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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
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.
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