Extract, Transform, and Load Dynamics CRM Data in Informatica PowerCenter

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData ODBC Driver for Dynamics CRM, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's powerful data transportation and manipulation features. This tutorial shows how to create a simple Workflow in Informatica PowerCenter to extract Dynamics CRM data and load it into a flat file.

Getting Started

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Add Dynamics CRM as an ODBC Data Source

If you have not already, install the driver on the PowerCenter server and client machines. On both machines, specify the 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.

Create an ETL Workflow in PowerCenter

Follow the steps below to create a workflow in PowerCenter to pull Dynamics CRM data and push it into a flat file.

Create a Source Using the ODBC Driver

1. In PowerCenter Workflow Manager, add a new ODBC relational connection by going to Connections -> Relational, and in the first window select the ODBC type and click New. 👁 Create a Relational Connection to the DSN. (Salesforce is shown.)
   
2. In the Relational Connection Editor, set the name of the newly created connection and set the User Name and Password based on the credentials utilized to connect to your Repository. Under the Connection String input your System DSN, which by default is called 'CData DynamicsCRM Sys'. 👁 Relational Connection Editor. (Salesforce is shown.)
   
3. In PowerCenter Designer, connect to your repository and open your folder. If you do not already have a folder created, you will need to manually create a folder for your repository. To create a folder, open Informatica PowerCenter Repository Manager, connect to your Repository Service and go to Folder -> Create to create a new folder. 👁 Create a new Folder.
   
4. Select the Source Analyzer, click the sources menu, and select Import from Database... 👁 Import from Database.
   
5. In the drop-down menu for ODBC data source, select the DSN you previously configured (CData DynamicsCRM Sys).
6. Click connect and select the tables and views to include.
7. Click OK. 👁 Select DSN and Tables/Views to Import. (Salesforce is shown.)
   

Create a Flat File Target Based on the Source

1. Select the Target Designer and drag and drop the previously created source onto the workspace. Using the existing source copies the columns into the target.
2. Right-click the new target, click edit, and change the database type to flat file. 👁 Create a Flat File target for the Workflow. (Salesforce is shown.)
   

Create a Mapping to Between Dynamics CRM Data and a Flat File

1. Click on the Mapping Designer.
2. Drag the source and target to the workspace (name the new mapping, if prompted).
3. Right-click on the workspace and select Autolink by Name.
4. Drag the columns from the source qualifier to the target definition. 👁 Link columns from source to target. (Salesforce is shown.)
   
5. Save the folder (Ctrl + S).

Create Workflow Based on the Mapping

With the source, target, and mapping created and saved, you are now ready to create the workflow.

1. Right-click the mapping and select generate workflow to open the Workflow Generation wizard.
2. Create a workflow with a non-reusable session.
3. Ensure that you have properly configured the connection object and set the prefixes. If you have not already done so, you will need to create an Integration Service. To create an Integration Service, open your Administrator site, and under Domain, create a new PowerCenter Integration Service. Under the PowerCenter Repository Service, select the Repository you are referring to, and as Username and Password, use your Administrator login information. 👁 Created Integration Service. (Salesforce is shown.)
   
4. Configure the Connection as needed.
5. Review the Workflow and click Finish. 👁 Review the Workflow. (Salesforce is shown.)
   

With a workflow created, you can open the PowerCenter Workflow Manager to access and start the workflow, quickly transferring Dynamics CRM data into a flat file. With the CData ODBC Driver for Dynamics CRM, you can configure sources and targets in PowerCenter to integrate Dynamics CRM data into any of the elegant and powerful features in Informatica PowerCenter.