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URL: https://www.cdata.com/kb/tech/dynamicscrm-spreadsheets-excel-desktop.rst

⇱ Access Live Dynamics CRM Data in Excel (Desktop) through Connect Spreadsheets

Access Live Dynamics CRM Data in Excel (Desktop) through Connect Spreadsheets

👁 Cameron Leblanc
Cameron Leblanc
Senior Technology Evangelist
Use Connect Spreadsheets by CData to gain access to live Dynamics CRM data from your Excel spreadsheets.

Looking for Connect AI instructions?

Your Connect AI account includes Connect Spreadsheets, so you can use the instructions below. You can expect minor differences when referencing the Connect Spreadsheet platform, but the principles still apply!


Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with Connect Spreadsheets by CData, you gain immediate access to Dynamics CRM data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Dynamics CRM in Connect Spreadsheets and access and update live Dynamics CRM data in Excel spreadsheets.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

This setup requires a Connect Spreadsheets account and the Connect Spreadsheets Add-In for Excel. To get started, sign up a free trial of Connect Spreadsheets and install the free Connect Spreadsheets Excel Add-In.


About Dynamics CRM Data Integration

CData simplifies access and integration of live Microsoft Dynamics CRM data. Our customers leverage CData connectivity to:

  • Read and write data in the Dynamics CRM 2011+ Services and Dynamics CRM Online.
  • Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
  • Authenticate securely with Dynamics CRM in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.

CData customers use our Dynamics CRM connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources) or analyze live Dynamics CRMa data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).


Getting Started


Configure Dynamics CRM Connectivity for Excel

Connectivity to Dynamics CRM from Excel is made possible through Connect Spreadsheets. To work with Dynamics CRM data from Excel, we start by creating and configuring a Dynamics CRM connection.

  1. Log into Connect Spreadsheets, click Connections and click Add Connection 👁 Adding a Connection
  2. Select "Dynamics CRM" from the Add Connection panel 👁 Selecting a data source
  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.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Dynamics CRM Connection page and update the User-based permissions. 👁 Updating permissions

With the connection configured, you are ready to connect to Dynamics CRM data from Excel.

Access Live Dynamics CRM Data in Excel

The steps below outline connecting to Connect Spreadsheets from Excel to access live Dynamics CRM data.

  1. Open Excel, create a new sheet (or open an existing one).
  2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
  3. Search for Connect Spreadsheets and install the Add-in. 👁 Install the Add-In
  4. Click Data and open the CData Connect Spreadsheets Add-In.
  5. In the Add-In panel, click "Log in" to authenticate with your Connect Spreadsheets account 👁 Authorizing the Add-In
  6. In the Connect Spreadsheets panel in Excel, click Import 👁 Connect Spreadsheets panel in Excel
  7. Choose a Connection (e.g. DynamicsCRM1), Table (e.g. Account), and Columns to import 👁 Connect Spreadsheets panel in Excel
  8. Optionally add Filters, Sorting, and a Limit 👁 Choosing a Connection, Table, and Columns
  9. Click Execute to import the data and opt to overwrite the existing sheet or create a new one. 👁 Executing the Query

Update Dynamics CRM Data from Excel

In addition to viewing Dynamics CRM data in Excel, Connect Spreadsheets also lets you update and delete Dynamics CRM data. Begin by importing data (as described above).

  1. Update any cell or cells with changes you want to push to Dynamics CRM (your changes will be in red)
  2. In the Connect Spreadsheets Add-In panel, select Update
  3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected") 👁 Executing the update (Salesforce is shown).
  4. Click Execute to push the updates to Dynamics CRM

A notification will appear when the update is complete

👁 Update complete (Salesforce is shown).

Live Access to Dynamics CRM Data from Spreadsheet Apps

New, you have a direct, cloud-to-cloud connection to live Dynamics CRM data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

👁 Imported data (Salesforce is shown)

Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from Microsoft Excel.

Ready to get started?

Learn more about Connect Spreadsheets or sign up for free trial access:

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