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how to automatically add values from CRM to an excel sheet ? RRS feed

  • Question

  • Hi ,

    i have a opportunity form in CRM. now i want to automatically put those values in an excel sheet. so when i open that excel sheet, i will get all the values (which are there in the opportunity) in that excel sheet. 

    thanks.

    Monday, April 6, 2015 8:02 AM

Answers

  • Hello Jaywardhan,

    If I have got your requirement right, you want to see the values of your opportunities in excel. This can be achieved OOB. Kindly add all the fields for which you want to see this in your view. Once you have added, export to excel and select Dynamic Worksheet while exporting.

    The exported file will be saved as a XML file. Open with excel and you will have all the details of the opportunity. Every time data in those fields will be modified, the values in the excel will change accordingly.

    I hope it helps!


    Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/


    • Edited by Abhishek73 Monday, April 6, 2015 8:34 AM Blurred Server details in snapshot :)
    • Marked as answer by jaywardhan.pawar Monday, April 6, 2015 8:52 AM
    Monday, April 6, 2015 8:32 AM