Devart Excel Add-In for Dynamics 365 - 2026 Pricing, Features, Reviews & Alternatives

Devart Excel Add-in for Dynamics 365 is a data connectivity solution that establishes a direct connection between Microsoft Excel and Microsoft Dynamics 365. The software enables users to load, refresh, edit, and save data between the two platforms seamlessly, transforming complex data management tasks into straightforward Excel operations. This tool primarily serves business analysts, CRM administrators, sales teams, and data specialists who require efficient access to Dynamics 365 data within the familiar Excel environment. The add-in allows users to work with various Dynamics 365 objects—including contacts, accounts, opportunities, leads, and products—as standard Excel worksheets, facilitating data cleansing, de-duplication, and leveraging Excel's data processing and analysis capabilities.

The add-in features comprehensive data handling functionality through multiple access methods. Users can connect to Dynamics 365 by specifying a URL and credentials or utilizing OAuth 2.0 authentication with web login. The Visual Query Builder provides an intuitive interface for selecting tables, columns, and setting filter conditions, while advanced SQL support enables complex queries for precise data retrieval. Once data is imported, users can instantly refresh it with a single click, maintaining current information for analysis and reporting. The Edit Mode functionality transforms Excel into a Dynamics 365 data editor, allowing users to add or delete rows and modify cell values with changes visually highlighted for clarity. The system includes instant data validation that identifies errors such as incorrect date formats or duplicate primary key values, ensuring data integrity before committing changes back to Dynamics 365.

Devart Excel Add-in for Dynamics 365 integrates with numerous other systems through Devart's ecosystem of connectivity tools. The product is available as part of larger bundles, including the Universal Pack containing all Devart Excel Add-ins, the Cloud Pack focused on cloud application connectivity, and the Database Pack for database-specific connections. This integration capability extends to other CRM systems as well, with similar add-ins available for FreshBooks, HubSpot, NetSuite, QuickBooks Online, Salesforce, SugarCRM, Zoho Books, and Zoho CRM. The add-in's API support enables secure data transfer between platforms while maintaining compatibility with Excel's native functionality, allowing it to work alongside other Excel add-ins and macros for enhanced automation and data processing workflows. The solution streamlines the process of working with Dynamics 365 data, eliminating the need for manual exports and imports while providing real-time access to critical business information directly within the Excel interface.