Integrate Live Dynamics CRM Data into Custom Business Apps Built in Power Apps

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CData Connect



Use CData Connect Cloud to create a virtual SQL Server Database for Dynamics CRM data and integrate live Dynamics CRM data into apps built in Microsoft Power Apps.

Power Apps is a service for building and using custom business apps that connect to your data and work across the web and mobile — without the time and expense of custom software development. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Dynamics CRM data from the apps you build using Power Apps. This article shows how to connect Connect Cloud from Power Apps and build an app based on live Dynamics CRM data.

CData Connect Cloud provides a pure SQL, cloud-to-cloud interface for Dynamics CRM, allowing you to easily integrate with live Dynamics CRM data in Power Apps — without replicating the data. CData Connect Cloud looks exactly like a SQL Server database to Power Apps 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 Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Login to 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.

Connecting to CData Connect Cloud

To use Connect Cloud to integrate Dynamics CRM data into your Power Apps, you need a new SQL Server connection:

  1. Log in to Power Apps
  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 Connect Cloud 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

Building a Data-Centric App for Dynamics CRM Data

With the connection to Connect Cloud configured, you are ready to integrate live Dynamics CRM data into the apps you build in Power Apps.

  1. Log in to Power Apps
  2. Click Create, hover over "Start from data" and click Make this app
  3. Select the SQL Server connection you created
  4. Search for or choose a table to work with
  5. Click Connect
  6. Customize the newly created app just like you would any other, including changing the layout and setting the fields exposed in BrowseScreen, DetailScreen, and EditScreen

At this point, you have an app with read and write access to live Dynamics CRM data that you can save and publish for use within your organization.

SQL Access to Dynamics CRM Data from Cloud Applications

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

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