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Hello Everyone,
I was curious if it was possible to take an Excel cell and link that into a CRM field or if anyone knows of a workaround to do this.
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Hi Daniel,
Is this what you are looking for?:
blogs.msdn.com/.../leverage-microsoft-excel-to-edit-records.aspx
Hope this helps.
Regards,
R.Rajkumar
"Please mark my answer as verified if you found it helpful"
Sorry, unfortunately not. I realize I didn't word my question very well. Let me try to do a better job.
I have a cell in Excel that is dynamically populated based on a SQL query. Its picking up all the sales data from a different master database spreadsheet. I wanted that specific cell to be linked into a field in to the CRM. The CRM field, lets call it "Net Sales" would then be populated automatically from the excel cell. Is this a possibility or am I going about this the wrong way?
I understand that I could update manually but I'm trying to avoid doing that for about a hundred accounts every few weeks.
Easy way:
1. Download import template from the entity that you want to update.
2. Copy your values from excel to downloaded xml file and map to responding fields and then import to CRM.
Rajkumar,
Thanks for the quick responses. I'm trying to ask if this is possible to do automatically. Possibly through the SDK?
Have you asking importing data using programmatically?
If yes, refer the following link:
blog.webfortis.com/importing-data-programmatically-using-solution-plugin
Hello Daniel,
According to the discussion going on, I believe you are requesting a particular tool which could automatically update data from the excel sheet into the CRM.
If you are using CRM 2011 then this link might help
https://exceltodynamicscrm.codeplex.com/
Please do let me know if there is another version of CRM which might be in place and I will try to look up for the Tool again.
Bhartendu Pandey
Microsoft Dynamics CRM Support Engineer
Under review
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