Dynamics Community Forum Thread Details

Excel template for ONE opportunity. Solution with least clicks.

I am looking for a way for a client to open and save an Excel sheet from an opportunity. I need to find a solution with as few clicks as possible.

The Excel file does not need to pull any fields from the opportunity. It is just an excel sheet with some calculations.

The OOB Excel templates /personal Excel templates cannot be pulled from the opportunity. They seem to be meant for doing calculations and Pivot tabel fun for a list of opportunities.

I can add an Excel sheet as a Sales Literature Document. Then add N:N between Sales Litterature Document and Opportunity. Workflow can attach the particular Sales Litterature to every opportunity. But then there are 5 clicks before the document is open.

1. Click to open Sales Litterature Post

2. Click to open Attached Document to Sales Litterature Post

3. Click on File Name to open file ( in the CRM 2011 styled window)

4. Click to Save

5. Click to Open

I can create a workflow that adds a Note with an attached file for every new opportunity. This attached file requires 3-4 clicks to open

1. Click Notes

2. Click File name

3. Click Open

4. Click Edit (can be skipped if Excel security settings are low)

Both these methods require the user to manually save the file in the correct Sharepoint Online folder after editing the Excel Sheet.

The CRM Online is Connected to Sharepoint Online. Ideally a copy of the Excel sheet should be created in the Opportunity folder every time a new folder is created in Sharepoint Online (through CRM Online). So I have been looking at Microsoft Flow to find a template for this. Not found the right one.

Which method would you suggest that gives the user

A: as few clicks as possible

B: a document that is created in Sharepoint Online account/"account name"/opportunity folder or easily saved in this location.

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