Microsoft Dynamics 365 Blog

Leverage Microsoft Excel to edit records 

4 min read

Have you ever wanted to edit multiple Microsoft Dynamics CRM records from within Microsoft Excel, without having to open each record’s individual form? With this new Dynamics CRM 2011 feature, it is possible to update Dynamics CRM records using Microsoft Excel (2003, 2007, or 2010). All you have to do is export data from any…Read more

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Fetch It 

3 min read

My colleague Tony Clayton the other day mentioned that he’d loved to have a tool that allowed him to enter fetch xml queries to rip data out of Microsoft Dynamics CRM Online. Fetch XML is a part of the CRM technology platform that allows you to create queries using an xml language. The queries can…Read more

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Dynamic Export to Excel feature – How to protect data over the wire 

4 min read

One of the well-known features offered in Microsoft Dynamics CRM v4 is export data to Excel as a dynamic worksheet, a dynamic pivot table, or even to a static worksheet. Users can then refresh these dynamic Excel sheets alone to get the most current data without having to pull up the web client and do…Read more

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