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CData Connect Spreadsheets for Dynamics CRM
 

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 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!


  Get The Excel Add-In Now

Other Microsoft Dynamics Technologies

Other Microsoft Dynamics Drivers


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Discover What's Possible with Your Dynamics CRM Data in Excel

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Say Farewell to Copy/Paste

Real-time, seamless access to data removes the burden of manual data entry in Excel.

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Never Rely on Stale Data

Work with live data in Online, Windows, and Mac editions of Excel to create up-to-date reports.

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Point and Click Configuration

Integrate data and manage connections with no code or special skills required.

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Secure Access and Encryption

Securely govern your data with specific user permissions and built-in TLS / SSL data encryption.



Get The Excel Add-In Now

Real-Time Access to Dynamics CRM Data from Excel

Get Started with Dynamics CRM in 3 Simple Steps:

  1. Install the Excel Add-In - After installation look for the CData Connect Spreadsheets button on the Excel Ribbon.
  2. 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.
  3. 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.
Connect to Dynamics CRM data in Excel
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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.

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.

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Dynamics CRM Reporting, Analysis, & 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.


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Connecting to Live Data from Microsoft Excel with Connect Spreadsheets

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.


  Get the Excel Add-In Now!