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

⇱ How to create Visio diagrams from Dynamics 365 Data

How to create Visio diagrams from Dynamics 365 Data

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Automatically update Dynamics 365 data with the changes you make to Visio master shapes.

Automate the process of entering data into Visio diagrams and keeping your diagrams up to date with the CData ODBC Driver for Dynamics 365. The driver surfaces Dynamics 365 data as an ODBC data source that can be accessed by applications with built-in ODBC support like Microsoft Office. This article shows how to create a simple diagram to start brainstorming about Visio projects linked to Dynamics 365 data.

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

Connect Dynamics 365 Data to Diagrams

Follow the steps below to use the Data Selector Wizard to import data into your diagram.

  1. Open Visio and click File -> New. Open the Brainstorming template.
  2. On the Data tab, click Custom Import and select Other OLEDB or ODBC data source. 👁 Selecting a data source
  3. Select the ODBC option and select ODBC DSN.
  4. Select the DSN for Dynamics 365, select the table you want to import, and finish the wizard. This article uses GoalHeadings as an example.
👁 A table imported into a diagram based on the Brainstorming stencil. (Salesforce is shown.)

Link Dynamics 365 Entities to Shapes

Follow the steps below to create a simple diagram that shows how to create shapes from your data, one of the ways to link Dynamics 365 entities to shapes:

  1. Click Brainstorming Shapes and drag a main topic onto the drawing page. Enter GoalHeadings as the text of the main topic.
  2. Click Topic.
  3. Select a row in the External Data window and drag it onto the drawing page.
  4. Right-click the Topic shape and click Data -> Edit Data Graphic.
  5. Click New Item.
  6. In the Data Field menu, select a column. In the Displayed As menu, select how to display them. 👁 A data graphic for a column.
  7. Drag a few other Dynamics 365 entities onto the drawing page and add association lines back to the main topic, GoalHeadings. New topics have the same configuration: Numeric columns displayed in data bars stand out in contrast to other GoalHeadings entities. 👁 Brainstorming with external data. (Salesforce is shown.)

You can refresh your diagram from the Data tab, synchronizing your shapes with the external Dynamics 365 data.

Ready to get started?

Download a free trial of the Dynamics 365 ODBC Driver to get started:

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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.