You can integrate Dynamics 365 with Excel by using the export menu from Dynamics 365 which will allow you to edit and save Excel in Dynamics 365, Here’s how:
- Start by heading to the 'Contacts' menu, that's where your integration journey begins.
- Click the ‘Export to Excel’ dropdown on the command bar to see your options.
- Choose 'Open in Excel Online' to work with live data right in your browser.
- Your data loads in Excel Online. Make any edits you need, it's all synced.
- Hit 'Save' to push your changes back to Dynamics 365. That's it, edit in Excel, and update in real-time.
