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Integrate Dynamics CRM Data into Automated Tasks with Microsoft Flow

Use the CData Cloud Hub to create a virtual SQL Server database for Dynamics CRM data and integrate live Dynamics CRM data into your Microsoft Flow tasks.

Microsoft Flow is an online workflow service that automates events (known as workflows) across the most common apps and services. When paired with the CData Cloud Hub, you get instant, cloud-to-cloud access to Dynamics CRM data for visualizations, dashboards, and more. This article shows how to connect to the Cloud Hub from Microsoft Flow and integrate live Dynamics CRM data into your workflows and tasks.

The CData Cloud Hub provides a pure SQL, cloud-to-cloud interface for Dynamics CRM, allowing you to easily integrate with live Dynamics CRM data in Microsoft Flow — without replicating the data. The CData Cloud Hub looks exactly like a SQL Server database to Microsoft Flow and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Dynamics CRM, leveraging server-side processing to quickly return Dynamics CRM data.

Create a Virtual SQL 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.

Connecting to the CData Cloud Hub

To use the Cloud Hub to integrate Dynamics CRM data into your Flow tasks, you need a new SQL Server connection:

  1. Log in to Microsoft Flow
  2. Click Data -> Connections -> New connection
  3. Select SQL Server
  4. In the connection wizard:

    • Choose to connect directly
    • Set SQL server name to the address of your Cloud Hub instance (myinstance.cdatacloud.net)
    • Set SQL database name to the name of the virtual Dynamics CRM database you created earlier (like dynamicscrmdb)
    • Set the Username and Password and click Create

Integrating Dynamics CRM Data into MS Flow Tasks

With the connection to the Cloud Hub configured, you are ready to integrate live Dynamics CRM data into your Microsoft Flow tasks.

  1. Log in to Microsoft Flow
  2. Click My flows -> New and choose to create the flow from blank or template
  3. Add (or configure) a SQL Server action (like Get rows) and configure the action to connect to your Cloud Hub connection
  4. Select a Table to work with (from the drop-down menu) and configure any advanced options (like filters, orders, etc)
  5. Configure any actions to follow and test, then save the flow

SQL Access to Dynamics CRM Data from Cloud Applications

Now you have a direct connection to live Dynamics CRM data from Microsoft Flow tasks. You can create more connections and workflows to drive business — all without replicating Dynamics CRM data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, see the CData Cloud Hub.