Access Live Microsoft Dataverse Data in Excel for the Web (Excel 365/Online)

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When combined with Connect Spreadsheets by CData, you gain immediate access to Microsoft Dataverse data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Microsoft Dataverse in Connect Spreadsheets and access and update live Microsoft Dataverse data in Excel spreadsheets online.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

Getting Started

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Configure Microsoft Dataverse Connectivity for Excel

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

1. Log into Connect Spreadsheets, 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

With the connection configured, you are ready to connect to Microsoft Dataverse data from Excel for the web.

Access Live Microsoft Dataverse Data in Excel for the web

The steps below outline connecting to Connect Spreadsheets from Excel to access live Microsoft Dataverse data.

1. Log into Excel, create a new sheet (or open an existing one).
2. Click Insert and click Office Add-ins. (If you have already installed the Add-In, jump to step 4.)
3. Search for Connect Spreadsheets and click "Get it now" to install the Add-in.
4. Back in Excel, open the Data ribbon select and click the Connect Spreadsheets "Get Data" button.
5. In the Add-In panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account
6. In the Connect Spreadsheets panel in Excel, click Import
7. Choose a Connection (e.g. CDS1), Table (e.g. Accounts), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Update Microsoft Dataverse Data from Excel

In addition to viewing Microsoft Dataverse data in Excel, Connect Spreadsheets also lets you update and delete Microsoft Dataverse data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Microsoft Dataverse
2. In the Connect Spreadsheets Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
4. Click Execute to push the updates to Microsoft Dataverse

A notification will appear when the update is complete

Live Access to Microsoft Dataverse Data from Spreadsheets

New, you have a direct, cloud-to-cloud connection to live Microsoft Dataverse data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try Connect Spreadsheets and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your spreadsheet apps.