The Progress DataDirect Microsoft Dynamics 365 driver supports all the OData APIs that are available as services from within Microsoft Dynamics 365 along with custom OData APIs (i.e. custom objects). The driver itself can extract, update, delete and create data using any of the existing APIs that support these functions.
Below you will find an example of using the Progress DataDirect Microsoft Dynamics 365 driver with Tableau. Keep in mind that the Microsoft Dynamics 365 driver can be used with any JDBC (or ODBC)-compliant application.
- To get started, copy dynamics365.jar from the Progress install location to Tableau’s driver location
- For Windows: copy dynamics365.jar to C:\Program Files\Tableau\Drivers
- For Mac: copy dynamics365.jar to ~/Library/Tableau/Drivers
- Open Tableau and create a new data source
- Select “Other Databases (JDBC)”, copy and paste the JDBC connection string create above using the Progress DataDirect Configuration Manager into the “URL” textbox
- Click “Sign In”, which will have the driver connect to Microsoft Dynamics 365, normalize the data and Tableau will then display the relevant metadata (below).
- Creating reports in Tableau is easy once you can access the data that is important to you.Below is a report that compares the total actual cost of campaigns versus the budgeted cost.This data is found by relating the “LEADS” table with the “CAMPAIGNS” table.
We hope this tutorial helps you to get started with the Progress DataDirect Microsoft Dynamics 365 JDBC connector and connect to your data in Microsoft Dynamics 365. Feel free to contact us if you have any questions about using the driver and we will be happy to help you.