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Import and Visualize Dynamics 365 Data in Power View
Create data visualizations based on Dynamics 365 data in Excel.
NOTE: For Excel for the web (Excel 365) and Excel 2019 or higher, Power View is no longer supported. Microsoft encourages the use of Power BI for those users. Please read our article on working with Dynamics 365 in Power BI using our Power BI connector for more information.
You can use the built-in ODBC support in Excel to rapidly create Power View reports featuring Dynamics 365 data. This article shows how to use the Data Connection Wizard, accessible from the Data ribbon, to import Dynamics 365 data into a Power View report.
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
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.
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 with the Data Connection Wizard
Follow the steps below to connect to the DSN from the Data Connection Wizard in Excel.
- In recent versions of Excel the Data Connection Wizard is not visible by default. To enable the Data Connection Wizard in Excel, go to File -> Options -> Data and under Show legacy data import wizards check the From Data Connection Wizard (Legacy).
- After enabling the Data Connection Wizard, on the Data tab you can click Get Data -> Legacy Wizards -> From Data Connection Wizard (Legacy).
- In the Data Connection Wizard, select the ODBC DSN option.
- Select the ODBC DSN for Dynamics 365 from the list.
Select the tables you want to work with.
If you want to import multiple tables, deselect the "Connect to a specific table" option. After you connect to the data source, you can select multiple tables: After you click Finish to close the Data Connection Wizard, select the "Enable selection of multiple tables" option in the Select Table dialog.
- In the Import Data dialog, select the destination for your data. For example, select the Table option and the Existing worksheet option. Then click the cell in your worksheet where results should be output.
- Click Insert -> Power View to create a new Power View report.
Create a Table
Tables are the starting point for charts and other representations of your data. To create a table, select a column in the field list. You can also drag and drop table names and column names onto the view.
Create Data Visualizations
On the Design tab, you can change tables into charts and other visualizations.
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.
