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  • Question

  • I have what in my mind should be a basic question, but our CRM administrator said cannot be done.

    In excel, I want to type in the project number, and have CRM spit out the project name. I cannot figure out how to do this. Should be simple in my mind.


    Thursday, January 22, 2015 9:00 PM

All replies

  • Hi,

    I guess you could achieve this using Power BI/Power query for CRM in excel with lookup functions.

    For connectivity u may refer this link.

    Regards, Rekha.J

    • Edited by Rekha J Friday, January 23, 2015 4:30 AM
    • Proposed as answer by Alexander_DM Friday, January 23, 2015 10:27 AM
    Friday, January 23, 2015 4:20 AM