tag:blogger.com,1999:blog-8805354828280338683.post3238266848391300367..comments2024-03-20T17:17:29.836+11:00Comments on Microsoft Dynamics, Azure, and Artificial Intelligence - Trending Updates: Microsoft Dynamics CRM 2011 - Dynamic Worksheets in Excel FeatureAshish Mahajanhttp://www.blogger.com/profile/03986967030244458728noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-8805354828280338683.post-45764100801640195242013-07-25T16:37:34.174+10:002013-07-25T16:37:34.174+10:00Have you installed the Outlook plugin for CRM on y...Have you installed the Outlook plugin for CRM on your latest version of Outlook?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8805354828280338683.post-88953498197638768622013-06-21T01:53:38.956+10:002013-06-21T01:53:38.956+10:00Hi Ashish
My 'Refresh from CRM' button has...Hi Ashish<br />My 'Refresh from CRM' button has disappeared from the Data ribbon. It used to be there but now gone. We recently updated our Outlook to the most recent version so not sure if it is something to do with that. <br /><br />Any ideas how I can get this button back?<br /><br />IlseIlseBearhttps://www.blogger.com/profile/18011867351604400071noreply@blogger.comtag:blogger.com,1999:blog-8805354828280338683.post-1993401093124070562013-01-28T20:32:15.476+11:002013-01-28T20:32:15.476+11:00I am glad my blog was informative. Thanks Anna.I am glad my blog was informative. Thanks Anna.Ashish Mahajanhttps://www.blogger.com/profile/03986967030244458728noreply@blogger.comtag:blogger.com,1999:blog-8805354828280338683.post-9958327478876462642013-01-26T22:12:22.132+11:002013-01-26T22:12:22.132+11:00This comment has been removed by the author.Anonymoushttps://www.blogger.com/profile/00802221952263854704noreply@blogger.comtag:blogger.com,1999:blog-8805354828280338683.post-86736184007763398622012-07-29T20:54:19.807+10:002012-07-29T20:54:19.807+10:00Hi Lee,
The credentials should be stored with the...Hi Lee,<br /><br />The credentials should be stored with the excel file. I haven't played around the behind the scenes 'refresh from crm' functionality myself. <br /><br />The standard refresh should work. You need to check if lots of data is returned from CRM to excel, then this could have performance issues leading to CRM application hanging (worst case scenario).Ashish Mahajanhttps://www.blogger.com/profile/03986967030244458728noreply@blogger.comtag:blogger.com,1999:blog-8805354828280338683.post-10612380821017637502012-07-27T20:06:23.368+10:002012-07-27T20:06:23.368+10:00Ashish,
Great post. Do you know where the creden...Ashish,<br /><br />Great post. Do you know where the credentials are stored? With the Excel file or within the user profile?<br /><br />I'm trying to automate this refresh in Excel VBA but when the standard excel data refresh only works some of time. And there appears no apparent way to call 'refresh from crm' from vba. Any ideas how the refresh can be automated.<br /><br />LeeLee Hawthornhttp://leehbi.comnoreply@blogger.com