After Installing the Connector you can connect and create a Data Source for data within Dynamics 365 Finance and Operations.
Setting Up a Data Source
Complete the following steps to connect to the data:
- Under Connect | To a Server, click More....
- Look for the data source you want to connect to. It will have a name like Dynamics 365 Finance and Operations by CData.
- Enter the information required for the connection, as well as any connection string you created in the previous section.
- Click Sign In.
- If necessary, select a Database and Schema to discover what tables and views are available.
See Using the Connector to create data visualizations.