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

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Auto 'Refresh From CRM' for Excel file

(0) ShareShare
ReportReport
Posted on by

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?

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    on at
    RE: Auto 'Refresh From CRM' for Excel file

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

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
HR-09070029-0 Profile Picture

HR-09070029-0 2

#2
ED-30091530-0 Profile Picture

ED-30091530-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans