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Design BIRT Reports on Dynamics CRM Data

Provide current Dynamics CRM data to your embedded analytics.

The CData JDBC Driver for Dynamics CRM integrates connectivity to Dynamics CRM APIs into your data-driven Java applications. You can use the CData JDBC Driver for Dynamics CRM with the BIRT (Business Intelligence Reporting Tools) platform to create BIRT reports that reflect changes to your data in real time.

  1. If you have not already done so, install the BIRT Framework plugin and the Database Development plugin for Eclipse.
  2. Click File -> New -> Report. The Report Design perspective is opened.
  3. In the Data Explorer, right-click Data Sources and click New Data Source.
  4. Select the Create from a Data Source Type in the Following List option and select JDBC Data Source.
  5. Click Manage Drivers and add the driver JAR, located in the lib subfolder of the installation folder.
  6. In the Database URL box, enter the JDBC URL containing the connection string.

    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.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Dynamics CRM JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.dynamicscrm.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

    A typical JDBC URL is below:

    jdbc:dynamicscrm:User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;
  7. Right-click the Data Sets folder and select the JDBC data source for Dynamics CRM.
  8. In the resulting dialog, build the SELECT query to be used to retrieve the data for the report. This article uses the following query: SELECT Contact.FirstName, SUM(Account.NumberOfEmployees) FROM Contact, Account GROUP BY Contact.FirstName
  9. In the Palette, drag a Chart onto the editor. The chart wizard is displayed.
  10. After selecting the chart type, drag columns onto the chart fields on the Select Data tab.
  11. Click Run -> View Report -> In Web Viewer to view the report.

Your BIRT reports can now pick up any updates to Dynamics CRM data.

To publish the report to your application server, add the driver JAR to the BIRT Viewer's classpath. For more information, see the CData KB for guides to deploying the JDBC Driver on Java application servers.