Build Dynamics CRM-Connected Apps in Mendix

Mendix is a high-productivity app platform that allows you to build and maintain both mobile and web applications at-scale. When paired with CData Connect Cloud, Mendix provides instant, cloud-to-cloud access to Dynamics CRM data for applications. This article demonstrates how to connect to a CData Connect Cloud data source from within Mendix.

CData Connect Cloud provides a pure cloud-to-cloud interface for Dynamics CRM, allowing you to import data from live Dynamics CRM data in Mendix — without replicating the data to a natively supported database. As you build web and mobile applications from within Mendix, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Dynamics CRM, leveraging server-side processing to return the requested Dynamics CRM data quickly.

Getting Started

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Configure Dynamics CRM Connectivity for Mendix

To work with Dynamics CRM data from Mendix, we need to connect to Dynamics CRM from Connect Cloud, provide user access to the connection, and create a Workspace for the Dynamics CRM data.

Connect to Dynamics CRM from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect Cloud, click Sources, and then click Add Connection

2. Select "Dynamics CRM" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Dynamics CRM.

   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.

   
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Dynamics CRM Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Dynamics CRM Endpoints for Mendix

After connecting to Dynamics CRM, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
2. Click Add to add new assets to the Workspace.
3. Select the Dynamics CRM connection (e.g. DynamicsCRM1) and click Next.
4. Select the table(s) you wish to work with and click Confirm.
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Dynamics CRM data from Mendix.

Build a Dynamics CRM-Connected App

Downloading the OData Metadata File

When creating a connection in Mendix, the connection flow requires a Data Source Contract File. Follow these steps to download the OData metadata file for CData Connect Cloud using curl, a command line tool:

1. Open a command-line window for your operating system. On Windows, open the start menu, type cmd, and press the Enter key to open a command prompt. On macOS and Linux, open a Terminal window.
2. To check if curl is installed on your system, type curl -help and press the enter key. If it is not installed, install it from the curl website.
3. Issue the following curl command, replacing USER with your CData Connect Cloud username and PAT with the PAT you generated above:

   curl -u USER:PAT https://cloud.cdata.com/api/odata/{workspace_name}/$metadata -o metadata.xml

4. Locate the metadata.xml file that the curl command created and move it to an accessible location.

Connecting to CData Connect Cloud in Mendix

Follow these steps to establish a connection from Mendix to CData Connect Cloud:

1. Login to Mendix and open the Data Hub page.

2. In the Register a Data Source section, select OData.

3. Upload the metadata.xml file from the steps above and click Next.

4. Enter your desired values for Data Source Name and Data Source Version. In the Data Source Relative Path field, enter /api/odata/{workspace_name} and click Next.

5. On the Application information page, click Register a new application.

6. Enter a name in Application Name and select a technical owner (by default, this is the user who is currently logged in).

7. Click Next. In the Environment Name field, enter a desired name (for example, CData Connect Cloud). In the Environment Location field, enter https://cloud.cdata.com and select the appropriate Environment Type (e.g. Production), depending on what is needed.

8. Click Done! to create your connection.

You can now use your connection in Mendix Studio Pro to easily create applications with access to live Dynamics CRM data.

Get CData Connect Cloud

To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect Cloud today!