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Build a Simple VCL Application for Dynamics CRM Data

How to build a simple VCL Application to view Dynamics CRM data in RAD Studio using the CData FireDAC Components for Dynamics CRM.

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData FireDAC Components for Dynamics CRM, you gain access to live Dynamics CRM data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to both retrieve and update Dynamics CRM data. This article will walk through connecting to Dynamics CRM and creating a simple VCL application with the Form Designer.

Creating a VCL Application for Dynamics CRM Data

The following instructions show how to use the Form Designer to create a simple VCL Forms application that shows the basic FireDAC objects needed to connect to Dynamics CRM from any application.

The following example populates a TDBGrid control.

  1. Create a new VCL Forms Application.
  2. Drop a TFDPhysDynamicsCRMDriverLink and TFDConnection object onto the form.
  3. Double-click the TFDConnection object. The FireDAC Connection Editor is displayed. Select "CData.DynamicsCRM" in the DriverId menu and configure the connection properties.

    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.

  4. Drop a TFDQuery object onto the form and set the properties below:

    • Connection - Set this property to the TFDConnection object, if this object is not already specified.
    • SQL - Click the button in the SQL property and enter a query.
    • Active - Set this property to true.
  5. Drop a TDataSource object onto the form and set the following property:

    • DataSet - In the menu for this property, select the name of the TFDQuery object.
  6. Drop a TDBGrid control onto the form and set the following property:

    • DataSource - Select the name of the TDataSource.
  7. Drop a TFDGUIxWaitCursor onto the form. This is required to avoid a run-time error.

You now have an executable application that displays the results of the SQL Query set in the TFDQuery object.

 
 
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