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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.

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Create a star schema that shows perspectives on Dynamics CRM facts in real time.

The CData ODBC Driver for Dynamics CRM is a standard database driver that can integrate real-time access to Dynamics CRM data into your data warehouse or directly into your reporting tool. This article shows how to bypass the data warehouse and import operational Dynamics CRM data into Oracle Business Intelligence Enterprise Edition (OBIEE).

See the knowledge base for ODBC integrations with ETL tools like Informatica PowerCenter. For an ETL solution into Oracle Warehouse Builder, use the driver with the Oracle ODBC Gateway to Access Dynamics CRM Data as a Remote Oracle Database.

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.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Import Dynamics CRM Metadata

Follow the steps below to use the OBIEE Client Tools to import Dynamics CRM metadata into an OBIEE repository. You can then integrate Dynamics CRM data into your business models.

  1. Open the Administration Tool and click File -> New Repository.

  2. In the Connection Type menu, select ODBC 3.5 and select the CData DSN.
  3. Select the metadata types you want to import under the Relational Sources option and then select Dynamics CRM tables.
You can now create star schemas based on Dynamics CRM tables: