Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Suggested answer

Automatic Update in Exported Excel Report

(0) ShareShare
ReportReport
Posted on by

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
    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
    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
    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Jainam Kothari – Community Spotlight

We are honored to recognize Jainam Kothari as our June 2025 Community…

Congratulations to the May Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Daivat Vartak (v-9davar) Profile Picture

Daivat Vartak (v-9d... 153 Super User 2025 Season 1

#2
Siv Sagar Profile Picture

Siv Sagar 104 Super User 2025 Season 1

#3
Engy Louis Profile Picture

Engy Louis 37

Featured topics

Product updates

Dynamics 365 release plans