Connect to Live Dynamics CRM Data in MicroStrategy through CData Connect AI

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with CData Connect AI, you gain database-like access to live Dynamics CRM data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through connecting to Dynamics CRM in Connect AI and connecting to Connect AI in MicroStrategy to create a simple visualization of Dynamics CRM data.

As a cloud-based integration platform, Connect AI is ideal for working with cloud-based BI and analytics tools. With no servers to configure or data proxies to set up, you can simply use the web-based UI to create a live connection to Dynamics CRM and connect from MicroStrategy to start performing analytics based on live Dynamics CRM data.

Getting Started

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Configure Dynamics CRM Connectivity for Microstrategy

Connectivity to Dynamics CRM from Microstrategy is made possible through CData Connect AI. To work with Dynamics CRM data from Microstrategy, we start by creating and configuring a Dynamics CRM connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Dynamics CRM" from the Add Connection panel
👁 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
5. Navigate to the Permissions tab in the Add Dynamics CRM Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Dynamics CRM data from MicroStrategy.

Connect to and Visualize Dynamics CRM Data Using MicroStrategy

You can connect to Dynamics CRM in MicroStrategy by adding a data source based on the native SQL Server functionality. Once you have created a data source, you can build dynamic visualizations of Dynamics CRM data in MicroStrategy.

1. Open MicroStrategy and select your account.
2. Click Add External Data, select Databases, and use Select Tables as the Import Option. 👁 Adding External Data
   
3. In the Import from Tables wizard, click to add a new Data Source.
4. Select "SQL Server" in the Database menu and select "SQL Server 2017" in the Version menu.
5. Sat the connection properties as follows:
   • Server Name: tds.cdata.com
   • Port Number: 14333
   • Database Name: the name of your Dynamics CRM connection (e.g. DynamicsCRM1)
   • User: a Connect AI user
   • Password: the PAT for your Connect AI user
   • Data Source Name: a name for the new external data source, like "CData Cloud Dynamics CRM"
6. Expand the menu for the new data source and choose "Edit Catalog Options"👁 Edit the catalog options.
   
7. Edit the "SQL statement retrieve columns ..." query to include TABLE_SCHEMA = '#?Schema_Name?#' in the WHERE clause, and click Apply and then OK (the complete query is below).
   
   

   SELECT DISTINCT 
    TABLE_SCHEMA NAME_SPACE, 
    TABLE_NAME TAB_NAME, 
    COLUMN_NAME COL_NAME, 
    (CASE 
    WHEN 
    (DATA_TYPE LIKE '%char' AND (CHARACTER_SET_NAME='utf8' OR CHARACTER_SET_NAME='usc2')) 
    THEN 
    CONCAT('a',DATA_TYPE) 
    ELSE 
    DATA_TYPE 
    END) DATA_TYPE, 
    CHARACTER_MAXIMUM_LENGTH DATA_LEN, 
    NUMERIC_PRECISION DATA_PREC, 
    NUMERIC_SCALE DATA_SCALE 
   FROM 
    INFORMATION_SCHEMA.COLUMNS 
   WHERE 
    TABLE_NAME 
   IN 
    (#TABLE_LIST#) AND TABLE_SCHEMA='#?Schema_Name?#' 
   ORDER BY 
    1,2,3
   

8. Select the new data source and select the Namespace that corresponds to your virtual Dynamics CRM database (like DynamicsCRM1).
9. Drag tables into the pane to insert then. 👁 Select tables to insert.
   Note: Since we create a live connection, we can insert whole tables and utilize the filtering and aggregation features native to the MicroStrategy products to customize our datasets.
10. Click Finish, choose the option to connect live, save the query, and choose the option to create a new dossier. Live connections are possible and effective, thanks to high-performance data processing native to CData Connect AI. 👁 Save the query and create a new dossier.
    
11. Choose a visualization, choose fields to display, and apply any filters to create a new visualization of Dynamics CRM data. Data types are discovered automatically through dynamic metadata discovery. Where possible, the complex queries generated by the filters and aggregations will be pushed down to Dynamics CRM, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed by the CData SQL engine embedded in Connect AI. 👁 Visualize Dynamics CRM data.
    
12. Once you have finished configuring the dossier, click File -> Save.

Using CData Connect AI with MicroStrategy, you can easily create robust visualizations and reports on Dynamics CRM data. For more information on connecting to Dynamics CRM (and more than 100 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live Dynamics CRM data in MicroStrategy.