 365-Connected Apps in Servoy
Spring Boot	JDBC	Access Live Dynamics 365 Data in Spring Boot Apps
SQLAlchemy	Python	Use SQLAlchemy ORMs to Access Dynamics 365 in Python
Tomcat	JDBC	Configure the CData JDBC Driver for Dynamics 365 in a Connection Pool in Tomcat
Unqork	Connect AI	Create Dynamics 365-Connected Applications in Unqork
VCL App (RAD Studio)	ODBC	Build a Simple VCL Application for Dynamics 365
WebLogic	JDBC	Connect to Dynamics 365 from a Connection Pool in WebLogic

Data Management

Product	Technology	Article Title
Apache Solr	JDBC	Import Dynamics 365 Data into Apache Solr
Coginiti Pro	JDBC	Access Live Dynamics 365 Data in Coginiti Pro
DataGrip	JDBC	Qeury Dynamics 365 Data in DataGrip
DB Artisan	JDBC	Manage Dynamics 365 in DBArtisan as a JDBC Source
DB Artisan	ODBC	Connect to Dynamics 365 in DBArtisan
DBeaver	JDBC	Connect to Dynamics 365 in DBeaver
DbVisualizer	JDBC	Connect to Dynamics 365 in DBVisualizer
HeidiSQL	Connect AI	Connect to Dynamics 365 Data in HeidiSQL
Informatica Enterprise Data Catalog	JDBC	Add Dynamics 365 to Informatica Enterprise Data Catalog
MySQL Workbench	ODBC	Query Dynamics 365 in MySQL Workbench (ODBC)
QuerySurge	JDBC	Validate Dynamics 365 Data with QuerySurge
RazorSQL	JDBC	Connect to Dynamics 365 in RazorSQL
SQuirreL	JDBC	Connect to Dynamics 365 in Squirrel SQL Client

Workflow Automation

Product	Technology	Article Title
Blue Prism	ODBC	Integrate Live Dynamics 365 Data for Intelligent Robotic Process Automation
MuleSoft Anypoint	JDBC	Access Dynamics 365 in Anypoint Using SQL
Nintex Workflow Cloud	Connect AI	Build Dynamics 365-Connected Workflows in Nintex
Power Automate	Connect AI	Integrate Dynamics 365 Data into Power Automate Automated Tasks
SSIS Export	SSIS	Export Data from SQL Server to Dynamics 365 through SSIS
SSIS Import	SSIS	Import Dynamics 365 Data into SQL Server using SSIS
SSIS Lookup	SSIS	Insert New or Update Existing Dynamics 365 Records from SQL Server

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Dynamics 365 Connectivity Solutions

URL: https://www.cdata.com/kb/tech/dynamics365-article-list.rst