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saving on dynamics crm

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Posted on by Community Member

My colleague yesterday used the ‘open in excel online’ function to do this and hit ‘save to Microsoft dynamics’ when she finished.

However, the changes she made don’t seem to have saved to the system

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LuHao 40,888 on at

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RE: saving on dynamics crm

Hi partner,

Is your problem solved? Are there any other questions?

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Thanks. :)
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PS 23,577 on at

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RE: saving on dynamics crm

Saving via excel online is not immediate coz there's an import happening. Please check again and if you still don't see the changes made then look at @Lu Hao's response and follow the steps.
LuHao 40,888 on at

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RE: saving on dynamics crm

Hi partner,

If the record you imported does not match the rule, then this will not be successfully imported.

1) Go to Settings > Data Management > Imports, find the imported Excel online file. Its Partial Failures is greater than zero. Open it.

2) Click the Failures on the left, you can see the records of the import failure.

Please provide information and screenshots of this interface. This includes the reason why the import failed.

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