Here are the requirements to take advantage of this new, powerful feature:
Let's dive right in to demonstrate what can be done with the new Immersive MS Excel. This example contains a list of Leads that need some manipulation. Within browser session of Dynamics CRM, there is now an option to ‘Open in Excel Online’.
After a few simple prompts, the CRM data is displayed in MS Excel Online, embedded directly into the Dynamics CRM browser session. Now the user can make edits to the data, taking full advantage of all the capabilities of MS Excel. All of the field validation rules remain in place while the user is making edits, as a result there is no cause for concern when the data is saved back to Dynamics CRM.
Once the user has finished making edits to the data (in this example the last name was edited and the status was changed), he/she simply selects the 'Save Changes to CRM' button. This does not edit the data directly within CRM, but submits a job to import the changes. The user can view the progress of that job as needed. Once the job completes, the changes are made to the CRM data and visible for the user to consume.
This is one of my favorite new features in the Spring Release of Microsoft Dynamics CRM Online. I hope you find this tip helpful as you begin to explore the new functionality in the Spring Release. For more information about C5 Insight or this blog entry, please Contact Us.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.