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
CData Connect Cloud provides a collaborative. live data access and connection platform that empowers data users to use data securely in their preferred tools, while maintaining data governance controls for technical experts. Connect Cloud provides a live copy of the data without actual data movement. Enable every stakeholder in the organization to always have access to the data they need without constantly submitting request tickets.
- Sophisticated connection to Dynamics CRM with built-in query engines that enable advanced connection capabilities, which won't break over time.
- Data governance controls to protect data in Dynamics CRM with transparent role-based access rules.
- Create and save purpose-built views of data for specific uses in Microsoft Excel that update with changes to Dynamics CRM.
- Work with virtual dataset views of Microsoft Dynamics CRM data instead of entire tables and datasets.
- Blend, customize, and rearrange data in Connect Cloud so its ready for Microsoft Excel.
Access Dynamics CRM in Microsoft Excel
Dynamics CRM to Microsoft Excel Features
No data movement required
Ditch the complicated ETL/ELT data integration tools and skip right to using data in the tool you need.
Powerful user-based access controls for centralized data governance
Grant unlimited self-serve data access to users without the possibility of accidentally viewing, altering, or deleting data.
Any data, any application – available in familiar rows and columns
Connect Cloud does the hard work of translating any source connection to tables that can be read by SQL or analyzed in a spreadsheet.
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
