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URL: https://www.cdata.com/kb/tech/dynamics365-odbc-power-query.rst

⇱ Use the CData ODBC Driver for Dynamics 365 in Microsoft Power Query

Use the CData ODBC Driver for Dynamics 365 in Microsoft Power Query

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
You can use the CData Dynamics 365 ODBC Driver with Microsoft Power Query. In this article, you will use the ODBC driver to import Dynamics 365 data into Microsoft Power Query.

The CData ODBC Driver for Dynamics 365 enables you to link to Dynamics 365 data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import Dynamics 365 data into Microsoft Power Query.

About Dynamics 365 Data Integration

CData simplifies access and integration of live Microsoft Dynamics 365 data. Our customers leverage CData connectivity to:

  • Read and write data in the full Dynamics 365 ecosystem: Sales, Customer Service, Finance & Operations, Marketing, and more.
  • Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
  • Authenticate securely with Dynamics 365 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 their Dynamics 365 entities - listing, creating, and removing associations between entities.

CData customers use our Dynamics 365 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 Dynamics 365 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 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

Import Dynamics 365 Data

Follow the steps below to import Dynamics 365 data using standard SQL:

  1. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.

  2. 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 Dynamics365 Source

  3. Enter the SELECT statement to import data with. For example: 

     SELECT GoalHeadingId, Name FROM GoalHeadings WHERE Name = 'MyAccount'
    👁 The ODBC connection string and SELECT query. (Salesforce is shown.)

  4. 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 Dynamics 365 ODBC Driver to get started:

 Download Now

Learn more:

👁 Dynamics 365 Icon
Dynamics 365 ODBC Driver

The Dynamics 365 ODBC Driver is a powerful tool that allows you to connect with live data from Dynamics 365, directly from any applications that support ODBC connectivity.

Access Dynamics 365 data like you would a database - read, write, and update Dynamics 365 Leads, Contacts, Opportunities, Accounts, etc. through a standard ODBC Driver interface.