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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?
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
powerapps.microsoft.com/.../
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?
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.
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