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Adding a table into CRM 4.0 RRS feed

  • Question

  • We are trying to create a tab in the CRM Accounts for Support Information.

    This needs to be in the form of a table with 5 columns and about 10 rows. Can this be created in CRM 4.0 or do we need to create an entity pointing to a pre-designed Excel table.

    Any ideas??

    Regards

    Colin
    Thursday, October 29, 2009 3:20 PM

Answers

  • Hi Colin,

    If you have the data in Excel, you will need to import them into CRM. You can't easily link it to excel.  It looks like some integration is needed.

    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    Thursday, October 29, 2009 4:36 PM
    Moderator
  • You should probably consider adding a new entity to CRM that would hold these "rows".  Then you could always leverage Export to Excel to show this in Excel, but the data would then be visible inside CRM and could be displayed by embedding a custom ASPX page that retrieve those records.
    Matt, MVP - Dynamics CRM
    • Marked as answer by Coltuck Monday, November 2, 2009 10:57 AM
    • Unmarked as answer by Coltuck Monday, November 2, 2009 12:06 PM
    • Marked as answer by Donna EdwardsMVP Friday, November 6, 2009 1:43 PM
    Thursday, October 29, 2009 7:20 PM
  • Hi Coltuck ,

    http://www.codeproject.com/KB/aspnet/ExcelShtAndChrt-In-aspx.aspx  this article talks about displaying excel in aspx using see if this helps.

    I dont know if this is the best way or if this will work in MS CRM , but try your luck.


    The other way will be as the MVPs above suggested to try and retrieve the data after inserting into MS CRM database and displaying it onto excel.

    Thank You

    Raghu

    Monday, November 2, 2009 9:37 PM
  • Hi Coltuck ,

    you can also use the SharePoint Services to deal with the excel sheet and add CRM Tab with I frame displaying the Excel list page from SharePoint.

    Thanks,
    Monday, November 2, 2009 10:44 PM

All replies

  • Hi Colin,

    Are you retrieving the information related to your account or you will be entering the information and associate it to the account?

    If you just displaying your information, you can create a custom asp.net page and use an iframe to reference to that page.

    If you need to input information related to the account, I would create a custom entity an link it to the account. for your tab, just link it to the custom entity's main view.

    I hope it helps.

    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    Thursday, October 29, 2009 4:02 PM
    Moderator
  • The details are currently on an excel spreadsheet with Product, Support start date and support end date as headings. We would want the spreadsheet showing on a tab if possible in excel format.

    Regards

    Colin
    Thursday, October 29, 2009 4:19 PM
  • Hi Colin,

    If you have the data in Excel, you will need to import them into CRM. You can't easily link it to excel.  It looks like some integration is needed.

    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    Thursday, October 29, 2009 4:36 PM
    Moderator
  • You should probably consider adding a new entity to CRM that would hold these "rows".  Then you could always leverage Export to Excel to show this in Excel, but the data would then be visible inside CRM and could be displayed by embedding a custom ASPX page that retrieve those records.
    Matt, MVP - Dynamics CRM
    • Marked as answer by Coltuck Monday, November 2, 2009 10:57 AM
    • Unmarked as answer by Coltuck Monday, November 2, 2009 12:06 PM
    • Marked as answer by Donna EdwardsMVP Friday, November 6, 2009 1:43 PM
    Thursday, October 29, 2009 7:20 PM
  • Hi Coltuck ,

    http://www.codeproject.com/KB/aspnet/ExcelShtAndChrt-In-aspx.aspx  this article talks about displaying excel in aspx using see if this helps.

    I dont know if this is the best way or if this will work in MS CRM , but try your luck.


    The other way will be as the MVPs above suggested to try and retrieve the data after inserting into MS CRM database and displaying it onto excel.

    Thank You

    Raghu

    Monday, November 2, 2009 9:37 PM
  • Hi Coltuck ,

    you can also use the SharePoint Services to deal with the excel sheet and add CRM Tab with I frame displaying the Excel list page from SharePoint.

    Thanks,
    Monday, November 2, 2009 10:44 PM