Excel Add-In for Dynamics 365 Finance and Operations

Build 21.0.7930

Establishing a Connection

Configure a Connection Profile

From the CData ribbon, click Get Data and select From Dynamics 365 Finance and Operations to launch the CData Query window. To setup your connection, you will have to click the Select button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to Dynamics 365 Finance and Operations

To authenticate to the Dynamics 365 Finance and Operations source, you should first set the OrganizationUrl to the URL of the organization you are connecting to, such as https://[organization].crm.dynamics.com.

Authenticating using Azure AD

Azure AD is a connection type that goes through OAuth. Set your AuthScheme to AzureAD and see Using OAuth Authentication for an authentication guide.

Authenticating using Azure Service Principal

Azure Service Principal is a connection type that goes through OAuth. Set your AuthScheme to AzureServicePrincipal and see Using Azure Service Principal Authentication for an authentication guide.

Authenticating using MSI Authentication

If you are running Dynamics 365 Finance and Operations on an Azure VM, you can leverage Managed Service Identity (MSI) credentials to connect:

  • AuthScheme: Set this to AzureMSI.

The MSI credentials will then be automatically obtained for authentication.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Dynamics 365 Finance and Operations you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

  • Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
  • Using the Excel Add-In: Find other ways to interact with Dynamics 365 Finance and Operations data, such as using the available CData Excel Formulas.

Copyright (c) 2021 CData Software, Inc. - All rights reserved.
Build 21.0.7930