Power BI Connector for Dynamics 365 Sales

Build 21.0.7930

CData Power BI Connector for Dynamics 365 Sales

Overview

The CData Power BI Connector for Dynamics 365 Sales offers self-service integration with Microsoft Power BI. The connector facilitates live access to Dynamics 365 Sales data in Power BI from the Get Data window. The connector also provides direct querying to visualize and analyze Dynamics 365 Sales data.

Getting Started

See Getting Started for a guide to create the Dynamics 365 Sales data source and connect from the Get Data window.

Installing the Connector describes the process for installing the connector. Creating the Data Source Name details the process of establishing a connection via the ODBC DSN configuration.

See Getting Data to load or edit data from Dynamics 365 Sales.

Advanced Features

Advanced Features details additional features supported by the connector, such as defining user defined views, ssl configuration, remoting, firewall/proxy settings, and advanced logging.

Using the Data Connector

See Using the Connector for a walk-through of creating reports that query Dynamics 365 Sales in real time.

Querying Data describes how to query data using DirectQuery and Import data access modes. Visualizing Data shows how to create and work with Power BI visualizations.

See User Defined Views to construct virtual tables whose contents are determined by a pre-configured query, which will then be discovered among existing table metadata.

SQL Compliance

See SQL Compliance for a syntax reference and code examples outlining the supported SQL.

Data Model

See Data Model for information on the available database objects and how to use SQL to work with Dynamics 365 Sales APIs. This section provides more detailed information on querying specific Dynamics 365 Sales entities.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

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Build 21.0.7930