Connect to Dynamics CRM Data in Jaspersoft Studio

This article shows how to connect to Dynamics CRM from Jaspersoft Studio as a standard JDBC data source with the CData JDBC Driver for Dynamics CRM. You will use the standard Jaspersoft wizards to build SQL queries to Dynamics CRM. The queries are executed directly to the Dynamics CRM APIs, enabling real-time connectivity to Dynamics CRM data.

Getting Started

---

Connect to Dynamics CRM Data as a JDBC Data Source

To create a JDBC data source in Jaspersoft Studio, create a data adapter:

1. In the Repository Explorer view, right-click the Data Adapters node and click Create Data Adapter.
2. Select Database JDBC Connection.
3. Enter a user-friendly name for the driver.
4. On the Driver Classpath tab, click Add. In the resulting dialog, navigate to the lib subfolder of the installation directory. Select the driver JAR.
5. On the Database Location tab, enter the class name of the JDBC driver: cdata.jdbc.dynamicscrm.DynamicsCRMDriver.
6. Enter 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.

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   

   When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

   Below is a typical JDBC URL for Dynamics CRM:

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

   👁 A data adapter configured to use the JDBC Driver. (Salesforce is shown.)
   

Create Reports with Dynamics CRM Data

Follow the steps below to build an SQL query to Dynamics CRM, the basis of a simple report:

1. Click File -> New Jasper Report. Select a template, select the parent project, and specify the report file.
2. In the Data Adapter menu, select the data adapter you created in the previous section.
3. In the Diagram tab, drag tables into the box and click the columns you want. Or, enter a custom query on the Texts tab. For example:

   SELECT Contact.FirstName, SUM(Account.NumberOfEmployees) FROM Contact, Account GROUP BY Contact.FirstName
   

   👁 The SQL query to be used to pull data into the report. (Salesforce is shown.)
   
4. Select the fields you want to include in the dataset. This example uses all fields.
5. Skip the Group By step and finish the wizard.

In the Preview tab, you can see the report as it would look with the current Dynamics CRM data.

Create a Chart

The following sections show how to create a chart tied to its own SQL query. When retrieving the data from the remote data source, more restrictive queries, written for specific report objects, can result in faster performance.

Create a DataSet

Follow the steps below to create a new dataset to populate the chart:

1. In the report editing area, click the Design tab.
2. In the Outline view, right-click the root node for the report and click Create Dataset.
3. Enter a name for the dataset and click the option to create a new dataset from a connection or data source.
4. In the Data Adapter menu, select the data adapter you created in the first section.
5. Enter a query such as the following:

   SELECT Contact.FirstName, SUM(Account.NumberOfEmployees) FROM Contact, Account GROUP BY Contact.FirstName
   

   👁 The SQL query to be used to fill the chart. (Salesforce is shown.)
   
6. Select the fields you want in the dataset. This example uses FirstName and NumberOfEmployees.
7. Skip the step to group by fields and finish the wizard.

Configure the Chart

After adding the dataset, follow the steps below to map column values to the chart axes in the chart wizard:

1. Click the Summary node in the Outline view. In the Properties view, set the height to 400 pixels. The summary band is printed at the end of the report.
2. Drag a chart from the Palette onto the summary. The chart wizard is displayed.
3. Select the chart type. This example uses a bar chart.
4. In the Dataset menu, select the dataset you created for the chart.
5. In the Dataset tab, select the option to use the same JDBC connection used to fill the master report.
6. Specify the chart's series: Click the button next to the Series menu and click Add. In the Expression Editor that is displayed, double-click the FirstName column to set the expression to $F{FirstName}. 👁 The column selected as the Series for the chart.
   

7. Specify the y-axis values: In the chart wizard, click the button next to the Value box. In the Expression Editor, double-click NumberOfEmployees to set the expression to $F{NumberOfEmployees}.

8. Specify the labels for the series elements: In the chart wizard, click the button next to the Label box. In the Expression Editor, double-click the FirstName column to set the expression to $F{FirstName}. If needed, convert the column type to string, as in the following expression:

   $F{FirstName}.toString()
   

   👁 Columns selected for the axes of the chart.
   
9. Expand the chart to fill the summary section: right-click the chart and click Size to Container -> Fit Both.

Running the Report

You can now generate reports on Dynamics CRM data just as you would any other JDBC data source. Jaspersoft Studio periodically refreshes the data across report runs.