For example, you could add an address or email field to your newly created view to be quickly updated in Excel Online. This way you can also include additional columns that may not have been included in a system or personal view. Note that you cannot open in Microsoft Excel Online directly from advanced find, but by saving an advanced find into a personal view you can specify what sort of information you want to see in Excel Online. You have the ability to export up to 100k rows at a time, but you will most likely want to avoid large amounts of data as this is a great tool for making small to medium size quick updates to datasets. Open any System View or Personal view and simply click the ‘ Open in Excel Online’ from the Export to Excel dropdown in the ribbon bar. This new feature makes it incredibly fast, efficient, and easy to view and update data in Excel format within your CRM window. If your organization has Microsoft Dynamics CRM Online 2015 Update 1 or later users now have the ability to update and analyze CRM data in Excel Online. Posted on: J| By: Craig Thompson | Microsoft Dynamics CRM Using Excel Online: How to Easily Change and Update CRM Records
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