One of the best features in Power Query is that the data doesn't have to be static. Once the data is displayed in Excel, it should look like this:Īt this point, you can use Excel functionalities, including filtering, ordering, formatting, etc. Click on Close & Load to load the data into Excel. Drag and drop the columns horizontally if you would like to reorder them.Ħ. Check the following columns (use the Search Columns field to make it easier to find the fields you want to include in the result):ĥ. In the Choose Columns window, check (Select All Columns) to uncheck the columns initially selected.Ĥ. Now let's make sure we retrieve only a few columns to make sure it is more manageable once we load data from CRM into Excel.ģ. Once the Query Editor opens, explore the Home, Transform, Add Column and View menu options. You'll notice that a few records are retrieved. You can also choose which columns to display, apply filters to, etc.ġ. In this window, you can choose which entities to pull data from. Once the connection is established and all the metadata is loaded, you will see the Navigator window. Back on the Access an OData feed window, click on Connect. On the login page, enter your email and password and click on Sign in.ĥ. On the Access an OData feed window, click on Organization account, choose the first URL, and click on Sign-in.Ĥ. On the OData Feed window, enter the URL you just copied from Developer Resources and click OK.ģ. Click on Data > New Query > From Other Sources > From OData Feed.Ģ. Now we need to open Excel and create a connection to Dynamics CRM Online as follows:ġ. This URL will be used in the next steps to connect to CRM. Click on Main > Settings > Customizations.ģ. To be able to connect to Dynamics CRM, first you need to find out the correct Service Root URL.ġ. Be sure to check if your Microsoft Office is 32 or 64 bits to make sure you are downloading the correct version of the Power Query for Excel.
QUERIES IN EXCEL 2016 INSTALL
Before you can use Excel to connect to Dynamics CRM, you'll need to download and install Microsoft Power Query for Excel.
QUERIES IN EXCEL 2016 HOW TO
In today's blog, we'll be showing you how to use this cool tool!įor today's example, we will be using Dynamics CRM 2016 Online and Excel 2016.
Microsoft Power Query for Excel is not only one the most effective ways to view and analyze data from Dynamics CRM, but it is also a flexible and easy solution to turn Excel spreadsheets into exciting Business Intelligence (BI) tools for Dynamics CRM.
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