How to connect to Dynamics CRM Data from IntelliJ

The CData JDBC Driver for Dynamics CRM enables you to access Dynamics CRM as a JDBC data source, providing integration with rapid development tools in IDEs. This article shows how to use the data source configuration wizard to connect to Dynamics CRM data in IntelliJ.

Getting Started

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Create a JBDC Data Source for Dynamics CRM

Follow the steps below to add the driver JAR and define connection properties required to connect to Dynamics CRM data.

1. In the Data Sources window, right-click and then click Add Data Source -> DB Data Source.

2. In the Data Source Properties dialog that appears, the following properties are required:

   • JDBC Driver Files: Click the button next to this menu to add the JDBC Driver file cdata.jdbc.dynamicscrm.jar, located in the installation directory.
   • JDBC Driver Class: In this menu, select cdata.jdbc.dynamicscrm.DynamicsCRMDriver from the list.

   • Database URL: Enter the connection URL in the JDBC URL property. The URL must start with jdbc:dynamicscrm: and includes connection properties separated with semicolons.

     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 the following:

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

Edit and Save Dynamics CRM Data

To discover schema information, right-click the data source you just created and click Refresh Tables. To query a table, right-click it and then click Open Tables Editor. You can also modify records in the Table Editor.