Manage Dynamics CRM Data in DBArtisan as a JDBC Source

The CData JDBC Driver for Dynamics CRM seamlessly integrates Dynamics CRM data into database management tools like DBArtisan by enabling you to access Dynamics CRM data as a database. This article shows how to create a JDBC source for Dynamics CRM in DBArtisan. You can then edit data visually and execute standard SQL.

Getting Started

---

Integrate Dynamics CRM Data into DBArtisan Projects

Follow the steps below to register Dynamics CRM data as a database instance in your project:

1. In DBArtisan, click Data Source -> Register Datasource.
2. Select Generic JDBC.
3. Click Manage.
4. In the resulting dialog, click New. Enter a name for the driver and click Add. In the resulting dialog, navigate to the driver JAR. The driver JAR is located in the lib subfolder of the installation directory. 👁 The JDBC driver definition in the Register Datasource wizard. (Salesforce is shown.)
   
5. In the Connection URL box, enter credentials and other required connection properties in the JDBC URL.

   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.

   👁 Required JDBC connection properties in the Register Datasource wizard. (Salesforce is shown.)
   

   Below is a typical connection string:

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

6. Finish the wizard to connect to Dynamics CRM data. Dynamics CRM entities are displayed in the Datasource Explorer.

You can now work with Dynamics CRM data as you work with any other database. See the driver help documentation for more information on the queries supported by the Dynamics CRM API.