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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Working with Excel Online
Microsoft Dynamics CRM (Archived)

Working with Excel Online

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Posted on by Community Member Microsoft Employee

Hi guys,

I have a big problem with working with Excel Online. Eventually I select a view and use the "Open in Excel Online" feature of CRM Online. After editing my view I saved my changes back to CRM by using the appropriate button but some fields didn't get updated in the view. These left out fields are simple but calculated via business rules. Once I open the record form the field gets the update and the view shows the correct value then.

But what's the point of editing fields in Excel Online if I every time have to open each record to have the changes get applied? Have I forgotten something in the settings? Or is editing in Excel Online not suitable for this type of field?

I'd be very thankful for any help.

Regards

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Working with Excel Online

    Actually I'm very new to CRM. The previous person in charge only had simple fields with business rules so I have done the same until now. As you suggested I created a new Total field as calculated and it works well. Editing data in Excel Online and saving the update back to CRM don't cause trouble any more.

    Are there recommendations when to prefer calculated fields / business rules/ workflows? I often have difficulties when I have to choose between those.

    Thx a lot :)

  • Verified answer
    Rutul Chauhan Profile Picture
    Rutul Chauhan 2 on at
    RE: Working with Excel Online

    Is there any specific reason to use business rules for calculation ?

    Rather than using business rule for calculation, create Calculated field for Total in entity. It is correct method to do summation of multiple fields.

    While creating field, select field type: Calculated.

    Then click on Edit button and set action =Field1+field2+.. so on.

    Total field will be read only by default.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Working with Excel Online

    I have a section in an entity with 7 fields:

    - Value1 to Value6 <-- these are editable

    - Total <-- read-only

    And via Business Rules I sum up Value1 to Value6 to get Total. Maybe it's not recommended, but I use the following calculation:

    Total = Value1+Value2

    Total = Total+Value3

    and so on.

    So in the form I can edit the fields for Value1 to Value6 and Total will be calculated accordingly. It has been working fine in the form. But I need the calculation to be done when I edit the Value1 to Value6 in Excel Online either.

    Can you help me?

  • Rutul Chauhan Profile Picture
    Rutul Chauhan 2 on at
    RE: Working with Excel Online

    Can you explain me your requirement in detail ?

    What i understood is you have done calculation via business rule right ?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Working with Excel Online

    Hi Rutul,

    thx for your explanation. I could not use workflow. For example, I have a field called Total and it is a sum of 6 other fields. Additionally this field is read-only. How can I do a calculation within a workflow? Is that possible?

    Regards,

    Ly

  • Suggested answer
    Rutul Chauhan Profile Picture
    Rutul Chauhan 2 on at
    RE: Working with Excel Online

    Hi,

    Business rules are working on Form load/save. Hence until you open form, you may not able to see changes which are uploaded through excel online.

    What I suggest you, use workflow for such fields where you have applied business rule for calculation. Workflow will run background and update records as per your requirements.

    Regards,

    Rutul

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