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⇱ Connect to Dynamics CRM Data in Aqua Data Studio

Connect to Dynamics CRM Data in Aqua Data Studio

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Access Dynamics CRM data from tools in Aqua Data Studio such as the Visual Query Builder and the Table Data Editor.

The CData JDBC Driver for Dynamics CRM integrates Dynamics CRM data with wizards and analytics in IDEs like Aqua Data Studio. This article shows how to connect to Dynamics CRM data through the connection manager and execute queries.

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


Create a JDBC Data Source

You can use the connection manager to define connection properties and save them in a new JDBC data source. The Dynamics CRM data source can then be accessed from Aqua Data Studio tools.

  1. In Aqua Data Studio, select Register Server from the Servers menu.
  2. In the Register Server form, select the 'Generic - JDBC' connection.
  3. Enter the following JDBC connection properties:
    • Name: Enter a name for the data source; for example, Dynamics CRM.
    • Driver Location: Click the Browse button and select the cdata.jdbc.dynamicscrm.jar file, located in the lib subfolder of the installation directory.
    • Driver: Enter the Driver's class name, cdata.jdbc.dynamicscrm.DynamicsCRMDriver.

    • URL: Enter the JDBC URL, which starts with jdbc:dynamicscrm: and is followed by a semicolon-separated list of connection properties.

      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.

      Built-in Connection String Designer

      For assistance in constructing the JDBC URL, use the connection string designer built into the Dynamics CRM JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

      java -jar cdata.jdbc.dynamicscrm.jar

      Fill in the connection properties and copy the connection string to the clipboard.

      👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
      A typical JDBC URL is below:
      jdbc:dynamicscrm:User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;
    👁 The JDBC data source, defined by the JAR path, driver class, and JDBC URL. (QuickBooks is shown.)

Query Dynamics CRM Data

You can now query the tables exposed.

👁 A query executed in the Table Data Editor. (QuickBooks is shown.)

Ready to get started?

Download a free trial of the Dynamics CRM Driver to get started:

 Download Now

Learn more:

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Dynamics CRM JDBC Driver

Rapidly create and deploy powerful Java applications that integrate with Microsoft Dynamics CRM account data including Leads, Contacts, Opportunities, Accounts, and more!