How to Build Tableau Reports on MS Dynamics 365 Data using the DataDirect Microsoft Dynamics 365 Drivers

1. After the DataDirect MS Dynamics 365 ODBC driver has been installed, open ODBC Administrator to configure the connection and click on "Add."   

2. Choose the “DataDirect X.X Microsoft Dynamics 365” driver and click on “Finish.”  
  

3. You should now see the ODBC MS Dynamics 365 Datasource configuration manager launched in your browser.   

4. Add your Data Source Name and other credentials. Click on “Save” and then “Test Connect.”  

5. A Logon Dialog will pop up in your browser. Recheck your credentials and click on “OK.”   

6. The connection will then be established, and you will be able to access your metadata.  

1. Start Tableau and select the “Other Databases (ODBC)” option.  

2. In the pop-up window, select the “DSN” radial button, choose the data source previously configured to connect to MS Dynamics 365 in the dropdown, and click on “Connect.”   
 

3. The Logon Dialog will reappear. Click on “OK.”   

4. The string extras will appear in the designated box. Enter any additional parameters required to connect to your MS Dynamics 365 data source, such as a username and password, and select “Sign In.”   

1. After the driver has been downloaded: 

• If you are on Windows, extract the PROGRESS_DATADIRECT_JDBC_DYNAMICS365_WIN.zip and run the PROGRESS_DATADIRECT_JDBC_INSTALL.exeto install the JDBC driver.     

• If you are on Linux, extract the PROGRESS_DATADIRECT_JDBC_DYNAMICS365_WIN.zip and run the PROGRESS_DATADIRECT_JDBC_INSTALL.jarto start the installation.     

2. After you have completed the installation, you can find the Progress DataDirect MS Dynamics 365 jar file.     

• On Windows, you will find it at C:\Program Files\Progress\DataDirect\JDBC_60\lib\dynamics365.jar     

• On Linux, you will find it at ~/home/<username>/Progress/DataDirect/JDBC_60/lib/dynamics365.jar  

1. Progress DataDirect MS Dynamics 365 JDBC connector comes with a JDBC Configuration Manager that helps you easily configure the connection to your MS Dynamics 365 data.  

2. To Launch the MS Dynamics 365 JDBC Configuration Manager, double click the dynamics365.jar at “Program Files\Progress\DataDirect\JDBC_60\lib\dynamics365.jar”, or run using java -jar dynamics365.jar  

3. You should now see the below configuration manager launched in your browser.   

4. Provide your credentials and click on “Test Connect.”  

5. Now you should see the list of tables exposedby the Progress DataDirect MS Dynamics 365 JDBC driver.  

1. To get started, copy dynamics365.jar from the Progress install location to Tableau’s driver location.  

• For Windows: copy dynamics365.jarto C:\Program Files\Tableau\Drivers   

• For Mac: copy dynamics365.jar to ~/Library/Tableau/Drivers   

2. Open Tableau and create a new data source.  

• Select “Other Databases (JDBC).”  

• The pop-up window will appear.  

• Enter your MS Dynamics 365 connection URL in the textbox. The URL will look something like this:    

• Click on “Sign In.”  

1. Click “Sign In”, and Tableau will then connect to the MS Dynamics 365 database, and the Configuration Screen will appear.    

2. You can use Tableau's schema and table drop-down list to browse and select your data, or you can execute SQL statements by clicking on the "New Custom SQL" option. The schemas will show on the left-hand side.     

3. Once Tableau can access your relevant data, you can easily create reports by clicking on “Sheet 1” as shown below: