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Exporting to an Existing Dynamic Excel Document from Dynamics 365

Post Author: Joe D365 | November 11th, 2016

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.

Dynamic Excel Document

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

Dynamic Excel Document

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

Dynamic Excel Document

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!

By Joe D365

Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.