A company uses Dynamics 365 Sales. The company must use Export to Excel to edit multiple records. Microsoft Dataverse must update automatically. You need to select the option.

The correct answer is D. Open in Excel Online. Open in Excel Online (D) is the only Export to Excel option that provides a live, bi-directional connection to Dataverse. When users edit cell values in the Excel Online session and save, the changes are written directly back to Dataverse without any manual re-import step…

Submitted by javi_es· Apr 18, 2026Describe Dynamics 365 Sales

Question

A company uses Dynamics 365 Sales. The company must use Export to Excel to edit multiple records. Microsoft Dataverse must update automatically. You need to select the option.

Options

ADynamic worksheet
BStatic worksheet
CDynamic PivotTable
DOpen in Excel Online

How the community answered

(32 responses)

A
3% (1)
B
6% (2)
C
3% (1)
D
88% (28)

Explanation

Open in Excel Online (D) is the only Export to Excel option that provides a live, bi-directional connection to Dataverse. When users edit cell values in the Excel Online session and save, the changes are written directly back to Dataverse without any manual re-import step. Dynamic Worksheet (A) pulls a refreshable snapshot of data into desktop Excel but does not push edits back to Dataverse. Static Worksheet (B) is a one-time point-in-time export with no sync. Dynamic PivotTable (C) refreshes aggregated data for analysis but is read-only and does not update individual records.

Topics

#Dynamics 365 Sales#Export to Excel#Dataverse integration#Record editing

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