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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

How to see track progress option in the dynamics 365 app if user missed to click on the track progress after updating the data in excel?

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Posted on by

im selecting the open in excel to edit the data 

pastedimage1666786230229v2.png

once i update the data i will get below option track progress option

pastedimage1666786497704v3.png

now my question is, if users miss to select the track progress option then, is there any way that then can check the track progress option in the app or is it possible to add the track progress data in the app directly, so that they can view whenever they want?

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  • Verified answer
    Steve Zhao2 Profile Picture
    Microsoft Employee on at

    Hi ps_k1,

    is it possible to add the track progress data in the app directly, so that they can view whenever they want?

    Yes, the import data is saved on the 'importfile' entity. However, it seems that it is internal use only.(I couldn't find it in my environment.)

    As a workaround, you could add a new subarea in your group with URL type then paste the track progress window's URL is ok.

    My URL is like this: /main.aspx?pagetype=entitylist&etn=importfile&viewid=a2927069-e4dc-4e8f-8fb1-d2f6c40c427e&viewType=1039

    pastedimage1666837670450v1.png

    Result:

    pastedimage1666837808730v2.png

    By the way, when you navigate to Advanced Setting -> Data Management -> Import, can also get those records.

    pastedimage1666837954319v3.png

  • Community Member Profile Picture
    on at

    if we move to uat  and Prod enviroment , then does this same url will work or do we need to create a enviroment variable ?

  • Verified answer
    Steve Zhao2 Profile Picture
    Microsoft Employee on at

    Hi ps_k1,

    The same url is ok. I have tested this in my another environment. It can work.

  • Community Member Profile Picture
    on at

    thank you so much for the help

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