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Microsoft Dynamics CRM (Archived)

Auto 'Refresh From CRM' for Excel file

Posted on by Microsoft Employee

Hello There,

I have a dynamic excel sheet connected to Microsoft Dynamics CRM. If I wish to refresh this file, I go to> Data > Refresh From CRM and save the file. This way I get the latest data available in CRM.

Is there a Macro/VB script to do this on a click of a button or using task scheduler?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Auto 'Refresh From CRM' for Excel file

    +1 the connection works from the ribbon button but not a macro

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