Access Live Dynamics CRM 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 Dynamics CRM data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to Dynamics CRM within your Connect Cloud instance and accessing live Dynamics CRM data seamlessly within Google Sheets.

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

Configure Dynamics CRM Connectivity for Google Sheets

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

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

   The connection string options meet the authentication and connection requirements of different Dynamics CRM instances. To connect to your instance, set the User and Password properties, under the Authentication section, to valid Dynamics CRM user credentials and set the Url to a valid Dynamics CRM server organization root. Additionally, set the CRMVersion property to 'CRM2011+' or 'CRMOnline'. IFD configurations are supported as well; set InternetFacingDeployment to true.

   Additionally, you can provide the security token service (STS) or AD FS endpoint in the STSURL property. This value can be retrieved with the GetSTSUrl stored procedure. Office 365 users can connect to the default STS URL by simply setting CRMVersion.

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

With the connection configured, you are ready to connect to Dynamics CRM data from Google Sheets.

Access Live Dynamics CRM Data from Google Sheets

The steps below outline connecting to CData Connect Cloud from Google Sheets to access live Dynamics CRM 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. DynamicsCRM1), Table (e.g. Account, and Columns to import
9. Optionally add Filters, Sorting, and a Limit
10. Click Execute to import the data

Live Access to Dynamics CRM Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Dynamics CRM 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.