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URL: https://www.cdata.com/kb/tech/dynamicscrm-odbc-dbartisan.rst

⇱ Connect to Dynamics CRM Data in DBArtisan

Connect to Dynamics CRM Data in DBArtisan

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use wizards in DBArtisan to configure Dynamics CRM data as a data source.

The CData ODBC Driver for Dynamics CRM seamlessly integrates Dynamics CRM data into database management tools like DBArtisan by enabling you to access Dynamics CRM data as a database. This article shows how to create an data source for Dynamics CRM in DBArtisan and execute queries. You can then edit data visually and execute standard SQL.

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


Integrate Dynamics CRM Data into DBArtisan Projects

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

You can then follow the steps below to register Dynamics CRM data as a database instance in your project:

  1. In DBArtisan, click Data Source -> Register Datasource.
  2. Select Generic ODBC.
  3. Enter a name for the data source and select the DSN. 👁 The DSN of the data source to be registered. (Salesforce is shown.)
  4. Finish the wizard to connect to Dynamics CRM data. Dynamics CRM entities are displayed in the Datasource Explorer. 👁 The Datasource Explorer. (Salesforce is shown.)

You can now work with Dynamics CRM data as you work with any other database. See the driver help documentation for more information on the queries supported by the Dynamics CRM API.

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

Ready to get started?

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

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Learn more:

👁 Dynamics CRM Icon
Dynamics CRM ODBC Driver

The Dynamics CRM ODBC Driver is a powerful tool that allows you to connect with live Dynamics CRM (OnPremise & Online) account data, directly from any applications that support ODBC connectivity.

Access Dynamics CRM data like you would a database - read, write, and update Leads, Contacts, Opportunities, Accounts, etc. through a standard ODBC Driver interface.