Connect to Dynamics CRM Data and Transfer Data in Talend

This article shows how you can easily integrate the CData JDBC driver for Dynamics CRM into your workflow in Talend. This article uses the CData JDBC Driver for Dynamics CRM to transfer Dynamics CRM data in a job flow in Talend.

Connect to Dynamics CRM in Talend as a JDBC Data Source

You can follow the procedure below to establish a JDBC connection to Dynamics CRM:

1. Add a new database connection to Dynamics CRM data: To add a new connection, expand the Metadata node, right-click the Db Connections node, and then click Create Connection.
2. In the resulting wizard, enter a name for the connection.

3. On the next page, select Generic JDBC from the DB Type menu and enter the JDBC URL.

   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.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Dynamics CRM JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.dynamicscrm.jar

   Fill in the connection properties and copy the connection string to the clipboard.

   A typical JDBC URL is below:

   jdbc:dynamicscrm:User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;
4. Enter the path to the cdata.jdbc.dynamicscrm.jar file, located in the lib subfolder of the installation directory.
5. Right-click the connection and then click Retrieve Schema.
6. Click Next with the default options to select the tables you want to import.
7. Finish the wizard with the default options.

Output the Account Table to a Flat File

You can follow the procedure below to transfer the Account table to a flat file output component:

1. In the Table Schemas node, drag the tables to the workspace.
2. In the dialog that is displayed, select the tJDBCInput component.
3. Next, drag a tFileOutputDelimited component from the Business Intelligence tab of the Palette into the workspace.
4. Right-click the Account tJDBCInput component and drag a vector to the output file.

Run the project to transfer the data.