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Explore Geographical Relationships in Dynamics 365 Data with Power Map
Create data visualizations with Dynamics 365 data in Power Map.
The CData ODBC Driver for Dynamics 365 is easy to set up and use with self-service analytics solutions like Power BI: Microsoft Excel provides built-in support for the ODBC standard. This article shows how to load the current Dynamics 365 data into Excel and start generating location-based insights on Dynamics 365 data in Power Map.
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
Create an ODBC Data Source for Dynamics 365
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
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.
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.
Import Dynamics 365 Data into Excel
You can import data into Power Map either from an Excel spreadsheet or from Power Pivot. For a step-by-step guide to use either method to import Dynamics 365 data, see the "Using the ODBC Driver" section in the help documentation.
Geocode Dynamics 365 Data
After importing the Dynamics 365 data into an Excel spreadsheet or into PowerPivot, you can drag and drop Dynamics 365 entities in Power Map. To open Power Map, click any cell in the spreadsheet and click Insert -> Map.
In the Choose Geography menu, Power Map detects the columns that have geographic information. In the Geography and Map Level menu in the Layer Pane, you can select the columns you want to work with. Power Map then plots the data. A dot represents a record that has this value. When you have selected the geographic columns you want, click Next.
Select Measures and Categories
You can then simply select columns: Measures and categories are automatically detected. The available chart types are Stacked Column, Clustered Column, Bubble, Heat Map, and Region.
Ready to get started?
Download a free trial of the Dynamics 365 ODBC Driver to get started:
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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.
