Excel - Dynamics Refresh Data Button

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Posted on by TessaRCC

Hi All,

I have about 20 different spreadsheets that are setup using Dynamic Worksheets exported from CRM.

I use these as they're more ad-hoc than how I use PowerBI.

PowerBI presents GUIDS, and I need an immediate solution - hello excel.

However - since the App for Outlook became the preferred connection to excel, and the Dynamics for Outlook v9.1 has been uninstalled, none of my spreadsheets will refresh.

While I appreciate they deprecate some features - this is a major one that can't be replaced by PowerBI or other Excel options.

Does anyone have any advice on how I can get the excel data refreshing from Dynamics with these new settings in place?

Most appreciated.

Thank you
Tessa

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Sapna Girish 202 on at

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If you check the Dynamics 365 for Outlook (COM add-in) playbook in the link - https://docs.microsoft.com/en-us/power-platform/important-changes-coming, there is an alternative provided for Excel Dynamics Worksheet/PivotTable.

Please check if that helps you.

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TessaRCC 10 on at

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Thanks - I wish it did help, unfortunately not.

There are alternative options, however, when pulling data in directly from CDS or an api, you are presented with the GUIDs or optionset codes, rather than the data itself, which makes reporting overly complicated.

I also have 20 different reports that are already built using Dynamic refreshable worksheets. To create a new data model and rebuild all of them would cost a fortune.

What I really need is this basic Dynamics feature to continue to work or the actual data to be presented cleanly if sourced through CDS.

Has anyone got a solution for me or suffering the same problem at the moment?

THANKS

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