PowerPivot & Microsoft Dynamics CRM 2011 – Part 2

Friday, January 18, 2013

In a previous post I have described some general capabilities of PowerPivot in conjunction with Microsoft Dynamics CRM 2011. Before I can demonstrate any of these capabilities, let’s see how to extract data from Microsoft Dynamics CRM 2011 into PowerPivot in 10 simple steps: Install Microsoft Office 2010 Download and install PowerPivot for Excel 2010 Open Microsoft Dynamics CRM 2011 Web client (On-premises only), go to Settings –> Customizations –> Developer Resources. Find the OrganizationData end point hyperlink and copy it ...
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Updating CRM records via Excel Export in Microsoft Dynamics CRM 2011

Friday, August 12, 2011

Updating CRM records via Excel Export in Microsoft Dynamics CRM 2011 In Microsoft Dynamics CRM 2011 data can be exported to Excel file. This feature can be used to update CRM data externally and then import back while updating the matching CRM records. When exporting data to Excel, select the ‘Static worksheet option’ and check the ‘Make this data available for re-importing’ checkbox.   Off course, the re-importing functionality relies on the CRM records GUIDs to uniquely identify each CRM records that requires an update. But when you open...
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