Viewing Dynamics CRM Data in RAD Studio Data Explorer

Ready to get started?

Download for a free trial:

Download Now

Learn more:

Dynamics CRM FireDAC Components

Rapidly create and deploy powerful Delphi & C++Builder Apps that integrate with Microsoft Dynamics CRM account data including Leads, Contacts, Opportunities, Accounts, and more!



How to view Dynamics CRM data in RAD Studio Data Explorer using the CData FireDAC Components for Dynamics CRM.

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData FireDAC Components for Dynamics CRM, you gain access to live Dynamics CRM data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to both retrieve and update Dynamics CRM data. This article will walk through connecting to Dynamics CRM using the Data Explorer.

Connecting to Dynamics CRM Data Using Data Explorer

You can create a simple application for displaying Dynamics CRM data by utilizing the CData FireDAC Components for Dynamics CRM and a new VCL Forms Application:

  1. Open the Data Explorer in RAD Studio and expand FireDAC.
  2. Right-click on CData Dynamics CRM Data Source and click Add New Connection.

  3. Name the connection.
  4. Fill in the necessary connection parameters and click OK.

    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.

  5. Back in the Data Explorer, expand the tables for the connection.
  6. Create a new VCL Forms application and drag a table (for example: Account) onto the form.

  7. Select the AccountTable object on the form and set the Active property to true.
  8. Right-click on the object, bind visually, and link everything (*) to a new control (TStringGrid).

  9. Arrange the TStringGrid on the form and run the application to see the Account data.