Create Reports from Dynamics CRM Data in Google Data Studio

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CData Connect



Use CData Connect Cloud to create a virtual MySQL Database for Dynamics CRM data and create custom reports in Google Data Studio.

Google Data Studio allows you to create branded reports with data visualizations to share with your clients. When paired with CData Connect Cloud, you get instant, 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 and build reports from Dynamics CRM data in Google Data Studio.

CData Connect Cloud provides a pure cloud-to-cloud interface for Dynamics CRM, allowing you to easily build reports from live Dynamics CRM data in Google Data Studio — without replicating the data. As you build visualizations, Google Data Studio generates queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Dynamics CRM, leveraging server-side processing to quickly return Dynamics CRM data.

This article requires a CData Connect Cloud instance and the CData Connect Cloud Connector for Google Data Studio. Get more information on the CData Connect Cloud and sign up for a free trial at https://www.cdata.com/connect.


Connect to Dynamics CRM from Connect Cloud

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

  1. Log into Connect Cloud 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 Google Data Studio.

Visualize Live Dynamics CRM Data in Google Data Studio

The steps below outline connecting to CData Connect Cloud from Google Data Studio to create a new Dynamics CRM data source and build a simple visualization from the data.

  1. Log into Google Data Studio, click data sources, create a new data source, and choose CData Connect Cloud Connector.
  2. Authorize the Connector to connect to an external service (your Connect Cloud instance).
  3. Use your instance name (myinstance in myinstance.cdatacloud.net), username, and password to connect to your Connect Cloud instance.
    • Username: myinstance/username
    • Password: your Connect Cloud password
  4. Select a Database (e.g. DynamicsCRM1) and click Next.
  5. Select a Table (e.g. Account) and click Next.
  6. Click Connect.
  7. If needed, modify columns, click Create Report, and add the data source to the report.
  8. Select a visualization style and add it to the report.
  9. Select Dimensions and Measures to customize your visualization.

Optional: Connect with the MySQL Connector

If you need to work with data from a custom SQL query, you can use the MySQL Connector. Connect using the server information for your Connect Cloud instance (server address, port, username, and password).

SQL Access to Dynamics CRM Data from Cloud Applications

Now you have a direct, cloud-to-cloud connection to live Dynamics CRM data from your Google Data Studio workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating Dynamics CRM data.

Try CData Connect Cloud and get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.