Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / "Refresh from Dyn...
Microsoft Dynamics CRM (Archived)

"Refresh from Dynamics" will be deprecated, the followup Office Add-In doesn't work

(0) ShareShare
ReportReport
Posted on by Apostle

In my organization we use "Refresh from CRM" in Excel to download a weekly report from our CRM data as part of an automated workflow. The button depends on the Outlook add-in which will be deprecated.

The 'light' add-in doesn't seem to offer the same functionality.

I tried to work with the Dynamics Office-Plugin but it only states 'failed to retrieve the server config" without any further indication of what to do. Also not sure what the opportunities are to automate (macros / connections) with this plugin.

Any advice on how to proceed?

*This post is locked for comments

  • Apostle Profile Picture
    Apostle on at
    RE: "Refresh from Dynamics" will be deprecated, the followup Office Add-In doesn't work

    I have but as far as I can tell:

    -PowerQuery needs to download a complete database copy as filtering between tables is done clientside

    -It takes a lot of merging tables to compute views that are done built in on the web, you get raw database tables. It is not straightforward to use an existing saved view. This means a lot of development for every single report we'd like to refresh in Excel. Hardly a substitute.

  • Apostle Profile Picture
    Apostle on at
    RE: "Refresh from Dynamics" will be deprecated, the followup Office Add-In doesn't work

    Hi Syed, the goal is to automate. As far as I can tell using templates would still require manual interaction with the CRM to download the information?

  • Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: "Refresh from Dynamics" will be deprecated, the followup Office Add-In doesn't work

    Alternatively you can change to excel template for your reporting.  

    Pls follow the below link how to create.

    [View:https://www.powerobjects.com/2016/05/20/dynamics-crm-2016-how-to-easily-generate-excel-templates/]

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: "Refresh from Dynamics" will be deprecated, the followup Office Add-In doesn't work

    Hi,

    did you try Power Query?

    https://support.office.com/en-us/article/Connect-to-Dynamics-CRM-Power-Query-8eef0c8e-a5f2-4a00-93e2-50e5bce6599b

    http://www.itaintboring.com/.../dynamics-365-for-outlook-outlook-client-is-deprecated

  • Apostle Profile Picture
    Apostle on at
    RE: "Refresh from Dynamics" will be deprecated, the followup Office Add-In doesn't work

    We use CRM online (company.crm4.dynamics.com) and Office 365 online.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans