Connecting to Microsoft Dynamics CRM

The Sisense Microsoft Dynamics CRM connector is a certified connector that allows you to import data from the Microsoft Dynamics CRM API into Sisense via the Sisense generic JDBC connector. The Microsoft Dynamics CRM connector offers the most natural way to connect to Microsoft Dynamics CRM data including Leads, Contacts, Opportunities, Accounts, and more, and provides additional powerful features.

Sisense Microsoft Dynamics CRM is a certified connector. The support for the connector is provided by Sisense and will be assisted by the certification partner's support, if needed. For any support issues or additional functionality requests, please contact your Sisense representative or open a request through our Help Center. For advanced inquiries specific to driver functionality, you can also contact our certification partner’s support directly via [email protected].

After you have downloaded the driver, you can connect through a connection string in Sisense. The connection string is used to authenticate users who connect to the Microsoft Dynamics CRM APIs. To obtain a connection string, you will need to obtain your credentials from Microsoft Dynamics CRM.

This page describes how to download the Microsoft Dynamics CRM driver and deploy it, how to connect to Microsoft Dynamics CRM with a connection string, provides information about the Microsoft Dynamics CRM data model, and more.

Downloading the Microsoft Dynamics CRM JDBC Driver

You can download the Microsoft Dynamics CRM JDBC driver here.

Note:

Deploying the Microsoft Dynamics CRM JDBC Driver

To run the setup, execute the following command: java -jar setup.jar (OR, if your system is set up to run Java applications, double-click on setup.jar).
During the installation, pay attention to the path of the installation (you will need it later on, to direct Sisense to the Jar file. The default path is C:\Program Files\CData\CData JDBC Driver for Microsoft Dynamics CRM 2019\lib).
Note: The install file (setup.jar) is a Java application that requires Java 6 (J2SE) or above to run. If you do not have Java 6 installed, you may download it from here.

Connecting to Microsoft Dynamics CRM

The connection string used to connect to the Microsoft Dynamics CRM connects to various instances you have in the Microsoft Dynamics CRM. By providing your Microsoft Dynamics CRM credentials as values in the connection string, you can add Microsoft Dynamic CRM tables to the ElastiCube.

Sisense uses connection strings to connect to Microsoft Dynamics CRM and import data into Sisense.

The following is an example of a Microsoft Dynamics CRM connection string:

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

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. Supported versions are CRM Online Office 365, CRM 4.0, CRM 2011, CRM 2013, CRM 2015.

To help you create a connection string and test the connection, see Connection String Builder for Certified Connectors.

If you have any issues connecting to your data source, see Troubleshooting JDBC Data Connectors.

Adding Microsoft Dynamics CRM Tables to your ElastiCube

  1. In the Data page, open an ElastiCubeor create a new ElastiCube.
  2. In the Model Editor, click . The Add Data dialog box is displayed.
  3. Click Generic JDBC to open the JDBC settings.
  4. In Connection String, enter the Microsoft Dynamics CRM URL. See Creating a Connection String for more information.
  5. In JDBC JARs Folder, enter the name of the directory where the Microsoft Dynamics CRM JAR file is located (see Deploying the Microsoft Dynamics CRM JDBC Driver).
  6. In Driver's Class Name, enter the following class name: cdata.jdbc.dynamicscrm.DynamicsCRMDriver.
  7. In User Name and Password, enter your Microsoft Dynamics CRM credentials. These fields are not required if the user name and password were provided in the connection string. 
  8. Click Next. A list of tables in the database are displayed. All tables and views associated with the database will appear in a new window.
  9. From the Tables list, select the relevant table or view you want to work with. You can click next to the relevant table or click Preview to see a preview of the data inside it. 
  10. (Optional) Click + to customize the data you want to import with SQL. See Importing Data with Custom Queries for more information.
  11. After you have selected all the relevant tables, click Done. The tables are added to your data model.

Microsoft Dynamics CRM Connector: Additional Resources

For the full documentation set for the Microsoft Dynamics CRM connector, click here.

For connection string options, click here.

For information on the Microsoft Dynamics CRM data model, click here.