Integrate Dynamics CRM Data in Your Informatica Cloud Instance

Informatica Cloud allows you to perform extract, transform, and load (ETL) tasks in the cloud. With the Cloud Secure Agent and the CData JDBC Driver for Dynamics CRM, you get live access to Dynamics CRM data, directly within Informatica Cloud. In this article, we will walk through downloading and registering the Cloud Secure Agent, connecting to Dynamics CRM through the JDBC Driver and generating a mapping that can be used in any Informatica Cloud process.

Getting Started

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Informatica Cloud Secure Agent

To work with the Dynamics CRM data through the JDBC Driver, install the Cloud Secure Agent.

1. Navigate to the Administrator page in Informatica Cloud 👁 Image
   
2. Select the Runtime Environments tab
3. Click "Download Secure Agent" 👁 Image
   
4. Make note of the Install Token 👁 Image
   
5. Run the installer on the client machine and register the Cloud Secure Agent with your username and install token 👁 Image
   

NOTE: It may take some time for all of the Cloud Secure Agent services to get up and running.

Connecting to the Dynamics CRM JDBC Driver

With the Cloud Secure Agent installed and running, you are ready to connect to Dynamics CRM through the JDBC Driver.

Adding the JDBC Driver to the Secure Agent Machine

1. Navigate to the following directory on the Secure Agent machine:

   %Secure Agent installation directory%/ext/connectors/thirdparty/

2. Create a folder and add the driver JAR file (cdata.jdbc.dynamicscrm.jar) based on the type of mapping that you want to configure.

   For mappings, create the following folder and add the driver JAR file:

   informatica.jdbc_v2/common

   For mappings in advanced mode, also create the following folder and add the driver JAR file:

   informatica.jdbc_v2/spark

3. Restart the Secure Agent.

Connecting to Dynamics CRM in Informatica Cloud

After installing the driver JAR file, you are ready to configure your connection to Dynamics CRM in Informatica Cloud. Start by clicking the Connections tab and clicking New Connection. Fill in the following properties for the connection:

• Connection Name: Name your connection (i.e.: CData Dynamics CRM Connection)
• Type: Select "JDBC_V2"
• Runtime Environment: Select the runtime environment where you installed the Secure Agent
• JDBC Driver Class Name: The name of the JDBC driver class: cdata.jdbc.dynamicscrm.DynamicsCRMDriver
• JDBC Connection URL: Set this to the JDBC URL for Dynamics CRM. Your URL will look similar to the following:
  
  

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

  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 (Google Sheets is shown.)
  
• Username: Set this to the username for Dynamics CRM
• Password: Set this to the password for Dynamics CRM

👁 Configuring the Connection (Google Sheets is shown.

Create a Mapping for Dynamics CRM Data

With the connection to Dynamics CRM configured, we can now access Dynamics CRM data in any Informatica process. The steps below walk through creating a mapping for Dynamics CRM to another data target.

1. Navigate to the Data Integration page 👁 Image
   
2. Click New.. and select Mapping from the Mappings tab 👁 Image
   
3. Click the Source Object and in the Source tab, select the Connection and set the Source Type 👁 Selecting the Source Connection and Source Type
   
4. Click "Select" to choose the table to map 👁 Selecting the Source Object
   
5. In the Fields tab, select the fields from the Dynamics CRM table to map 👁 Selecting Source Fields to map
   
6. Click the Target object and configure the Target source, table and fields. In the Field Mapping tab, map the source fields to the target fields. 👁 Selecting the Target Field Mappings
   

With the mapping configured, you are ready to start integrating live Dynamics CRM data with any of the supported connections in Informatica Cloud. Download a free, 30-day trial of the CData JDBC Driver for Dynamics CRM and start working with your live Dynamics CRM data in Informatica Cloud today.