Hi All,
I have a query on using Dynamics worksheets.
I understand that using Dynamics worksheets (This requires outlook client) we can have a connection between Excel and CRM which helps in refreshing the excel data according to CRM changes.
Is there a way or can we use Dynamics worksheets to modify the data in excel and refresh the same in CRM without explicitly using Import option ? If yes, can you please share the steps to do so ?
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The only way to do that is if you're using CRM Online and Excel Online, then you can make direct edits that will save back to CRM.
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André Arnaud de Cal...
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Martin Dráb
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nmaenpaa
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