Feeding through Dynamics info to an Excel spreadsheet based on contact ID

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Posted on by phoenix_cluster

HI!

I am trying to create a dynamic Excel spreadsheet that would be connected to my Dynamics 365 database.

The way it would work:

1. Enter contact information in Dynamics.

2. Insert a line in my dynamic Excel file with a first cell representing an unique identifier of the contact from Dynamics.

3. Have Excel automatically filter through the rest of the information (like telephone number, some dates etc.) from fields of that contact in dynamics.

This would happen automatically every time I insert a new line with a configured 'formula' to filter the data through.

I got as far as to connecting Dynamics to the Excel spreadsheet, but I'm not sure how to configure this further.

Thanks for your help in advance!

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RE: Feeding through Dynamics info to an Excel spreadsheet based on contact ID

Hi phoenix_cluster,

You can export to excel dynamic worksheet :

Export your app data to an Excel dynamic worksheet to get the most up-to-date information from your app. When you export your data to an Excel dynamic worksheet and then make changes to your data in the app, you can use the refresh feature in Excel to get the latest information from the app.

https://docs.microsoft.com/en-us/power-apps/user/export-excel-dynamic-worksheet