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Overview
Etlworks Dynamics CRM connector allows the fastest and easiest way to connect to real-time Dynamics CRM data. The connector works just like any other connector for connected app.
Etlworks partnered with CData to provide access to Dynamics CRM using industry-standard JDBC protocol. Read about CData Dynamics CRM JDBC connector.
When to use Dynamics CRM connector
Use this connector to create Flows that extract data and load data into Dynamics CRM.
Prerequisites
Enable the Dynamics CRM connector for your Etlworks account. Contact support@etlworks.com to enable the connector.
Create a Connection
Here's how you can create a Connection in two easy steps:
Step 1. In the Connections window, click +, and type in dynamics crm.
Step 2. Enter Connection parameters:
- Server URL: the server URL in the Format https://myOrg.crm.dynamics.com/
- User: the user name.
- Password: the password.
Use Other parameters to specify the Connection string options. Read about available Connection string options.
Work with Dynamics CRM
Dynamics CRM Data Model
The connector models Dynamics CRM entities in relational tables and stored procedures. The table definitions are dynamically obtained based on your Dynamics CRM organization settings.
Read about the data model.
Stored procedures
Stored procedures are available to complement the data available from the Data Model. It may be necessary to update data available from a view using a stored procedure because the data does not provide for direct, table-like, two-way updates. In these situations, the data retrieval is done using the appropriate view or table, while the update is done by calling a stored procedure. Stored procedures take a list of parameters and return back a dataset that contains the collection of tuples that constitute the response.
Read about available stored procedures in the data model.
To call stored procure from the SQL Flow or Before/After SQL use EXEC sp_name params=value. Example:
EXECUTE my_proc @second = 2, @first = 1, @third = 3;
SQL Compliance
The connector supports several operations on data, including querying, deleting, modifying, and inserting.
Read about SQL Compliance.
Extract data from Dynamics CRM
Note: Extracting data from Dynamics CRM is similar toextracting data from the relational database.
Here's how you can do this:
Step 1. Create Dynamic CRM Connection, which will be used as a source (FROM).
Step 2. Create a destination Connection, for example, a Connection to the relational database, and if needed, a Format (Format is not needed if the destination is a database or well-known API).
Step 3. Create a Flow where the source is a connected app, and the destination is a Connection created in step 2, for example, a relational database.
Step 4. Add a new source-to-destination transformation.
Step 5. Select the Dynamics CRM Connection created in step 1 as a source Connection and select the data object you are extracting data from.
Step 6. Select TO Connection, Format (if needed), and object (for example, database table) to load data into.
Step 7. Click MAPPING and optionally enter Source query (you don't need a query if you are extracting data from the Dynamics CRM data object unconditionally).
Step 8. Optionally define the per-field Mapping.
Step 9. Add more transformations if needed.
Load data in Dynamics CRM
Note: Loading data in Dynamics CRM is similar toloading data into a relational database.
Here's how you can do this:
Step 1. Create a source Connection and a Format (if needed).
Step 2. Create a destination Dynamics CRM Connection.
Step 3. Create a Flow where the destination is a connected app.
Step 4. Add new source-to-destination transformation.
Step 5. Select FROM and TO Connections and objects (also a FROM Format if needed).
Step 6. Optionally define the per-field Mapping.
Step 7. Add more transformations if needed.
Browse data in Dynamics CRM
You must have a Dynamics CRM Connection to browse objects and run SQL queries.
Use the Etlworks Explorer to browse data and metadata in Dynamics CRM as well as execute DML and SELECT queries against the Dynamics CRM Connection.