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Microsoft dynamics CRM Excel Add-in does not show in Ribbon for Dynamic excel sheet.

Posted on by Microsoft Employee

Hello There,

I have Microsoft Dynamics CRM add-in installed with outlook.

When I open Excel by pressing WIN + Search > Excel > Run as Admin, Go to data> It shows the 'Refresh from CRM' Option.

but when I try to refresh the normal excel which is created by > right click on desktop> new > Microsoft Excel worksheet > Open it, Go to Data> here I don't see 'Refresh from CRM' Option. The same thing happens if I try to refresh the dynamic excel sheet downloaded from CRM.

Needed your help here.

Thank you!

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