Developer’s Description
Devart Excel Add-ins
Devart Excel Add-in for Dynamics CRM
Devart Excel Add-in for Dynamics CRM allows you to connect Microsoft Excel to Microsoft Dynamics CRM, quickly and easily load data from Dynamics CRM to Excel, instantly refresh data in an Excel workbook from Dynamics CRM, edit these data, and save them back to Dynamics CRM. It enables you to work with Dynamics CRM contacts, accounts, opportunities, leads, products, and other objects like with usual Excel worksheets, easily perform data cleansing and de-duplication, and apply all the Excel’s powerful data processing and analysis capabilities to these data.
Connect to Dynamics CRM Directly from Excel
To connect Excel to Dynamics CRM you just need to specify the URL to connect to and your credentials. Alternatively, instead of specifying credentials, you may select an OAuth 2.0 (RefreshToken) authentication, click Web Login, and sign in to Dynamics CRM directly.
Connection information may optionally be stored in the Excel file, or you may reenter it whenever necessary.
Use Query Builder or SQL to Import Data You Need
Visual Query Builder allows you to choose a table to import data from, select the columns from this table and related tables, and set filter conditions and data ordering options visually. If you need to select data more precisely, you can use SQL to select data you need.
Devart Excel Add-in for Dynamics CRM provides advanced SQL support for Dynamics CRM, and allows you to use complex SQL queries to get exactly the data you need.
Before finally importing data you can preview data and verify the query in a Data Preview window.
Instantly Refresh Data Whenever You Need
It’s very convenient to always have fresh data from Dynamics CRM right in your workbook. Imagine, you have performed data analysis in your Excel workbook, built some charts for your Dynamics CRM data, and you can re-read data from the source and update all this to the current state by just clicking a button on the ribbon whenever you need.
Edit Dynamics CRM Data Like Usual Excel Spreadsheets
To edit Dynamics CRM data in Excel you need just to click the Edit Mode button on the ribbon before editing, and then you can edit data just like you usually do it – add or delete rows, modify cell values, etc. All the changes are highlighted so you can easily see which data is changed.
After you finish editing, simply click Commit to write changes to Dynamics CRM or Rollback to cancel changes.
Excel Add-In for MSCRM
Read, Write, and Update Dynamics CRM from Excel
The Dynamics CRM Excel Add-In is a powerful tool that allows you to connect with live Microsoft Dynamics CRM (OnPremise & Online) account data, directly from Microsoft Excel. Use Excel to read, write, and update Leads, Contacts, Opportunities, Accounts, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!
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