Ready to get started?

Learn more about CData Cloud Hub or sign up for a free trial:

Learn More

Create Dynamics CRM-Connected Business Apps in AppSheet

Use the CData Cloud Hub to connect to Dynamics CRM from AppSheet and build custom business apps using live Dynamics CRM data.

AppSheet provides a no-code development platform for application software, which allows users to create mobile, tablet, and web applications. When paired with the CData Cloud Hub, you get instant, cloud-to-cloud access to Dynamics CRM data for business applications. This article shows how to create a virtual database for Dynamics CRM in Cloud Hub and build a simple app from Dynamics CRM data in AppSheet.

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for Dynamics CRM, allowing you to build reports from live Dynamics CRM data in AppSheet — without replicating the data to a natively supported database. As you create applications to work with data, AppSheet generates SQL queries to gather data. Using optimized data processing out of the box, the CData Cloud Hub pushes all supported SQL operations (filters, JOINs, etc.) directly to Dynamics CRM, leveraging server-side processing to quickly return the requested Dynamics CRM data.

Create a Virtual MySQL Database for Dynamics CRM Data

CData Cloud Hub uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Log into Cloud Hub and click Databases.
  2. Select "Dynamics CRM" from Available Data Sources.
  3. 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.

  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Dynamics CRM data from AppSheet.

Connect to Dynamics CRM in AppSheet

The steps below outline connecting to the CData Cloud Hub from AppSheet to create a new Dynamics CRM data source.

  1. Log into AppSheet
  2. Click "My account" in the menu
  3. Click the Sources tab and add a new data source
  4. Select Cloud Database and set the connection information
    • Type: MySQL
    • Server: the endpoint for your instance, including port, for example, myinstance.cdatacloud.net:3306
    • Database: the virtual database, for example, DynamicsCRM1
    • Username: a Cloud Hub user with permissions for the database
    • Password: the password for the Cloud Hub user
    • SSL: Require SSL
  5. Click "Test Connection"
  6. Click "Authorize Access"

Create an App

Once you create the data source for Dynamics CRM, you can start building apps on Dynamics CRM data. Start by clicking "My apps" in the menu.

  1. Click to create a new app and select "Start with your own data"
  2. Name the app and select an appropriate category, based on your data
  3. Select the newly created data source (e.g., database-1)
  4. Select the table or view with the data you want

At this point, you can configure the design of your app, selecting which columns from the selected table to display, use as labels, and more. Preview the app in the preview panel and then publish or share it when ready.

To get SQL data access to 150+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try the CData Cloud Hub.