Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Excel Refresh D365 Data

  • 1.  Excel Refresh D365 Data

    SILVER CONTRIBUTOR
    Posted 26 days ago
    We've been working to migrate all of our users from the old Outlook Client to the new App. One thing we've noticed is that the new App does not include the integration with Excel. With that we've become accustomed to the option in the Data tab to "Fresh D365 Data" for dynamic spreadsheets. I've opened a ticket with MS Support but am struggling with the suggestions offered, i.e. Use the Get Data option and "Drop Protected View Security", Use Power Query, Use Power BI, User Power Automate. Compared to the straight-forward install of the old Outlook Add-on, these all seem difficult and convoluted. Wondering if anyone has come across a more simple and elegant way to refresh data into a dynamic spreadsheet generated form D365 CE. Even an add-on would be more attractive than the options I currently see before me...

    ------------------------------
    Rob Harrison
    IT Manager: CRM Systems
    Armanino
    Portland OR
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Excel Refresh D365 Data

    TOP CONTRIBUTOR
    Posted 21 days ago
    Rob,
       I am a little embarrassed to admit I am not familiar with the specific feature you are talking about. Can you share a screen shot or describe the user experience you are looking for? I have used Power Query inside of Excel which works pretty well.

    ------------------------------
    If this answered your question, please click on the arrow button next to Reply Inline and choose 'Make Best Answer.'
    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Excel Refresh D365 Data

    SILVER CONTRIBUTOR
    Posted 17 days ago
    With the now deprecated Outlook Client, an integration was installed within Excel that allowed a user to access a Dynamic Spreadsheet sourced from CRM. Then go to the Data tab and use a button label "Refresh from Dynamics 365" to update data from CRM directly into the spreadsheet without having to rerun  the query and export again from CRM.


    ------------------------------
    Rob Harrison
    IT Manager: CRM Systems
    Armanino
    Portland OR
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Excel Refresh D365 Data

    TOP CONTRIBUTOR
    Posted 17 days ago
    Rob,
        Thanks for sharing. It has been a long time since I have worked with that add-on to Outlook and I did not recall that there was any Dynamic Worksheet export from inside the Outlook client. If I understand your requirement correctly, then I would offer a solution where you create a shortcut inside Outlook that will open views from D365 inside Outlook (drag and drop a D365 URL into the Outlook Shortcuts navigation on left side), and it can render a view from D365. At the top of the view is the Export to Excel command button:

    From that point, what you are describing seems like the same functionality as provided by ordinary Dynamic Worksheet or via Power Query, and the only difference there is that instead of a dedicated button that says "Refresh from dynamics 365" you have a "Refresh All" button

    I can highly recommend using Power Query inside Excel because it lets you pull multiple data sets and created complex reports.

    ------------------------------
    If this answered your question, please click on the arrow button next to Reply Inline and choose 'Make Best Answer.'
    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Excel Refresh D365 Data

    SILVER CONTRIBUTOR
    Posted 16 days ago
    Nelson,
    Thank you so much for responding. My very first approach was down the Power Query path. The first step I came to in the instructions provided by MS support was to disable Protected Views in the Trust Center. I learned that we have a Group policy in place to prevent use from taking that action. I passed it on to the head of our security and he was a bit miffed as it is configured that was as per a Microsoft recommendation.


    ------------------------------
    Rob Harrison
    IT Manager: CRM Systems
    Armanino
    Portland OR
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Excel Refresh D365 Data

    TOP CONTRIBUTOR
    Posted 15 days ago
    Rob,
       Sounds like you have limited options then with respect to downloading anything, but if you have a spreadsheet that you create from scratch that uses Power Query, it should not have any protected views to hinder you. You can configure Power Query to auto-refresh when you open the file. At that point, users can just leave it on their desktop and open it as needed.

    ------------------------------
    If this answered your question, please click on the arrow button next to Reply Inline and choose 'Make Best Answer.'
    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 7.  RE: Excel Refresh D365 Data

    SILVER CONTRIBUTOR
    Posted 12 days ago
    Nelson,
    It seems like downloading as a Dynamic Spreadsheet works for me with the regular Refresh All option in the Data tab. I'll share that with the end users and see why they weren't using that in the first place.

    Thanks again.
    ~Rob

    ------------------------------
    Rob Harrison
    IT Manager: CRM Systems
    Armanino
    Portland OR
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


If you've found this thread useful, dive deeper into User Group community content by role