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Sisense でリアルタイム Dynamics CRM Data を連携してビジュアライズ

リアルタイムDynamics CRM data への連携が可能なSisense ElastiCube を作成します。

Sisense を使用すると、データを結合、分析、および描画して、よりインテリジェントなビジネス上の意思決定を行い、効果的な戦略を立てることができます。CData JDBC Driver for Dynamics CRM を使用すると、Sisense からリアルタイムDynamics CRM data を簡単に連携できます。ここでは、Dynamics CRM data に連携するElastiCube を作成し、ElastiCube を使用してSisense でDynamics CRM data をビジュアライズする方法を説明します。

Dynamics CRM への接続を設定

Before creating the ElastiCube, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CDatat\CData JDBC Driver for Dynamics CRM\lib) or copy the jar file (cdata.jdbc.dynamicscrm.DynamicsCRM.jar) to a new folder in the Sisense JDBC driver directory (typically C:\ProgramData\Sisense\DataConnectors\jdbcdrivers).

  1. In the Data page of the Sisense application, create a new ElastiCube (or open an existing one).
  2. In the Model Editor, click "+ Data" to open the Add Data dialog box.
  3. Click Generic JDBC to open the JDBC settings.
  4. Set the connection string property to the JDBC URL for Dynamics CRM, adding required 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.

    ビルトイン接続文字列デザイナー

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

    java -jar cdata.jdbc.dynamicscrm.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    When you configure the JDBC URL, you may also want to set the Max Rows connection property.This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

    A typical example follows:

    jdbc:dynamicscrm:User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;
  5. Set the JDBC JARs folder property to the location of the CData JDBC Driver JAR file (see above).
  6. Set the driver's class name to the class name for the JDBC Driver: cdata.jdbc.dynamicscrm.DynamicsCRMDriver
  7. Leave the username and password properties blank.
  8. Click Next.

ElastiCube にDynamics CRM Data を追加

Once you are connected to Dynamics CRM, you can add tables and views to your ElastiCubes.

  1. From the Tables list, select the tables and/or views you wish to work with.
  2. (Optional) Click "+" to customize the data you want to import with SQL.
  3. Click Done.
  4. Click Build to build the ElastiCube for analytics.

Dynamics CRM Data を視覚化

With Dynamics CRM tables added to your ElastiCube, you can perform analytics on your Dynamics CRM data.

  1. Navigate to the Analytics page of the Sisense application
  2. Select a Dashboard (or create a new one)
  3. Select your Data Source and click Create
  4. Click "+ Select Data" and choose fields to add to your visualization.

With the CData JDBC Driver for Dynamics CRM, you can access live Dynamics CRM data right in Sisense for powerful visualization and analytics.Download a free, 30-day trial and start working with Dynamics CRM data in Sisense today!

 
 
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