Extend Google Sheets with Microsoft Dataverse Data

Make calls to the API Server from Google Apps Script.

Interact with Microsoft Dataverse data from Google Sheets through macros, custom functions, and add-ons. The CData API Server, when paired with the ADO.NET Provider for Microsoft Dataverse (or any of 200+ other ADO.NET Providers), enables connectivity to Microsoft Dataverse data from cloud-based and mobile applications like Google Sheets. The API Server is a lightweight Web application that produces OData services for Microsoft Dataverse and any source supported by the CData ADO.NET Providers.

Google Apps Script can consume these OData services in the JSON format. This article shows how to create a simple add-on that populates a Google Spreadsheet with Accounts data and, as you make changes, executes updates to Microsoft Dataverse data.

About Microsoft Dataverse Data Integration

CData provides the easiest way to access and integrate live data from Microsoft Dataverse (formerly the Common Data Service). Customers use CData connectivity to:

Access both Dataverse Entities and Dataverse system tables to work with exactly the data they need.
Authenticate securely with Microsoft Dataverse in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.
Use SQL stored procedures to manage Microsoft Dataverse entities - listing, creating, and removing associations between entities.

CData customers use our Dataverse connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources)or analyze live Dataverse data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).

Getting Started

Set Up the API Server

Follow the steps below to begin producing secure Microsoft Dataverse OData services:

Deploy

The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.

The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.

Connect to Microsoft Dataverse

After you deploy the API Server and the ADO.NET Provider for Microsoft Dataverse, provide authentication values and other connection properties needed to connect to Microsoft Dataverse by clicking Settings -> Connections and adding a new connection in the API Server administration console.

You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
OrganizationUrl: Set this to the organization URL you are connecting to, such as https://myorganization.crm.dynamics.com.
Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

When you connect the Common Data Service OAuth endpoint opens in your default browser. Log in and grant permissions. The OAuth process completes automatically.

You can then choose the Microsoft Dataverse entities you want to allow the API Server to access by clicking Settings -> Resources.

Authorize API Server Users

After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address: Connections from all addresses except localhost are blocked by default, so you will need to allow connections from Google's servers for this article. You can authenticate as well as encrypt connections with SSL.

Retrieve Microsoft Dataverse Data

Open the Script Editor from your spreadsheet by clicking Tools -> Script Editor. In the Script Editor, add the following function to populate a spreadsheet with the results of an OData query:



function retrieve(){
  var url = "https://MyUrl/api.rsc/Accounts?select=Id,AccountId,Name,Name";
  var response = UrlFetchApp.fetch(url,{
    headers: {"Authorization": "Basic " + Utilities.base64Encode("MyUser:MyAuthtoken")}
  }); 
  var json = response.getContentText();
  var sheet = SpreadsheetApp.getActiveSheet();
  var a1 = sheet.getRange('a1');
  var index=1;
  var accounts = JSON.parse(json).value;

  var cols = [["Id","AccountId","Name","Name"]]; 
  sheet.getRange(1,1,1,4).setValues(cols);

  row=2;
  for(var i in accounts){
    for (var j in accounts[i]) {
      switch (j) {
        case "Id":
          a1.offset(row,0).setValue(account[i][j]);
          break;
        case "AccountId":
          a1.offset(row,1).setValue(account[i][j]);
          break;
        case "Name":
          a1.offset(row,2).setValue(account[i][j]);
          break;
        case "Name":
          a1.offset(row,3).setValue(account[i][j]);
          break;
      }      
    }
    row++;
  }
}

Follow the steps below to add an installable trigger to populate the spreadsheet when opened:

Click Resources -> Current Project's Triggers -> Add a New Trigger.
Select retrieve in the Run menu.
Select From Spreadsheet.
Select On open.

After closing the dialog, you are prompted to allow access to the application.

Post Changes to Microsoft Dataverse Data

Add the following function to post changes to cells back to the API Server:



function buildReq(e){
  var sheet = SpreadsheetApp.getActiveSheet();
  var changes = e.range;
  var id = sheet.getRange(changes.getRow(),1).getValue();
  var col = sheet.getRange(1,changes.getColumn()).getValue();
  
  var url = "http://MyServer/api.rsc/Accounts("+id+")";
  var putdata = "{\"@odata.type\" : \"CDataAPI.Accounts\",  \""+col+"\": \""+changes.getValue()+"\"}";;
  UrlFetchApp.fetch(url,{
    method: "put",
    contentType: "application/json",
    payload: putdata,
    headers: {"Authorization": "Basic " + Utilities.base64Encode("MyUser:MyAuthtoken")}
  });

}

Follow the steps below to add the update trigger:

Click Resources -> Current Project's Triggers.
Select buildReq in the Run menu.
Select From Spreadsheet.
Select On edit.

You can test the script by clicking Publish -> Test as Add-On. Select the version, installation type, and spreadsheet to create a test configuration. You can then select and run the test configuration.

As you make changes to cells, the API Server executes updates to Microsoft Dataverse data.

Ready to get started?

Learn more or sign up for a free trial:

CData API Server