Analyze your Dynamics 365 for Customer Engagement apps data in Excel Online
No need to leave Dynamics 365 for Customer Engagement to analyze your data. Now you can do a quick ad-hoc analysis using Microsoft Excel Online in Dynamics 365 for Customer Engagement.
For example, if you’re a sales manager, you might want to analyze the opportunities your team owns and review key performance indicators (KPIs) to see how you can assist your team members. If you’re a sales rep, you can open your opportunities in Excel and conduct what-if analysis for different incentive scenarios. Or, you may want to quickly open the data in Excel Online so that you can copy it somewhere else such as an email.
When you make changes to your data in Excel Online, you can save the updated information in Customer Engagement. Remember to keep the existing format of the Excel cells to prevent problems during import. Adding additional information to the spreadsheet, such as graphs, charts, or colors, will not be saved.
This feature requires that you have an Office 365 subscription or a subscription to an online service such as SharePoint Online or Exchange Online. For more information, see What is Office 365 and how does it relate to Dynamics 365 (online)?
You need a Microsoft account.
You need export to Excel privileges in Customer Engagement.
Open Customer Engagement data in Excel Online
The option to open data in Excel Online isn’t available in all Customer Engagement record types. If you don’t see the option, it’s not available for that record.
Updated data in Customer Engagement won’t immediately be reflected in Excel Online if the same view was opened in the last two minutes in Excel Online. After that timeframe, any updated data should show in Excel Online.
To open a list of records in Customer Engagement, click Export to Excel > Open in Excel Online.
By default, you can’t open your Customer Engagement data in Excel Online in the Advanced Find view. However, you can save your advanced find as a personal view and then go to your personal view to do an ad-hoc analysis in Excel Online.
Save your data and import it back to Customer Engagement
On the top right, click Save Changes to Customer Engagement.
The data for ad-hoc analysis with Excel Online is stored temporarily. Any additions, such as charts, calculations, and columns won’t be saved from the ad-hoc analysis that you do in Excel Online back to Customer Engagement. If you need to make lots of changes to your data and import it back to Customer Engagement, it’s recommended that you export the worksheet in Excel.
The file import might fail if you made a lot of changes or changed the format of the Excel file. If you need to make lots of changes to your data and import it back to Customer Engagement, it’s recommended that you export the worksheet in Excel.
By design, you can’t do a File > Save As in Excel Online. If you do, you’ll get a Can’t Save Workbook error message.
On the Data Submitted for Import dialog box, click Close.
Check the status of the data import
After you save your changes from Excel Online to Customer Engagement, verify that the data has been imported back in to Customer Engagement.
In the Data Submitted for Import dialog box, click Imports.
Go to Settings > Data Management. Then click Imports.
In the list of imported files, look for your imported file and check the status.
Watch this video
Find out how to analyze your data and transform it into meaningful knowledge with Customer EngagementExcel integration.
To see video captions, click the Closed Caption (CC) button in the lower-right corner of the YouTube window.
Export to Excel is a tool provided by the XrmToolbox community developed for Dynamics 365 for Customer Engagement Customer Engagement. See the Developer tools topic for community developed tools.
The community tools are not a product of Microsoft Dynamics and does not extend support to the community tools. If you have questions pertaining to the tool, please contact the publisher. More Information: XrmToolBox.