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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamic Excel Spreadsh...
Microsoft Dynamics CRM (Archived)

Dynamic Excel Spreadsheets - can they be merged?

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Posted on by pmtate_AW 5

I understand how we can use a single Dynamic spreadsheet to update records, but can we merge more than one Dynamic Spreadsheet into one workbook to allow records to be dynamically updated?

I am thinking of a list of cases, account addresses with a separate financial table (from a third party system) perform some VBA and for each case processed to update the Case Status.

The Cases table would be two way, the account addresses one way (refreshed to live)

TIA

Paul

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  • Suggested answer
    sandeepstw Profile Picture
    sandeepstw 4,601 on at

    I think this link might help you technet.microsoft.com/.../mt812408.aspx

  • pmtate_AW Profile Picture
    pmtate_AW 5 on at

    Sandeep

    Very useful, but it make no mention of having two dynamic worksheets in one excel workbook? Guess it is something I will have to try

    Thanks again

    Paul

  • Suggested answer
    Drew Poggemann Profile Picture
    Drew Poggemann 4 on at

    Hi Pmtate_AW

    Another thought here would be to look at Flow to accomplish?  You should be able to update from Excel to Dynamics 365 with the data using the "get rows" and processing a for each on the records.  

    Just an example of a template:

    flow.microsoft.com/.../create-dynamics-365-leads-from-an-excel-table

    Hope this helps in some way...

  • Matthew Falle Profile Picture
    Matthew Falle 90 on at

    Hi, did you ever find a way to merge them? I have a user that wants to have a couple dynamic queries in one spreadsheet but not sure its possible

  • dynamicsfan365 Profile Picture
    dynamicsfan365 10 on at

    You can download a bunch of Excel Dynamic exports for the data sets in question, then if you have the downloaded Workbook and a new 'combined' Workbook open at the same time, you can 'copy sheet' to the combined workbook. The dynamic link queries are maintained.

    Result is multiple sheets with different data queries dynamically linked to Dynamics 365

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