Build Dynamics CRM-Connected Apps in Bubble

Bubble is a no-code platform that simplifies the process of developing and launching apps and businesses. When coupled with CData Connect Cloud, you gain effortless no-code access to Dynamics CRM data for streamlined app development. This article guides you through the integration process from Bubble to Dynamics CRM using CData Connect Cloud.

CData Connect Cloud provides a pure cloud-to-cloud OData interface for Dynamics CRM data that allows you to integrate from Bubble to Dynamics CRM data in real time.

Connect to Dynamics CRM from Bubble

To work with Dynamics CRM data from Bubble, we need to connect to Dynamics CRM from Connect Cloud, provide user access to the connection, and create OData endpoints for the Dynamics CRM data.

(Optional) Add a New Connect Cloud User

As needed, create Users to connect to Dynamics CRM through Connect Cloud.

1. Navigate to the Users page and click Invite Users
2. Enter the new user's email address and click Send to invite the user
3. You can review and edit users from the Users page

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Connect to Dynamics CRM from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Dynamics CRM" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Dynamics CRM.

   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. Click Create & Test
5. Navigate to the Permissions tab in the Add Dynamics CRM Connection page and update the User-based permissions.

Add Dynamics CRM OData Endpoints in Connect Cloud

After connecting to Dynamics CRM, create OData Endpoints for the desired table(s).

1. Navigate to the OData page and click Add to create new OData endpoints
2. Select the Dynamics CRM connection (e.g. DynamicsCRM1) and click Next
3. Select the table(s) you wish to work with and click Confirm

With the connection and OData endpoints configured, you are ready to connect to Dynamics CRM data from Bubble.

Build a Dynamics CRM-Connected App

With OData endpoints added to Connect Cloud, you can build an app in Bubble with live access to Dynamics CRM data.

Configure the Bubble API Connector

To start, Configure the API Connector for accessing CData Connect Cloud from Bubble.

1. In your app, click the Plugins tab and click Add plugins
2. Search for "API Connector" and click Install
3. After installation, click the "Add another API" button and configure the API:
   • Name the API
   • Set Authentication to "HTTP Basic Auth"
   • Set Username to a Connect Cloud user (e.g. user@mydomain.com)
   • Set Password to the PAT for the above user
   • Expand the API Call, select the "GET" command and set the URL to an OData endpoint you previously configured (e.g. https://cloud.cdata.com/api/odata/service/Account)
4. Click the "Initialize call" button to adjust data types in the response (as needed)
5. After making any necessary changes, click "Save"

Configure the App UI

With the API Connector configure, you are ready to retrieve Dynamics CRM data in your Bubble app. In this article, we request the data with a UI component that can display an Excel-like table.

1. On the Plugin tab, install the "Excel-like HandsonTable"
2. On the Design tab, add an "Excel Table" to the workspace
3. In the Excel Table, in Data source, select "Get data from an external API"
4. Set Type of content to "API Call value"
5. Set Data source to "CData Connect Cloud - API Call's value" (or equivalent)
6. Click "Preview" to ensure the data was retrieved from Dynamics CRM.

At this point, you can develop applications with live access to Dynamics CRM data without needing to know the complexities of the back-end API.

Live Access to Dynamics CRM Data from Cloud Applications

Now you have a direct connection to live Dynamics CRM data from Bubble. You can create more Dynamics CRM-connected apps — all without writing any code or replicating Dynamics CRM data.

To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, see the CData Connect Cloud.