I have spatial data in CRM Dynamic 365 web based.
I want to eliminate a step in my script where I have to manually download CRM data in Excel format. The script takes the (manually) download excel and plots the x,y points on a map.
Does anyone know of a way where CRM can talk directly to an Excel sheet or even a SDE. I've tried the Dynamic Excel sheet. However when I try to refresh the connections it clears all the data and does not re-populate the data.
Is there any other way for CRM to talk to ESRI's platform ?