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Microsoft Dynamics CRM (Archived)

Export to Excel Online option not available

Posted on by 20

Hi, I would like to export data to excel online to be able to save the data edited in excel directly to CRM. However, as shown below, the option is not available:

Export-to-Excel-online-not-available.JPG

I am using Microsoft Dynamics® CRM 2016 (8.1.0.359) (DB 8.1.0.359)

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  • RE: Export to Excel Online option not available

    I don't believe you can do that (at least not out of the box), you have to go through the process of importing the file.

  • sspj9 Profile Picture
    sspj9 20 on at
    RE: Export to Excel Online option not available

    Is there another way to amend the imported excel file and directly update it to CRM please?

  • Suggested answer
    RE: Export to Excel Online option not available

    As far as I know this is only available in CRM Online and you are using an onpremise version.

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