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Microsoft Dynamics CRM

Aaron Olson
  • Updated

This will require Data Admin privileges to setup and Builder for implementation.

iDashboards is able to connect to Microsoft Dynamics CRM by using a JDBC driver. A JDBC driver is a software component enabling a Java application to interact with a database. To connect with individual databases, JDBC (Java Database Connectivity API) requires specific drivers for each database. The JDBC driver gives out the connection to the database and implements the protocol for transferring the query and result between the client and the database. iDashboards implements native protocols and does not require additional software installed on the driver host. In other words, iDashboards provides driver connectivity with the JDBC Data Source via the specified driver. This document explains a step-by-step procedure to create the Data Source with a Premium Data Connector.

CDATA for Dynamics CRM

Microsoft Dynamics CRM is where we get the documentation on making this connection, however, the Premium Data Connectors are not a straight forward process which is why we make articles like this to help you make the connections more easily. This one requires a few steps, with a few different links to get very specific pieces of information to make this connection within iDashboards. The Microsoft Dynamics CRM data connector is part of the Premium Data Connectors if you do not have these please contact your Client Success Manager. 

Follow the steps below to set up a data source in iDashboards Admin or Data Hub.

Setup for CDATA Sync

The iDashboards Microsoft Dynamics CRM Online connection uses a CDATA application to sync the data of MS Dynamics CRM back to a database. When properly configured the sync application will allow you to sync the data as frequently as every 15 minutes. The following document will walk you through the setup process of the CDATA Sync application: CDATA Sync for MS Dynamics CRM

The sync utility allows for multiple database options for syncing. The below instructions are informational steps not an exact step by step process.

  1. Login to your database server
    • You will need a System Administrator Account to perform all of the steps below
  2. Create a database called MS Dynamics
    • We will be using the database name of MS Dynamics in the rest of the document
      • If you choose a different name the remaining instructions will not be accurate
  3. Create a Username for the Sync application to use
    • This account will be used for the Sync utility to input data into the Database
  4. Mapping the Username to the database
    • Make sure that the Username has permission to login and configure the database
  5. User permissions
    • Grant the db_owner permission for this user to the MS Dynamics database
    • If a lesser permission is granted not all features of the application will be able to be used

MS Dynamics CRM

  1. Login to Microsoft Dynamics CRM
  2. Click your Name in the top right and select My Settings
  3. Click Personal
  4. Click Reset My Security Token
    • Click the Reset Security Token button
    • Check your email for your new Security Token
  5. Document the required information:
    1. Security Token:
    2. Username:
    3. Password:

Configuring the CDATA Sync Utility

  1. Setting up the Connection Tab
    • Authentication Section
      • Place your Password in the Password line
      • Place your Security Token in the Security Token line
      • Place your Username in the User line
      • Click Test Connection
      • Close the Connected to the server successfully window
  2. Setting up the Database Tab
    • Select Database
      • Please configure your database information
        • The information that will be needed:
          • Server Hostname
          • Port
          • User
          • Password
          • Database of your SQL server
        • Click Test Connection
        • Close the Connected to the server successfully window
        • Run the synchronization process!

For More Information:

Disclaimer: iDashboards Technical Support Engineers are not proficient in the Management and Integration of every API that exists as new APIs are being created everyday with each company that wants to provide seamless integration with other software. However, we do our best to help you make these connections because we want to assist you in your success. If you do not see an article for a connection you would like to make please contact iDashboards Support and know that it will take a bit of time to figure out what is necessary for this integration.

If the above is unable to resolve the issue, then please contact iDashboards Support for further assistance.

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