News and Announcements icon

Dynamics 365 CommunityForums Field Service forum Automatic Update in Ex...

Field Service forum

Suggested answer

Automatic Update in Exported Excel Report

(0) Share

Report

Report

Posted on by Community member

2

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?

Categories:

All responses Img

All responses (3)

Answers Img

Answers (0)

Community member 2 on at

Like (0)

Report

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 Microsoft Employee on at

Like (0)

Report

Automatic Update in Exported Excel Report

Hi Qamar Khan,

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 Microsoft Employee on at

Like (0)

Report

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.

More information: https://learn.microsoft.com/en-us/power-apps/user/export-excel-dynamic-worksheet

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

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 284,876 Super User

#2

Martin Dráb 225,425 Super User

#3

nmaenpaa 101,146

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans