Query Dynamics CRM Data in ColdFusion

The CData JDBC Driver for Dynamics CRM seamlessly integrates connectivity to Dynamics CRM data with the rapid development tools in ColdFusion. This article shows how to connect to Dynamics CRM data in ColdFusion and query Dynamics CRM tables.

Create a JDBC Data Source for Dynamics CRM in ColdFusion

The JDBC data source enables you to execute SQL from standard ColdFusion tags like cfquery and CFScript like executeQuery.

1. Copy the driver JAR and .lic file from the installation directory onto the ColdFusion classpath. For example, copy the files into C:\MyColdFusionDirectory\cfusion\wwwroot\WEB-INF\lib. Or, open the Java and JVM page in the ColdFusion Administrator and enter the path to the files in the ColdFusion Class Path box.

   The JAR and license for the driver are located in the lib subfolder of the installation directory.

   Restart the server after this step.

2. Add the driver as a data source:

   From the ColdFusion administrator interface, expand the Data & Services node and click Data Sources. In the Add New Data Source section, enter a name for the data source and select Other in the Driver menu.

3. Populate the driver properties:

   • JDBC URL: Enter connection properties in the JDBC URL. The JDBC URL begins with jdbc:dynamicscrm: and is followed by the connection properties in a semicolon-separated list of name=value pairs.

     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;
   • Driver Class: Enter the driver class. The driver class is cdata.jdbc.dynamicscrm.DynamicsCRMDriver.
   • Driver Name: Enter a user-defined name for the driver.
   • Username: Enter the username used to authenticate.
   • Password: Enter the password used to authenticate.

You can now test the connection by enabling the CData Dynamics CRM data source in the Actions column. After reporting a status of OK, the Dynamics CRM data source is ready for use.

Execute Queries

The cfquery tag can pass SQL statements to Dynamics CRM, including INSERT, UPDATE, and DELETE.. Use the cfqueryparam tag to create parameterized queries and prevent SQL injection through the query string.

Note: To use the cfquery and cfscript, create a .cfm file. Inside the .cfm file, write the code to execute the query (see below). Place the file directly in the root directory of your web server (e.g., wwwroot in Adobe ColdFusion). Restart the service after placing the file for the changes to take effect.

Below is the equivalent in CFScript:

<cfscript>
result = queryExecute(
  "SELECT * FROM Account WHERE FirstName = ?", 
  [
    { value="Bob", cfsqltype="cf_sql_varchar" }
  ],
  { datasource="CDataDynamicsCRM" }
);

writeDump( var= result );
</cfscript> 

You can then make requests to your .cfm like the following: