How to use Power Query in Excel and connect to D365 CE (Part 1: Legacy)

Power Query is a robust tool that can be used to connect to the online services (like, Dynamics 365, SharePoint Online, Azure SQL DB, etc.) 

Below are the steps to connect to D365 CE:

• Open Excel
• Click Data > Get Data > From Online Services > From Dynamics 365 (online)

• Go to Advanced Settings in Dynamics 365 CE.

• Select Customizations > Developer Resources
• Fetch Web API URL from developer resources.

• Enter in the dialog box (this is a legacy connector)

• Click Organization Account and Sign in

• Once sign in is successful, click Connect.

• The Navigator will show all the tables that one can use to develop pivot tables, pivot charts etc.
• Select one or multiple tables that you want to use and transform and load the data into Excel.

Here are the steps to use the Dataverse connector.

Hope it helps!