Import Real-Time Dynamics CRM Data in ColdFusion to Build Applications

Adobe ColdFusion is a web and mobile application development platform. It uses its own scripting language, ColdFusion Markup Language (CFML), to create data-driven websites as well as generate remote services, such as REST.

When ColdFusion is paired with the CData JDBC Driver for Dynamics CRM, you can link your ColdFusion web and mobile applications to operational Dynamics CRM data. This allows for your applications to be more robust and complete. This article details how to use the JDBC driver to create a table populated with Dynamics CRM data from within a ColdFusion markup file.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Dynamics CRM data. When you issue complex SQL queries to Dynamics CRM, the driver pushes supported SQL operations, like filters and aggregations, directly to Dynamics CRM and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Dynamics CRM data using native data types.

Configuring the Connection to Dynamics CRM

You will need a JDBC connection string to establish a connection between Coldfusion and 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.

Built-in Connection String Designer

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.

Adding a Data Source and Creating a Table

After configuring the connection, follow the steps below to add the CData JDBC Driver to ColdFusion's lib directory, add a new data source, test the connection, create a ColdFusion markup file, and, finally, make a real-time connection with Dynamics CRM data and display it in a table written in the ColdFusion Markup Language, or CFML:

1. Copy the JDBC Driver for Dynamics CRM and lic file from "C:\Program Files\CData[product_name]\lib" to "C:\ColdFusion2021\cfusion\wwwroot\WEB-INF\lib". cdata.jdbc.dynamicscrm.jar cdata.jdbc.dynamicscrm.lic

   Note: If you do not copy the .lic file with the jar, you will see a licensing error that indicates you do not have a valid license installed. This is true for both the trial and full versions.

2. From the ColdFusion administrator interface, choose Data & Services.
3. Here, we can "Add New Data Source". The data source name can be any name, provided it conforms to the ColdFusion variable naming conventions. For our JDBC driver, choose "other", then click the "Add" button.
4. Next, populate the driver properties.
   • JDBC URL will need to be in the format: jdbc:dynamicscrm:|connectionString|.
   • A typical connection string looks like this:

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

   • The Driver Class is: cdata.jdbc.dynamicscrm.DynamicsCRMDriver
   • The Driver Name is arbitrary and simply used to recognize the data source in the ColdFusion administration console.
5. Now, test the connection by clicking the check mark to the left of the CDataDynamics CRMJDBC data source you just created. When the data source reports an "OK" status, it is ready for use.
6. Next, create a new ColdFusion Markup file (.cfm) and place it in the wwwroot directory ("C:\ColdFusion2021\cfusion\wwwroot") for ColdFusion.

   The following code queries the data source:

               
           <cfquery name="Dynamics CRMQuery" dataSource="CDataDynamics CRMJDBC"> 
             SELECT * FROM Account 
           </cfquery> 
       

   And a CFTable can be used to quickly output the table in HTML:

               
             <cftable  
             query = "Dynamics CRMQuery" 
             border = "1" 
             colHeaders 
             colSpacing = "2" 
             headerLines = "2" 
             HTMLTable 
             maxRows = "500" 
             startRow = "1"> 
   
             <cfcol header="<b>FirstName</b>" align="Left" width=2 text="FirstName"/> 
   
             <cfcol header="<b>NumberOfEmployees</b>" align="Left" width=15 text="NumberOfEmployees"/> 
   
             ...
   
           </cftable> 
       

   Full code, including the HTML portion is available below:

               
           <html> 
           <head><title>CData Software | Dynamics CRM Account Table Demo </title></head> 
           <body> 
           <cfoutput>#ucase("Dynamics CRM Account Table Demo")#</cfoutput> 
           <cfquery name="Dynamics CRMQuery" dataSource="CDataDynamics CRMJDBC"> 
   
             SELECT * FROM Account 
   
           </cfquery> 
           <cftable  
             query = "Dynamics CRMQuery" 
             border = "1" 
             colHeaders 
             colSpacing = "2" 
             headerLines = "2" 
             HTMLTable 
             maxRows = "500" 
             startRow = "1"> 
             <cfcol header="<b>FirstName</b>" align="Left" width=2 text="FirstName"/> 
   
             <cfcol header="<b>NumberOfEmployees</b>" align="Left" width=15 text="NumberOfEmployees"/> 
   
             ...
   
           </cftable> 
           </body> 
   
           </html>  
       

7. Finally, run the code locally in a browser at the default port of 8500. It produces a table populated with Dynamics CRM data!

As a note, the CData JDBC Drivers also support parameterized queries using the cfqueryparam element. For example: SELECT * FROM Account WHERE name =

Get Started Today

Download a free, 30-day trial of the CData JDBC Driver for Dynamics CRM and start building Dynamics CRM-connected applications with Adobe ColdFusion. Reach out to our Support Team if you have any questions.