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.

Connect Excel to Dynamics CRM

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.

Query Builder in Excel

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.

Instantly refresh data from Dynamics CRM

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.

Edit Dynamics CRM data in Excel

Instant Data Validation

Devart Excel Add-in for Dynamics CRM instantly validates entered data and highlights errors, such as incorrect dates, duplicate primary key values, etc.

Data validation
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Get All Add-ins in One Pack and Save Over 80%

Order all 23 Devart Excel Add-ins in one Universal Pack and get a fantastic discount! If you need add-ins only for cloud applications, you may order Devart Excel Add-in Cloud Pack. For databases, there is Devart Excel Add-in Database Pack available.