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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Automatic Update in Ex...
Service | Customer Service, Contact Center, Fie...
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Automatic Update in Exported Excel Report

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Posted on by Community member

We use Dynamics D365 CRM to record our support cases. I am able to extract details of my cases  in excel format. I need to know whether there is a way to auto sync excel file without manually exporting it every day?

 
 

 

 

 

 

 

  • Community member Profile Picture
    Community member on at
    Automatic Update in Exported Excel Report
    Hi Leah
     
    Apologies for late response. Dynamic Worksheet option is not functioning for me. Refresh data removes all information from excel file. I have gone through below article but it is also not helping me in my scenario.
     
     
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Automatic Update in Exported Excel Report
    Has the issue been resolved?
    Have there been any updates? Please feel free to ask me any questions you may have!
    If it has been resolved, can you mark the response as an answer?
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Automatic Update in Exported Excel Report
    Hi Partner,
    Export your app data to an Excel dynamic worksheet to get the most up-to-date information from your app.
    --On the command bar, select the Export to Excel menu and then select Dynamic Worksheet.
    When you export your data to an Excel dynamic worksheet and then make changes to your data in the app, you can use the refresh feature in Excel to get the latest information from the app.
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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