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Is it possible to refresh dynamically an extracted excel file ?

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Posted on by Archetype

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Hello everyone,

Do you know if its possible to refresh dynamically an extracted excel files , for example, i have 800 orders i extract the 800 orders to an excel files.
I have added 10 more orders the next day in the orders entity , is it possible to refresh the extracted file to get the new added orders without having to extract a new file from dynamics.

Best regards.

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Archetype 405 on at

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RE: Is it possible to refresh dynamically an extracted excel file ?

Hello Mike,

Thanks you very much, thanks to you, its perfectly working now ;).

Best regards
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Community Member Microsoft Employee on at

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RE: Is it possible to refresh dynamically an extracted excel file ?

What does the contract milestone screen look like in advanced find? On mine I have export, is it greyed out, is it missing entirely? Can you post a screen of that entities advanced find please?
Archetype 405 on at

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RE: Is it possible to refresh dynamically an extracted excel file ?

I am online user , i have the export button like you in the advanced find for the account entity :

The only entity who doesnt give me the possiblity to export the datas is the "contract milestones" view

Best regards.
Community Member Microsoft Employee on at

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RE: Is it possible to refresh dynamically an extracted excel file ?

Are you online or onprem? I found this forum with a similar issue if its onpremise. I would see if the button is in your advanced find

community.dynamics.com/.../the-export-to-excel-button-disappeared-or-is-disabled
Archetype 405 on at

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RE: Is it possible to refresh dynamically an extracted excel file ?

Great , thanks you Mike Hastings. Do you know why the billing milestones view doesnt give the possiblity to export the datas to excel please ? i wanted to achieve that especially for this view :(

I only have the possiblity to "import from excel to dynamics" :

Best regards.
Community Member Microsoft Employee on at

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RE: Is it possible to refresh dynamically an extracted excel file ?

Its included, you can do that from Advanced Find or anywhere you see an Export to Excel button. Just pick Dynamic instead of Static on the option.
Archetype 405 on at

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RE: Is it possible to refresh dynamically an extracted excel file ?

Hello, Thanks for your answer , i'm going to try that, do you know if i have to pay an extra cost to use this functionnality or this feature is already included in the subscription please ?

Best regards.
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Community Member Microsoft Employee on at

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RE: Is it possible to refresh dynamically an extracted excel file ?

This is for onprem, but its the same idea, have you tried exporting a dynamic list and then doing the refresh button?

docs.microsoft.com/.../export-excel-dynamic-worksheet