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Excel Templates

Posted on by 219

Hi all,

I know it is possible to make some changes on records and save directly from the excel online. Is there a way to do the same from excel templates? 

Thanks,

Arsen. 

  • Arsen Aghajanyan Profile Picture
    Arsen Aghajanyan 219 on at
    RE: Excel Templates

    Thank you :)

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Excel Templates

    Hi,

    As I know, you need to re-import the Excel into Dynamics CRM using Data Import wizard and it will update.

    But if you are looking for some button on excel to sync automatically then that is not available.

    BR,

    Judy

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