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How to synchronise Excel and PPT files in CRM RRS feed

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    Hi,
    I have some external files (non CRM files like excel and ppt files). How can
    I synchronise those files in CRM
    Monday, August 24, 2009 7:08 AM

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    HI,

    you can attach them to a note in CRM. In this case, the files are in the crm database and you ca see them when you are offline in the Outlook offline client.
    In the other way, you can display files from the filesystem or sharepoint in CRM. But then, the files aren't in the CRM database and not in the outlook offline client, when the client is offline.

    But both wasn't a synchronisation between the files, therefor you have to write a plugin.
    Viele Grüße

    Michael Sulz
    axcentro GmbH
    MVP für Microsoft Dynamics CRM
    Monday, August 24, 2009 11:10 AM

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  • Question
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    HI,

    you can attach them to a note in CRM. In this case, the files are in the crm database and you ca see them when you are offline in the Outlook offline client.
    In the other way, you can display files from the filesystem or sharepoint in CRM. But then, the files aren't in the CRM database and not in the outlook offline client, when the client is offline.

    But both wasn't a synchronisation between the files, therefor you have to write a plugin.
    Viele Grüße

    Michael Sulz
    axcentro GmbH
    MVP für Microsoft Dynamics CRM
    Monday, August 24, 2009 11:10 AM
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    I think you are asking, how to import or export data from excel or ppt? If it so, we can do this using plugin or workflow. I have done this: Download CRM content in ppt.
    Friday, December 19, 2014 12:21 PM