Model Context Protocol (MCP) finally gives AI models a way to access the business data needed to make them really useful at work. CData MCP Servers have the depth and performance to make sure AI has access to all of the answers.
Try them now for free →
Integrate with live Dynamics CRM Data in Jitterbit
Use CData Connect Cloud to connect to and integrate live Dynamics CRM data in Jitterbit.
Jitterbit is an enterprise iPaaS (integration platform as a service) that lets you streamline your data workflows. When paired with CData Connect Cloud, Jitterbit gets access to live Dynamics CRM data. This article demonstrates how to connect to Dynamics CRM using Connect Cloud and integrate with live Dynamics CRM data in Jitterbit.
CData Connect Cloud provides a pure OData interface for Dynamics CRM, allowing you to query data from Dynamics CRM without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Dynamics CRM, leveraging server-side processing to return the requested Dynamics CRM data quickly.
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
Configure Dynamics CRM Connectivity for Jitterbit
To work with Dynamics CRM data from Jitterbit, we need to connect to Dynamics CRM from Connect Cloud, provide user access to the connection, and create a Workspace for the Dynamics CRM data.
Connect to Dynamics CRM from Connect Cloud
CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.
- Log into Connect Cloud, click Sources, and then click Add Connection
- Select "Dynamics CRM" from the Add Connection panel
-
Enter the necessary authentication properties to connect to 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.
- Click Create & Test
-
Navigate to the Permissions tab in the Add Dynamics CRM Connection page and update the User-based permissions.
Add a Personal Access Token
When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.
- Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
- On the Settings page, go to the Access Tokens section and click Create PAT.
-
Give the PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Configure Dynamics CRM Endpoints for Jitterbit
After connecting to Dynamics CRM, create a workspace for your desired table(s).
-
Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
- Click Add to add new assets to the Workspace.
-
Select the Dynamics CRM connection (e.g. DynamicsCRM1) and click Next.
-
Select the table(s) you wish to work with and click Confirm.
- Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}
With the connection, PAT, and Workspace configured, you are ready to connect to Dynamics CRM data from Jitterbit.
Connect to Dynamics CRM from Jitterbit using Connect Cloud
To establish a connection from Jitterbit to CData Connect Cloud using the OData protocol, follow these steps.
- Log into Jitterbit.
- Create a project in Cloud Studio and provide a workspace environment for it.
- Click Connections and enter OData in the search bar.
- Select the OData connector.
- Enter the OData connection properties.
- Connection Name: enter a connection name.
- OData Metadata URL: enter https://cloud.cdata.com/api/odata/{workspace_name}.
- Authentication: select Basic Auth.
- User Name: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
- Password: enter the PAT you generated on the Settings page.
- Click Test to test the connection, and then click Save Changes.
- Choose the operation you want to perform and drag it to the workflow in your project.
- Double-click the query operation to see all the tables and derived views available in your OData endpoint.
- Select a table and configure the query.
You can now transform and integrate live Dynamics CRM data in Jitterbit.
Get CData Connect Cloud
To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from Jitterbit, try CData Connect Cloud today!
