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Connect to Dynamics CRM Data as a Federated Tables in MySQL

Use the CData Cloud Hub to set up federated tables for Dynamics CRM data in MySQL .

You can use the CData Cloud Hub to set up federated tables in MySQL for Dynamics CRM data. The Cloud Hub provides a MySQL interface for Dynamics CRM: After configuring a virtual MySQL database for Dynamics CRM, you can create a server and tables using the FEDERATED Storage Engine in MySQL. You can then work with Dynamics CRM data just as you would local MySQL tables.

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for Dynamics CRM, allowing you to easily query live Dynamics CRM data alongside existing MySQL data — all without replicating the 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 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. Login to 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 any MySQL client.

Create a FEDERATED Server and Tables for Dynamics CRM Data

After you have configured and started the service, create a FEDERATED server to simplify the process of creating FEDERATED tables:

Create a FEDERATED Server

The following statement will create a FEDERATED server based on the Cloud Hub. Note that the username and password of the FEDERATED server must match a user account you defined on the Cloud Hub.

CREATE SERVER fedDynamicsCRM
FOREIGN DATA WRAPPER mysql
OPTIONS (USER 'cloud_hub_user', PASSWORD 'cloud_hub_passwd', HOST 'myinstance.cdatacloud.net', PORT 3306, DATABASE 'dynamicscrmdb');

Create a FEDERATED Table

To create a FEDERATED table using our newly created server, use the CONNECTION keyword and pass the name of the FEDERATED server and the remote table (Account). Refer to the following template for the statement to create a FEDERATED table:

CREATE TABLE fed_account (
  ...,
  firstname  TYPE(LEN),
  numberofemployees  TYPE(LEN),
  ...,
)
ENGINE=FEDERATED
DEFAULT CHARSET=utf8
CONNECTION='fedDynamicsCRM/Account';

NOTE: The table schema for the FEDERATED table must match the remote table schema exactly. You can always connect directly to the Cloud Hub using any MySQL client and run SHOW COLUMNS FROM Account to get the table schema.

Execute Queries

You can now execute queries to the Dynamics CRM FEDERATED tables from any tool that can connect to MySQL, which is particularly useful if you need to JOIN data from a local table with data from Dynamics CRM. Refer to the following example:

SELECT 
  fed_account.firstname, 
  local_table.custom_field 
FROM 
  local_table 
JOIN 
  fed_account 
ON 
  local_table.foreign_firstname = fed_account.firstname;