Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM is an enterprise resource planning (ERP) and customer relationship management (CRM) software application. Dynamics 365 is sold in two editions, the Business Edition for small and medium-sized enterprises (SMEs or SMBs), and the Enterprise Edition for medium to large organizations.

How to Connect

There are two ways to connect to Microsoft Dynamics 365 CRM: via the Sources connection wizard in the Web UI (recommended), or using SQL statements in the CData Virtuality Studio or the Code Editor in the Web UI. Here, we describe the first way; for the second way, see the subpage.

1. Go to the Sources tab and click + New Source:

2. Find the Microsoft Dynamics 365 CRM button in the list of connectors or type ‘dynamics’ in the search field and select it:

3. Enter the data source name, domain, and tenant ID, and click Sign in with Microsoft:

Usage 

The Microsoft Dynamics 365 CRM API connector introduces a new virtual schema dynamics. Initially the schema contains only procedures for reading metadata in the OData format and generate dynamically set of procedures based on entities described in metadata. Typical set of generated procedures is shown on the screenshot:

The public API procedures may call the internal procedures which should not be called directly as they can be changed without any explicit notification in the newer versions of the connector. The internal procedures can be recognized by the internal_ prefix in their names. The public API procedures do not contain this prefix in their names.

In addition to these public API procedures, there is the dynamics_examples virtual schema that shows an exemplary usage of the public API:

If not needed, you can delete all the example views directly by dropping dynamics _examples.