June 20, 2024 8:11 pm

Excel Add-In for MSCRM

Developer’s Description

Excel Add-In for MSCRM
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! Users simply supply their credentials via the connection wizard to create a connection and can immediately begin working with live Microsoft Dynamics CRM tables of data. *Key Features: -Completely self-contained; no additional software installation is required. -The Excel Add-In for MSCRM is integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click. -Modify and delete Records. -Quickly export and backup data. -Operate on data with Charts and Pivot Tables. *Easy-To-Use, Straightforward Configuration: 1-Install the Add-In 2-Login with User & Password 3-Select Tables Installing any of the Excel Add-Ins creates a new CData data access toolbar in Excel that users can access to connect to remote data. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection. Once the data connection is configured, just specify the table and the Excel Add-In will populate a new Excel sheet with live Microsoft Dynamics CRM Data

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.

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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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what is a license key for windows?


A product key is a 25-character code used to activate Windows and help ensure that it is not installed on more PCs than the Microsoft Software License Terms allow.

What is a PC license key?


A license key is a database that verifies access to a licensed software application. This type of software security prevents software theft. And allows organizations to protect their software from being copied or shared with unauthorized licensed users.

How do I install programs?

Locate and download a .exe file.
Click on the .exe file and double-click it. (It will usually be in your Downloads folder.)
A dialog box will appear. Follow the instructions to install the software.
You will be able to install the software.

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