Access Live Dynamics 365 Business Central Data in Google Sheets

Google Sheets is a from, web-based spreadsheet program. When paired with CData Connect Cloud, you can instantly access Dynamics 365 Business Central data from within Google Sheets for data analysis, collaborations, calculations, and more. This article shows how to connect to Dynamics 365 Business Central in your Connect Cloud instance and access live Dynamics 365 Business Central data in Google Sheets.

CData Connect Cloud provides a pure cloud-to-cloud interface for Dynamics 365 Business Central, allowing you to easily access live Dynamics 365 Business Central data in Google Sheets. Simply use the partner Connect Cloud Add-On to generate a query (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Dynamics 365 Business Central, leveraging server-side processing to quickly return Dynamics 365 Business Central data.

Connect to Dynamics 365 Business Central in Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Dynamics 365 Business Central" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Dynamics 365 Business Central.

   To authenticate to Dynamics 365 Business Central, you must provide the User and AccessKey properties.

   To obtain the User and AccessKey values, navigate to the Users page in Dynamics 365 Business Central and then click on Edit. The User Name and Web Service Access Key values are what you will enter as the User and AccessKey connection string properties. Note that the User Name is not your email address. It is a shortened user name.

   To connect to data, specify OrganizationUrl. If you have multiple companies in your organization, you must also specify the Company to indicate which company you would like to connect to. Company does not need to be specified if you have only one company.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Dynamics 365 Business Central Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Dynamics 365 Business Central data from Google Sheets.

Access Live Dynamics 365 Business Central Data in Google Sheets

The steps below outline connecting to CData Connect Cloud from Google Sheets to access live Dynamics 365 Business Central 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 CData Connect Cloud Add-On and install the Add-on.
4. Authorize the Add-On.
5. Back in Google Sheets, click Add-ons and open the CData Connect Cloud Add-On.
6. In the Add-On panel, click Authorize to authenticate with your CData Connect Cloud instance
7. In the CData Connect Cloud panel in Google Sheets, click Import
8. Choose a Connection (e.g. D365BusinessCentral1), Table (e.g. Accounts, and Columns to import
9. Optionally add Filters, Sorting, and a Limit
10. Click Execute to import the data

Live Access to Dynamics 365 Business Central Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Dynamics 365 Business Central data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.