I have the following customer scenario:
User clicks on button in Excel and data from certain Excel-Sheet is transferred to Dynamics CRM.
Someone ever did something like this? Possible with VBA or JavaScript?
Thx!
Out of the box CRM provides the ability to import Excel spreadsheets to create or update existing records.
Or you can always build something custom, manipulating CRM data via the web services.
I have done somewhat similar thing with excel, except i wrote vsto addin that used bit modern approach. You can easily use crm sdk ddl when writing add-ins for excel.
But with VBA i think you might hit quite wall there, you would have to write almost all methods over.
My prefer for here would be write vba script that send excel sheet data to webserver (node.js, .net) and there you can make actual data transfer to crm api. One good example would be writing csv file from data and save it to server, trigger server to manipulate that data.
Related
I am trying to create a data entry "app" to collect daily readings across our site. Here are the three biggest constraints:
Software - ideally, we would use some software within the Microsoft 365 Suite, mainly because those are the only approved apps on site. It may be possible to use open source software, but that might raise some flags in terms of security. So my thoughts are to use either Excel or Access.
Cost - ideally, we do not want purchase any additional software licenses. I would try and create something with Power Apps, but we do not have the licensing for an Azure or SQL server to store the data. I could be missing something here though.
Mobile-Friendly - finally, it needs to work on an Android tablet. Currently, we collect readings using pen and paper. The whole idea of this is to move towards using a tablet.
The easiest approach would be to create an Excel spreadsheet, save it on OneDrive, and edit the spreadsheet. I don't love this option because we are collecting 100's of data points each day. This would end up with a very wide spreadsheet that will be cumbersome to navigate.
The other option I looked into was creating an Access database and accompanying form and storing it on SharePoint. However, it seems Microsoft has stopped supporting Access databases on SharePoint.
I have created data entry forms using VBA, similar to this, but these do not work on mobile.
Is it possible to create a data entry form in Excel that also works on the Android version of Excel? Are there other alternatives I am not thinking of?
I am engaged in just this kind of project also. I have written an app in PowerApps, built an Excel spreadsheet and stored it in OneDrive, and am running it (the app) on an iPad. The design differs somewhat from your description of directly presenting a spreadsheet to the user (which I think PowerApps could do) because I don't want users having direct access to the data.
Edit: You do not need Azure or SQL, unless you are storing tons of data. Excel can be a satisfactory data storage location for modest uses.
I found the learning curve for PowerApps to be quite steep, as it's a different paradigm than line-by-line coding.
I think this is a more user friendly way to collect data than trying to run an Excel form, and once you get it made and polished, you'll look like a pro :)
I am by no means an expert but if you need some tips I'll do what I can to help. It sounds like we are at similar developmental stages.
Is it possible to create a data entry form in Excel that also works on the Android version of Excel? Are there other alternatives I am not thinking of?
Microsoft Forms does the job when created from OneDrive on mobile browser. Side note: the form I just created and the response I submitted have now disappeared from my OneDrive.
I also saw some people using Power Automate to save responses from a form into an Excel file (every reponse).
I have been experimenting with excel online shared link to be able to embed an excel document to our internal web site. But this method is not viable because we can't actually make a public link because the data is private.
I was wondering if it was possible to embed an excel document any other way. I can add that we need an excel document with an add-in attached to it. I might have done something wrong but in my test, my add-in didn't show up in the embedded version of the document. I also noted that functionality seemed greatly reduced. Even with read-write permissions, I could input some data but couldn't delete anything which wasn't very useful in our case.
Ref:https://support.office.com/en-US/article/Share-it-Embed-an-Excel-workbook-on-your-web-page-or-blog-from-OneDrive-804e1845-5662-487e-9b38-f96307144081
Our goal is to be able to :
embed excel document into an application.
feed external data into the excel document when opened or on user input (done by an add-in)
user interaction (read-write-delete according to defined locks and column visibility)
save the relevant data to storage (done by an add-in)
save the document to OneDrive and/or to a specific location.
I am wondering if there is any solutions (now or in-progress) that would allow us to have most of the functionality of excel online while being managed by an application.
Possible solutions?:
We might have a partial solution where instead of creating a shared link, we could integrate our application to excel instead of doing thing the other way around. But it doesn't solve how to handle Microsoft accounts required to access the documents.
You'd have to do the heavy lifting in JavaScript I'm afraid and add-ins are out of the question. See a very rudimentary example of how to interact with an embedded Excel file here:
http://www.jkp-ads.com/Articles/embeddedexcel00.asp
I've created an IUpdateable ODATA feed using WCF which I can connect to using Excel 2010 Power Query. Excel is able to retrieve data but I cannot find a 'publish' button or anyway to tell Excel to push updates back to the server.
Does Excel / Power Query support ODATA CRUD functions out of the box?
Is there another tool I could use to update data without writting code?
Power Query supports reading from data sources, but we don't support Create/Update/Delete.
I agree with you--it would be awesome to publish data from Excel without having to write any code!
If you think this is something Power Query should have, I'd go to https://ideas.powerbi.com and vote up the feature (you might be the first with the idea).
Edit(2019): Looks like several people have upvoted this one: https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/12251397-q-a-can-you-perform-crud-operations-with-powerquer
I need to give power-users of the web application I am working on the ability to create their own reports, analysis, etc. in Excel. Basically they need to create some Excel sheets, read some data from the web app and than mix the result with further data coming from other data sources.
The web application already exposes data in JSON/XML format through a web api (not fully REST but this doens't matter) and I would use this channel to get data in Excel.
At the moment I have these three options in my mind:
In the past I've solved a request like this with some VBA code and a COM object (that talked with the server/database) but I am not sure if today this is still the best solution to do this kind of job.
I have learned that today Excel has PowerPivot that can read data from a web service. I could develop an oData feed for PowerPivot but I am not sure if PowerPivot is what power-users need
Another solution could bean ad-hoc Excel add-in
How would you solve a request like this?
Power Query would be a better option than Power Pivot here. Power Pivot is a dimensional modeling and analytical database (it is exactly a private instance of SSAS Tabular running behind the Excel process).
Power Query is an end-user friendly ETL tool, developed as an add-in for Excel, and available natively as of Office 2016. It allows loading directly to an Excel worksheet or into a Power Pivot model. It will give more flexibility to your end users. It is a GUI-driven interface that is a front-end to the M query language, developed by Microsoft.
Unfortunately, I am not able to help with Power Query too much, but it fits your use case perfectly.
Edit: An additional feature of Power Query, likely not to meet your needs, but I thought I'd throw in.
Power Query can read directly from HTML tables. If you present data in HTML tables, your end users can simply load directly from a URL.
Power Query definitely the "correct" tool for this within Microsoft world. It can also handle JSON and XML (and Odata) directly. How well it manages your data will depend a bit on how nicely formatted it is, but it can work with most things with a little bit of effort.
It is a free Microsoft authored add-in for pre Excel 2016 and built in to Excel 2016.
I use Office 365 plan E3 and I want to copy and modify an excel file within a document library on the server. Goal is to read some values from a listitem and update the excel with these values. In the excel file there are several formulas that do the reporting the customer wants.
I already tried developing a sandboxed solution with excelservices.dll referenced, but SharePoint doesn't allow to execute this solution because of partial trust problems.
I also tried to generate a proxy for ExcelServices.asmx, but WCF needs a configuration file and in O365 I can't change web.config to add the config-sections - and it's not so much fun to generate and parse soap messages manually.
Are there any suggestions how to solve this or is it still impossible?
SharePoint have some embedded function of Excel services - maybe You can use webpart like Excel lists or something similar?