Excel Enhanced Integration

The tight integration with the Office suite of applications has always been one of the strengths of this platform. Each new version built on top of existing features, adding new ways to interact, bringing the tools closer to the platform, and making the platform into a core service for the client applications.

With Microsoft Dynamics CRM 2016, the Excel integration has been greatly enhanced furthermore. While we had the ability to export data to Excel for further analysis, and to have the data ready for reimport in a blink of an eye, with the tight integration with Office 365, now client applications can be substituted by the online versions. For details on the online apps, see the main Office landing page at https://www.office.com/.

With these capabilities, now we can render Excel data directly in a record in Microsoft Dynamics CRM. When working with Excel, instead of spending time and clicks switching between applications, a system user can stay on the same record...