Dynamics CRM 2015: A useful side effect of Excel Online

By Nick Murdock


We always enjoy discovering new features and functionality in Microsoft Dynamics CRM. Recently we discovered a useful side effect of Open in Excel Online, which helps speed up data entry or data importing. 


Instead of pasting into an Excel spreadsheet then importing, just go to your list and click 'Open in Excel Online.'




Once in Excel Online you can start pasting away - magic! You will still need to make sure your lookup text will resolve but this saves a huge amount of time! Once finished, click 'Save changes to CRM'. Your data will be submitted for import and CRM will be updated.