Connect to Dynamics CRM (Power Query)

Note: Power Query is known as Get & Transform in Excel 2016. Information provided here applies to both. To learn more, see Get & Transform in Excel 2016.

  1. In the POWER QUERY ribbon tab, click From Other Source > From OData Feed.

    Power Query Data Sources
  2. In the OData Feed dialog box, enter the URL for an OData feed. The url format is [Your Organization Root URL]/XRMServices/2011/OrganizationData.svc.

  3. Click OK.

  4. In the Access an OData feed dialog box, click Windows if the OData feed requires Windows Authentication.

  5. Click Save.

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