The Filter Data page allows you to specify criteria.
Alternatively, select the table name to add all columns for that table. Select the columns you want to import and click the arrow to add them to your query. In the Query Wizard, expand the node for the table you would like to import into your spreadsheet.Select the option to use Query Wizard to create/edit queries. In Excel, open the Data tab and choose From Other Sources -> From Microsoft Query.You can then work with live Dynamics CRM data in Excel. Office 365 users can connect to the default STS URL by simply setting CRMVersion. This value can be retrieved with the GetSTSUrl stored procedure. IFD configurations are supported as well set InternetFacingDeployment to true.Īdditionally, you can provide the security token service (STS) or AD FS endpoint in the STSURL property. Additionally, set the CRMVersion property to 'CRM2011+' or 'CRMOnline'. To connect to your instance, set the User and Password properties, under the Authentication section, to valid Dynamics CRM userĬredentials and set the Url to a valid Dynamics CRM server organization root. The connection string options meet the authentication and connection requirements of different Dynamics CRM instances. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.
This is the last step of the driver installation. If you have not already, first specify connection properties in an ODBC DSN (data source name). Follow the steps below to use Microsoft Query to import Dynamics CRM data into a spreadsheet and provide values to a parameterized query from cells in a spreadsheet. The CData ODBC driver for Dynamics CRM uses the standard ODBC interface to link Dynamics CRM data with applications like Microsoft Access and Excel.