Connect Excel to Dynamics CRM
Read, write, and update Microsoft Dynamics CRM data from Excel
Connect with live Microsoft Dynamics CRM data directly from Microsoft Excel. The free Excel Add-In for CData Connect AI for Spreadsheets gives you real-time access to Microsoft Dynamics CRM data, right from the Excel tool bar.
Install the Add-In, configure your Dynamics CRM connection, and go!
Discover what's possible with your Dynamics CRM data in Excel
Real-time, seamless access to data removes the burden of manual data entry in Excel.
Work with live data in Online, Windows, and Mac editions of Excel to create up-to-date reports.
Integrate data and manage connections with no code or special skills required.
Securely govern your data with specific user permissions and built-in TLS / SSL data encryption.
Real-time access to Dynamics CRM data from Excel
Get started
Get started in 3 simple steps
- Install the Excel Add-In — After installation look for the CData Connect AI for Spreadsheets button on the Excel Ribbon.
- Configure your Dynamics CRM connection — Click on the Connect Spreadsheets add-in from within Excel to setup an account and configure a connection to Dynamics CRM.
- Run your first query — Select any Dynamics CRM data that you want to access. All data is exposed as standard tables and data views. You can even write custom queries with SQL to filter and join data.
Automation
Automate your workflow
Spend less time copying, pasting, and importing data. Build custom reports and dashboards with automatic refreshes (hourly, daily, weekly, monthly) for real-time insights.
Insights
Bring data to life in Excel
Bring your Dynamics CRM data into Excel for up-to-date insights with Connect Spreadsheets. Easily combine that information with data from other sources in Excel to form a complete picture of the customer journey.
Analysis
Dynamics CRM reporting, analysis, and data manipulation
Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel-based data analysis, and more!
- Modify and delete records and push updates back to Dynamics CRM
- Quickly export and backup data.
- Operate on data with Charts and Pivot Tables.
FAQs
Frequent Dynamics CRM Excel connectivity questions
Common questions about integrating Dynamics CRM with Microsoft Excel.
Popular Excel Videos:
Get the Excel Add-In for Dynamics CRM
Building custom dashboards & reports that connect with live Dynamics CRM data has never been easier. Get the CData Excel Add-In for Dynamics CRM now, and get connected.