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Connect to Dynamics CRM Data from PowerBuilder
This article demonstrates how to access Dynamics CRM data from Appeon PowerBuilder using the CData ADO.NET Provider for Dynamics CRM.
This article demonstrates using the CData ADO.NET Provider for Dynamics CRM in PowerBuilder, showcasing the ease of use and compatibility of these standards-based controls across various platforms and development technologies that support Microsoft .NET, including Appeon PowerBuilder.
This article shows how to create a basic PowerBuilder application that uses the CData ADO.NET Provider for Dynamics CRM to perform reads and writes.
About Dynamics CRM Data Integration
CData simplifies access and integration of live Microsoft Dynamics CRM data. Our customers leverage CData connectivity to:
- Read and write data in the Dynamics CRM 2011+ Services and Dynamics CRM Online.
- Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
- Authenticate securely with Dynamics CRM in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.
CData customers use our Dynamics CRM connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources) or analyze live Dynamics CRMa data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).
Getting Started
- In a new WPF Window Application solution, add all the Visual Controls needed for the connection properties. Below is a typical connection string:
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.
- Add the DataGrid control from the .NET controls.
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Configure the columns of the DataGrid control. Below are several columns from the Account table:
<DataGrid AutoGenerateColumns="False" Margin="13,249,12,14" Name="datagrid1" TabIndex="70" ItemsSource="{Binding}"> <DataGrid.Columns> <DataGridTextColumn x:Name="idColumn" Binding="{Binding Path=Id}" Header="Id" Width="SizeToHeader" /> <DataGridTextColumn x:Name="nameColumn" Binding="{Binding Path=FirstName}" Header="FirstName" Width="SizeToHeader" /> ... </DataGrid.Columns> </DataGrid> - Add a reference to the CData ADO.NET Provider for Dynamics CRM assembly.
Connect the DataGrid
Once the visual elements have been configured, you can use standard ADO.NET objects like Connection, Command, and DataAdapter to populate a DataTable with the results of an SQL query:
System.Data.CData.DynamicsCRM.DynamicsCRMConnection conn
conn = create System.Data.CData.DynamicsCRM.DynamicsCRMConnection(connectionString)
System.Data.CData.DynamicsCRM.DynamicsCRMCommand comm
comm = create System.Data.CData.DynamicsCRM.DynamicsCRMCommand(command, conn)
System.Data.DataTable table
table = create System.Data.DataTable
System.Data.CData.DynamicsCRM.DynamicsCRMDataAdapter dataAdapter
dataAdapter = create System.Data.CData.DynamicsCRM.DynamicsCRMDataAdapter(comm)
dataAdapter.Fill(table)
datagrid1.ItemsSource=table.DefaultView
The code above can be used to bind data from the specified query to the DataGrid.
Ready to get started?
Download a free trial of the Dynamics CRM Data Provider to get started:
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Dynamics CRM ADO.NET Provider
Rapidly create and deploy powerful .NET applications that integrate with Microsoft Dynamics CRM account data including Leads, Contacts, Opportunities, Accounts, and more!
