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Connect to Dynamics 365 Data in Ruby
Connect to Dynamics 365 data in Ruby with ruby-dbi, dbd-odbc, and ruby-odbc.
The CData ODBC Driver for Dynamics 365 makes it easy to integrate connectivity to live Dynamics 365 data in Ruby. This article shows how to create a simple Ruby app that connects to Dynamics 365 data, executes a query, and displays the results.
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 Connection to Dynamics 365 Data
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
Installing Ruby and Necessary Gems
If you do not have Ruby installed, refer to the Ruby installation page. With Ruby installed, you will need to install the ruby-dbi, dbd-odbc, and ruby-odbc gems:
gem install dbi
gem install dbd-odbc
gem install ruby-odbc
Create a Ruby App with Connectivity to Dynamics 365 Data
Create a new Ruby file (for example: Dynamics365Select.rb) and open it in a text editor. Copy the following code into your file:
#connect to the DSN
require 'dbi'
cnxn = DBI.connect('DBI:ODBC:CData Dynamics365 Source','','')
#execute a SELECT query and store the result set
resultSet = cnxn.execute("SELECT GoalHeadingId, Name FROM GoalHeadings WHERE Name = 'MyAccount'")
#display the names of the columns
resultSet.column_names.each do |name|
print name, "\t"
end
puts
#display the results
while row = resultSet.fetch do
(0..resultSet.column_names.size - 1).each do |n|
print row[n], "\t"
end
puts
end
resultSet.finish
#close the connection
cnxn.disconnect if cnxn
With the file completed, you are ready to display your Dynamics 365 data with Ruby. To do so, simply run your file from the command line:
ruby Dynamics365Select.rb
Writing SQL-92 queries to Dynamics 365 allows you to quickly and easily incorporate Dynamics 365 data into your own Ruby applications. Download a free trial today!
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.
