Keeping your data accurate and up to date in Microsoft Dynamics 365 is essential for maintaining a streamlined workflow. Fortunately, Dynamics 365 allows users to update data quickly and efficiently using Excel Online. This feature enables users to make bulk updates in an Excel interface while ensuring data integrity within the system. Here’s how you can update data in Dynamics 365 using Excel Online.
Why Use Excel Online to Update Data in Dynamics 365?
Updating data manually within Dynamics 365 can be time-consuming, especially when dealing with large datasets. Excel Online provides a familiar and user-friendly interface that allows for bulk updates while keeping data connected to the system in real time. Instead of exporting, editing, and re-importing data, you can edit directly within Excel Online and publish changes back to Dynamics 365 with a few clicks. Follow our guide to quickly and efficiently update data in Dynamics 365 using Excel Online.
Steps to Update Data in Dynamics 365 Using Excel Online
1. Navigate to Your Data in Dynamics 365
Start by selecting the records you want to update. You can do this from any view in Dynamics 365, such as Contacts, Accounts, or Leads.
2. Export Data to Excel Online
- Click on the Export to Excel button.
- Select Open in Excel Online (instead of downloading the file).
- This will open the data in an editable Excel Online spreadsheet.
3. Make Your Edits
Once your data is in Excel Online, you can modify records as needed. Excel Online provides all the functionality of a traditional spreadsheet, making it easy to update fields, correct errors, and make bulk changes.
4. Validate and Save Changes
Before saving, double-check your updates to ensure accuracy. Dynamics 365 applies data validation rules automatically, but it’s good practice to review entries for consistency.
5. Publish Back to Dynamics 365
- After making the necessary changes, click the Save button in Excel Online.
- The system will push your updates back to Dynamics 365 and apply the changes in real time.
Best Practices for Updating Data Using Excel Online
- Use filters and sorting: This helps you focus on specific data sets that need updates.
- Avoid mass updates without reviewing before saving: Making bulk changes can be risky. Always verify changes before publishing.
- Check for validation errors: Dynamics 365 will notify you if any data entries don’t meet system requirements.
Conclusion
Using Excel Online to update data in Dynamics 365 is an efficient way to make bulk changes without disrupting workflows. This feature enables users to maintain data integrity while working in a familiar spreadsheet environment. By following these steps and best practices, you can keep your CRM data accurate and up to date with minimal effort. Visit our blog for further information on Data Analysis in Dynamics 365.
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Another D365 Quick tip you may find useful is Renaming the Root Business Unit and Team.
