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Hi guys,
i want to use the feature of open excel online but on CRM on-prem there are any ways other than export excel and import it again
Hi,
If you wan to modify data in excel without importing it back to CRM.. then use Dynamic Worksheet option.
Here is some good information on dynamic worksheet
docs.microsoft.com/.../export-excel-dynamic-worksheet
www.magnetismsolutions.com/.../Exporting_Dynamic_Worksheets_to_Excel_in_Dynamics_CRM_2011.aspx
You can also enable editable grid which you can use to update the records directly within CRM itself.
Refer this:
community.dynamics.com/.../configuring-editable-grids-in-dynamics-365
www.youtube.com/watch
Hope this helps.
Dear Mahadeo,
thanks for reply "refresh from CRM" update the excel sheet from CRM but i want to update CRM from Excel sheet
i need tool or work around instead of re import excel sheet to update the data
Dear Ravi,
thanks for reply but i use CRM 2016 so can't use editable grid
this is exactly what i want to apply:
community.dynamics.com/.../what-if-analysis-using-excel-with-crm-online-2015-update-1
www.youtube.com/watch;v=NZNvWz9xuZ0
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