Create Datasets from Dynamics 365 in Domo Workbench and Build Visualizations of Dynamics 365 Data in Domo

Domo helps you manage, analyze, and share data across your entire organization, enabling decision makers to identify and act on strategic opportunities. Domo Workbench provides a secure, client-side solution for uploading your on-premise data to Domo. The CData ODBC Driver for Dynamics 365 links Domo Workbench to operational Dynamics 365 data. You can build datasets from Dynamics 365 data using standard SQL queries in Workbench and then create real-time visualizations of Dynamics 365 data in the Domo service.

The CData ODBC Drivers offer unmatched performance for interacting with live Dynamics 365 data in Domo due to optimized data processing built into the driver. When you issue complex SQL queries from Domo to Dynamics 365, the driver pushes supported SQL operations, like filters and aggregations, directly to Dynamics 365 and utilizes the embedded SQL Engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Dynamics 365 data using native Domo data types.

Getting Started

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Connect to Dynamics 365 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.

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

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

After creating a DSN, you will need to create a dataset for Dynamics 365 in Domo Workbench using the Dynamics 365 DSN and build a visualization in the Domo service based on the dataset.

Build a Dataset for Dynamics 365 Data

You can follow the steps below to build a dataset based on a table in Dynamics 365 in Domo Workbench using the CData ODBC Driver for Dynamics 365.

1. Open Domo Workbench and, if you have not already, add your Domo service server to Workbench. In the Accounts submenu, click Add New, type in the server address (i.e., domain.domo.com) and click through the wizard to authenticate. 👁 Connecting to the Domo Service.
   
2. In the DataSet Jobs submenu, click Add New.
3. Name the dataset job (i.e., ODBC Dynamics 365 GoalHeadings), select ODBC Connection Provider as the transport method, and click through the wizard. 👁 Configuring the DataSet Job.
   
4. In the newly created DataSet Job, navigate to Source and click to configure the settings.
5. Select System DSN for the Connection Type.
6. Select the previously configured DSN (CData Dynamics365 Sys) for the System DSN.
7. Click to validate the configuration. 👁 Configuring the Source Settings.
   
8. Below the settings, set the Query to a SQL query:

   SELECT * FROM GoalHeadings

   NOTE: By connecting to Dynamics 365 data using an ODBC driver, you simply need to know SQL in order to get your data, circumventing the need to know Dynamics 365-specific APIs or protocols.
9. Click preview. 👁 Querying Dynamics 365 Data.
   
10. Check over the generated schema, add any transformations, then save and run the dataset job. 👁 Save and Run the Configured DataSet Job (Salesforce is shown).
    

With the dataset job run, the dataset will be accessible from the Domo service, allowing you to build visualizations, reports, and more based on Dynamics 365 data.

Create Data Visualizations

With the DataSet Job saved and run in Domo Workbench, we are ready to build visualizations of the Dynamics 365 data in the Domo service.

1. Navigate to the Data Center. 👁 Accessing the Data Center (Salesforce is shown).
   
2. In the data warehouse, select the ODBC data source and drill down to our new dataset. 👁 Selecting the Dynamics 365 Dataset (Salesforce is shown).
   
3. With the dataset selected, choose to create a visualization.
4. In the new card:
   • Drag a Dimension to the X Value.
   • Drag a Measure to the Y Value.
   • Choose a Visualization.
   👁 Visualizing Dynamics 365 Data in Domo (Salesforce is shown).
   

With the CData ODBC Driver for Dynamics 365, you can build custom datasets based on Dynamics 365 data using only SQL in Domo Workbench and then build and share visualizations and reports through the Domo service.