Excel Add-In for Dynamics 365 Finance and Operations

Build 21.0.7930

Getting Started

Connecting to Dynamics 365 Finance and Operations

Establishing a Connection shows how to authenticate to Dynamics 365 Finance and Operations and configure any necessary connection properties. You can create a connection profile by clicking Get Data and selecting From Dynamics 365 Finance and Operations on the CData ribbon.

Advanced Configurations

You can also configure add-in capabilities through the available Connection properties, from data modeling to firewall traversal. The Advanced Settings section shows how to set up more advanced add-in configurations and troubleshoot connection errors.

Configuring a Connection Profile

You can configure access control in a connection profile by defining the operations allowed against Dynamics 365 Finance and Operations data and store the profile in the workbook to make the workbook easy to share. See Managing Connections for more configuration options for connection profiles.

Connecting from Excel

The add-in adds controls to the Excel ribbon, standard Excel formulas, and VBA classes for writing macros.

Dynamics 365 Finance and Operations Version Support

The add-in supports read/write access to Dynamics 365 Finance and Operations through OData Web services.

See Also

  • See Using the Excel Add-In to work with Dynamics 365 Finance and Operations data from the CData ribbon.
  • By Writing Parameterized Queries in the From Dynamics 365 Finance and Operations dialog, you can easily create a dynamic spreadsheet based on an underlying SQL SELECT query. Cell values provide the query's input parameters.
  • Use the CData Excel Formulas to execute multiple queries from the same sheet or to use cells and ranges to manipulate Dynamics 365 Finance and Operations data.
  • See Using the Excel Add-In (VBA) to write macros that can automate any of the capabilities available on the ribbon.

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