The CData Excel Add-In for Microsoft Dynamics CRM supports several operations on data, including querying, deleting, modifying, and inserting.

SELECT Statements

See SELECT Statements for a syntax reference and examples.

See Data Model for information on the capabilities of the Microsoft Dynamics CRM API.

INSERT Statements

See INSERT Statements for a syntax reference and examples, as well as retrieving the new records' Ids.

UPDATE Statements

The primary key Id is required to update a record. See UPDATE Statements for a syntax reference and examples.

UPSERT Statements

An UPSERT updates a record if it exists and inserts the record if it does not. See UPSERT Statements for a syntax reference and examples.

DELETE Statements

The primary key Id is required to delete a record. See DELETE Statements for a syntax reference and examples.

GETDELETED Statements

GETDELETED statements return the Ids of deleted records. See GETDELETED Statements for a syntax reference and examples.

EXECUTE Statements

Use EXECUTE or EXEC statements to execute stored procedures. See EXECUTE Statements for a syntax reference and examples.

Names and Quoting

• Table and column names are considered identifier names; as such, they are restricted to the following characters: [A-Z, a-z, 0-9, _:@].
• To use a table or column name with characters not listed above, the name must be quoted using square brackets ([name]) in any SQL statement.
• Parameter names can optionally start with the @ symbol (e.g., @p1 or @CustomerName) and cannot be quoted.
• Strings must be quoted using single quotes (e.g., 'John Doe').

Dynamics 365 and on-premise instances since CRM 2013 support bulk operations. The add-in abstracts the Microsoft Dynamics CRM bulk API into SQL. The following sections describe the SQL you can use to execute bulk operations to Microsoft Dynamics CRM.