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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Add data from Excel to...
Customer experience | Sales, Customer Insights,...
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Add data from Excel to Dynamics

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Posted on by Madelaine 25

Hello everybody!

I have following issue: Our Sales people need to weekly update the opportunity fields "current needs" and "next steps". We would like them to fill in this information in an Excel file. As of now we have a dynamic Excel list which gets refreshed every time so we have the live data to work with.

However, what would be nice is to have the Sales guys entered the new data into the Excel, which then gets refreshed in Dynamics, so that we not only have the refresh from Dynamics tzo Excel but also the other way round. Do you know any way how to do this?


Excel online only works for one person and this Excel cannot be shared, right? Is there any other way to do this or will we have to bulk import the info entered into the Excel?

Thanks for your help, let me know if you need more clarification on this!

Thanks, best Madelaine

  • Suggested answer
    NODAL Profile Picture
    NODAL 860 on at
    RE: Add data from Excel to Dynamics

    Hi Maddy,

    You can utilize dataflows to keep data in sync.

    learn.microsoft.com/.../sync-excel-cds-dataflow

    Thanks,

    Ketan

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Add data from Excel to Dynamics

    Hi Maddy,

    Maybe you can build and run flows from Excel:

    With the new Flow button, you can create and trigger automations from Microsoft Flow on your table data in Microsoft Office Excel (Excel) to automate data processing or the copying/importing of data. 

    A powerful way to get data from Excel into Dynamics 365 Customer Engagement

    https://learn.microsoft.com/en-us/business-applications-release-notes/april18/microsoft-flow/build-run-flows-excel  

    https://powerusers.microsoft.com/t5/Webinars-and-Video-Gallery/Using-Microsoft-Flow-with-Excel-to-Publish-Data-to-Dynamics-365/td-p/171124 

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: Add data from Excel to Dynamics

    Hi,

    I would suggest to import data in dynamic crm using as described in below link:

    https://www.gestisoft.com/blog/how-import-data-dynamics-365

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