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Data from excel

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Posted on by Chickyd

185

I have an excel file stored on a SharePoint Site which has a lot of fields related to Accounts on my Dynamics instance.

I’d like to have a live link to this excel where the fields in my Account entity update based on what is put in the excel. Is this possible? I’d have an input field in my Accounts entity where I’d put in a reference which would correspond to the reference on the Excel for the lookup of the other fields.

I thought there may be a way with Virtual Entitiea given it’s stored on SharePoint but have been unable to make progress.

Any help appreciated.

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Chickyd 185 on at

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RE: Data from excel

I think this is beyond me to be honest, thank you anyway.

I'm going to look at whether I can run a Flow to retrieve records from an excel on a button click and update fields.
T.I.A 1,760 on at

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RE: Data from excel

This thread had a similar query to yours. I hope it helps

community.dynamics.com/.../308072

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