There is the ability to use dynamic spreadsheets or pivot tables where you can automatically refresh the data from CRM.
I remember you needed the CRM Outlook plugin to use this though which is now deprecated.
Is there any additional software needed to download to utilize this?
I wanted to bump this up again. I'm just looking to see if any extra program needs to be downloaded in order for this to work? I can see the option to export dynamic spreadsheet or pivot table from views, but just want to know what is needed to be downloaded to refresh the data.
Thank you, I am little confused though :( Is there separate software needing to be downloaded to make this work?
In CRM you can export to a Dynamic pivot table right from a view. I'm wondering if anything else is needed to refresh the data from the spreadsheet?
Hello, please review the followed links:
Power Query in Excel
support.microsoft.com/.../about-power-query-in-excel-7104fbee-9e62-4cb9-a02e-5bfb1a6c536a
Open table data in Excel
docs.microsoft.com/.../data-platform-excel-addin
The future of Outlook integration for Dynamics 365 and Power Apps customers
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