MSCRM and connectivity using excel MACRO or VBA code

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Posted on by EmployeeOcta

Hi All Experts,

I have a requirement where i need to fetch the data directly from the CRM to excel sheet using MACRO or VBA code.

Is there anything that we can utilize to fetch the web api or make a call to crm api from within excel.

This will really be helpfull.

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Answers (3)

rogerlee 20 on at

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RE: MSCRM and connectivity using excel MACRO or VBA code

You definitely should use VBA, If VBA is more complicated than writing a macro, why would you use it? Short answer: you get a lot more features from VBA macros. Instead of clicking on a spreadsheet and recording those clicks, you can access the full range of Excel features and capabilities. You just need to know how to use them. I have some macro setup information that I keep in a special dropbox. Is anyone interested in this topic?
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cloflyMao 25,198 on at

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RE: MSCRM and connectivity using excel MACRO or VBA code

Hi Partner,

Please ignore this reply.

Clofly 2 Mao is my backup account, there is issue with my main account in recent days, now the issue is fixed, this is just a simple reply from my main account.
EmployeeOcta on at

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RE: MSCRM and connectivity using excel MACRO or VBA code

Hi Wahaj,

The Addin i am talking about and the url which you mentioned , it's the same and one point to add here it works for dynamics 365 crm using cds.

Thanks for all of you for help and support . also i marked the answers for your thoughts.
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Wahaj Rashid 11,319 on at

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RE: MSCRM and connectivity using excel MACRO or VBA code

Hi,

The database approach is for read-only purposes and I agree it’s not the best solution.

Please note, if you are talking about the following add-in, it works with Dynamics 365 Finance & Operations only (AX):

https://appsource.microsoft.com/en-us/product/office/wa104379629?tab=overview

If your users are looking to analyze the data, they can export the data to excel or you can build reports for them (which they can export to excel as well).

If they mean to update, users can export the data from Excel, update it and import it back.

As far as I know, there is no add-in available for this purpose by Microsoft.

You may take a look at the following:

https://skyvia.com/excel-add-in/dynamics-crm

Or, as Clofy mentioned, you have to create your own add-in using VSTO.
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Clofly 260 on at

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RE: MSCRM and connectivity using excel MACRO or VBA code

Hi Partner,

As per my understanding, you could create a custom Excel add-in and connect to your OP system database or Web API endpoint in the add-in's function.

https://www.youtube.com/watch?v=4HOjV_7lnYA

https://www.youtube.com/watch?v=FBjwYoHP0Go
EmployeeOcta on at

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RE: MSCRM and connectivity using excel MACRO or VBA code

Basically there is one addin called powerapps office addin, but it works with online system.

But I have an on premise system.

So users requests, if possible try to create kind of addin or some sort of crud operation using Excel.

User are comfortable with one button click work.

So I was thinking about writing a code through excel to do crud operation and give this to users.

May be I am wrong but users are users.

Hope I try to put this correctly.
Clofly 260 on at

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RE: MSCRM and connectivity using excel MACRO or VBA code

Excel only opens OData, and I didn't find Excel Add-In for OP system.

If you want to perform CRUD operations via Web API, try Postman instead.

For update, you could export data as excel worksheets and edit the file and upload it back to Dynamics.
EmployeeOcta on at

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RE: MSCRM and connectivity using excel MACRO or VBA code

Hello All,

May be i missed to say that i need to connect to on-premise system and not online system.

Second point in continue to your response (Clofly 2 Mao) , with respect to connecting to online system is it using that connector is it possible to write code using macro.

What i know is that we can process the data using the connector but we cannot do kind of CRUD operation with the same.
Clofly 260 on at

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RE: MSCRM and connectivity using excel MACRO or VBA code

Hi Partner,

You could check whether Dynamics 365 connector is available to your Excel version.

Connect to D365 using Organization account method.

Then you can process table with Excel function after loading the data.