Connecting to Data

After Installing the Connector and Creating the Data Source Name, you can connect to the data that you want to work with. After connecting to the data, you can edit or load the data to start building reports.

Connect to the Data

Complete the following steps to connect to the data:

Click Get Data.
Accept the warning to connect to a third-party service.
Select All > CData Microsoft Dynamics CRM in the Data Source Name menu.
Select Connect.
Enter the Data Source Name, Advanced Connection Properties (optional), and Advanced Options (optional).
- Note that the default Data Source Name is CData PBI DynamicsCRM Sys, but you can change this name by editing the DSN configuration. See Creating the Data Source Name for more information.
- See Direct Query for more information on the optional fields.
Select a data connectivity mode and click OK. See Direct Query for more information on each mode.
- Select Import to import a copy of the data into your project. You can refresh this data on demand.
- Select DirectQuery to work with the remote data.
In the Navigator window, expand the CData PBI DynamicsCRM Sys folder, then expand the associated schema folder to see a list of available data (tables, stored procedures, or views).
Select the box next to the data that you want to work with.
Select Load or Edit. See the next section for more information on these options.

After connecting to the data, load or edit the data, as described below.

When you click Load, the connector executes the underlying query to Microsoft Dynamics CRM.
When you click Edit, the Query Editor launches and a representative view of the table is presented. You can use the Query Editor to adjust the query and query results before you load the data. Right-click a column header to perform actions like the following:
- Rename columns or tables
- Change text to numbers
- Remove rows
- Set the first row as headers

This field allows you to specify properties for the connection. For example, PropertyA=Value1;PropertyB=Value2;