Devart Excel Add-In for Dynamics 365

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Connect Excel to Dynamics 365 for easy data management

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Starting Price$$179.95
Free Trial30 Days
Free VersionNo
APINot specified
DeploymentDeployment Type
HeadquartersCzech Republic
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Product Overview

Devart Excel Add-In for Dynamics 365 Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Devart Excel Add-In for Dynamics 365

Devart Excel Add-in for Dynamics 365 allows you to connect Microsoft Excel to Microsoft Dynamics 365 (formelly Dynamics CRM), quickly and easily load data from Dynamics 365 to Excel, instantly refresh data in an Excel workbook from Dynamics 365, edit these data, and save them back to Dynamics 365. It enables you to work with Dynamics 365 contacts, accounts, opportunities, leads, products, and other objects like with usual Excel worksheets, easily perform data cleansing and de-duplication, and apply all the Excel's powerful data processing and analysis capabilities to these data.

To connect Excel to Dynamics 365 you just need to specify the URL to connect to and your credentials. Alternatively, instead of specifying credentials, you may select an OAuth 2.0 (RefreshToken) authentication, click Web Login, and sign in to Dynamics 365 directly.
Connection information may optionally be stored in the Excel file, or you may reenter it whenever necessary.
Company Devart
Founded 1997
Headquarters Czech Republic
Employees 101-500

Support

Email Knowledge Base FAQs/Forum

Training

Documentation

Licensing & Deployment

Proprietary On-Premise Windows

Typical Customers

Self-Employed Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 1 language available
English
Industries Served 4 industries available
Accounting Advertising & Marketing Automotive Computer Software
Category-Based Capabilities

Devart Excel Add-In for Dynamics 365 Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Integration Software 18 selected features Open category ↗

To connect Excel to Dynamics 365 you just need to specify the URL to connect to and your credentials. Alternatively, instead of specifying credentials, you may select an OAuth 2.0 (RefreshToken) authentication, click Web Login, and sign in to Dynamics 365 directly. Connection information may optionally be stored in the Excel file, or you may reenter it whenever necessary.

Multiple Data Sources Database Support Dashboard Workflow Management Data Connectors Reporting/Analytics Data Synchronization Data Import/Export Web Services Real-Time Data Data Management Data Warehouse API Data Extraction Data Aggregation and Publishing Configurable Workflow Third-Party Integrations Access Controls/Permissions
Pricing Information

Devart Excel Add-In for Dynamics 365 Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency USD ($)
Free Trial 30 Days
Free Version NA
Payment Frequency Annual Subscription
Excel Add-in for Dynamics 365
$$179.95 Per Plan

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

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Frequently Asked Questions

Devart Excel Add-In for Dynamics 365 FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Devart Excel Add-in for Dynamics 365 allows you to connect Microsoft Excel to Microsoft Dynamics 365 (formelly Dynamics CRM), quickly and easily load data from Dynamics 365 to Excel, instantly refresh data in an Excel workbook from Dynamics 365, edit these data, and save them back to Dynamics 365. It enables you to work with Dynamics 365 contacts, accounts, opportunities, leads, products, and other objects like with usual Excel worksheets, easily perform data cleansing and de-duplication, and apply all the Excel's powerful data processing and analysis capabilities to these data.

To connect Excel to Dynamics 365 you just need to specify the URL to connect to and your credentials. Alternatively, instead of specifying credentials, you may select an OAuth 2.0 (RefreshToken) authentication, click Web Login, and sign in to Dynamics 365 directly.
Connection information may optionally be stored in the Excel file, or you may reenter it whenever necessary.

  • No, Devart Excel Add-In for Dynamics 365 does not offer a free version.

  • Yes, Devart Excel Add-In for Dynamics 365 offers a free trial.

  • No, Credit Card details are not required for the Devart Excel Add-In for Dynamics 365 trial.

  • Devart Excel Add-In for Dynamics 365 offers the following pricing plans & packages:

    Excel Add-in for Dynamics 365

    $$179.95 Per Plan

  • Devart Excel Add-In for Dynamics 365 supports the following payment frequencies:

    • Annual Subscription

  • No, Devart Excel Add-In for Dynamics 365 does not offer an API.

  • Devart Excel Add-In for Dynamics 365 offers support with the following options:
    • Email , Knowledge Base , FAQs/Forum

  • Devart Excel Add-In for Dynamics 365 offers training with the following options:
    • Documentation

  • Devart Excel Add-In for Dynamics 365 supports the following languages:
    • English

  • Following are the typical users of the Devart Excel Add-In for Dynamics 365:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • Devart Excel Add-In for Dynamics 365 supports the following deployment:
    • On-Premise

  • Devart Excel Add-In for Dynamics 365 supports the following devices and operating systems:
    • Windows
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