How to Connect Dynamics 365 to Microsoft Excel

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Here’s a clear, simple guide on how to connect Dynamics 365 to Microsoft Excel. Open the Excel online in Dynamics 365 to connect. Here’s how: 

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1. Dynamics 365 connects to Excel by accessing the 'Contact's menu.
2. On the top command bar, click the drop down menu for 'Export to Excel'.
3. Select 'Open in Excel Online'.
4. Excel Online opens with your data. You can start making changes.
5. Click 'Save'. By doing this, it allows you to edit records directly in Excel and publish them back to Dynamics 365.