Use the CData ODBC Driver for Dynamics CRM in SAS for Real-Time Reporting and Analytics

SAS is a software suite developed for advanced analytics, multivariate analysis, business intelligence, data management, and predictive analytics. When you pair SAS with the CData ODBC Driver for Dynamics CRM, you gain database-like access to live Dynamics CRM data from SAS, expanding your reporting and analytics capabilities. This articles walks through creating a library for Dynamics CRM in SAS and creating a simple report based on real-time Dynamics CRM data.

The CData ODBC Driver offers unmatched performance for interacting with live Dynamics CRM data in SAS due to optimized data processing built into the driver. When you issue complex SQL queries from SAS to Dynamics CRM, the driver pushes supported SQL operations, like filters and aggregations, directly to Dynamics CRM and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can easily visualize and analyze Dynamics CRM data in SAS.

Connect to Dynamics CRM as an ODBC Data Source

Information for connecting to Dynamics CRM follows, along with different instructions for configuring a DSN in Windows and Linux environments (the ODBC Driver for Dynamics CRM must be installed on the machine hosting the SAS System).

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.

Windows

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.

Linux

If you are installing the CData ODBC Driver for Dynamics CRM in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Create a Dynamics CRM Library in SAS

Connect to Dynamics CRM in SAS by adding a library based on the CData ODBC Driver for Dynamics CRM.

1. Open SAS and expand Libraries in the Explorer pane.
2. In the Active Libraries window, right-click and select New.
3. Name your library (odbclib), select ODBC as the Engine, and click to Enable at startup (if you want the library to persist between sessions).
4. Set Data Source to the DSN you previously configured and click OK.

Create a View from a Dynamics CRM Query

SAS natively supports querying data either using a low-code, point-and-click Query tool or programmatically with PROC SQL and a custom SQL query. When you create a View in SAS, the defining query is executed each time the view is queried. This means that you always query live Dynamics CRM data for reports, charts, and analytics.

Using the Query Tool

1. In SAS, click Tools -> Query
2. Select the table sources and the table(s) you wish to pull data from. Then, click OK.
3. Select columns and right-click to add filtering, ordering, grouping, etc.
4. Create a local view to contain the query results by right-clicking the SQL Query Tool window, selecting Show Query, and clicking Create View. Name the View and click OK.

Using PROC SQL

1. In SAS, navigate to the Editor window.
2. Use PROC SQL to query the data and create a local view.
   NOTE: This procedure creates a view in the Work library. You can optionally specify a library in the create view statement.

   proc sql;
     create view account_view as
     select 
       firstname, 
       numberofemployees 
     from 
       odbclib.account 
     where 
       FirstName = 'Bob';
   quit;
   

3. Click Run -> Submit to execute the query and create a local view.

Report On or Visualize Dynamics CRM Data in SAS

With a local view created, you can report, visualize, or otherwise analyze Dynamics CRM data using the powerful SAS features. Print a simple report using PROC PRINT and create a basic graph based on the data using PROC GCHART.

Print an HTML Report

1. In SAS, navigate to the Editor window.
2. Use PROC PRINT to print an HTML report for the Dynamics CRM Account data.

   proc print data=account;
     title "Dynamics CRM Account Data";
   run;
   

Print a Chart

1. In SAS, navigate to the Editor window.
2. Use PROC GCHART to create a chart for the Account data.

   proc gchart data=account;
     pie firstname / sumvar=numberofemployees
         value=arrow
         percent=arrow
         noheading
         percent=inside plabel=(height=12pt)
         slice=inside value=none
         name='AccountChart';
   run;