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Overview of Devart Excel Add-in for Dynamics 365

Devart Excel Add-in for Dynamics 365 is a powerful integration tool that connects Microsoft Excel with Microsoft Dynamics 365. This add-in enhances data management by allowing users to easily load and manipulate data from Dynamics 365 directly within Excel. Users can connect to their Dynamics 365 environment using a URL and credentials or opt for OAuth 2.0 authentication for enhanced security. The add-in also features a Visual Query Builder, making it simple to select specific tables and columns, apply filters, and import only the necessary data, streamlining workflows and improving efficiency.

Key Features That Stand Out

• Seamless Integration: The add-in provides a direct link between Excel and Dynamics 365, enabling users to work with their data in a familiar spreadsheet environment without the need for complex coding or additional software.

• Visual Query Builder: This intuitive feature allows users to create queries visually, helping them filter and select the precise data they need without writing SQL code manually.

• Advanced SQL Support: Users can execute complex SQL queries to retrieve specific datasets, enhancing the flexibility and power of data analysis directly from Excel.

• Data Editing Capabilities: Once data is imported into Excel, users can edit it directly within the spreadsheet. Changes can then be synchronized back to Dynamics 365, ensuring that all updates are reflected in real-time.

• User-Friendly Interface: The add-in is designed with usability in mind, making it accessible for users of all skill levels, from beginners to advanced analysts.

• Comprehensive Support: Devart offers extensive support options including email assistance, a knowledge base, and FAQs, ensuring users have access to help whenever needed.

Frequently Asked Questions

What types of pricing plans are available?

Devart Excel Add-in for Dynamics 365 offers a free trial period, allowing users to evaluate its features before committing to a purchase. Specific pricing details can vary based on user needs and organizational size.

Who typically uses this add-in?

The add-in is suitable for a wide range of users including self-employed individuals, small businesses, and larger organizations (up to 5,000 employees) that utilize Microsoft Dynamics 365 for their CRM needs.

What languages does the add-in support?

Currently, the primary language supported by Devart Excel Add-in for Dynamics 365 is English.

Is mobile device support available?

As of now, the add-in does not explicitly mention support for mobile devices; it is primarily designed for desktop use within the Excel environment.

What other applications does it integrate with?

While specific integrations beyond Microsoft Dynamics 365 are not detailed in the available resources, the add-in's functionality focuses on enhancing the relationship between Excel and Dynamics 365.

This comprehensive overview highlights how Devart's Excel Add-in for Dynamics 365 can significantly enhance productivity by bridging two powerful platforms.