[HOW TO] Update Data in Dynamics 365 using Excel Online
Microsoft Dynamics 365 allows users to update data quickly and efficiently using Excel Online. This feature enables users to make bulk updates in an Excel interface while ensuring data integrity within the system. Here are the steps to update data in Dynamics 365 using Excel Online: 1. Navigate to your data in Dynamics 365. 2. Export the data to Excel Online. 3. Make the necessary edits in Excel Online. 4. Validate and save the changes. 5. Publish the changes back to Dynamics 365. Using Excel Online to update data in Dynamics 365 is an efficient way to make bulk changes without disrupting workflows. It provides a familiar and user-friendly interface while keeping the data connected to the system in real time.
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