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URL: https://www.cdata.com/kb/tech/dynamicscrm-cloud-chatgpt.rst

⇱ Use ChatGPT to Talk to Your Dynamics CRM Data via CData Connect AI

Use ChatGPT to Talk to Your Dynamics CRM Data via CData Connect AI

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Leverage the CData Connect AI Remote MCP Server to enable ChatGPT to securely answer questions and take actions on your Dynamics CRM data for you.

ChatGPT is an AI chatbot developed by OpenAI, launched in November 2022. Based on large language models (LLMs), it enables users to refine and steer conversations through natural language processing. ChatGPT's developer mode, available to Plus and Pro subscribers, provides full Model Context Protocol (MCP) support for connecting to external data sources and tools.

CData Connect AI offers a dedicated cloud-to-cloud interface for connecting to Dynamics CRM data. The CData Connect AI Remote MCP Server enables secure communication between ChatGPT and Dynamics CRM. This allows you to ask questions and take actions on your Dynamics CRM data using ChatGPT, all without the need for data replication to a natively supported database. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to Dynamics CRM. This leverages server-side processing to swiftly deliver the requested Dynamics CRM data.

About Dynamics CRM Data Integration

CData simplifies access and integration of live Microsoft Dynamics CRM data. Our customers leverage CData connectivity to:

  • Read and write data in the Dynamics CRM 2011+ Services and Dynamics CRM Online.
  • Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
  • Authenticate securely with Dynamics CRM 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.

CData customers use our Dynamics CRM 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 CRMa data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).


Getting Started


Step 1: Configure Dynamics CRM Connectivity for ChatGPT

Connectivity to Dynamics CRM from ChatGPT is made possible through CData Connect AI Remote MCP. To interact with Dynamics CRM data from ChatGPT, we start by creating and configuring a Dynamics CRM connection in CData Connect AI.

  1. Log into your Connect AI account, click Sources, and then click Add Connection.
    2. 👁 Adding a Connection
  2. Select "Dynamics CRM" from the Add Connection panel.
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to Dynamics CRM.

    The connection string options meet the authentication and connection requirements of different Dynamics CRM instances. To connect to your instance, set the User and Password properties, under the Authentication section, to valid Dynamics CRM user credentials and set the Url to a valid Dynamics CRM server organization root. Additionally, set the CRMVersion property to 'CRM2011+' or 'CRMOnline'. IFD configurations are supported as well; set InternetFacingDeployment to true.

    Additionally, you can provide the security token service (STS) or AD FS endpoint in the STSURL property. This value can be retrieved with the GetSTSUrl stored procedure. Office 365 users can connect to the default STS URL by simply setting CRMVersion.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test

With the connection configured, we are ready to connect to Dynamics CRM data from ChatGPT.

Step 2: Connect ChatGPT to CData Connect AI

Follow these steps to add a CData Connect AI connection in ChatGPT:

  1. Sign in to ChatGPT with a Plus or Pro subscription.
  2. Navigate to Apps from the left panel.
  3. Select the CData Connect AI app from the list.
    4. . 👁 Search for CData Connect AI
  4. Click Connect to authenticate to your Connect AI account.
    5. 👁 Click Connect to authenticate
  5. Click Sign in with CData Connect AI to add Connect AI to your ChatGPT account.
    6. 👁 Sign in with CData Connect AI
  6. After successful authorization, you will be redirected back to ChatGPT.
  7. Click Start Chat to start a new conversation in ChatGPT with Connect AI connected at the background.
    8. 👁 Start Chat

Step 3: Explore Live Dynamics CRM Data with ChatGPT

  1. Start a new conversation in ChatGPT.
  2. Connect AI should ideally be automatically enabled in the chat. If not, navigate to -> More -> CData Connect AI, under the chatbox, to enable the connector from the dropdown
    3. 👁 Enable CData Connect AI in the chat
  3. You can now start exploring your data with natural language prompts. ChatGPT will use the Connect AI MCP server to query your live Dynamics CRM data. Example prompts:
    • "Show me all customers from the last 30 days"
    • "What are my top performing products?"
    • "Analyze sales trends for this quarter"
    • "List all active projects and their current status"
    Refer to CData prompt library for more prompt ideas.
    4. 👁 Using natural language to explore your Dynamics CRM data (Salesforce used here).
  4. Permit ChatGPT to access your Dynamics CRM data. Click Query Data to continue, or Deny to refuse.
    5. 👁 Give permissions to ChatGPT.
  5. ChatGPT translates your natural language queries into SQL and execute them against your Dynamics CRM data through the Connect AI MCP server.
    6. 👁 ChatGPT shows the desired results from your Dynamics CRM data based on the prompts

Get CData Connect AI

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI today!