How to Connect DBeaver to Dynamics CRM via a JDBC Driver

The CData JDBC Driver for Dynamics CRM implements JDBC standards that enable third-party tools to interoperate, from wizards in IDEs to business intelligence tools. This article shows how to connect to Dynamics CRM data with wizards in DBeaver and browse data in the DBeaver GUI.

Getting Started

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Create a JDBC Data Source for Dynamics CRM Data

Follow the steps below to load the driver JAR in DBeaver.

1. Open the DBeaver application and, in the "Database" menu, select the "Driver Manager" option. Click "New" to open the "Create new driver" form.
2. In the Settings tab:
   • Set Driver Name to a user-friendly name for the driver (e.g. CData JDBC Driver for Dynamics CRM).
   • Set Class Name to the class name for the JDBC driver: cdata.jdbc.dynamicscrm.DynamicsCRMDriver.
   • Set URL Template to jdbc:dynamicscrm:.
   👁 Configure the new driver settings (Salesforce is shown).
   
3. In the Libraries tab, click "Add File," navigate to the "lib" folder in the installation directory (C:\Program Files\CData[product_name] XXXX\) and select the JAR file (cdata.jdbc.DynamicsCRM.jar). 👁 Loading the JDBC JAR file (Salesforce is shown).
   

Create a Connection to Dynamics CRM Data

Follow the steps below to add credentials and other required connection properties.

1. In the "Database" menu, click "New Database Connection."
2. In the "Connect to a database" wizard that results, select the driver you just created (e.g. CData JDBC Driver for Dynamics CRM) and click "Next >." 👁 Selecting the driver (Salesforce is shown).
   
3. On the Main tab of the configuration wizard, set the JDBC URL, using the required 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.)
   

   Below is a typical connection string:

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

   👁 Configuring the JDBC URL (Salesforce is shown).
   
4. Click "Test Connection ..." to ensure you have configured the connection properly. 👁 A successfully configured connection (Salesforce is shown).
   
5. Click "Finish."

Query Dynamics CRM Data

You can now query information from the tables exposed by the connection: Right-click a Table and then click View Table. The data is available on the Data tab.

👁 The results of a query in DBeaver. (Salesforce is shown.)

More Information & Free Trial

Download a free, 30-day trial of the CData JDBC Driver for Dynamics CRM and start working with your live Dynamics CRM data in DBeaver. Join the CData Community or reach out to our Support Team if you have any questions.