Posts Tagged ‘Excel’

Integrations from Excel to Microsoft CRM – A Match Made in Heaven

Ah Microsoft Excel… I love working in Excel and frankly would be lost without it. Excel delivers flexibility to adjust on the fly, functionality to save time and provides access to only the data I want the moment I need it. However, I’m also in Dynamics CRM all-day and, like many of you, have a…

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Tech Tuesday: Setting Up Dynamics NAV-Excel Template Connections

Setting up an Excel template can take less than 5 minutes or can take more than a day if you don’t know what you’re doing.  After reading this article, I’m hoping to move a few more people into the 5 minutes or less crowd.  The setup is the same for Microsoft D365 Financials Business edition,…

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Tech Thursday : Save an Excel File From a REST Service Response

Since SmartConnect 2015 we’ve been able to connect to a variety of REST services using the REST connector.  This requires the service to provide a JSON or XML payload.  I recently came across a service that doesn’t use JSON or XML.  The GoToWebinar Admin API will only give back an Excel file, so I could…

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Tech Tuesday:  Removing Blank Rows from an Excel Data Source

Excel is a very common data source for SmartConnect maps, but sometimes causes problems when SmartConnect reads blank lines from a worksheet.  This isn’t an issue with SmartConnect, but rather an issue with Excel not knowing what cells are being ‘used’.  After building a spreadsheet, sometimes Excel thinks that blank rows at the bottom of…

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Tech Tuesday: Error when attempting to export SmartList data to Excel

I have run into issues in support where people are attempting to use the “Export to Excel” feature in SmartList, and receiving an error that says something like, “We found a problem with come content in “My File Name.XLSX”.  Do you want us to try and recover as much as we can?  If you trust…

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Tech Tuesday: Adding Parameters to Excel Report Builder report

We have been asked many times if you can have parameters in an Excel Report Builder built report so the end user can restrict down the data a little easier. With the core Excel Report Builder, this isn’t something that can be done. But, it can be added in Excel to the report you build…

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Demo 2 win with the eOne Sandbox – Q2 2017 Update

There is no more critical way to make or break a sale than during the demo.  At eOne, we understand how important this is and that timing, showing a compelling scenario, and having a reliable, comprehensive environment is everything. When your client says something to the effect of: “I wish there was a way to automate…

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Tech Tuesday: Changing the Column Names on an Excel File Destination

In a previous column, I had discussed how we could change the column names of the text output file that SmartConnect had created. The main reason that we would want to do this is if the output file required specific column names and SmartConnect was changing them due to source column naming conventions that SmartConnect…

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Can SmartConnect integrate with _____?

One of the most common questions we receive is “Can SmartConnect integrate with ____ ?”  You fill in the blank, and it ranges with everything from billing engines like Braintree to marketing solutions like Hubspot to SQL-based systems as well as eCommmerce. There is certainly a lot of variety out there.  To help clarify how…

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