Similarly, if you’re working from a view (like Closed Opportunities) that contains thousands of records, you can minimize this from using View Filters, which will apply to Excel Online when you export data: If you don’t see the column you want to edit data for, you’ll need to either create a new Personal View (any user can do this) or edit the System View (some admin privileges required). One of the caveats is that the view you work from MUST contain the column of the field you want to edit. This tip requires some knowledge of Views. It removes a lot of the pain associated with Importing (though it’s not foolproof!). Closed Opportunities are a great example of this!Īdditionally, Excel Online can be really useful any time you want to edit a record in Dynamics–read-only or not.
This tip is especially useful if you ever need to edit a Read-Only record but don’t want to re-activate the record just to make the change. I touched on this tip a bit last month, but wanted to dedicate a post just to this tip, because I love it that much.
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