Can a dynamic spreadsheet from CRM automatically be refreshed?

(0) Share

Report

Posted on by JennyW

We use CRM 2015 Online. I created a dynamic spreadsheet from CRM data. I have saved it in a public folder on our network so other employees can access the report data.

My question is this: Is it possible to have the spreadsheet automatically refresh itself so that when others (including some non CRM users) access it, it has up to date data?

Under Connection Properties in Excel, I have tried setting the "refresh every" to a few minutes to see if it works but it doesn't. I also tried selecting "Refresh data when opening the file" but that doesn't seem to work either. It replaces the information with blank cells.

The only time the data is refreshed is when I manually select "Refresh from CRM". I am hoping to find a method that will avoid any manual refreshing and be able to set it on a weekly timer.

Any help would be greatly appreciated!

*This post is locked for comments

I have the same question (0)

All responses (21)

Answers (0)

J Matlon 1,465 on at

Like (0)

Report

Jenny,

As long as you have "Refresh data when opening file" checked (located in the same connection properties), then you should be getting refreshed data every time you open the file.

Could there be an authentication issue? Do you users get prompted for credentials when they manually select "Refresh from CRM"?

Was this reply helpful? Yes No
JennyW on at

Like (0)

Report

Hi Joe,

When I have that box checked, the workbook is replaced with blank cells each time it is opened.

And no prompts for credentials when selecting "Refresh from CRM".

Thanks!

Was this reply helpful? Yes No
J Matlon 1,465 on at

Like (0)

Report

You don't see a security warning about external content when you open your file (would appear in a yellow bar below the ribbon)?

Try looking at the "Excel Options"-> "Trust Center". Under "External Content", ensure that security is set to prompt you on data connections.

Was this reply helpful? Yes No
JennyW on at

Like (0)

Report

When you open the workbook for the first time, there is a yellow ribbon that prompts the user to enable external content but not each time it is opened.

The security is set to prompt you on data connections.

The workbook tries to refresh itself upon opening / at the time set but afterwards it is all blank.

Was this reply helpful? Yes No
J Matlon 1,465 on at

Like (0)

Report

Jenny,

Subsequent times you open the same workbook, the data connection is trusted, so you won't always see the prompt.

When you do see this prompt (the first time you trust the connection), does your data appear then?

How do you know your workbook is trying to refresh itself upon opening? Do you see a status at the bottom running the query?

It sounds like your query is trying to run, but you're simply not seeing the data in your Excel sheet. Is that correct?

I haven't seen this before. Are others on your network getting the same behavior?

Was this reply helpful? Yes No
JennyW on at

Like (0)

Report

Hi Joe,

Yes after prompted the first time, my data appears. However when it tries to refresh automatically it goes blank. I know that it's trying to refresh because at the bottom of the excel workbook, it says "connecting to web" when trying to run the query.

I made some adjustments to my settings in trust center and it appears to be working based on the time interval I set. However, I must have the workbook open for this refresh to take place. Do you know if this is normal?

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Can anyone reply to this, we are facing the same issue? None of the options work on the Refresh Control. Need Assistance.

Was this reply helpful? Yes No
kakolden on at

Like (0)

Report

I am also having this same problem. I actually work for Microsoft in the World Wide Inside Sales center (Fargo) and have had several TSPs in our CRM Dynamics area look at this and they didn't know what to do either. I have a dynamic worksheet exported and would like to have it update automatically because I have it connected to Power BI (permission issues won't let me connect a saved view from CRM connect to PBI directly.) Was there ever a fix that was found for this issue?

Also when I go to edit query connection it gives me this error

Was this reply helpful? Yes No
Manuel Meretto on at

Like (2)

Report

We are having the same issue here, including the error when trying to login after editing the connection query.

Anyone who is actually able to refresh data to CRM Online from a dynamic spreadsheet?

Was this reply helpful? Yes No
Djarlo on at

Like (0)

Report

We have the same issue with refreshed Dynamic excel sheets goes blank/error

Was this reply helpful? Yes No