Build AI/ML Models with Live Dynamics CRM Data using Dataiku

Dataiku is a data science and machine learning platform used for data preparation, analysis, visualization, and AI/ML model deployment, enabling collaborative and efficient data-driven decision-making. When paired with the CData JDBC Driver for Dynamics CRM, Dataiku enhances data integration, preparation, real-time analysis, and reliable model deployment for Dynamics CRM data.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Dynamics CRM data. When you issue complex SQL queries to Dynamics CRM, the driver pushes supported SQL operations, like filters and aggregations, directly to Dynamics CRM and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Dynamics CRM data using native data types.

This article shows how you can easily integrate to Dynamics CRM using CData JDBC Driver for Dynamics CRM in Dataiku DSS (Data Science Studio) platform, allowing you to prepare the data and build custom AI/ML models.

Getting Started

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Preparing the Dataiku DSS environment

In this section, we will explore how to set up Dataiku, as previously introduced, with Dynamics CRM data. Be sure to install Dataiku DSS (On-Prem version) for your preferred operating system, beforehand.

Install the CData JDBC Driver for Dynamics CRM

First, install the CData JDBC Driver for Dynamics CRM on the same machine as Dataiku. The JDBC Driver will be installed in the following path:

C:\Program Files\CData[product_name] 20xx\lib\cdata.jdbc.dynamicscrm.jar

Connecting the JDBC Driver in Dataiku DSS

To use the CData JDBC driver in Dataiku, you must create a new SQL database connection and add the JDBC Driver JAR file in the DSS connection settings.

1. Log into Dataiku DSS platform. It should open locally in your browser (e.g. localhost:11200) 👁 Log into Dataiku DSS platform.
   👁 Dataiku DSS platform dashboard.
   
2. Click on Navigate to other sections of Dataiku menu on the top right section of the platform and select Administration. 👁 Select Administration.
   
3. Select the Connections tab. 👁 Select Connections.
   
4. In Connections, click on New Connections button. 👁 Click New Connections.
   
5. Now, scroll down and select Other SQL databases. 👁 Select Other SQL databases.
   

6. Generate a JDBC URL for connecting to Dynamics CRM, beginning with jdbc:dynamicscrm: followed by a series of semicolon-separated connection string 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 given below:

   jdbc:dynamicscrm:User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;
   

7. On the New SQL database (JDBC) connection screen, enter a name in the New connection name field and specify the basic parameters:
   • JDBC Driver Class: cdata.jdbc.dynamicscrm.DynamicsCRMDriver
   • JDBC URL: JDBC connection URL obtained in the previous step
   • Driver jars directory: the folder path where the JAR file is installed on your system
   👁 Enter a connection name and specify the basic connection parameters.
   

   Next, select the SQL dialect of your choice. Here, we have selected 'SQL Server' as the preferred dialect. Click on Create. If the connection is successful, a prompt will display, saying 'Connection OK'.

8. The Data Catalog window will appear. Select the desired connection, catalog, and schema from the Connection to browse, Restrict to catalog, and Restrict to schema dropdowns, then click on List Tables. The Dataiku platform will list all the required tables. 👁 Select the connection, catalog and schema to filter the list of tables.
   👁 Data Catalog lists all the available tables in the datasource.
   
9. Select any table from the list and click Preview to view the table data. Click Close to exit the window. 👁 Preview any specific table data.
   

Creating a new project

To prepare data flows, create dashboards, analyze the Dynamics CRM data, and build AI and ML models in the Dataiku DSS platform, you need to first create a new project.

1. Select Projects from the Navigate to other sections of Dataiku menu. 👁 Select Project.
   
2. In the Projects screen, click New Project and select + Blank Project. 👁 Select a Blank Project.
   
3. In the New Project window, assign a Name and Project Key. Click Create. The new project dashboard opens up. 👁 Enter a Name and Project Key.
   👁 Project dashboard is displayed.
   
4. Select Notebooks from the menu at the top of the project screen. 👁 Select Notebooks.
   
5. Click on + Create Your First Notebook dropdown menu and select Write your own option. 👁 Create the notebook.
   
6. In the New Notebook window, select SQL. 👁 Select SQL.
   
7. Now, select the required connection from the Connection dropdown and enter a name in the Notebook Name field. 👁 Select a connection and add a notebook name.
   

Testing the connection

To test the Dynamics CRM connection and analyze the Dynamics CRM data, write a query in the query compiler and click Run. The queried/filtered Dynamics CRM data results will then appear on the screen.

Get Started Today

Download a free, 30-day trial of the CData JDBC Driver for Dynamics CRM to integrate with Dataiku, and effortlessly build custom AI/ML models from Dynamics CRM data.

Reach out to our Support Team if you have any questions.