Possible to embed an Excel spreadsheet in an entity FORM?

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Posted on by Community Member

Does anyone know if it is possible to embed an Excel spreadsheet in an entity FORM? The Excel file would be stored on OneDrive for Business (if that makes a difference).

-would like to be able to enter data into the spreadsheet and have it save.

Thoughts?

Cheers,

Kirk

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Mitch Milam on at

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Mostly no. You can try embedding an excel online worksheet into an I frame but I do not have high hopes for success.

Sorry. Mitch

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Community Member on at

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You can try to embed it via web resource. Open your excel file in onedrive and then press File->Share->Embed. It will generate you code. You can choose from some options or set them yourself. Then create simple html page and insert generated code. Upload as web resource and add to form. I guess it will work.

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Community Member on at

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Thank you Uriy

I am only able to "share a link" or "invite people" to the Excel File when I open it from Business One Drive.

I am not seeing anywhere to generate the embed code.

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Community Member on at

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I'm not sure about OneDrive For Business, but in simple OneDrive you definitely can do it. Check out this guide support.office.com/.../Share-it-Embed-an-Excel-workbook-on-your-web-page-or-blog-from-OneDrive-804e1845-5662-487e-9b38-f96307144081

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Community Member on at

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Thank you Uriy.

I did also find out how to do it with OneDrive for Business:

support.office.com/.../Embed-your-Excel-workbook-on-your-web-page-or-blog-from-SharePoint-or-OneDrive-for-Business-7af74ce6-e8a0-48ac-ba3b-a1dd627b7773;rs=en-US&ad=US

While my Excel workbook link works fine. I can not get it to work in an iFRAME on a form nor as a Web Resource. If I come up with any new data, I'll post it.

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Community Member on at

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Maybe iframe code incorrect. Try to check it in html page outside of crm.

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keerthic 95 on at

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hi Kirk,

are able to embed excel spreadsheet in the entity form?

I'm also searching for a way to embed a pdf document on crm

Thanks

keerthi

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