Work with Dynamics CRM Data in FoxPro

Load Dynamics CRM data into a FoxPro database. This article includes full code and a walk-through of the process.

The CData ODBC driver for Dynamics CRM enables you to access Dynamics CRM data using the ODBC standard. You can use the CData ODBC Driver for Dynamics CRM to integrate Dynamics CRM data into your FoxPro project. The procedure below provides a walk-through of the included code sample, which saves Dynamics CRM data into tables in a FoxPro database.

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

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.

NOTE: Set the 'Map To WVarchar' connection property to FALSE (FoxPro uses the ODBC W API and returns the WCHAR for the value type).

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.

Connect and Transfer

To get started, add the code sample to a new project. You can execute the following command to save all tables without displaying them:

DO C:\Temp\sqldump.prg WITH "CData DynamicsCRM Source", "TESTDB", .f.

Below is the process that the program follows:

Create a new FoxPro database.
Open a connection to Dynamics CRM data with the line below:
```
m.hSQLconnection = SQLCONNECT(m.cODBCDSN)
```

If the connection was successful, you can now retrieve the list of tables using the SQLTABLES function. The code below saves the list of tables in sys_tables.dbf:

WAIT WINDOW "Fetching tables for data source '" + m.cODBCDSN + "'..." NOWAIT NOCLEAR
m.nSQLTABLES = SQLTABLES(m.hSQLconnection)

IF lUseDistinctConnections
  WAIT WINDOW "Closing ODBC Connection for data source '" + m.cODBCDSN + "'..." NOWAIT NOCLEAR
  SQLDISCONNECT(m.hSQLconnection)
  m.hSQLconnection = 0 * SQLCONNECT needs to be called again
ENDIF

IF m.nSQLTABLES > 0
  * create local table containing list of tables in db
  COPY TO (m.cImportData + "sys_tables")
  USE

  * convert each table to DBF
  USE (m.cImportData + "sys_tables")
  ALTER TABLE DBF("sys_tables") ;
  ADD COLUMN records i ;
  ADD COLUMN dbfname m

Scan over each table, saving it to a DBF file. The function ODBCtoDBF stores the table in a DBF file and then opens a grid if the lBrowse parameter is set to true:

FUNCTION ODBCtoDBF (cTableName as String, cTableType as String, lBrowse as Logical, lhSQLConnection as Integer)

  WAIT WINDOW ;
  "Converting " + m.cTableType + ' "' + m.cTableName + '" to DBF...' ;
  NOWAIT NOCLEAR

  ACTIVATE SCREEN

  * strip characters incompatible with FoxPro out of the name of the DBF file
  m.cTableAlias		= ""
  m.nTableNameLen		= LEN(m.cTableName)
  m.nTableNameStart	= 1
  
  FOR m.nTableNameStart = 1 TO m.nTableNameLen
    m.cCharacter = SUBSTR(m.cTableName, m.nTableNameStart, 1)	
    IF !ISALPHA(m.cCharacter) .and. (m.nTableNameStart = 1 .or. !ISDIGIT(m.cCharacter))
      m.cTableAlias = m.cTableAlias + "_"
    ELSE
      m.cTableAlias = m.cTableAlias + m.cCharacter
    ENDIF
  ENDFOR

  m.cFromTable = m.cTableName
  m.cTempViewAlias	= m.cTableType + "_" + m.cTableAlias

  LOCAL loException as Exception
  LOCAL lnResultSets
  
  TRY
    * run query
    m.lnResultSets = SQLEXEC(m.lhSQLConnection, ;
      "SELECT * FROM " + m.cFromTable, ;
      m.cTempViewAlias, ;
      aSQLResult)
	  
    IF m.lnResultSets#1
      SET STEP ON
    ENDIF
	
    ACTIVATE SCREEN

  CATCH TO m.loException
    ACTIVATE SCREEN
    ? "Error opening " + m.cTempViewAlias + ":"
    ? m.loException.Message
    ? m.loException.Details
  ENDTRY

  IF !USED(m.cTempViewAlias)
    RETURN
  ENDIF

  * copy records from view cursor to disk
  SELECT * FROM (m.cTempViewAlias) ;
    INTO TABLE (m.cImportData + m.cTableAlias)

  IF USED(m.cTableAlias)

    ACTIVATE SCREEN

    FLUSH	&& flush the buffer to write the data to disk

    IF m.lBrowse
      * pop the table up on screen
      SELECT (m.cTableAlias)
      BROWSE NORMAL NOMODIFY NOWAIT
      ACTIVATE SCREEN
    ELSE
      * close on-disk table for now
      USE IN (m.cTableAlias)
      ACTIVATE SCREEN
    ENDIF
  ENDIF

  IF USED(m.cTempViewAlias)
    USE IN &cTempViewAlias && close SQL view
    ACTIVATE SCREEN
  ENDIF

  WAIT CLEAR

ENDFUNC

You can now save tables of Dynamics CRM data as DBF files.

Below is the full code, in FoxPro 9 syntax:

PARAMETERS cODBCDSN, cDatabaseName, lBrowseAfterConvert

*	cODBCDSN				The ODBC data source name, used for the name of the folder where the DBF tables are stored.
*	cDatabaseName			The name of the FoxPro database to use. This database is created if it does not exist. The default is DATABASE_NAME.
*								
*	lBrowseAfterConvert		If ".t." display each table with the BROWSE command after importing it. If ".f." close each table before moving on to the next one.

#define		ODBC_DATASOURCE		"DataSourceName"
#define		DATABASE_NAME		"odbcdata"

m.m_tpath = ".\"                && root directory for data

ON ERROR
SET SAFETY OFF

IF VARTYPE(m.cODBCDSN)#"C" .or. EMPTY(m.cODBCDSN)
  m.cODBCDSN = ODBC_DATASOURCE
ENDIF
IF VARTYPE(m.cDatabaseName)#"C" .or. EMPTY(m.cDatabaseName)
  m.cDatabaseName = DATABASE_NAME
ENDIF

m.cImportData = m.cODBCDSN + "\"

CLOSE TABLES ALL
CLOSE DATABASES ALL

IF !DIRECTORY(m.cImportData)
	MKDIR (m.cImportData)
ENDIF

CREATE DATABASE (m.cDatabaseName)
CREATE CONNECTION (m.cDatabaseName) DATASOURCE (m.cODBCDSN) DATABASE (m.cDatabaseName)

WAIT WINDOW "Opening ODBC Connection for data source '" + m.cODBCDSN + "'..." NOWAIT NOCLEAR
m.hSQLconnection = SQLCONNECT(m.cODBCDSN)

IF m.hSQLconnection > 0
  * Connection successful; get list of tables
  WAIT WINDOW "Fetching tables for data source '" + m.cODBCDSN + "'..." NOWAIT NOCLEAR
  m.nSQLTABLES = SQLTABLES(m.hSQLconnection)

  IF m.nSQLTABLES > 0
    * Create local table containing list of tables in db
    COPY TO (m.cImportData + "sys_tables")
    USE

    * Convert each table to DBF
    USE (m.cImportData + "sys_tables")
    ALTER TABLE DBF("sys_tables") ;
    ADD COLUMN records	i ;
    ADD COLUMN dbfname	m

    SCAN	
    m.cCurrentTable	= TRIM(sys_tables.table_name)
    m.cCurrentTableType	= TRIM(sys_tables.table_type) && Valid values are "SYSTEMTABLE", "TABLE", and "VIEW".
    IF m.cCurrentTableType = "TABLE" or m.cCurrentTableType = "VIEW"

      ODBCtoDBF(m.cCurrentTable, m.cCurrentTableType, m.lBrowseAfterConvert, m.hSQLConnection)
    ELSE
      ACTIVATE SCREEN
      ? "ERROR:", m.cCurrentTable, "Couldn't open ODBC connection."
      =MESSAGEBOX("couldn't open data source " + m.cODBCDSN + " for table " + m.cCurrentTable + ".")
    ENDIF

    ENDSCAN
    BROWSE NORMAL NOWAIT

  ELSE
    =MESSAGEBOX("No tables found in data source " + m.cODBCDSN + ".")
    SET STEP ON
  ENDIF
  
  SQLDISCONNECT(m.hSQLconnection)
  
ELSE
  =MESSAGEBOX("Could not open data source " + m.cODBCDSN + ".")
  SET STEP ON
ENDIF

FUNCTION ODBCtoDBF (cTableName as String, cTableType as String, lBrowse as Logical, lhSQLConnection as Integer)

  WAIT WINDOW ;
  "Converting " + m.cTableType + ' "' + m.cTableName + '" to DBF...' ;
  NOWAIT NOCLEAR

  ACTIVATE SCREEN

  * Strip characters incompatible with FoxPro out of the name of the DBF file
  m.cTableAlias		= ""
  m.nTableNameLen		= LEN(m.cTableName)
  m.nTableNameStart	= 1
  
  FOR m.nTableNameStart = 1 TO m.nTableNameLen
    m.cCharacter = SUBSTR(m.cTableName, m.nTableNameStart, 1)	
    IF !ISALPHA(m.cCharacter) .and. (m.nTableNameStart = 1 .or. !ISDIGIT(m.cCharacter))
      m.cTableAlias = m.cTableAlias + "_"
    ELSE
      m.cTableAlias = m.cTableAlias + m.cCharacter
    ENDIF
  ENDFOR

  m.cFromTable = m.cTableName
  m.cTempViewAlias	= m.cTableType + "_" + m.cTableAlias

  LOCAL loException as Exception
  LOCAL lnResultSets
  
  TRY
    * Run query
    m.lnResultSets = SQLEXEC(m.lhSQLConnection, ;
      "SELECT * FROM " + m.cFromTable, ;
      m.cTempViewAlias, ;
      aSQLResult)
	  
    IF m.lnResultSets#1
      SET STEP ON
    ENDIF
	
    ACTIVATE SCREEN

  CATCH TO m.loException
    ACTIVATE SCREEN
    ? "Error opening " + m.cTempViewAlias + ":"
    ? m.loException.Message
    ? m.loException.Details
  ENDTRY

  IF !USED(m.cTempViewAlias)
    RETURN
  ENDIF

  * Copy records from view cursor to disk
  SELECT * FROM (m.cTempViewAlias) ;
    INTO TABLE (m.cImportData + m.cTableAlias)

  IF USED(m.cTableAlias)

    ACTIVATE SCREEN

    FLUSH	&& Flush the buffer to write the data to disk

    IF m.lBrowse
      * Display the table on screen
      SELECT (m.cTableAlias)
      BROWSE NORMAL NOMODIFY NOWAIT
      ACTIVATE SCREEN
    ELSE
      * Close on-disk table
      USE IN (m.cTableAlias)
      ACTIVATE SCREEN
    ENDIF
  ENDIF

  IF USED(m.cTempViewAlias)
    USE IN &cTempViewAlias && Close SQL view
    ACTIVATE SCREEN
  ENDIF

  WAIT CLEAR

ENDFUNC

Ready to get started?

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

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Learn more:

Dynamics CRM ODBC Driver

The Dynamics CRM ODBC Driver is a powerful tool that allows you to connect with live Dynamics CRM (OnPremise & Online) account data, directly from any applications that support ODBC connectivity.

Access Dynamics CRM data like you would a database - read, write, and update Leads, Contacts, Opportunities, Accounts, etc. through a standard ODBC Driver interface.