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URL: https://www.cdata.com/kb/tech/dynamicscrm-spreadsheets-google-sheets.rst

⇱ Access Live Dynamics CRM Data in Google Sheets through Connect Spreadsheets

Access Live Dynamics CRM Data in Google Sheets 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 Google Sheets.

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!


Google Sheets is a web-based spreadsheet program provided by Google. When integrated with Connect Spreadsheets by CData, you can effortlessly gain access to Dynamics CRM data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to Dynamics CRM within Connect Spreadsheets and accessing live Dynamics CRM data seamlessly within Google Sheets.

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-On for Google Sheets. To get started, sign up a free Connect Spreadsheets account and install the free Connect Spreadsheets Google Sheets Add-On.


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 Google Sheets

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

  1. Log into Connect Spreadsheets, click Sources 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 (OData is shown)
  4. Click Create & Test

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

Access Live Dynamics CRM Data from Google Sheets

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

  1. Log into Google Sheets, create a new sheet (or open an existing one).
  2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
  3. Search for Connect Spreadsheets Add-On and install the Add-on. 👁 Install the Add-On
  4. Authorize the Add-On. 👁 Authorize the Add-On
  5. Back in Google Sheets, click Add-ons and open the Connect Spreadsheets Add-On. 👁 Opening the Add-On
  6. In the Add-On panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account 👁 Authenticating with Connect Spreadsheets
  7. In the Connect Spreadsheets panel in Google Sheets, click Import 👁 Connect Spreadsheets panel in Google Sheets
  8. Choose a Connection (e.g. DynamicsCRM1), Table (e.g. Account, and Columns to import 👁 Choosing a Connection, Table, and Columns
  9. Optionally add Filters, Sorting, and a Limit 👁 Filters, Sorting, Limits
  10. Click Execute to import the data and opt to overwrite the existing sheet or create a new one. 👁 Opting where to import the data

Live Access to Dynamics CRM Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Dynamics CRM data from your Google Sheets 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 your cloud applications.