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Connect to Dynamics CRM Data in CloverDX (formerly CloverETL)

Transfer Dynamics CRM data using the visual workflow in the CloverDX data integration tool.

The CData JDBC Driver for Dynamics CRM enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Dynamics CRM as sources and destinations. In this article, you will use the JDBC Driver for Dynamics CRM to set up a simple transfer into a flat file. The CData JDBC Driver for Dynamics CRM enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Dynamics CRM as sources and destinations. In this article, you will use the JDBC Driver for Dynamics CRM to set up a simple transfer into a flat file.

Connect to Dynamics CRM as a JDBC Data Source

  1. Create the connection to Dynamics CRM data. In a new CloverDX graph, right-click the Connections node in the Outline pane and click Connections -> Create Connection. The Database Connection wizard is displayed.
  2. Click the plus icon to load a driver from a JAR. Browse to the lib subfolder of the installation directory and select the cdata.jdbc.dynamicscrm.jar file.
  3. Enter the JDBC URL.

    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.

    A typical JDBC URL is below:

    jdbc:dynamicscrm:User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;

Query Dynamics CRM Data with the DBInputTable Component

  1. Drag a DBInputTable from the Readers selection of the Palette onto the job flow and double-click it to open the configuration editor.
  2. In the DB connection property, select the Dynamics CRM JDBC data source from the drop-down menu.
  3. Enter the SQL query. For example: SELECT Contact.FirstName, SUM(Account.NumberOfEmployees) FROM Contact, Account GROUP BY Contact.FirstName

Write the Output of the Query to a UniversalDataWriter

  1. Drag a UniversalDataWriter from the Writers selection onto the jobflow.
  2. Double-click the UniversalDataWriter to open the configuration editor and add a file URL.
  3. Right-click the DBInputTable and then click Extract Metadata.
  4. Connect the output port of the DBInputTable to the UniversalDataWriter.
  5. In the resulting Select Metadata menu for the UniversalDataWriter, choose the Account table. (You can also open this menu by right-clicking the input port for the UniversalDataWriter.)
  6. Click Run to write to the file.