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The export to Excel and reimport of changed data RRS feed

  • Question

  • This feature was in the pre-release of V4 but it was pulled at the last minute apparently - Any ideas if it is being worked on. We have seen some code samples but they don't seem to work that well.

    Regards

    Tuesday, July 22, 2008 7:59 AM

Answers

  •  

    Try EBAX for Microsoft CRM

    http://www.prosoft-sys.com/products.htm

     

    It does exactly what you are saying and more, because you don't have to export--you can select a view directly from Excel, add records or make changes and publish changes back to CRm right from Excel.

     

    It is also very affordable.  I like it because it does not make any changes to your CRM environment--just works through Excel as a snap-in.

     

    Take a look at the free trial.

    Tuesday, July 22, 2008 12:12 PM
    Moderator