Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2022 Release Wave 2Check out the latest updates and new features of Dynamics 365 released from October 2022 through March 2023
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
Refreshing data in excel from a Dynamic worksheet will not work for me
I have tried exporting as a dynamic worksheet in Chrome, Edge and IE. In Chrome and IE all the data in the spreadsheet disappears when I click Refresh All and in Edge nothing happens when refreshing.
I am using Excel 365 Version 2104
Dynamics 365 On Premise version 9
Does anyone have any ideas that can help get this working? It would be such an amazing feature if I could get it to refresh from CRM.
I am having a similar issue but I hit refresh and it removes all my data. If I adjust the setting to refresh when open, it removes all the data and it never repopulates. The connection exists and I don't receive any errors. I can see that it is "loading" in the lower left corner but nothing. I have to export another dynamic copy. Did you ever figure out what was happening?
Are you using on On prem or online? Since mine was on prem I needed to create a data connection in excel with the login credentials to CRM. It worked but you have to do it every time which is annoying.
I started just using a template to work out of Excel and then import in.
We are on-Premise also. I did that in the connection query and edited it and logged in but I get an error and it never lets me get any farther. It’s the errors that say download log or cancel but download is greeted out so I can’t even tell what is happening. Do you have an outline of your steps? If I may ask.
How did you make your template?
Still an issue an no answer. I found other posts that mention java script, others mention the app for outlook which shouldn't be a connection to excel. Any thoughts anyone :)? Set Chrome as browser and can edit the connection, but it also says there is an issue with a connection to the data source.
I am glad you found a work around.
I did try that however the login page either never loads or when it does it breaks. Of course a lot has broken since IE 11 went EOL. But I was hoping there would be a way to get the login page to prompt. Here is what I see the majority of the time. I get login page 1 out of 200 times. Maybe I am missing something.
Business Applications communities