Connect Excel to Dynamics 365 Using Add-In

Devart Excel Add-in for Dynamics 365 allows you to connect Microsoft Excel to Microsoft Dynamics 365 (formelly Dynamics CRM), quickly and easily load data from Dynamics 365 to Excel, instantly refresh data in an Excel workbook from Dynamics 365, edit these data, and save them back to Dynamics 365. It enables you to work with Dynamics 365 contacts, accounts, opportunities, leads, products, and other objects like with usual Excel worksheets, easily perform data cleansing and de-duplication, and apply all the Excel's powerful data processing and analysis capabilities to these data.

Connect to Dynamics 365 Directly from Excel

To connect Excel to Dynamics 365 you just need to specify the URL to connect to and your credentials. Alternatively, instead of specifying credentials, you may select an OAuth 2.0 (RefreshToken) authentication, click Web Login, and sign in to Dynamics 365 directly.

Connection information may optionally be stored in the Excel file, or you may reenter it whenever necessary.

Use Query Builder or SQL to Import Data You Need

Visual Query Builder allows you to choose a table to import data from, select the columns from this table and related tables, and set filter conditions and data ordering options visually. If you need to select data more precisely, you can use SQL to select data you need.

Devart Excel Add-in for Dynamics 365 provides advanced SQL support for Dynamics 365, and allows you to use complex SQL queries to get exactly the data you need.

Before finally importing data you can preview data and verify the query in a Data Preview window.

Instantly Refresh Data Whenever You Need

It's very convenient to always have fresh data from Dynamics 365 right in your workbook. Imagine, you have performed data analysis in your Excel workbook, built some charts for your Dynamics 365 data, and you can re-read data from the source and update all this to the current state by just clicking a button on the ribbon whenever you need.

Edit Dynamics 365 Data Like Usual Excel Spreadsheets

To edit Dynamics 365 data in Excel you need just to click the Edit Mode button on the ribbon before editing, and then you can edit data just like you usually do it - add or delete rows, modify cell values, etc. All the changes are highlighted so you can easily see which data is changed.

After you finish editing, simply click Commit to write changes to Dynamics 365 or Rollback to cancel changes.

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