CRM 2015 - Which versions allow for Edit with Excel Online?

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Posted on by Corners

Hello. My company is currently running version 7.0.2.53 of CRM 2015. The "Edit with Excel Online" is missing. I'm wanting to know if this version is compatible with Excel Online, and if not, which versions are. I'm trying to do my homework so I know what I'm asking for. This is a rather large company, so any change no matter how small, seems to take an act of congress to do it. I'm just trying to figure out if they intentionally have this feature turned off, or if we need to upgrade to a newer version. Having the ability to edit in excel will save time.

Thanks!

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TylerS.Dev 729 on at

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This feature comes with CRM 2015 spring release, you can read more about this release below:

https://community.dynamics.com/365/b/dynamicscrmconsultant/posts/new-features-in-dynamics-crm-2015-spring-release

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RaviKashyap 55,410 Moderator on at

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Hi,

If I am not wrong, Excel Online is only available for CRM Online. You need to migrate to Dynamics 365 Customer Engamenet Online in order to get this functionality.

Hope this helps.

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Kalpavruksh D365 CoE 2,545 on at

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Hi,

This is available in CRM 2015 online with Update roll-up 1 or later. Please see below link for more information.

https://crmbook.powerobjects.com/system-administration/business-administration/field-security-profiles/

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Wouter Madou 3,392 on at

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AFAIK excel online is not a feature you can use in on-premise versions.

You can however use 'export to excel' and flag the option 'export for re-import' to make changes in excel and import your excel again.

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