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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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

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Archetype 411 on at

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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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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.

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Archetype 411 on at

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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.

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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

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Archetype 411 on at

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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.

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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?

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Archetype 411 on at

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Hello Mike,

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

Best regards

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