You’ve seen us in Tip #1415 doing some Microsoft Graph abracadabra to call Excel functions directly from Power Automate. To do that we use Excel spreadsheet located on OneDrive for Business. Documentation mentions in passing that “You can use Microsoft Graph to allow web and mobile applications to read and modify Excel workbooks stored in […]
If you know Excel you’ll be very comfortable with Power Automate, they said. Except most of the Excel functions do not even have an equivalent in Power Automate. But what if we could access all Excel functions in Power Automate? Say no mo In the Episode 13 of Citizen Can Amey and George talk about […]
A reader asks: I’m sitting there trying to export pricelist items. I was thinking about getting the data as the other tables in excel and then use the import tool to import them in a cloud env. But I I’m not allowed to change the views either. Advanced find doesn’t show the Price List Items […]
When you export to Excel Online in Dynamics 365 online, you can edit values and create new records, then click the “Save changes to Dynamics 365” button, the changes will be uploaded to Dynamics 365. Sometimes when you hit the save changes button, you may be presented with this option: So should you stay or […]
With the deprecation of the Outlook Client, some users are wondering about dynamic spreadsheets. If you are moving to the cloud or have IFD on premises, you need to run Dynamics 365 for Outlook (the Outlook client, not the new app) to use dynamic spreadsheets. I’ve had this conversation with multiple clients, and while they […]
Recently we were struggling with import of a spreadsheet into Dynamics 365. If the date field was included, the import would fail. The user doing the import was set to US format, but the date format was set to dd/mm/yyyy format. We found that we could get past the issue by saving the import spreadsheet […]
Have you ever created an Excel Template, with all of the necessary edits, pivot tables, charts, etc. that you need to report, only to realise the first time you use it that it’s missing a vital field from CRM? Typically, this means you have to redo all the work you did originally to include the […]
In CRM 2013 – Dynamics 365, subgrids do not have the “Export to Excel” button, but you can click the “pop out” button on the subgrid to open the full associated view, from where you can export to Excel. However, what if your subgrid is filtered by a different view? Let’s say you have 20 […]
Dynamics 365 is a temperamental mistress – everything is fine until it is not. Export to Excel has been working for a customer like a clockwork but then one day, without any warning, attempts to export this view: started to generate this error: (Clicking Show technical details would give some useless generic error with the […]
The first time you launch immersive Excel (also known as open in Excel Online) in a browser, you will get the following dialog: The problem is, in some browsers (like Edge on Windows 10), hitting the X does nothing. To make this dialog go away, click the “Don’t show me this again” checkbox, then refresh […]
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