Excel Online and Dynamics 365

(0) Share

Report

Posted on by Gennaro

Hi there,

What I need to do is to import an Excel file in CRM, opening it, extract some specific data and create some records into the CRM. My old solution was based on the normal Excel, so my goal was reached by adding the Excel sheet as attachment for an annotation and using a plugin triggered on the Create event on the annotation.

So far so good.

Now the needs is to "open" the file directly from the Excel Online. I made some researches and I have seen that there is no "easy" way to open an Excel online file. Do you have any suggestion? In this phase is not planned to be used Sharepoint neither Onedrive for business.

Thanks in advance!

*This post is locked for comments

I have the same question (0)

All responses (2)

Answers (1)

David Jennaway 14,065 on at

Like (0)

Report

Unfortunately I think the only ways to do this are if you use the SharePoint or OneDrive integration

Was this reply helpful? Yes No
Verified answer

Koen VdV 1,219 on at

Like (0)

Report

Is it a possibility to import the entire Excel and its records. Next to select the specific data and remove other records with a bulk delete?

Was this reply helpful? Yes No