Dynamics 365 Integration Guides and Tutorials

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
A list of guides and tutorials for connecting to and working with live Dynamics 365 data.

CData Software's connectivity tools enable users to connect directly to live Dynamics 365 data data from widely-used BI, analytics, ETL, and custom applications, ensuring that our customers can access their data wherever they desire. Below, you'll find a collection of guides and tutorials on integrating with live Dynamics 365 data.

Integration Use-Cases

Click below to jump to articles related to specific integration use-case.

Artificial Intelligence


ProductTechnologyArticle Title
AgentforceConnect AIConnecting Agentforce with Dynamics 365 Data
AgnoConnect AIUse Agno to Talk to Your Dynamics 365 Data
Sourcegraph AmpConnect AIHow to Connect to Live Dynamics 365 Data from Sourcegraph Amp
AntigravityConnect AIIntegrate Google's Antigravity Agent with Live Dynamics 365 Data
Boomi AgentStudioConnect AIIntegrating Boomi AgentStudio with Dynamics 365 Data
ChatGPTConnect AIConnect Dynamics 365 Data to ChatGPT
Claude Agent SDKConnect AIHow to Connect to Live Dynamics 365 Data from Claude Agent SDK
Claude CodeConnect AIHow to Query Live Dynamics 365 in Claude Code
Claude.aiConnect AIUse Claude.ai to Talk to Your Dynamics 365 Data
ClineConnect AIIntegrate Cline with Live Dynamics 365 Data
MS Copilot StudioConnect AIConnect Dynamics 365 Data to Microsoft Copilot Studio
crewAIConnect AIHow to Connect to Live Dynamics 365 Data from crewAI Agents
CursorConnect AIIntegrate Cursor with Live Dynamics 365 Data
Databricks Agent BricksConnect AIUse Databricks Agent Bricks to Talk to Dynamics 365 Data
DataikuConnect AIIntegrating Dataiku with Dynamics 365 Data
DifyConnect AIIntegrate Dify with Live Dynamics 365 Data via CData Connect AI
ElevenLabsConnect AIBuild Voice Agents in ElevenLabs with Access to Live Dynamics 365 Data
EmergentConnect AIAccess Live Dynamics 365 Data in Emergent
FlowiseConnect AIHow to Connect Flowise AI Agents to Live Dynamics 365 Data
Azure AI FoundryConnect AIUse Azure AI Foundry to Talk to Your Dynamics 365 Data
Gemini EnterpriseConnect AIHow to Connect to Live Dynamics 365 Data from Gemini Enterprise
Gemini (CLI)Connect AIHow to Connect to Live Dynamics 365 Data from Gemini CLI
GenSparkConnect AIConnecting GenSpark with Dynamics 365 Data
Google ADKConnect AIHow to Connect to Live Dynamics 365 Data from Google ADK Agents
Google Vertex AIConnect AIIntegrate Google Vertex AI Agents with Live Dynamics 365 Data
GooseConnect AIIntegrate Goose with Live Dynamics 365 Data via CData Connect AI
GrokConnect AIUse Grok to Talk to Your Dynamics 365 Data
GumloopConnect AIIntegrating Gumloop with Dynamics 365 Data
IBM watsonx OrchestrateConnect AIBuild AI Agents with Dynamics 365 Data in IBM watsonx Orchestrate
LangchainConnect AIIntegrating LangChain with Dynamics 365 Data
LangGraphConnect AIIntegrating LangGraph with Dynamics 365 Data
LibreChatConnect AIIntegrate LibreChat with Live Dynamics 365 Data
LlamaIndexConnect AIIntegrating LlamaIndex with Dynamics 365 Data
Manus AIConnect AIUse Manus AI to Talk to Your Dynamics 365 Data
MastraConnect AIConnecting Mastra with Dynamics 365 Data
Mistral (Le Chat)Connect AIConnect Dynamics 365 Data to Mistral
MoonlitConnect AIConnecting Moonlit Workflow with Dynamics 365 Data
n8nConnect AIBuild Dynamics 365-Connected Workflows and AI Agents in n8n
OpenAI SDK (Python)Connect AIHow to Connect to Live Dynamics 365 Data from OpenAI Python Applications
OpenCodeConnect AIIntegrate OpenCode with Live Dynamics 365 Data via CData Connect AI
Open WebUIConnect AIIntegrate Open WebUI with Live Dynamics 365 Data
Relevance AIConnect AIBuild Agents in Relevance AI with Access to Live Dynamics 365 Data
Roo CodeConnect AIAccess Live Dynamics 365 Data in Roo Code
Theia IDEConnect AIIntegrate Theia IDE with Live Dynamics 365 Data
WindsurfConnect AIIntegrate Live Dynamics 365 Data in the Windsurf IDE
ZedConnect AIQuery Live Dynamics 365 Data in Zed Editor
Python MCP ServerPythonConnect Dynamics 365 to AI Assistants With the CData Python MCP Server

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Business Intelligence & Analytics


ProductTechnologyArticle Title
LINQPadADO.NETWorking with Dynamics 365 in LINQPad
TIBCO SpotfireADO.NETVisualize Dynamics 365 in TIBCO Spotfire through ADO.NET
Microsoft SSASADO.NETBuild an OLAP Cube in SSAS from Dynamics 365
Azure Analysis ServicesConnect AIModel Dynamics 365 Data Using Azure Analysis Services
ACL AnalyticsConnect AIConnect to Dynamics 365 Data in ACL Analytics
Alteryx DesignerConnect AIWork with Live Dynamics 365 Data in Alteryx Designer (Connect AI)
Cognos Analytics (On-Prem)Connect AIAnalyze Dynamics 365 Data in Cognos Analytics
SAP Crystal ReportsConnect AIPublish Reports with Dynamics 365 in Crystal Reports (Connect AI)
GeckoboardConnect AICreate Dashboards and Visualize Live Dynamics 365 Data in Geckoboard
Looker StudioConnect AICreate Reports from Dynamics 365 Data in Looker Studio
GrafanaConnect AICreate Dynamics 365-Connected Dashboards in Grafana
Infragistics RevealConnect AIAnalyze Dynamics 365 Data in Infragistics Reveal
KlipfolioConnect AICreate Dynamics 365-Connected Visualizations in Klipfolio
LookerConnect AIAnalyze Dynamics 365 Data in Looker
MetabaseConnect AICreate Interactive Dynamics 365-Connected Metabase Dashboards
MicroStrategyConnect AIConnect to Live Dynamics 365 Data in MicroStrategy through Connect AI
Mode AnalyticsConnect AICreate Dynamics 365-Connected Visualizations in Mode
Power PivotConnect AIAccess Dynamics 365 Data in Microsoft Power Pivot
Power QueryConnect AIAccess Dynamics 365 Data in Microsoft Power Query
Power BI ServiceConnect AIVisualize Live Dynamics 365 Data in the Power BI Service
Qlik CloudConnect AICreate Apps from Dynamics 365 Data in Qlik Sense Cloud
Amazon QuickSightConnect AIBuild Interactive Dashboards from Dynamics 365 Data in Amazon QuickSight
RedashConnect AIQuery, Visualize, and Share live Dynamics 365 Data in Redash
SAP Analytics CloudConnect AIAnalyze Dynamics 365 Data in SAP Analytics Cloud
Amazon SageMakerConnect AIIntegrate Live Dynamics 365 data into Amazon SageMaker Canvas
SAS ViyaConnect AIAnalyze Live Dynamics 365 Data in SAS Viya
TableauConnect AIVisualize Dynamics 365 in Tableau Desktop (Connect AI)
Tableau CloudConnect AIBuild Dynamics 365 Visualizations in Tableau Cloud
ThoughtSpotConnect AIModel, Search, and Visualize Live Dynamics 365 Data in ThoughtSpot
Zoho AnalyticsConnect AICreate Dynamics 365-Connected Dashboards in Zoho Analytics
Aqua Data StudioJDBCConnect to Dynamics 365 in Aqua Data Studio
AWS DatabricksJDBCProcess & Analyze Dynamics 365 Data in Databricks (AWS)
BirstJDBCBuild Visualizations of Dynamics 365 in Birst
BIRTJDBCDesign BIRT Reports on Dynamics 365
SAP Crystal ReportsJDBCPublish Reports with Dynamics 365 in Crystal Reports (JDBC)
FineReportJDBCFeed Dynamics 365 into FineReport
JasperServerJDBCCreate Dynamics 365 Reports on JasperReports Server
Jaspersoft BI SuiteJDBCConnect to Dynamics 365 in Jaspersoft Studio
JReport DesignerJDBCIntegrate with Dynamics 365 in JReport Designer
KNIMEJDBCEnable the Dynamics 365 JDBC Driver in KNIME
Microstrategy DesktopJDBCUse the CData JDBC Driver for Dynamics 365 in MicroStrategy Desktop
Microstrategy WebJDBCUse the CData JDBC Driver for Dynamics 365 in MicroStrategy Web
MicroStrategyJDBCUse the CData JDBC Driver for Dynamics 365 in MicroStrategy
OBIEEJDBCDynamics 365 Reporting in OBIEE with the Dynamics 365 JDBC Driver
Pentaho Report DesignerJDBCIntegrate Dynamics 365 in the Pentaho Report Designer
RJDBCAnalyze Dynamics 365 in R (JDBC)
RapidMinerJDBCConnect to Dynamics 365 in RapidMiner
SAP Business ObjectsJDBCCreate an SAP BusinessObjects Universe on the CData JDBC Driver for Dynamics 365
SisenseJDBCVisualize Live Dynamics 365 in Sisense
Spago BIJDBCConnect to Dynamics 365 in SpagoBI
TIBCO Spotfire ServerJDBCOperational Reporting on Dynamics 365 from Spotfire Server
Alteryx DesignerODBCPrepare, Blend, and Analyze Dynamics 365 in Alteryx Designer (ODBC)
Clear AnalyticsODBCBuild Charts with Dynamics 365 in Clear Analytics
IBM Cognos BIODBCCreate Data Visualizations in Cognos BI with Dynamics 365
DBxtraODBCBuild Dashboards with Dynamics 365 in DBxtra
DomoODBCCreate Datasets from Dynamics 365 in Domo Workbench
Dundas BIODBCBuild Dashboards with Dynamics 365 in Dundas BI
QlikViewODBCConnect to and Query Dynamics 365 in QlikView over ODBC
RODBCAnalyze Dynamics 365 in R (ODBC)
SAS JMPODBCUse the CData ODBC Driver for Dynamics 365 in SAS JMP
SASODBCUse the CData ODBC Driver for Dynamics 365 in SAS for Real-Time Reporting and Analytics
VisioODBCLink Visio Shapes to Dynamics 365
Power BI DesktopPower BIAuthor Power BI Reports on Real-Time Dynamics 365
pandasPythonUse pandas to Visualize Dynamics 365 in Python
Microsoft Excel for the WebConnect SpreadsheetsAccess Live Dynamics 365 Data in Excel for the Web
Microsoft ExcelConnect SpreadsheetsAccess Live Dynamics 365 Data in Excel Desktop
Google SheetsConnect SpreadsheetsAccess Live Dynamics 365 Data in Google Sheets
TableauTableauVisualize Dynamics 365 in Tableau Desktop
Tableau ServerTableauPublish Dynamics 365-Connected Dashboards in Tableau Server

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ETL & Replication


ProductTechnologyArticle Title
Azure Data FactoryConnect AIImport Dynamics 365 Data Using Azure Data Factory
AirbyteConnect AIConnect to Dynamics 365 Data in Airbyte ELT Pipelines
Google Data FusionConnect AIBuild Pipelines with Live Dynamics 365 Data in Google Cloud Data Fusion (CData Connect AI)
AWS GlueConnect AIBuild ETL Jobs with Dynamics 365 Data in AWS Glue Jobs
SQL Server Linked ServerConnect AIConnect to Dynamics 365 Data as a SQL Server Linked Server
petl (Python)Connect AIHow to Build an ETL App for Dynamics 365 Data in Python with petl
Microsoft Power AutomateConnect AIBuild Dynamics 365-Connected Automated Tasks with Power Automate (Desktop)
SnapLogicConnect AIIntegration with Dynamics 365 Data in SnapLogic (Connect AI)
WorkatoConnect AIBuild Automated Workflows with Live Dynamics 365 Data in Workato
ZapierConnect AIBuild Automated Dynamics 365-Connected Workflows in Zapier
Microsoft ExcelExcelTransfer Data from Excel to Dynamics 365
Apache AirflowJDBCBridge Dynamics 365 Connectivity with Apache Airflow
Apache CamelJDBCIntegrate with Dynamics 365 using Apache Camel
Apache NiFi Batch OperationsJDBCPerform Batch Operations with Dynamics 365 Data in Apache NiFi
Apache NiFiJDBCBridge Dynamics 365 Connectivity with Apache NiFi
CloverDXJDBCConnect to Dynamics 365 in CloverDX (formerly CloverETL)
ETL ValidatorJDBCHow to Work with Dynamics 365 in ETL Validator
Google Data FusionJDBCBuild Dynamics 365-Connected ETL Processes in Google Data Fusion
HULFT IntegrateJDBCConnect to Dynamics 365 in HULFT Integrate
Informatica CloudJDBCIntegrate Dynamics 365 in Your Informatica Cloud Instance
Informatica PowerCenterJDBCCreate Informatica Mappings From/To a JDBC Data Source for Dynamics 365
Jaspersoft ETLJDBCConnect to Dynamics 365 in Jaspersoft Studio
Oracle Data IntegratorJDBCETL Dynamics 365 in Oracle Data Integrator
Pentaho Data IntegrationJDBCIntegrate Dynamics 365 in Pentaho Data Integration
SnapLogicJDBCIntegrate Dynamics 365 with External Services using SnapLogic (JDBC)
TalendJDBCConnect to Dynamics 365 and Transfer Data in Talend
FoxProODBCWork with Dynamics 365 in FoxPro
UiPath StudioODBCCreate an RPA Flow that Connects to Dynamics 365 in UiPath Studio
petlPythonExtract, Transform, and Load Dynamics 365 in Python
BIMLSSISUse Biml to Build SSIS Tasks to Replicate Dynamics 365 to SQL Server
Google AlloyDBCData SyncAutomated Continuous Dynamics 365 Replication to Google AlloyDB
Microsoft Azure TablesCData SyncAutomated Continuous Dynamics 365 Replication to Azure SQL
Azure Data LakeCData SyncAutomated Continuous Dynamics 365 Replication to Azure Data Lake
Azure SynapseCData SyncAutomated Continuous Dynamics 365 Replication to Azure Synapse
Google BigQueryCData SyncAutomated Continuous Dynamics 365 Replication to Google BigQuery
Apache CassandraCData SyncAutomated Continuous Dynamics 365 Replication to Apache Cassandra
CouchbaseCData SyncAutomated Continuous Dynamics 365 Replication to Couchbase
CSVCData SyncAutomated Continuous Dynamics 365 Replication to Local Delimited Files
DatabricksCData SyncAutomated Continuous Dynamics 365 Replication to Databricks
IBM DB2CData SyncAutomated Continuous Dynamics 365 Replication to IBM DB2
Google Cloud SQLCData SyncAutomated Continuous Dynamics 365 Replication to Google Cloud SQL
Heroku / Salesforce ConnectCData SyncReplicate Dynamics 365 for Use in Salesforce Connect
Apache KafkaCData SyncAutomated Continuous Dynamics 365 Replication to Apache Kafka
MongoDBCData SyncAutomated Continuous Dynamics 365 Replication to MongoDB
MySQLCData SyncAutomated Continuous Dynamics 365 Replication to MySQL
Microsoft OneLakeCData SyncAutomated Continuous Dynamics 365 Replication to Microsoft OneLake (Fabric)
Oracle DatabaseCData SyncAutomated Continuous Dynamics 365 Replication to Oracle
PostgreSQLCData SyncAutomated Continuous Dynamics 365 Replication to PostgreSQL
Amazon RedshiftCData SyncAutomated Continuous Dynamics 365 Replication to Amazon Redshift
Amazon S3CData SyncAutomated Continuous Dynamics 365 Replication to Amazon S3
SAP HANACData SyncAutomated Continuous Dynamics 365 Replication to SAP HANA
SingleStoreCData SyncAutomated Continuous Dynamics 365 Replication to SingleStore
SnowflakeCData SyncAutomated Continuous Dynamics 365 Replication to Snowflake
SQLiteCData SyncAutomated Continuous Dynamics 365 Replication to SQLite
SQL ServerCData SyncAutomated Continuous Dynamics 365 Replication to SQL Server
VerticaCData SyncAutomated Continuous Dynamics 365 Replication to a Vertica Database

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Data Virtualization



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Software Development


ProductTechnologyArticle Title
.NET ChartsADO.NETDataBind Charts to Dynamics 365
EF - Code FirstADO.NETAccess Dynamics 365 with Entity Framework 6
DevExpressADO.NETDataBind Dynamics 365 to the DevExpress Data Grid
EF - LINQADO.NETLINQ to Dynamics 365
EF - MVCADO.NETBuild MVC Applications with Connectivity to Dynamics 365
PowerBuilderADO.NETConnect to Dynamics 365 from PowerBuilder
Google Apps ScriptConnect AIConnect to Dynamics 365 Data in Google Apps Script
AppSheetConnect AICreate Dynamics 365-Connected Business Apps in AppSheet
AppsmithConnect AICreate Dynamics 365-Connected Applications in Appsmith
AxiosConnect AIBuild Dynamics 365-Connected Web Apps with Axios and CData Connect AI
Bubble.ioConnect AIBuild Dynamics 365-Connected Apps in Bubble
ChoreoConnect AIBuild Custom Apps on Dynamics 365 Data in Choreo
Dash (Python)Connect AIUse Dash to Build Web Apps on Live Dynamics 365 Data
JitterbitConnect AIIntegrate with Live Dynamics 365 Data in Jitterbit
MendixConnect AIBuild Dynamics 365-Connected Apps in Mendix (Connect AI)
NodeJSConnect AIQuery Dynamics 365 Data in Node.js (via Connect AI)
OutSystemsConnect AICreate Dynamics 365-Connected Enterprise Applications in OutSystems
pandas (Python)Connect AIHow to Visualize Dynamics 365 Data in Python with pandas
Microsoft Power AppsConnect AIIntegrate Live Dynamics 365 Data into Custom Business Apps Built in Power Apps
PythonConnect AIGetting Started with the CData Connect AI Python SDK for Dynamics 365
RetoolConnect AIBuild Dynamics 365-Connected Apps in Retool
RunMyProcessConnect AIConnect to Dynamics 365 Data in RunMyProcess
UnqorkConnect AICreate Dynamics 365-Connected Applications in Unqork
Apache SparkJDBCWork with Dynamics 365 in Apache Spark Using SQL
AWS LambdaJDBCAccess Live Dynamics 365 Data in AWS Lambda
ColdFusionJDBCQuery Dynamics 365 in ColdFusion Using JDBC
Filemaker Pro (on Mac)JDBCBidirectional Access to Dynamics 365 from FileMaker Pro (on Mac)
HibernateJDBCObject-Relational Mapping (ORM) with Dynamics 365 Entities in Java
IntelliJJDBCConnect to Dynamics 365 in IntelliJ
JBossJDBCConnect to Dynamics 365 from a Connection Pool in JBoss
JDBIJDBCCreate a Data Access Object for Dynamics 365 using JDBI
JetBrains RubyMineJDBCIntegrate Dynamics 365 with JetBrains RubyMine
JRubyJDBCConnect to Dynamics 365 in JRuby
MendixJDBCBuild Dynamics 365-Connected Apps in Mendix (JDBC)
RunMyProcess DSECJDBCConnect to Dynamics 365 in DigitalSuite Studio through RunMyProcess DSEC
ServoyJDBCBuild Dynamics 365-Connected Apps in Servoy
Spring BootJDBCAccess Live Dynamics 365 Data in Spring Boot Apps
TomcatJDBCConfigure the CData JDBC Driver for Dynamics 365 in a Connection Pool in Tomcat
WebLogicJDBCConnect to Dynamics 365 from a Connection Pool in WebLogic
.NET QueryBuilderODBCRapidly Develop Dynamics 365-Driven Apps with Active Query Builder
ColdFusionODBCQuery Dynamics 365 in ColdFusion Using ODBC
C++BuilderODBCDataBind Controls to Dynamics 365 Data in C++Builder
DelphiODBCDataBind Controls to Dynamics 365 Data in Delphi
Filemaker ProODBCBidirectional Access to Dynamics 365 from FileMaker Pro
GoODBCWrite a Simple Go Application to work with Dynamics 365 on Linux
Lazarus IDEODBCEasily Integrate Dynamics 365 Data in Lazarus Pascal IDE
NodeJSODBCQuery Dynamics 365 through ODBC in Node.js
PHPODBCNatively Connect to Dynamics 365 in PHP
PyCharmODBCUsing the CData ODBC Driver for Dynamics 365 in PyCharm
PythonODBCConnect to Dynamics 365 in Python on Linux/UNIX
VCL App (RAD Studio)ODBCBuild a Simple VCL Application for Dynamics 365
RubyODBCConnect to Dynamics 365 in Ruby
DashPythonUse Dash & Python to Build Web Apps on Dynamics 365
SQLAlchemyPythonUse SQLAlchemy ORMs to Access Dynamics 365 in Python

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Data Management



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Workflow Automation



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Dynamics 365 Connectivity Solutions