Connect to Dynamics CRM Data in as an External Source in Dremio

The CData JDBC Driver for Dynamics CRM implements JDBC Standards and allows various applications, including Dremio, to work with live Dynamics CRM data. Dremio is a data lakehouse platform designed to empower self-service, interactive analytics on the data lake. With the CData JDBC Driver, you can include live Dynamics CRM data as a part of your enterprise data lake. This article describes how to connect to Dynamics CRM data from Dremio as an External Source.

The CData JDBC Driver enables high-speed access to live Dynamics CRM data in Dremio. Once you install the driver, authenticate with Dynamics CRM and gain immediate access to Dynamics CRM data within your data lake. By surfacing Dynamics CRM data using native data types and handling complex filters, aggregations, & other operations automatically, the CData JDBC Driver grants seamless access to Dynamics CRM data.

Build the ARP Connector

To use the CData JDBC Driver in Dremio, you need to build an Advanced Relation Pushdown (ARP) Connector. You can view the source code for the Connector on GitHub or download the ZIP file (GitHub.com) directly. Once you copy or extract the files, run the following command from the root directory of the connector (the directory containing the pom.xml file) to build the connector.

mvn clean install

Once the JAR file for the connector is built (in the target directory), you are ready to copy the ARP connector and JDBC Driver to your Dremio instance.

Installing the Connector and JDBC Driver

Install the ARP Connector to %DREMIO_HOME%/jars/ and the JDBC Driver for Dynamics CRM to %DREMIO_HOME%/jars/3rdparty. You can use commands similar to the following:

ARP Connector

docker cp PATH\TO\dremio-dynamicscrm-plugin-20.0.0.jar dremio_image_name:/opt/dremio/jars/

JDBC Driver for Dynamics CRM

docker cp PATH\TO\cdata.jdbc.dynamicscrm.jar dremio_image_name:/opt/dremio/jars/3rdparty/

Connecting to Dynamics CRM

Dynamics CRM will now appear as an External Source option in Dremio. The ARP Connector built uses a JDBC URL to connect to Dynamics CRM data. The JDBC Driver has a built-in connection string designer that you can use (see below).

Built-in Connection String Designer

For assistance in constructing the JDBC URL, use the connection string designer built into the Dynamics CRM JDBC Driver. 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.

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.

NOTE: To use the JDBC Driver in Dremio, you will need a license (full or trial) and a Runtime Key (RTK). For more information on obtaining this license (or a trial), contact our sales team.

Add the Runtime Key (RTK) to the JDBC URL. You will end up with a JDBC URL similar to the following:

jdbc:dynamicscrm:RTK=5246...;User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;

Access Dynamics CRM as an External Source

To add Dynamics CRM as an External Source, click to add a new source and select DynamicsCRM. Copy the JDBC URL and paste it into the New DynamicsCRM Source wizard.

Save the connection and you are ready to query live Dynamics CRM data in Dremio, easily incorporating Dynamics CRM data into your data lake.

More Information & Free Trial

Using the CData JDBC Driver for Dynamics CRM in Dremio, you can incorporate live Dynamics CRM data into your data lake. Check out our CData JDBC Driver for Dynamics CRM page for more information about connecting to Dynamics CRM. Download a free, 30 day trial of the CData JDBC Driver for Dynamics CRM and get started today.