Discover how a bimodal integration strategy can address the major data management challenges facing your organization today.
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Live data access from Dynamics CRM to Microsoft Excel
Unlock your data initiatives with live access to the data users need within any app or platform.
Provide safe, governed access to the data your teams need in a no/low-code interface, so they can access live data within the app, tool, or spreadsheet of their choice, accelerating analytics, business intelligence, and reporting.
Dynamics CRM:
Microsoft Dynamics CRM is a customer relationship management software that helps businesses manage and analyze customer interactions and data. It offers tools for sales, marketing, and customer service teams to streamline processes, improve productivity, and drive revenue growth. With customizable features and integration capabilities, it enables businesses to build strong customer relationships.
Microsoft Excel:
Microsoft Excel is a powerful spreadsheet program that allows users to organize, analyze, and visualize data in a user-friendly interface. With features such as formulas, charts, and pivot tables, Excel is widely used in business, finance, and academia for tasks ranging from budgeting and forecasting to data analysis and reporting.
Discover, blend, and access data from Dynamics CRM in Microsoft Excel
No more downloading, wrangling, and uploading spreadsheets ever again! Connect Spreadsheets is the easiest way to get all your live data in your spreadsheets. Just connect to Dynamics CRM, select the dataset you’d like to see, and import it into your spreadsheet. Schedule data refreshes, or click “Refresh” at any time to always get the latest version of data available.
- Work with live Dynamics CRM data in spreadsheets that updates as soon as the source system does, no data movement required
- Consolidate from many sources into a single source-of-truth dashboard that others can view, collaborate on, and use in spreadsheet form
- Create no/low-code queries to filter and find the Dynamics CRM data you want in your spreadsheet without ever leaving the app.
- Set a schedule for Connect Spreadsheets to update the data in your spreadsheet at certain times, so you know your data is always complete and accurate without needing to download, manipulate, and reupload every time you want to check a dashboard.
Access Dynamics CRM in Excel
Dynamics CRM to Microsoft Excel Features
1. Install the add-in
Available in the Google Workspace Marketplace and Microsoft AppSource.
2. Create a free account
Get started in minutes — no credit card required.
3. Connect to your data
Set up your connections to more than 250 sources, powered by CData.
4. Get your data
Select your data and see it in your spreadsheet at the click of a button.
Access live Dynamics CRM data in other popular tools
No complicated data movement, ETL, or data integration required. Enable access to data directly from the data systems you already use. Select your preferred tool below to learn more.
APOS Live Data Gateway
Airbyte
Alteryx Designer
Amazon AWS Glue
Amazon QuickSight
AppSheet
Azure Analysis Services
Azure Data Factory
Bubble.io
Choreo
Cognos Analytics (On-Prem)
Google Apps Script
Google Sheets
Infragistics Reveal
Jitterbit
Klipfolio
Looker
Mendix
Metabase
MicroStrategy
Microsoft Power Apps
Mode Analytics
MuleSoft Anypoint
Nintex Workflow Cloud
NodeJS
OutSystems
Power Automate
Power BI Service
Qlik Cloud
Redash
SAP Analytics Cloud
SAP Crystal Reports
SQL Server PolyBase
Salesforce Connect
SnapLogic
Tableau Cloud
Unqork
Zoho Analytics
