Dynamics CRM Python Connector

Read, Write, and Update Dynamics CRM with Python

Easily connect Python-based Data Access, Visualization, ORM, ETL, AI/ML, and Custom Apps with Microsoft Dynamics CRM!


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Python Connector Libraries for Dynamics CRM Data Connectivity. Integrate Dynamics CRM with popular Python tools like Pandas, SQLAlchemy, Dash & petl. Easy-to-use Python Database API (DB-API) Modules connect Dynamics CRM data with Python and any Python-based applications.

Features

  • Compatible with Microsoft Dynamics CRM 2011+ Services and Dynamics CRM Online
  • Powerful metadata querying enables SQL-like access to non-database sources
  • Push down query optimization pushes SQL operations down to the server whenever possible, increasing performance
  • Client-side query execution engine, supports SQL-92 operations that are not available server-side
  • Connect to live Microsoft Dynamics CRM data, for real-time data access
  • Full support for data aggregation and complex JOINs in SQL queries
  • Secure connectivity through modern cryptography, including TLS 1.2, SHA-256, ECC, etc.
  • Seamless integration with leading BI, reporting, and ETL tools and with custom applications

Specifications

  • Python Database API (DB-API) Modules for Dynamics CRM with bi-directional access.
  • Write SQL, get Microsoft Dynamics CRM data. Access Dynamics CRM through standard Python Database Connectivity.
  • Integration with popular Python tools like Pandas, SQLAlchemy, Dash & petl.
  • Simple command-line based data exploration of Dynamics CRM Leads, Contacts, Opportunities, Accounts, and more!
  • Full Unicode support for data, parameter, & metadata.


CData Python Connectors in Action!

Watch the video overview for a first hand-look at the powerful data integration capabilities included in the CData Python Connectors.

WATCH THE PYTHON CONNECTOR VIDEO OVERVIEW

Python Connectivity with Microsoft Dynamics CRM

Full-featured and consistent SQL access to any supported data source through Python


  • Universal Python Dynamics CRM Connectivity

    Easily connect to Dynamics CRM data from common Python-based frameworks, including:


    • Data Analysis/Visualization: Jupyter Notebook, pandas, Matplotlib
    • ORM: SQLAlchemy, SQLObject, Storm
    • Web Applications: Dash, Django
    • ETL: Apache Airflow, Luigi, Bonobo, Bubbles, petl
  • Popular Tooling Integration

    The Dynamics CRM Connector integrates seamlessly with popular data science and developer tooling like Anaconda, Visual Studio Python IDE, PyCharm, and more. Real Python,

  • Replication and Caching

    Our replication and caching commands make it easy to copy data to local and cloud data stores such as Oracle, SQL Server, Google Cloud SQL, etc. The replication commands include many features that allow for intelligent incremental updates to cached data.

  • String, Date, Numeric SQL Functions

    The Dynamics CRM Connector includes a library of 50 plus functions that can manipulate column values into the desired result. Popular examples include Regex, JSON, and XML processing functions.

  • Collaborative Query Processing

    Our Python Connector enhances the capabilities of Dynamics CRM with additional client-side processing, when needed, to enable analytic summaries of data such as SUM, AVG, MAX, MIN, etc.

  • Easily Customizable and Configurable

    The data model exposed by our Dynamics CRM Connector can easily be customized to add or remove tables/columns, change data types, etc. without requiring a new build. These customizations are supported at runtime using human-readable schema files that are easy to edit.

  • Enterprise-class Secure Connectivity

    Includes standard Enterprise-class security features such as TLS/ SSL data encryption for all client-server communications.

Connecting to Dynamics CRM with Python

CData Python Connectors leverage the Database API (DB-API) interface to make it easy to work with Dynamics CRM from a wide range of standard Python data tools. Connecting to and working with your data in Python follows a basic pattern, regardless of data source:

  • Configure the connection properties to Dynamics CRM
  • Query Dynamics CRM to retrieve or update data
  • Connect your Dynamics CRM data with Python data tools.


Connecting to Dynamics CRM in Python

To connect to your data from Python, import the extension and create a connection:

import cdata.dynamics crm as mod
conn = mod.connect("User=user@domain.com; Password=password;")

#Create cursor and iterate over results
cur = conn.cursor()
cur.execute("SELECT * FROM Leads")
 
rs = cur.fetchall()
 
for row in rs:
print(row)

Once you import the extension, you can work with all of your enterprise data using the python modules and toolkits that you already know and love, quickly building apps that help you drive business.

Visualize Dynamics CRM Data with pandas

The data-centric interfaces of the Dynamics CRM Python Connector make it easy to integrate with popular tools like pandas and SQLAlchemy to visualize data in real-time.

engine = create_engine("dynamics crm///Password=password&User=user")

df = pandas.read_sql("SELECT * FROM Leads", engine)

df.plot()
plt.show()

More Than Read-Only: Full Update/CRUD Support

Dynamics CRM Connector goes beyond read-only functionality to deliver full support for Create, Read Update, and Delete operations (CRUD). Your end-users can interact with the data presented by the Dynamics CRM Connector as easily as interacting with a database table.