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Dynamics 365 Community / Forums / Customer Service forum / saving on dynamics crm
Customer Service forum

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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I have the same question (0)
  • LuHao Profile Picture
    LuHao 40,892 on at

    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.

    6646.PNG    07306.PNG

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

    7851.PNG

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

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at

    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 Profile Picture
    LuHao 40,892 on at

    Hi partner,

    Is your problem solved? Are there any other questions?

    Please don't forget to close this theme by clicking Yes to mark the verified answer.

    pastedimage1566893001663v1.png

    This will help other users quickly navigate to this theme.

    Thanks.  :)

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