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Access Live Dynamics 365 Data in Google Sheets
Use CData Connect Cloud to gain access to live Dynamics 365 data from your Google Sheets.
Google Sheets is a web-based spreadsheet program provided by Google. When integrated with CData Connect Cloud, you can effortlessly gain access to Dynamics 365 data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to Dynamics 365 within your Connect Cloud instance and accessing live Dynamics 365 data seamlessly within Google Sheets.
CData Connect Cloud offers a seamless cloud-to-cloud interface designed for Dynamics 365, enabling effortless access to live Dynamics 365 data directly within Google Sheets. Use the dedicated Connect Cloud Google Sheets Plug-In to connect with live Dynamics 365 data. With built-in optimized data processing, CData Connect Cloud efficiently channels all supported query operations, including filters, JOINs, and more, directly to Dynamics 365. This leverages server-side processing to promptly retrieve the desired Dynamics 365 data.
This setup requires a CData Connect Cloud instance and the CData Connect Cloud Add-On for Google Sheets. To get started, sign up a free trial of Connect Cloud and install the free Connect Cloud Google Sheets Add-On.
About Dynamics 365 Data Integration
CData simplifies access and integration of live Microsoft Dynamics 365 data. Our customers leverage CData connectivity to:
- Read and write data in the full Dynamics 365 ecosystem: Sales, Customer Service, Finance & Operations, Marketing, and more.
- Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
- Authenticate securely with Dynamics 365 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 their Dynamics 365 entities - listing, creating, and removing associations between entities.
CData customers use our Dynamics 365 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 Dynamics 365 data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).
Getting Started
Configure Dynamics 365 Connectivity for Google Sheets
Connectivity to Dynamics 365 from Google Sheets is made possible through CData Connect Cloud. To work with Dynamics 365 data from Google Sheets, we start by creating and configuring a Dynamics 365 connection.
- Log into Connect Cloud, click Connections and click Add Connection
![]( "Adding a Connection")
- Select "Dynamics 365" from the Add Connection panel
![]( "Selecting a data source")
-
Enter the necessary authentication properties to connect to Dynamics 365.
Edition and OrganizationUrl are required connection properties. The Dynamics 365 connector supports connecting to the following editions: CustomerService, FieldService, FinOpsOnline, FinOpsOnPremise, HumanResources, Marketing, ProjectOperations and Sales.
For Dynamics 365 Business Central, use the separate Dynamics 365 Business Central driver.
OrganizationUrl is the URL to your Dynamics 365 organization. For instance, https://orgcb42e1d0.crm.dynamics.com
![]( "Configuring a connection (Salesforce is shown)")
- Click Create & Test
- Navigate to the Permissions tab in the Add Dynamics 365 Connection page and update the User-based permissions.
![]( "Updating permissions")
With the connection configured, you are ready to connect to Dynamics 365 data from Google Sheets.
Access Live Dynamics 365 Data from Google Sheets
The steps below outline connecting to CData Connect Cloud from Google Sheets to access live Dynamics 365 data.
- Log into Google Sheets, create a new sheet (or open an existing one).
- Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
- Search for CData Connect Cloud Add-On and install the Add-on.
![]( "Install the Add-On")
- Authorize the Add-On.
![]( "Authorize the Add-On")
- Back in Google Sheets, click Add-ons and open the CData Connect Cloud Add-On.
![]( "Opening the Add-On")
- In the Add-On panel, click Authorize to authenticate with your CData Connect Cloud instance
![]( "Authenticating with CData Connect Cloud")
- In the CData Connect Cloud panel in Google Sheets, click Import
![]( "CData Connect Cloud panel in Google Sheets")
- Choose a Connection (e.g. Dynamics3651), Table (e.g. GoalHeadings, and Columns to import
![]( "Cheesing a Connection, Table, and Columns")
- Optionally add Filters, Sorting, and a Limit
![]( "Filters, Sorting, Limits")
- Click Execute to import the data
Live Access to Dynamics 365 Data from Cloud Applications
New, you have a direct, cloud-to-cloud connection to live Dynamics 365 data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.
Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.
