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Using Excel Online in CRM 2016 (On-Premises)

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Posted on by Mebo

87

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

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Mebo 87 on at

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RE: Using Excel Online in CRM 2016 (On-Premises)

www.youtube.com/watch;v=NZNvWz9xuZ0
Mebo 87 on at

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RE: Using Excel Online in CRM 2016 (On-Premises)

community.dynamics.com/.../what-if-analysis-using-excel-with-crm-online-2015-update-1
Mebo 87 on at

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RE: Using Excel Online in CRM 2016 (On-Premises)

this is exactly what i want to apply:

community.dynamics.com/.../what-if-analysis-using-excel-with-crm-online-2015-update-1
Mebo 87 on at

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RE: Using Excel Online in CRM 2016 (On-Premises)

Dear Ravi,

thanks for reply but i use CRM 2016 so can't use editable grid
Mebo 87 on at

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RE: Using Excel Online in CRM 2016 (On-Premises)

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
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RaviKashyap 55,410 Moderator on at

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RE: Using Excel Online in CRM 2016 (On-Premises)

Hi,

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.
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Mahadeo Matre 17,021 on at

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RE: Using Excel Online in CRM 2016 (On-Premises)

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

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