How to Connect DBeaver to Dynamics CRM via a JDBC Driver



Manage Dynamics CRM data with visual tools in DBeaver like the query browser.

The CData JDBC Driver for Dynamics CRM implements JDBC standards that enable third-party tools to interoperate, from wizards in IDEs to business intelligence tools. This article shows how to connect to Dynamics CRM data with wizards in DBeaver and browse data in the DBeaver GUI.

About Dynamics CRM Data Integration

CData simplifies access and integration of live Microsoft Dynamics CRM data. Our customers leverage CData connectivity to:

  • Read and write data in the Dynamics CRM 2011+ Services and Dynamics CRM Online.
  • Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
  • Authenticate securely with Dynamics CRM in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.

CData customers use our Dynamics CRM connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources) or analyze live Dynamics CRMa data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).


Getting Started


Create a JDBC Data Source for Dynamics CRM Data

Follow the steps below to load the driver JAR in DBeaver.

  1. Open the DBeaver application and, in the "Database" menu, select the "Driver Manager" option. Click "New" to open the "Create new driver" form.
  2. In the Settings tab:
    • Set Driver Name to a user-friendly name for the driver (e.g. CData JDBC Driver for Dynamics CRM).
    • Set Class Name to the class name for the JDBC driver: cdata.jdbc.dynamicscrm.DynamicsCRMDriver.
    • Set URL Template to jdbc:dynamicscrm:.
  3. In the Libraries tab, click "Add File," navigate to the "lib" folder in the installation directory (C:\Program Files\CData[product_name] XXXX\) and select the JAR file (cdata.jdbc.DynamicsCRM.jar).

Create a Connection to Dynamics CRM Data

Follow the steps below to add credentials and other required connection properties.

  1. In the "Database" menu, click "New Database Connection."
  2. In the "Connect to a database" wizard that results, select the driver you just created (e.g. CData JDBC Driver for Dynamics CRM) and click "Next >."
  3. On the Main tab of the configuration wizard, set the JDBC URL, using the required connection properties:

    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.

    Below is a typical connection string:

    jdbc:dynamicscrm:User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;
    
  4. Click "Test Connection ..." to ensure you have configured the connection properly.
  5. Click "Finish."

Query Dynamics CRM Data

You can now query information from the tables exposed by the connection: Right-click a Table and then click View Table. The data is available on the Data tab.

More Information & Free Trial

Download a free, 30-day trial of the CData JDBC Driver for Dynamics CRM and start working with your live Dynamics CRM data in DBeaver. Join the CData Community or reach out to our Support Team if you have any questions.

Ready to get started?

Download a free trial of the Dynamics CRM Driver to get started:

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