Use the CData ODBC Driver for Dynamics 365 in SAS for Real-Time Reporting and Analytics

SAS is a software suite developed for advanced analytics, multivariate analysis, business intelligence, data management, and predictive analytics. When you pair SAS with the CData ODBC Driver for Dynamics 365, you gain database-like access to live Dynamics 365 data from SAS, expanding your reporting and analytics capabilities. This article explains how to create a library for Dynamics 365 in SAS and create a simple report based on real-time Dynamics 365 data.

The CData ODBC Driver offers unmatched performance for interacting with live Dynamics 365 data in SAS due to optimized data processing built into the driver. When you issue complex SQL queries from SAS 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 easily visualize and analyze Dynamics 365 data in SAS.

Getting Started

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Connect to Dynamics 365 as an ODBC Data Source

Information for connecting to Dynamics 365 follows, along with different instructions for configuring a DSN in Windows and Linux environments (the ODBC Driver for Dynamics 365 must be installed on the machine hosting the SAS System).

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.

Windows

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.

Linux

If you are installing the CData ODBC Driver for Dynamics 365 in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData Dynamics365 Sys]
Driver = CData ODBC Driver for Dynamics 365
Description = My Description
OrganizationUrl = https://myaccount.operations.dynamics.com/
Edition = Sales
InitiateOAuth = GETANDREFRESH

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Create a Dynamics 365 Library in SAS

Connect to Dynamics 365 in SAS by adding a library based on the CData ODBC Driver for Dynamics 365.

1. Open SAS and expand Libraries in the Explorer pane.
2. In the Active Libraries window, right-click and select New.
3. Name your library (odbclib), select ODBC as the Engine, and click to Enable at startup (if you want the library to persist between sessions).
4. Set Data Source to the DSN you previously configured and click OK. 👁 Creating a library for Dynamics 365 in SAS.
   

Create a View from a Dynamics 365 Query

SAS natively supports querying data either using a low-code, point-and-click Query tool or programmatically with PROC SQL and a custom SQL query. When you create a View in SAS, the defining query is executed each time the view is queried. This means that you always query live Dynamics 365 data for reports, charts, and analytics.

Using the Query Tool

1. In SAS, click Tools -> Query
2. Select the table sources and the table(s) you wish to pull data from. Then, click OK. 👁 Selecting table(s) to visualize.
   
3. Select columns and right-click to add filtering, ordering, grouping, etc. 👁 Selecting columns(s) to visualize and configuring the query.
   
4. Create a local view to contain the query results by right-clicking the SQL Query Tool window, selecting Show Query, and clicking Create View. Name the View and click OK. 👁 Create a local view to work with Dynamics 365 data.
   

Using PROC SQL

1. In SAS, navigate to the Editor window.
2. Use PROC SQL to query the data and create a local view.
   NOTE: This procedure creates a view in the Work library. You can optionally specify a library in the create view statement.

   proc sql;
    create view goalheadings_view as
    select 
    goalheadingid, 
    name 
    from 
    odbclib.goalheadings 
    where 
    Name = 'MyAccount';
   quit;
   

3. Click Run -> Submit to execute the query and create a local view.

Report On or Visualize Dynamics 365 Data in SAS

With a local view created, you can report, visualize, or otherwise analyze Dynamics 365 data using the powerful SAS features. Print a simple report using PROC PRINT and create a basic graph based on the data using PROC GCHART.

Print an HTML Report

1. In SAS, navigate to the Editor window.
2. Use PROC PRINT to print an HTML report for the Dynamics 365 GoalHeadings data.

   proc print data=goalheadings;
    title "Dynamics 365 GoalHeadings Data";
   run;
   

   👁 A simple Dynamics 365 data report.
   

Print a Chart

1. In SAS, navigate to the Editor window.
2. Use PROC GCHART to create a chart for the GoalHeadings data.

   proc gchart data=goalheadings;
    pie goalheadingid / sumvar=name
    value=arrow
    percent=arrow
    noheading
    percent=inside plabel=(height=12pt)
    slice=inside value=none
    name='GoalHeadingsChart';
   run;
   

   👁 A simple Dynamics 365 data chart.