Ready to get started?

Learn more about the CData ODBC Driver for Dynamics CRM or download a free trial:

Download Now

Update Dynamics CRM Data with a Microsoft Access Linked Table

Update Dynamics CRM data by creating a linked table in Microsoft Access with the CData Dynamics CRM ODBC Driver.

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for Dynamics CRM, you can update live Dynamics CRM data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to Dynamics CRM as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Create a Linked Table to Account Data

Follow the steps below to create a linked table, which enables you to access live Account data.

  1. On the External Data tab in Access, click ODBC Database.
  2. Select the option to link to the data source. A linked table will enable you to read from and write data to the Account table.
  3. Select the CData Dynamics CRM data source from the Machine Data Source tab.

  4. Select the Account table. For more information on this table, see the "Data Model" chapter in the help documentation.
  5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.