VOOZH about

URL: https://www.cdata.com/kb/tech/dynamicscrm-jdbc-knime.rst

⇱ Enable the Dynamics CRM JDBC Driver in KNIME

Enable the Dynamics CRM JDBC Driver in KNIME

👁 Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use standard data access components in KNIME to create charts and reports with Dynamics CRM data.

One of the strengths of the CData JDBC Driver for Dynamics CRM is its cross-platform support, enabling integration with major BI tools. Follow the procedure below to access Dynamics CRM data in KNIME and to create a chart from Dynamics CRM data using the report designer.

About Dynamics CRM Data Integration

CData simplifies access and integration of live Microsoft Dynamics CRM data. Our customers leverage CData connectivity to:

  • Read and write data in the Dynamics CRM 2011+ Services and Dynamics CRM Online.
  • Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
  • Authenticate securely with Dynamics CRM in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.

CData customers use our Dynamics CRM connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources) or analyze live Dynamics CRMa data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).


Getting Started


Define a New JDBC Connection to Dynamics CRM Data

  1. Go to File -> Preferences -> KNIME -> Databases
  2. Click Add File and add the cdata.jdbc.dynamicscrm.jar. The driver JAR file is located in the lib subfolder of the installation directory. 👁 CData drivers added to a KNIME workflow.
  3. Click Find driver classes
  4. Set the ID and the Name of the connection (you can set any values you prefer for these fields as they are not restricted)
  5. Set the URL template. A typical JDBC URL is provided below: 
    	 jdbc:dynamicscrm:User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;

    6. For assistance in constructing the JDBC URL, use the connection string designer built into the Dynamics CRM data JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line. 

    	java -jar cdata.jdbc.dynamicscrm.jar
    👁 Connection properties added to CData driver

    Additionally, please refer to our documentation to learn more about Connection Properties

  6. Click OK to close the configuration section. 👁 Registering new database CData drivers in KNIME workflow.
  7. Under Node Repository go to DB -> Connection -> drag and drop DB Connector. Double-click on it and change the driver name to the driver you just configured, in this case, Dynamics CRM (ID: Dynamics CRM). The Database URL should change automatically. 👁 Configuring the CData driver
  8. Click Apply and OK to save changes. 👁 Authentication
  9. Right-click on the connector and select Execute. You will see that the connector will allow you to redirect to the browser where you will need to log in and allow access. After that, you will get connected successfully. 👁 Executing the DB Connector

    10. Now you can go to the Read/Write section in Node Repository and get a DB Query Reader, to be able to execute a query. 👁 DB Query Reader

  10. Double-click on your DB Query Reader and click the refresh button to load the metadata. Create an SQL Statement and click Evaluate. After clicking Evaluate you will be able to see the records requested. To learn more about the tables/views that are listed in our driver please refer to our Data Model. 👁 DB Query Reader to load the metadata

Get Started Today

Download a free, 30-day trial of the CData JDBC Driver for Dynamics CRM and start building Dynamics CRM-connected charts and reports with KNIME. Reach out to our Support Team if you have any questions.

Ready to get started?

Download a free trial of the Dynamics CRM Driver to get started:

 Download Now

Learn more:

👁 Dynamics CRM Icon
Dynamics CRM JDBC Driver

Rapidly create and deploy powerful Java applications that integrate with Microsoft Dynamics CRM account data including Leads, Contacts, Opportunities, Accounts, and more!