Access Live Microsoft Dataverse Data in Google Sheets

Google Sheets is a web-based spreadsheet program provided by Google. When integrated with CData Connect Cloud, you can effortlessly gain access to Microsoft Dataverse data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to Microsoft Dataverse within your Connect Cloud instance and accessing live Microsoft Dataverse data seamlessly within Google Sheets.

CData Connect Cloud offers a seamless cloud-to-cloud interface designed for Microsoft Dataverse, enabling effortless access to live Microsoft Dataverse data directly within Google Sheets. Use the dedicated Connect Cloud Google Sheets Plug-In to connect with live Microsoft Dataverse data. With built-in optimized data processing, CData Connect Cloud efficiently channels all supported query operations, including filters, JOINs, and more, directly to Microsoft Dataverse. This leverages server-side processing to promptly retrieve the desired Microsoft Dataverse data.

Configure Microsoft Dataverse Connectivity for Google Sheets

Connectivity to Microsoft Dataverse from Google Sheets is made possible through CData Connect Cloud. To work with Microsoft Dataverse data from Google Sheets, we start by creating and configuring a Microsoft Dataverse connection.

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

   You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • OrganizationUrl: Set this to the organization URL you are connecting to, such as https://myorganization.crm.dynamics.com.
   • Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

   When you connect the Common Data Service OAuth endpoint opens in your default browser. Log in and grant permissions. The OAuth process completes automatically.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Microsoft Dataverse Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Microsoft Dataverse data from Google Sheets.

Access Live Microsoft Dataverse Data from Google Sheets

The steps below outline connecting to CData Connect Cloud from Google Sheets to access live Microsoft Dataverse 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. CDS1), 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 Microsoft Dataverse Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Microsoft Dataverse 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.