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Build Interactive Dashboards from Dynamics CRM Data in Amazon QuickSight

Create a virtual MySQL database for Dynamics CRM data in CData Cloud Hub and import Dynamics CRM data into Amazon QuickSight SPICE to build interactive dashboards.

Amazon QuickSight allows users to build interactive dashboards in the cloud. When paired with the CData Cloud Hub, you get cloud-to-cloud access to Dynamics CRM data for visualizations, dashboards, and more. This article shows how to create a virtual database for Dynamics CRM in Cloud Hub and build dashboards in Amazon QuickSight with access to Dynamics CRM data.

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for Dynamics CRM, allowing you to easily build visualizations from Dynamics CRM data in Amazon QuickSight. By importing your Dynamics CRM data into the Amazon QuickSight "Super-fast, Parallel, In-memory Calculation Engine" (SPICE), you can leverage the powerful data processing features of the Amazon ecosystem to build responsive dashboards. And with the ability to schedule refreshes of the data stored in SPICE, you control how up-to-date your dashboards are.

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 build visualizations in Amazon QuickSight.

Import Dynamics CRM Data into SPICE and Create Interactive Dashboards

The steps below outline creating a new data set based on the virtual Dynamics CRM database in Cloud Hub, importing the dataset into SPICE, and building a simple visualization from the data.

  1. Log into Amazon QuickSight and click "Manage data."
  2. Click "New data set," select MySQL as the data source, configure the connection to your Cloud Hub instance, and click "Create data source."
  3. Select a table to visualize (or submit a custom SQL query for your data).
  4. Click "Edit/Preview data" to customize the data set.
  5. Select "Import to SPICE for quicker analytics" and click "Visualize."
  6. Select fields to visualize and a visual type.

Schedule Refreshes for SPICE Data Sets

QuickSight users can schedule refreshes for data sets that are imported into SPICE, ensuring that data being analyzed is only as old as the most recent refresh.

  1. Navigate to the QuickSight home page.
  2. Click "Manage data."
  3. Select the data set you wish to refresh.
  4. Click "Schedule refresh."
  5. Click Create, configure the refresh settings (time zone, repeat frequency, and starting datetime), and click Create.

SQL Access to Dynamics CRM Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to Dynamics CRM data from your Amazon QuickSight dashboard. You can create new visualizations, build interactive dashboards, and more. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Amazon QuickSight, refer to our Cloud Hub page.