Exporting to an Existing Dynamic Excel Document from Dynamics 365

excel 2 300x225 Exporting to an Existing Dynamic Excel Document from Dynamics 365

When exporting data to a dynamic Excel document from Dynamics 365, do you ever find yourself wishing there was a way to add your new Excel document to an existing one instead of always creating new workbooks? This blog will walk you through the steps to do just that!

In this series of screenshots, you can see that the dynamic Excel document created has connection string but cannot be edited and the data source is not readable. We cannot create a copy of this connection with the same URL in a new excel workbook.

111116 1606 Exportingto1 Exporting to an Existing Dynamic Excel Document from Dynamics 365

111116 1606 Exportingto2 Exporting to an Existing Dynamic Excel Document from Dynamics 365

Here is the solution: copy the excel sheet > move (command) > to existing workbook.

111116 1606 Exportingto3 Exporting to an Existing Dynamic Excel Document from Dynamics 365

Here is a screenshot of copied data along with connection string:

111116 1606 Exportingto4 Exporting to an Existing Dynamic Excel Document from Dynamics 365

And with that, the dynamic connections and data is copied in the existing Excel workbook.

Make sure to stop by our main blog page for even more slick tips!

Happy Dynamics 365’ing!

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