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Microsoft Dynamics CRM (Archived)

dynamic spreadsheet

Posted on by 2,397

I have a requirement that if we can update anything in dynamic spreadsheet, and the data source in CRM also gets updated? Thanks

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    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: dynamic spreadsheet

    You can create Dynamics spreadsheets directly from CRM, by exporting data from CRM as a Dynamic Spreadsheet.

    When exporting Dynamic spreadsheet mark the spreadsheet as available for re-import.

    After your changes are done on the spreadsheet you can re-import your spreadsheet and it will update the correct records.

    The Guid of the record you exported exists in the CRM spreadsheet that you exported.

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