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URL: https://www.cdata.com/kb/tech/dynamicscrm-article-list.rst

⇱ Dynamics CRM Integration Guides and Tutorials


Dynamics CRM 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 CRM data.

CData Software's connectivity tools enable users to connect directly to live Dynamics CRM 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 CRM 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 CRM Data
Azure AI FoundryConnect AIUse Azure AI Foundry to Talk to Your Dynamics CRM Data
Boomi AgentStudioConnect AIIntegrating Boomi AgentStudio with Dynamics CRM Data
ChatGPTConnect AIConnect Dynamics CRM Data to ChatGPT
Claude DesktopMCP ServerHow to Query Live Dynamics CRM Data in Claude Desktop
Claude CodeConnect AIHow to Query Live Dynamics CRM in Claude Code
Claude.aiConnect AIUse Claude.ai to Talk to Your Dynamics CRM Data
Cline (VS Code)MCP ServerHow to Access Live Dynamics CRM Data in Visual Studio Code via Cline
crewAIConnect AIHow to Connect to Live Dynamics CRM Data from crewAI Agents
CursorConnect AIIntegrate Cursor with Live Dynamics CRM Data
Databricks Agent BricksConnect AIUse Databricks Agent Bricks to Talk to Dynamics CRM Data
DataikuConnect AIIntegrating Dataiku with Dynamics CRM Data
FlowiseConnect AIHow to Connect Flowise AI Agents to Live Dynamics CRM Data
Gemini (CLI)Connect AIHow to Connect to Live Dynamics CRM Data from Gemini CLI
Gemini EnterpriseConnect AI How to Connect to Live Dynamics CRM Data from Gemini Enterprise
Google ADKConnect AIHow to Connect to Live Dynamics CRM Data from Google ADK Agents
Google Vertex AIConnect AIIntegrate Google Vertex AI Agents with Live Dynamics CRM Data
GumloopConnect AIIntegrating Gumloop with Dynamics CRM Data
IBM watsonx OrchestrateConnect AIBuild AI Agents with Dynamics CRM Data in IBM watsonx Orchestrate
LangchainConnect AIIntegrating LangChain with Dynamics CRM Data
LangGraphConnect AIIntegrating LangGraph with Dynamics CRM Data
MastraConnect AIConnecting Mastra with Dynamics CRM Data
Mistral (Le Chat)Connect AIConnect Dynamics CRM Data to Mistral
MS Copilot StudioConnect AIConnect Dynamics CRM Data to Microsoft Copilot Studio
n8nConnect AIBuild Dynamics CRM-Connected Workflows and AI Agents in n8n
OpenAI SDK (Python)Connect AIHow to Connect to Live Dynamics CRM Data from OpenAI Python Applications
Python MCP ServerPythonConnect Dynamics CRM to AI Assistants With the CData Python MCP Server
Relevance AIConnect AIBuild Agents in Relevance AI with Access to Live Dynamics CRM Data
Sourcegraph AmpConnect AIHow to Connect to Live Dynamics CRM Data from Sourcegraph Amp

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Business Intelligence & Analytics


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

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ETL & Replication


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

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Data Virtualization


ProductTechnologyArticle Title
Access Linked TablesODBCUpdate Dynamics CRM with a Microsoft Access Linked Table
APOS Live Data GatewayJDBCBuild Semantic Layer Views for Dynamics CRM (JDBC)
APOS Live Data GatewayConnect AIBuild Semantic Layer Views for Dynamics CRM Data (Connect AI)
DenodoJDBCCreate A Data Source for Dynamics CRM in Denodo Platform
DremioJDBCConnect to Dynamics CRM as an External Source in Dremio
MySQL Federated TablesODBCConnect to Dynamics CRM as Federated Tables in MySQL
Oracle DatabaseODBCAccess Dynamics CRM as a Remote Oracle Database
PostgreSQL FDWJDBCA PostgreSQL Interface for Dynamics CRM
Salesforce ConnectConnect AIEdit and Search Dynamics CRM External Objects in Salesforce Connect
Salesforce External ServicesConnect AIConnect to Dynamics CRM through External Services in Salesforce
SQL Server Linked ServersODBCConnect to Dynamics CRM as a Linked Server
SQL Server PolyBaseConnect AIConnect to Dynamics CRM Data using PolyBase with Connect AI
SQL Server PolyBaseODBCConnect to Dynamics CRM as an External Data Source using PolyBase
TIBCO Data VirtualizationTIBCO DVAccess Live Dynamics CRM Data in TIBCO Data Virtualization

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Software Development


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

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Data Management



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Workflow Automation



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