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Excel sheet with CRM integratin RRS feed

  • Question

  • HI all,

             how to send data to users in Excel and if they click Refresh button in excel sheet means it should refresh from database to Excel sheet..

    Tuesday, November 12, 2013 10:50 AM

All replies

  • Hi,

    You can export views in CRM to excel. However to have a button that will automatically refresh from CRM will need coding behind the excel sheet.

    Why not use a report?

    Chris

    Tuesday, November 12, 2013 11:46 AM
  • Hi Chris,

           Thanks for your reply , we had a Requirement as we need to show in Excel. Can you please share a Link as how to do step by step process in this.


    • Edited by JERRY_TP Tuesday, November 12, 2013 1:08 PM
    Tuesday, November 12, 2013 1:05 PM
  • This should help: Microsoft Dynamics CRM 2011 - Dynamic Worksheets in Excel Feature

    Also keep in mind that in order for this to work - event though it is using Excel, users will need to have the CRM Outlook client installed


    Jason Lattimer
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    Tuesday, November 12, 2013 1:49 PM
    Moderator
  • Hi jason,

            Very useful Link.. As per that Link i tried but am getting below Error.

    Wednesday, November 13, 2013 5:52 AM