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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Refresh from CRM butto...
Microsoft Dynamics CRM (Archived)

Refresh from CRM button in Excel

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Posted on by nuneczka 140

Hello,

I have created a spreadsheet which includes one workbook which is a dynamic workbook exported from CRM. I have selected 'refresh on opening' option but the file does not refresh automatically after it s opened. I need to manualy click on Refresh from CRM to get data updated after I open file evry time. Any ideas how I can set it all up so my workbook refreshes itself every time the file is opened?

Thanks,

Karolina 

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  • Royal King Profile Picture
    Royal King 27,686 on at

    I followed below steps in my  CRM dynamic worksheet  and it refreshes the data without any issue and it shows current data .

    Automatically refresh data when a workbook is opened

    You can refresh an external data range automatically when you open the workbook. Optionally, you can save the workbook without saving the external data so that the file size of the workbook is reduced.

    1. Click a cell in the external data range.

    2. On the Data tab, in the Connections group, click the arrow next to Refresh, and then click Connection Properties.

      Excel Ribbon Image

    3. Click the Usage tab.

    4. Under Refresh control, select the Refresh data when opening the file check box.

  • nuneczka Profile Picture
    nuneczka 140 on at

    Thanks Chitra but I had that box checked already.

    The workbook never refreshes when I open it first time in a day. I need to click on Refresh from CRM. After that it is on for a day or two. It looks like I am not being automatically signed on to receive data and clicking 'refresh from CRM' does some form of authentication...

  • Royal King Profile Picture
    Royal King 27,686 on at

    We are using Odata source with organization login in power BI excel and it works  without any issue. Rather using using dynamic worksheet you could try with gettign data using Odata source to resolve this isuse. YOu can do lot with odata and power BI .

    Here is the post that provides steps t connect crm using Odata

    ledgeviewpartners.com/quick-tip-connecting-power-query-excel-dynamics-crm

  • nuneczka Profile Picture
    nuneczka 140 on at

    I will try the method you proposed today.

    Just for information this is the error I am getting in excel - it disappears after I click 'refresh from crm'...

    We can't sign you in :-(

     

    Your browser is currently set to block JavaScript. You need to allow JavaScript to use this service.

     To learn how to allow JavaScript or to find out whether your browser supports JavaScript, check the online help in your web browser.

     Illustration for Azure Active Directory

     Your work or school account can be used anywhere you see this symbol. © 2015 Microsoft 

    We can't sign you in :-(

     

    Your browser is currently set to block cookies. You need to allow cookies to use this service.

     Cookies are small text files stored on your computer that tell us when you're signed in. To learn how to allow cookies, check the online help in your web browser.

     Sign in with your work or school account

     Type the email address of the account you want to sign in with.

     We're having trouble locating your account. Which type of account do you want to use?

     Sign in to Microsoft Dynamics CRM

     Which type of account do you want to sign in with?

     

    We don't recognize this user ID or password

     

    Make sure you typed the user ID assigned to you by your organization. It usually looks like someone@example.com or someone@example.onmicrosoft.com. And check to make sure you typed the correct password.

     

    This doesn't look like a valid user ID

     

    Make sure you typed the user ID assigned to you by your organization. It usually looks like someone@example.com or someone@example.onmicrosoft.com.

     

    We don't recognize this domain name

     

    Make sure you typed your organization's domain name correctly. It usually looks like @example.com or @example.onmicrosoft.com.

     

    We don't recognize this domain name

     

    Make sure you typed your organization's domain name correctly. It usually looks like @example.com or @example.onmicrosoft.com. You might also want to sign in with a Microsoft account.

     

    Please enter your password.

     To sign in, start by entering a user ID.

     Check the email address you entered. You may have mistyped it.

     

    We couldn't find an account with that email address.

     

    Enter a different email address or get a new Microsoft account.

     

    User account 

     Looking for an account Cancel 

     Redirecting

     Password 

     We‘re taking you to your organization's sign-in page. Cancel

     Keep me signed in  

     Sign in

     Can’t access your account? 

     Illustration for Azure Active Directory

     Your work or school account can be used anywhere you see this symbol. © 2015 Microsoft 

  • Verified answer
    Royal King Profile Picture
    Royal King 27,686 on at

    Below post has step by stepto connect CRM in Power BI

    chitrarasan.wordpress.com/.../ms-crm-20132015-connecting-to-power-bi

  • nuneczka Profile Picture
    nuneczka 140 on at

    Hi Chitra,

    I followed the instructions and made the power query work. Unfortunately I am struggling with displaying open opportunities in excel. None of the tables shown on the righ hand side under crm connection include open opportunities... What s best way to display all open opportunities in a workbook?

    Also If I share this spread sheet with other users do they have to have power query installed if they want to refresh data from crm?

    Thanks,

    Karolina

  • Suggested answer
    Deepesh161 Profile Picture
    Deepesh161 6,317 on at

    Hi Karolina,

    You need this:

    Note: We highly recommend that you have the CRM Outlook Client installed and properly configured. While there are workarounds including leveraging OData and ODBC, we do not recommend going down this path.

    www.powerobjects.com/.../exporting-dynamic-pivot-tables-dynamics-crm

  • Royal King Profile Picture
    Royal King 27,686 on at

    After saving the connection  did you get any error message ? Once you save the connection it will display all the entities in the righthand side from there you can choose opportunities.

  • nuneczka Profile Picture
    nuneczka 140 on at

    I got all entities on the right. Just don't know how to manipulate them to get me a SIMPLE view of open opportunities...

  • nuneczka Profile Picture
    nuneczka 140 on at

    Deepesh,

    This is what I have done previously and it work. The issue is that every time users need to press 'Refresh from CRM' button to be able to see data. Even with CRM for outlook installed the workbook is not refreshed on opening. We must click the refresh to 'sign in to crm' and then we get the data...

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