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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / embed Excel worksheet ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

embed Excel worksheet as iframe in D365 Contact form

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Posted on by Doyenne 15

Hi. I have an excel worksheet saved to Sharepoint. Is there a way to embed the contents into a Contact form in D365 for sales?

Thank you

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  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at

    Hi,

    Thank you for your query.

    You cannot directly embed an Excel sheet (or show its content) in a form.

    Possible solutions are:

    • Depending on our version, you can embed a PowerApps Canvas App, which reads the data from the SharePoint Excel file and displays the content it.
    • Create an HTML web resource and use SharePoint OData APIs to read excel file's content, then show this data using an HTML/jQuery table:

    https://docs.microsoft.com/en-us/sharepoint/dev/general-development/requesting-excel-workbook-data-from-sharepoint-server-using-odata

    • You can also create a virtual entity in Dynamics 365, which reads data using SharePoint's OData endpoint:

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-edit-virtual-entities

    • If possible, you can also import or integrate Excel files data into CRM (create a custom entity).
  • Doyenne Profile Picture
    Doyenne 15 on at

    Thank you!

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