Build Dynamics CRM-Connected ETL Processes in Google Data Fusion

Google Data Fusion allows users to perform self-service data integration to consolidate disparate data. Uploading the CData JDBC Driver for Dynamics CRM enables users to access live Dynamics CRM data from within their Google Data Fusion pipelines. While the CData JDBC Driver enables piping Dynamics CRM data to any data source natively supported in Google Data Fusion, this article walks through piping data from Dynamics CRM to Google BigQuery,

Upload the CData JDBC Driver for Dynamics CRM to Google Data Fusion

Upload the CData JDBC Driver for Dynamics CRM to your Google Data Fusion instance to work with live Dynamics CRM data. Due to the naming restrictions for JDBC drivers in Google Data Fusion, create a copy or rename the JAR file to match the following format driver-version.jar. For example: cdatadynamicscrm-2020.jar

1. Open your Google Data Fusion instance
2. Click the to add an entity and upload a driver
3. On the "Upload driver" tab, drag or browse to the renamed JAR file.
4. On the "Driver configuration" tab:
   • Name: Create a name for the driver (cdata.jdbc.dynamicscrm) and make note of the name
   • Class name: Set the JDBC class name: (cdata.jdbc.dynamicscrm.DynamicsCRMDriver)
5. Click "Finish"

Connect to Dynamics CRM Data in Google Data Fusion

With the JDBC Driver uploaded, you are ready to work with live Dynamics CRM data in Google Data Fusion Pipelines.

1. Navigate to the Pipeline Studio to create a new Pipeline
2. From the "Source" options, click "Database" to add a source for the JDBC Driver
3. Click "Properties" on the Database source to edit the properties

   NOTE: To use the JDBC Driver in Google Data Fusion, you will need a license (full or trial) and a Runtime Key (RTK). For more information on obtaining this license (or a trial), contact our sales team.

   • Set the Label
   • Set Reference Name to a value for any future references (i.e.: cdata-dynamicscrm)
   • Set Plugin Type to "jdbc"
   • Set Connection String to the JDBC URL for Dynamics CRM. For example:
     
     jdbc:dynamicscrm:RTK=5246...;User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;

     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.

     java -jar cdata.jdbc.dynamicscrm.jar

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

   • Set Import Query to a SQL query that will extract the data you want from Dynamics CRM, i.e.:
     SELECT * FROM Account
4. From the "Sink" tab, click to add a destination sink (we use Google BigQuery in this example)
5. Click "Properties" on the BigQuery sink to edit the properties
   • Set the Label
   • Set Reference Name to a value like dynamicscrm-bigquery
   • Set Project ID to a specific Google BigQuery Project ID (or leave as the default, "auto-detect")
   • Set Dataset to a specific Google BigQuery dataset
   • Set Table to the name of the table you wish to insert Dynamics CRM data into

With the Source and Sink configured, you are ready to pipe Dynamics CRM data into Google BigQuery. Save and deploy the pipeline. When you run the pipeline, Google Data Fusion will request live data from Dynamics CRM and import it into Google BigQuery.

While this is a simple pipeline, you can create more complex Dynamics CRM pipelines with transforms, analytics, conditions, and more. Download a free, 30-day trial of the CData JDBC Driver for Dynamics CRM and start working with your live Dynamics CRM data in Google Data Fusion today.