Dynamics CRM Integration Guides and Tutorials

A list of guides and tutorials for connecting to and working with live Dynamics CRM data.

CData Software's connectivity tools enable users to connect directly to live Dynamics CRM data data from widely-used BI, analytics, ETL, and custom applications, ensuring that our customers can access their data wherever they desire. Below, you'll find a collection of guides and tutorials on integrating with live Dynamics CRM data.

Integration Use-Cases

Click below to jump to articles related to specific integration use-case.

Business Intelligence & Analytics - charting, reports, and more (Tableau, Power BI, Amazon QuickSight, etc.)
ETL & Replication - moving and replicating data (CData Sync, AWS Glue, Oracle Data Integrator, etc.)
Data Virtualization - retrieving and manipulating data (DbVisualizer, SQL Server PolyBase, etc.)
Software Development - developing custom applications (.NET, AngularJS, Ruby, Python, etc.)
Data Management - managing data (DBArtisan, RazorSQL, SQuirreL, etc.)
Workflow Automation - building automated workflows (SSIS, Power Automate, etc.)

Business Intelligence & Analytics

Product	Technology	Article Title
Alteryx Designer	ODBC	Prepare, Blend, and Analyze Dynamics CRM in Alteryx Designer (ODBC)
Alteryx Designer	Connect Cloud	Work with Live Dynamics CRM Data in Alteryx Designer (Connect Cloud)
Amazon QuickSight	Connect Cloud	Build Interactive Dashboards from Dynamics CRM Data in Amazon QuickSight
Amazon SageMaker	Connect Cloud	Integrate Live Dynamics CRM data into Amazon SageMaker Canvas
Aqua Data Studio	JDBC	Connect to Dynamics CRM in Aqua Data Studio
AWS Databricks	JDBC	Process & Analyze Dynamics CRM Data in Databricks (AWS)
Azure Analysis Services	Connect Cloud	Model Dynamics CRM Data Using Azure Analysis Services
Birst	JDBC	Build Visualizations of Dynamics CRM in Birst
BIRT	JDBC	Design BIRT Reports on Dynamics CRM
Clear Analytics	ODBC	Build Charts with Dynamics CRM in Clear Analytics
Cognos Analytics (On-Prem)	Connect Cloud	Analyze Dynamics CRM Data in Cognos Analytics
DBxtra	ODBC	Build Dashboards with Dynamics CRM in DBxtra
Domo	ODBC	Create Datasets from Dynamics CRM in Domo Workbench
Dundas BI	ODBC	Build Dashboards with Dynamics CRM in Dundas BI
Excel (on Mac OS)	ODBC	Work with Dynamics CRM Data in MS Excel on Mac OS X
FineReport	JDBC	Feed Dynamics CRM into FineReport
Google Sheets	Connect Spreadsheets	Access Live Dynamics CRM Data in Google Sheets
IBM Cognos BI	ODBC	Create Data Visualizations in Cognos BI with Dynamics CRM
Infragistics Reveal	Connect Cloud	Analyze Dynamics CRM Data in Infragistics Reval
JasperServer	JDBC	Create Dynamics CRM Reports on JasperReports Server
Jaspersoft BI Suite	JDBC	Connect to Dynamics CRM in Jaspersoft Studio
JReport Designer	JDBC	Integrate with Dynamics CRM in JReport Designer
Klipfolio	Connect Cloud	Create Dynamics CRM-Connected Visualizations in Klipfolio
KNIME	JDBC	Enable the Dynamics CRM JDBC Driver in KNIME
LINQPad	ADO.NET	Working with Dynamics CRM in LINQPad
Looker	Connect Cloud	Analyze Dynamics CRM Data in Looker
Looker Studio	Connect Cloud	Create Reports from Dynamics CRM Data in Looker Studio
Metabase	Connect Cloud	Create Interactive Dynamics CRM-Connected Metabase Dashboards
Microsoft Excel	Connect Spreadsheets	Access Live Dynamics CRM Data in Excel Desktop
Microsoft Excel for the Web	Connect Spreadsheets	Access Live Dynamics CRM Data in Excel for the Web
Microsoft SSAS	ADO.NET	Build an OLAP Cube in SSAS from Dynamics CRM
MicroStrategy	Connect Cloud	Connect to Live Dynamics CRM Data in MicroStrategy through Connect Cloud
MicroStrategy	JDBC	Use the CData JDBC Driver for Dynamics CRM in MicroStrategy
Microstrategy Desktop	JDBC	Use the CData JDBC Driver for Dynamics CRM in MicroStrategy Desktop
Microstrategy Web	JDBC	Use the CData JDBC Driver for Dynamics CRM in MicroStrategy Web
Mode Analytics	Connect Cloud	Create Dynamics CRM-Connected Visualizations in Mode
OBIEE	JDBC	Dynamics CRM Reporting in OBIEE with the Dynamics CRM JDBC Driver
pandas	Python	Use pandas to Visualize Dynamics CRM in Python
Pentaho Report Designer	JDBC	Integrate Dynamics CRM in the Pentaho Report Designer
Power BI Desktop	Power BI	Author Power BI Reports on Real-Time Dynamics CRM
Power BI Service	Connect Cloud	Visualize Live Dynamics CRM Data in the Power BI Service
Power Pivot	Connect Cloud	Access Dynamics CRM Data in Microsoft Power Pivot
Power Query	Connect Cloud	Access Dynamics CRM Data in Microsoft Power Query
Qlik Cloud	Connect Cloud	Create Apps from Dynamics CRM Data in Qlik Sense Cloud
QlikView	ODBC	Connect to and Query Dynamics CRM in QlikView over ODBC
R	JDBC	Analyze Dynamics CRM in R (JDBC)
R	ODBC	Analyze Dynamics CRM in R (ODBC)
RapidMiner	JDBC	Connect to Dynamics CRM in RapidMiner
Redash	Connect Cloud	Query, Visualize, and Share live Dynamics CRM Data in Redash
SAP Analytics Cloud	Connect Cloud	Analyze Dynamics CRM Data in SAP Analytics Cloud
SAP Business Objects	JDBC	Create an SAP BusinessObjects Universe on the CData JDBC Driver for Dynamics CRM
SAP Crystal Reports	JDBC	Publish Reports with Dynamics CRM in Crystal Reports (JDBC)
SAP Crystal Reports	Connect Cloud	Publish Reports with Dynamics CRM in Crystal Reports (Connect Cloud)
SAS	ODBC	Use the CData ODBC Driver for Dynamics CRM in SAS for Real-Time Reporting and Analytics
SAS JMP	ODBC	Use the CData ODBC Driver for Dynamics CRM in SAS JMP
SAS Viya	Connect Cloud	Analyze Live Dynamics CRM Data in SAS Viya
Sisense	JDBC	Visualize Live Dynamics CRM in Sisense
Spago BI	JDBC	Connect to Dynamics CRM in SpagoBI
Tableau	Tableau	Visualize Dynamics CRM in Tableau Desktop
Tableau	Connect Cloud	Visualize Dynamics CRM in Tableau Desktop (Connect Cloud)
Tableau Cloud	Connect Cloud	Build Dynamics CRM Visualizations in Tableau Cloud
Tableau Server	Tableau	Publish Dynamics CRM-Connected Dashboards in Tableau Server
ThoughtSpot	Connect Cloud	Model, Search, and Visualize Live Dynamics CRM Data in ThoughtSpot
TIBCO Spotfire	ADO.NET	Visualize Dynamics CRM in TIBCO Spotfire through ADO.NET
TIBCO Spotfire	Connect Server	Visualize Dynamics CRM Data in TIBCO Spotfire
TIBCO Spotfire Server	JDBC	Operational Reporting on Dynamics CRM from Spotfire Server
Visio	ODBC	Link Visio Shapes to Dynamics CRM
Zoho Analytics	Connect Cloud	Create Dynamics CRM-Connected Dashboards in Zoho Analytics

ETL & Replication

Product	Technology	Article Title
Airbyte	Connect Cloud	Connect to Dynamics CRM Data in Airbyte ELT Pipelines
Amazon Redshift	CData Sync	Automated Continuous Dynamics CRM Replication to Amazon Redshift
Amazon S3	CData Sync	Automated Continuous Dynamics CRM Replication to Amazon S3
Apache Airflow	JDBC	Bridge Dynamics CRM Connectivity with Apache Airflow
Apache Camel	JDBC	Integrate with Dynamics CRM using Apache Camel
Apache Cassandra	CData Sync	Automated Continuous Dynamics CRM Replication to Apache Cassandra
Apache Kafka	CData Sync	Automated Continuous Dynamics CRM Replication to Apache Kafka
Apache NiFi	JDBC	Bridge Dynamics CRM Connectivity with Apache NiFi
Apache NiFi Batch Operations	JDBC	Perform Batch Operations with Dynamics CRM Data in Apache NiFi
AWS Glue	Connect Cloud	Build ETL Jobs with Dynamics CRM Data in AWS Glue Jobs
Azure Data Factory	Connect Cloud	Import Dynamics CRM Data Using Azure Data Factory
Azure Data Lake	CData Sync	Automated Continuous Dynamics CRM Replication to Azure Data Lake
Azure Synapse	CData Sync	Automated Continuous Dynamics CRM Replication to Azure Synapse
BIML	SSIS	Use Biml to Build SSIS Tasks to Replicate Dynamics CRM to SQL Server
CloverDX	JDBC	Connect to Dynamics CRM in CloverDX (formerly CloverETL)
Couchbase	CData Sync	Automated Continuous Dynamics CRM Replication to Couchbase
CSV	CData Sync	Automated Continuous Dynamics CRM Replication to Local Delimited Files
Databricks	CData Sync	Automated Continuous Dynamics CRM Replication to Databricks
ETL Validator	JDBC	How to Work with Dynamics CRM in ETL Validator
FoxPro	ODBC	Work with Dynamics CRM in FoxPro
Google AlloyDB	CData Sync	Automated Continuous Dynamics CRM Replication to Google AlloyDB
Google BigQuery	CData Sync	Automated Continuous Dynamics CRM Replication to Google BigQuery
Google Cloud SQL	CData Sync	Automated Continuous Dynamics CRM Replication to Google Cloud SQL
Google Data Fusion	JDBC	Build Dynamics CRM-Connected ETL Processes in Google Data Fusion
Google Data Fusion	JDBC	Build Pipelines with Live Dynamics CRM Data in Google Cloud Data Fusion (CData Connect Cloud)
Heroku / Salesforce Connect	CData Sync	Replicate Dynamics CRM for Use in Salesforce Connect
HULFT Integrate	JDBC	Connect to Dynamics CRM in HULFT Integrate
IBM DB2	CData Sync	Automated Continuous Dynamics CRM Replication to IBM DB2
Informatica Cloud	JDBC	Integrate Dynamics CRM in Your Informatica Cloud Instance
Informatica PowerCenter	JDBC	Create Informatica Mappings From/To a JDBC Data Source for Dynamics CRM
Jaspersoft ETL	JDBC	Connect to Dynamics CRM in Jaspersoft Studio
Microsoft Access	CData Sync	Automated Continuous Dynamics CRM Replication to Microsoft Access
Microsoft Azure Tables	CData Sync	Automated Continuous Dynamics CRM Replication to Azure SQL
Microsoft Excel	Excel	Transfer Data from Excel to Dynamics CRM
Microsoft Power Automate	Connect Cloud	Build Dynamics CRM-Connected Automated Tasks with Power Automate (Desktop)
MongoDB	CData Sync	Automated Continuous Dynamics CRM Replication to MongoDB
MySQL	CData Sync	Automated Continuous Dynamics CRM Replication to MySQL
Oracle Data Integrator	JDBC	ETL Dynamics CRM in Oracle Data Integrator
Oracle Database	CData Sync	Automated Continuous Dynamics CRM Replication to Oracle
petl	Python	Extract, Transform, and Load Dynamics CRM in Python
PostgreSQL	CData Sync	Automated Continuous Dynamics CRM Replication to PostgreSQL
Replicate to MySQL	PowerShell	Replicate Dynamics CRM to MySQL with PowerShell
SAP HANA	CData Sync	Automated Continuous Dynamics CRM Replication to SAP HANA
SingleStore	CData Sync	Automated Continuous Dynamics CRM Replication to SingleStore
SnapLogic	JDBC	Integrate Dynamics CRM with External Services using SnapLogic (JDBC)
SnapLogic	Connect Cloud	Integration with Dynamics CRM Data in SnapLogic (Connect Cloud)
Snowflake	CData Sync	Automated Continuous Dynamics CRM Replication to Snowflake
SQL Server	CData Sync	Automated Continuous Dynamics CRM Replication to SQL Server
SQL Server Linked Server	Connect Cloud	Connect to Dynamics CRM Data as a SQL Server Linked Server
SQLite	CData Sync	Automated Continuous Dynamics CRM Replication to SQLite
Talend	JDBC	Connect to Dynamics CRM and Transfer Data in Talend
UiPath Studio	ODBC	Create an RPA Flow that Connects to Dynamics CRM in UiPath Studio
Vertica	CData Sync	Automated Continuous Dynamics CRM Replication to a Vertica Database
Workato	Connect Cloud	Build Automated Workflows with Live Dynamics CRM Data in Workato
Zapier	Connect Cloud	Build Automated Dynamics CRM-Connected Workflows in Zapier

Data Virtualization

Product	Technology	Article Title
Access Linked Tables	ODBC	Update Dynamics CRM with a Microsoft Access Linked Table
APOS Live Data Gateway	JDBC	Build Semantic Layer Views for Dynamics CRM (JDBC)
APOS Live Data Gateway	Connect Cloud	Build Semantic Layer Views for Dynamics CRM Data (Connect Cloud)
Denodo	JDBC	Create A Data Source for Dynamics CRM in Denodo Platform
Dremio	JDBC	Connect to Dynamics CRM as an External Source in Dremio
MySQL Federated Tables	ODBC	Connect to Dynamics CRM as Federated Tables in MySQL
Oracle Database	ODBC	Access Dynamics CRM as a Remote Oracle Database
PostgreSQL FDW	JDBC	A PostgreSQL Interface for Dynamics CRM
Salesforce Connect	Connect Cloud	Edit and Search Dynamics CRM External Objects in Salesforce Connect
Salesforce External Services	Connect Cloud	Connect to Dynamics CRM through External Services in Salesforce
SQL Server Linked Servers	ODBC	Connect to Dynamics CRM as a Linked Server
SQL Server PolyBase	Connect Cloud	Connect to Dynamics CRM Data using PolyBase with Connect Cloud
SQL Server PolyBase	ODBC	Connect to Dynamics CRM as an External Data Source using PolyBase
TIBCO Data Virtualization	TIBCO DV	Access Live Dynamics CRM Data in TIBCO Data Virtualization

Software Development

Product	Technology	Article Title
AWS Lambda	JDBC	Access Live Dynamics CRM Data in AWS Lambda
Axios	Connect Cloud	Build Dynamics CRM-Connected Web Apps with Axios and CData Connect Cloud
.NET Charts	ADO.NET	DataBind Charts to Dynamics CRM
.NET QueryBuilder	ODBC	Rapidly Develop Dynamics CRM-Driven Apps with Active Query Builder
Angular JS	Connect Server	Using AngularJS to Build Dynamic Web Pages with Dynamics CRM
Apache Spark	JDBC	Work with Dynamics CRM in Apache Spark Using SQL
AppSheet	Connect Cloud	Create Dynamics CRM-Connected Business Apps in AppSheet
Bubble.io	Connect Cloud	Build Dynamics CRM-Connected Apps in Bubble
C++Builder	ODBC	DataBind Controls to Dynamics CRM Data in C++Builder
Choreo	Connect Cloud	Build Custom Apps on Dynamics CRM Data in Choreo
ColdFusion	JDBC	Query Dynamics CRM in ColdFusion Using JDBC
ColdFusion	ODBC	Query Dynamics CRM in ColdFusion Using ODBC
Dash	Python	Use Dash & Python to Build Web Apps on Dynamics CRM
Delphi	ODBC	DataBind Controls to Dynamics CRM Data in Delphi
DevExpress	ADO.NET	DataBind Dynamics CRM to the DevExpress Data Grid
EF - Code First	ADO.NET	Access Dynamics CRM with Entity Framework 6
EF - LINQ	ADO.NET	LINQ to Dynamics CRM
EF - MVC	ADO.NET	Build MVC Applications with Connectivity to Dynamics CRM
Filemaker Pro	ODBC	Bidirectional Access to Dynamics CRM from FileMaker Pro
Filemaker Pro (on Mac)	JDBC	Bidirectional Access to Dynamics CRM from FileMaker Pro (on Mac)
Go	ODBC	Write a Simple Go Application to work with Dynamics CRM on Linux
Google Apps Script	Connect Cloud	Connect to Dynamics CRM Data in Google Apps Script
Hibernate	JDBC	Object-Relational Mapping (ORM) with Dynamics CRM Entities in Java
IntelliJ	JDBC	Connect to Dynamics CRM in IntelliJ
JBoss	JDBC	Connect to Dynamics CRM from a Connection Pool in JBoss
JDBI	JDBC	Create a Data Access Object for Dynamics CRM using JDBI
Jitterbit	Connect Cloud	Integrate with Live Dynamics CRM Data in Jitterbit
JRuby	JDBC	Connect to Dynamics CRM in JRuby
Mendix	Connect Cloud	Build Dynamics CRM-Connected Apps in Mendix (Connect Cloud)
Mendix	JDBC	Build Dynamics CRM-Connected Apps in Mendix (JDBC)
Microsoft Power Apps	Connect Cloud	Integrate Live Dynamics CRM Data into Custom Business Apps Built in Power Apps
NodeJS	Connect Cloud	Query Dynamics CRM Data in Node.js (via Connect Cloud)
NodeJS	ODBC	Query Dynamics CRM through ODBC in Node.js
OutSystems	Connect Cloud	Create Dynamics CRM-Connected Enterprise Applications in OutSystems
PHP	Connect Server	Access Dynamics CRM in PHP through Connect Server
PHP	ODBC	Natively Connect to Dynamics CRM in PHP
PowerBuilder	ADO.NET	Connect to Dynamics CRM from PowerBuilder
PowerShell	PowerShell	Pipe Dynamics CRM to CSV in PowerShell
PyCharm	ODBC	Using the CData ODBC Driver for Dynamics CRM in PyCharm
Python	ODBC	Connect to Dynamics CRM in Python on Linux/UNIX
React	Connect Server	Build Dynamic React Apps with Dynamics CRM Data
Ruby	ODBC	Connect to Dynamics CRM in Ruby
RunMyProcess	Connect Cloud	Connect to Dynamics CRM Data in RunMyProcess
RunMyProcess DSEC	JDBC	Connect to Dynamics CRM in DigitalSuite Studio through RunMyProcess DSEC
SAP UI5	Connect Server	Integrate Real-Time Access to Dynamics CRM in SAPUI5 MVC Apps
Servoy	JDBC	Build Dynamics CRM-Connected Apps in Servoy
Spring Boot	JDBC	Access Live Dynamics CRM Data in Spring Boot Apps
SQLAlchemy	Python	Use SQLAlchemy ORMs to Access Dynamics CRM in Python
Tomcat	JDBC	Configure the CData JDBC Driver for Dynamics CRM in a Connection Pool in Tomcat
Unqork	Connect Cloud	Create Dynamics CRM-Connected Applications in Unqork
VCL App (RAD Studio)	ODBC	Build a Simple VCL Application for Dynamics CRM
WebLogic	JDBC	Connect to Dynamics CRM from a Connection Pool in WebLogic

Data Management

Product	Technology	Article Title
Apache Solr	JDBC	Import Dynamics CRM Data into Apache Solr
Coginiti Pro	JDBC	Access Live Dynamics CRM Data in Coginiti Pro
DataGrip	JDBC	Qeury Dynamics CRM Data in DataGrip
DB Artisan	JDBC	Manage Dynamics CRM in DBArtisan as a JDBC Source
DB Artisan	ODBC	Connect to Dynamics CRM in DBArtisan
DBeaver	JDBC	Connect to Dynamics CRM in DBeaver
DbVisualizer	JDBC	Connect to Dynamics CRM in DBVisualizer
HeidiSQL	Connect Cloud	Connect to Dynamics CRM Data in HeidiSQL
Informatica Enterprise Data Catalog	JDBC	Add Dynamics CRM to Informatica Enterprise Data Catalog
MySQL Workbench	Connect Server	Query Dynamics CRM Data in MySQL Workbench (Connect Server)
MySQL Workbench	ODBC	Query Dynamics CRM in MySQL Workbench (ODBC)
QuerySurge	JDBC	Validate Dynamics CRM Data with QuerySurge
RazorSQL	JDBC	Connect to Dynamics CRM in RazorSQL
SQuirreL	JDBC	Connect to Dynamics CRM in Squirrel SQL Client

Workflow Automation

Product	Technology	Article Title
MuleSoft Anypoint	JDBC	Access Dynamics CRM in Anypoint Using SQL
Nintex Workflow Cloud	Connect Cloud	Build Dynamics CRM-Connected Workflows in Nintex
Power Automate	Connect Cloud	Integrate Dynamics CRM Data into Power Automate Automated Tasks
SSIS Export	SSIS	Export Data from SQL Server to Dynamics CRM through SSIS
SSIS Import	SSIS	Import Dynamics CRM Data into SQL Server using SSIS
SSIS Lookup	SSIS	Insert New or Update Existing Dynamics CRM Records from SQL Server

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