web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to use Dynamic Spr...
Customer experience | Sales, Customer Insights,...
Unanswered

How to use Dynamic Spreadsheets

(0) ShareShare
ReportReport
Posted on by Peterpjc 5

I currently use the CRM 'Dynamic Spreadsheet' option to download CRM data to spreadsheets which will then be automatically updated from CRM. For this I need the Outlook CRM add-in.

This add-in is no longer supported by Microsoft and the replacement (The Outlook CRM app), doesn't support Dynamic Spreadsheets.

How do I continue using Dynamic Spreadsheets with a supported MS product?

Any help appreciated!

Peter

I have the same question (0)
  • gisiquei Profile Picture
    gisiquei Microsoft Employee on at

    Hi there, 

    Following doc https://aka.ms/OutlookCOMPlaybook the alternatives to use Excel Dynamic Worksheet / PivotTable  (page 39) would be Power Apps Excel add-in or Excel with Power Query.

    Here are some references: 

    Getting Started with Power Query (https://support.microsoft.com/en-us/office/getting-started-with-power-query-7104fbee-9e62-4cb9-a02e-5bfb1a6c536a#:~:text=%20Getting%20Started%20with%20Power%20Query%20%201,query,%20the%20query%20is%20automatically%20saved...%20More)

    Power Query - Overview and Learning ( https://support.microsoft.com/en-us/office/power-query-overview-and-learning-ed614c81-4b00-4291-bd3a-55d80767f81d?ui=en-US&rs=en-US&ad=US )

    Open table data in Excel (https://docs.microsoft.com/en-us/powerapps/maker/data-platform/data-platform-excel-addin )

    Hope this helps.



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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 179 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 131

#3
CU11031447-0 Profile Picture

CU11031447-0 100

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans