crm assistfor Dynamics 365
Step-by-step guide · Dynamics 365
How to edit Dynamics 365 opportunities in Excel Online
Prefer a spreadsheet to clicking through forms? Here is how to open your Dynamics 365 opportunities in Excel Online, change many rows, and save them back, plus what can go wrong.
Try CRM Assist freeShow me the steps
- 6 steps
- 5 min read
- 14-day free trial, no card
- Updated 30 October 2026
✓ Saved to Dynamics 365
Dynamics 365 can open a table in Excel Online, let you edit the rows, and import your changes when you save. It is handy for many small edits at once, as long as you leave the spreadsheet's structure alone.
Before you start
- An Office 365 subscription (or an online service such as SharePoint Online or Exchange Online) and a Microsoft account.
- A table that offers it. Microsoft says the option isn't available for every table. If you don't see it for opportunities, it isn't available there.
- Permission to edit the records. Your changes are imported under your own permissions.
The steps
Open the opportunities table
In your Dynamics 365 app, select the Opportunities table in the left navigation, and open the view you want to edit.
Open it in Excel Online
On the command bar, select Export to Excel, then Open in Excel Online.
Edit the cells
Change the values in the spreadsheet: stages, dates, amounts or whatever the view contains.
Topic Est. revenue Est. close date Status Kestrel Foods 48,000 30 Nov Open Harbour Bank 240,000 15 Dec Open Northwind Ltd 16,500 30 Nov Open Orbit Labs 9,800 20 Nov Open One close date changed in the sheet. (Illustration, not a screenshot.) Keep the format
Keep the existing format of the cells. Charts, calculations, extra columns and colours you add are not saved back to the app, and many changes to the layout can make the import fail.
Watch out. Don't use File > Save As in Excel Online. Microsoft says it produces a "Can't Save Workbook" error.
Save
Select Save in Excel Online. Your changes are submitted for import.
Track the import
Select Track Progress to see how the import is going, then check the view in Dynamics 365 to confirm the new values are there.
If it doesn't work
I don't see "Open in Excel Online"
Microsoft says the option isn't available for all tables, so it may not be offered for the table you are in. It also needs an Office 365 or online-service subscription.
My changes didn't import
Microsoft warns that the import can fail if you make numerous changes or alter the cell formats. Redo the edits without changing the layout.
I get a "Can't Save Workbook" error
You probably used File > Save As. Excel Online doesn't allow it here. Use Save instead.
The data looks out of date
If the same view was opened in Excel Online in the last two minutes, updated data may not show immediately. Wait a little and reopen.
Or do it in CRM Assist (about 2 minutes to set up)
Sign in with Microsoft
Use the Microsoft account you already use for Dynamics 365. No extension is needed.
Approve CRM Assist if your company asks
If your company requires approval for new apps, a Microsoft admin approves CRM Assist once.
Start editing
Your opportunities load from Dynamics 365, ready to edit.
CRM Assist works with your own permissions, and every change is saved straight to Dynamics 365. Nothing is installed in your Dynamics 365 environment.
More Dynamics 365 guides
Where these steps come from
Checked against the vendors' own help pages and other published guides on 30 October 2026. Menus and button labels change between releases, so if your screen differs, trust your screen and your admin.
Questions
Do my Excel formatting changes save back to Dynamics 365?
No. Microsoft says additions such as charts, graphs, calculations, columns and colours won't be saved back to the app.
Why does the import fail?
Microsoft says the file import might fail if you make numerous changes or change the format of the Excel cells.
Do I need an Office subscription?
Microsoft lists an Office 365 subscription, or a subscription to an online service such as SharePoint Online or Exchange Online, plus a Microsoft account.
Does CRM Assist need an admin to install anything in Dynamics 365?
No. You sign in with Microsoft. If your company requires approval for new apps, a Microsoft admin approves CRM Assist once.
crm assist
A spreadsheet that saves to Dynamics 365.
CRM Assist gives you an editable grid on top of Dynamics 365 Sales, with an AI assistant, and no export and import round trip. 14-day free trial, no credit card, then US$9.90 per user per month. Cancel any time.
