Connecting to Microsoft Dynamics CRM

Establishing a Connection shows how to authenticate to Microsoft Dynamics CRM and configure any necessary connection properties. You can create a connection profile by clicking Get Data and selecting From Microsoft Dynamics CRM 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 Microsoft Dynamics CRM 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.

Microsoft Dynamics CRM Version Support

The add-in models CRM on-premise or hosted Microsoft Dynamics 365 instances as read/write, relational databases. The add-in uses versions 2011+ of the CRM Web Services APIs to connect to Dynamics CRM data. The add-in supports forms-based and claims-based authentication to the API.

See Also

• See Using the Excel Add-In to work with Microsoft Dynamics CRM data from the CData ribbon.
• By Writing Parameterized Queries in the From Microsoft Dynamics CRM 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 Functions to execute multiple queries from the same sheet or to use cells and ranges to manipulate Microsoft Dynamics CRM data.
• See Using the Excel Add-In (VBA) to write macros that can automate any of the capabilities available on the ribbon.