Dynamics CRM Data Cloud Connectivity

Jerod Johnson
Director, Technology Evangelism

Explore a compilation of guides and tutorials demonstrating how to establish connections to Dynamics CRM data through CData Connect AI using different applications and tools.

CData Connect AI provides access to Dynamics CRM data from popular BI, analytics, ETL, and custom applications. In addition to pre-built client tools, CData Connect AI enables direct real-time bi-directional integration from a wide range of cloud applications. Below you will find a list of guides and tutorials for integrating with live Dynamics CRM data.

Connect AI Integrations

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

Artificial Intelligence - agents, chatbots, and workflows (Claude, ChatGPT, n8n, crewAI, etc.)
Business Intelligence & Analytics - charting, reports, and more (Tableau, Power BI, Amazon QuickSight, etc.)
ETL & Replication - moving and replicating data (AWS Glue, Oracle Data Integrator, etc.)
Data Virtualization - retrieving and manipulating data (DbVisualizer, SQL Server PolyBase, etc.)
Software Development - developing custom applications (.NET, AngularJS, Ruby, Python, etc.)
Data Management - managing data (DBArtisan, RazorSQL, SQuirreL, etc.)
Workflow Automation - building automated workflows (SSIS, Power Automate, etc.)

Artificial Intelligence

Product	Technology	Article Title
Agentforce	Connect AI	Connecting Agentforce with Dynamics CRM Data
Azure AI Foundry	Connect AI	Use Azure AI Foundry to Talk to Your Dynamics CRM Data
Boomi AgentStudio	Connect AI	Integrating Boomi AgentStudio with Dynamics CRM Data
ChatGPT	Connect AI	Connect Dynamics CRM Data to ChatGPT
Claude Code	Connect AI	How to Query Live Dynamics CRM in Claude Code
Claude.ai	Connect AI	Use Claude.ai to Talk to Your Dynamics CRM Data
crewAI	Connect AI	How to Connect to Live Dynamics CRM Data from crewAI Agents
Cursor	Connect AI	Integrate Cursor with Live Dynamics CRM Data
Databricks Agent Bricks	Connect AI	Use Databricks Agent Bricks to Talk to Dynamics CRM Data
Dataiku	Connect AI	Integrating Dataiku with Dynamics CRM Data
Flowise	Connect AI	How to Connect Flowise AI Agents to Live Dynamics CRM Data
Gemini (CLI)	Connect AI	How to Connect to Live Dynamics CRM Data from Gemini CLI
Gemini Enterprise	Connect AI	How to Connect to Live Dynamics CRM Data from Gemini Enterprise
Google ADK	Connect AI	How to Connect to Live Dynamics CRM Data from Google ADK Agents
Google Vertex AI	Connect AI	Integrate Google Vertex AI Agents with Live Dynamics CRM Data
Gumloop	Connect AI	Integrating Gumloop with Dynamics CRM Data
IBM watsonx Orchestrate	Connect AI	Build AI Agents with Dynamics CRM Data in IBM watsonx Orchestrate
Langchain	Connect AI	Integrating LangChain with Dynamics CRM Data
LangGraph	Connect AI	Integrating LangGraph with Dynamics CRM Data
Mastra	Connect AI	Connecting Mastra with Dynamics CRM Data
Mistral (Le Chat)	Connect AI	Connect Dynamics CRM Data to Mistral
MS Copilot Studio	Connect AI	Connect Dynamics CRM Data to Microsoft Copilot Studio
n8n	Connect AI	Build Dynamics CRM-Connected Workflows and AI Agents in n8n
OpenAI SDK (Python)	Connect AI	How to Connect to Live Dynamics CRM Data from OpenAI Python Applications
Relevance AI	Connect AI	Build Agents in Relevance AI with Access to Live Dynamics CRM Data
Sourcegraph Amp	Connect AI	How to Connect to Live Dynamics CRM Data from Sourcegraph Amp

Business Intelligence & Analytics

Product	Article Title
Alteryx Designer	Work with Live Dynamics CRM Data in Alteryx Designer (Connect AI)
Amazon QuickSight	Build Interactive Dashboards from Dynamics CRM Data in Amazon QuickSight
Amazon SageMaker	Integrate Live Dynamics CRM data into Amazon SageMaker Canvas
Azure Analysis Services	Model Dynamics CRM Data Using Azure Analysis Services
Cognos Analytics (On-Prem)	Analyze Dynamics CRM Data in Cognos Analytics
Gecokboard	Create Dashboards and Visualize Live Dynamics CRM Data in Geckoboard
Google Sheets	Access Live Dynamics CRM Data in Google Sheets
Grafana	Create Dynamics CRM-Connected Dashboards in Grafana
Infragistics Reveal	Analyze Dynamics CRM Data in Infragistics Reval
Klipfolio	Create Dynamics CRM-Connected Visualizations in Klipfolio
Looker	Analyze Dynamics CRM Data in Looker
Looker Studio	Create Reports from Dynamics CRM Data in Looker Studio
Metabase	Create Interactive Dynamics CRM-Connected Metabase Dashboards
Microsoft Excel	Access Live Dynamics CRM Data in Excel Desktop
Microsoft Excel for the Web	Access Live Dynamics CRM Data in Excel for the Web
MicroStrategy	Connect to Live Dynamics CRM Data in MicroStrategy through Connect AI
Mode Analytics	Create Dynamics CRM-Connected Visualizations in Mode
Power BI Service	Visualize Live Dynamics CRM Data in the Power BI Service
Power Pivot	Access Dynamics CRM Data in Microsoft Power Pivot
Power Query	Access Dynamics CRM Data in Microsoft Power Query
Qlik Cloud	Create Apps from Dynamics CRM Data in Qlik Sense Cloud
Redash	Query, Visualize, and Share live Dynamics CRM Data in Redash
SAP Analytics Cloud	Analyze Dynamics CRM Data in SAP Analytics Cloud
SAP Crystal Reports	Publish Reports with Dynamics CRM in Crystal Reports (Connect AI)
SAS Viya	Analyze Live Dynamics CRM Data in SAS Viya
Tableau	Visualize Dynamics CRM in Tableau Desktop (Connect AI)
Tableau Cloud	Build Dynamics CRM Visualizations in Tableau Cloud
ThoughtSpot	Model, Search, and Visualize Live Dynamics CRM Data in ThoughtSpot
Zoho Analytics	Create Dynamics CRM-Connected Dashboards in Zoho Analytics

ETL & Replication

Product	Article Title
Airbyte	Connect to Dynamics CRM Data in Airbyte ELT Pipelines
AWS Glue	Build ETL Jobs with Dynamics CRM Data in AWS Glue Jobs
Azure Data Factory	Import Dynamics CRM Data Using Azure Data Factory
Google Data Fusion	Build Pipelines with Live Dynamics CRM Data in Google Cloud Data Fusion (CData Connect AI)
Microsoft Power Automate	Build Dynamics CRM-Connected Automated Tasks with Power Automate (Desktop)
SnapLogic	Integration with Dynamics CRM Data in SnapLogic (Connect AI)
SQL Server Linked Server	Connect to Dynamics CRM Data as a SQL Server Linked Server
Workato	Build Automated Workflows with Live Dynamics CRM Data in Workato
Zapier	Build Automated Dynamics CRM-Connected Workflows in Zapier

Data Virtualization

Product	Article Title
APOS Live Data Gateway	Build Semantic Layer Views for Dynamics CRM Data (Connect AI)
Salesforce Connect	Edit and Search Dynamics CRM External Objects in Salesforce Connect
Salesforce External Services	Connect to Dynamics CRM through External Services in Salesforce
SQL Server PolyBase	Connect to Dynamics CRM Data using PolyBase with Connect AI

Software Development

Product	Article Title
Axios	Build Dynamics CRM-Connected Web Apps with Axios and CData Connect AI
AppSheet	Create Dynamics CRM-Connected Business Apps in AppSheet
Bubble.io	Build Dynamics CRM-Connected Apps in Bubble
Choreo	Build Custom Apps on Dynamics CRM Data in Choreo
Google Apps Script	Connect to Dynamics CRM Data in Google Apps Script
Jitterbit	Integrate with Live Dynamics CRM Data in Jitterbit
Mendix	Build Dynamics CRM-Connected Apps in Mendix (Connect AI)
Microsoft Power Apps	Integrate Live Dynamics CRM Data into Custom Business Apps Built in Power Apps
NodeJS	Query Dynamics CRM Data in Node.js (via Connect AI)
OutSystems	Create Dynamics CRM-Connected Enterprise Applications in OutSystems
Retool	Build Dynamics CRM-Connected Apps in Retool
RunMyProcess	Connect to Dynamics CRM Data in RunMyProcess
Unqork	Create Dynamics CRM-Connected Applications in Unqork

Data Management

Product	Article Title
HeidiSQL	Connect to Dynamics CRM Data in HeidiSQL

Workflow Automation

Product	Article Title
Nintex Workflow Cloud	Build Dynamics CRM-Connected Workflows in Nintex
Power Automate	Integrate Dynamics CRM Data into Power Automate Automated Tasks

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