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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Add excel file to CRM
Microsoft Dynamics CRM (Archived)

Add excel file to CRM

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Posted on by Community Member

Hi everyone!

I have question: can I add excel file to CRM? I have excel file with complicated calculator and I need to use it in CRM in one of my workflow step (when I meet my lead)

So I want to open calculator show score to my Lead and when everything is ok, the score should save to Lead's fields.

I have no idea if its possible.

Thanks for your help!

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  • Verified answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Hi Xast,

    Actually, OOB you cannot use that.

    But, luckily, I found interesting articles you might try to take a look on it.

    mscrmrocks.wikispaces.com/Extending+CRM+Workflows+with+ClosedXML

    mscrmrocks.blogspot.com/.../a-what-if-experiment-evaluate-excel.html

    You need to extend the ClosedXML capability in order to make it in the CRM as custom workflow activity.

    I think it is very useful to know.

    Hopefully it can read the formula successfully and make your workflow can read it.

    Another one you can convert the Excel formula using Formula Manager if possible (a third party)

    www.xrmconsultancy.com/.../formula-and-rules-manager-for-microsoft-dynamics-crm

    Hope this helps.

    Thanks.

  • Community Member Profile Picture
    Community Member on at

    Thank you! VERY quickly answer!

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