The last feature is a little bit technically complicated to set up but is very rewarding if you want to have all the CRM data available in Excel books and dynamically connected to Dynamics 365.

To work with this feature, you need first to set up and configure Microsoft CRM Outlook AddIn. Don’t worry if you don’t have or use Outlook. This package also contains Excel AddIn we need, even though the name does not say this directly :).

I would recommend you ask your IT Support to install it for you since it can be complicated for some users to do, or you might have not enough permissions.

Use this guide to install and configure Outlook AddIn

If you have an issue completing the last step, connecting Outlook AddIn to Dynamics 365, download the latest updated Outlook AddIn from this page. First, select the latest available update, then download and install something called Microsoft Dynamics 365 for Microsoft Office Outlook

After installing and configuring, we can start working with Dynamic Worksheet

The open list you want to export and press Export to Excel -> Dynamic Worksheet

Select columns in the next window and press Export.
Open the downloaded file. On the Data tab, you can press Refresh from Dynamics 365, and it will automatically get updated data from CRM. You can build fancy reports, excel diagrams, and pivot tables based on this data and update it when you need to see an actual status.

Top 5 Data Management Tips For Dynamics 365 Users - Refreshing from Dynamics 365

Conclusion

You can do many things with data in Dynamics 365. We reviewed just a few of the tools that are important and useful but hidden and sometimes not easy to find. Please feel free to contact our company in case you need additional info or other consulting services regarding Dynamics 365.

Good luck using Dynamics tools in your daily operations!