Dynamics CRM
 

Excel Add-In for MSCRM

Read, Write, and Update Dynamics CRM from Excel

The Dynamics CRM Excel Add-In is a powerful tool that allows you to connect with live Microsoft Dynamics CRM (OnPremise & Online) account data, directly from Microsoft Excel. Use Excel to read, write, and update Leads, Contacts, Opportunities, Accounts, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

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Your Dynamics CRM Data, Your Way!

The Excel Add-In for Dynamics CRM provides the easiest way to connect with Microsoft Dynamics CRM data. Users simply supply their credentials via the connection wizard to create a connection and can immediately begin working with live Microsoft Dynamics CRM tables of data. The Excel Add-In is completely self-contained; no additional software installation is required.

Bi-Directional Access To Live Microsoft Dynamics CRM Data From Excel

The Excel Add-In for MSCRM is integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click.

Easy-To-Use, Straightforward Configuration:

  1. Install the Add-In
  2. Login with User & Password
  3. Select Tables

Installing any of the Excel Add-Ins creates a new CData data access toolbar in Excel that users can access to connect to remote data. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection.

Select Tables and Columns

Once the data connection is configured, just specify the table and the Excel Add-In will populate a new Excel sheet with live Microsoft Dynamics CRM Data.

Microsoft Dynamics CRM Data With The Full Power of Excel

Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

  • Modify and delete Records.
  • Quickly export and backup data.
  • Operate on data with Charts and Pivot Tables.

Popular Excel Videos:

Connecting to Live Data Directly from Microsoft Excel

Download the Dynamics CRM Excel Add-In


Building custom dashboards & reports that connect with live Dynamics CRM data has never been easier. Download the CData Excel Add-In for Dynamics CRM now, and get connected.


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