We use CRM 2016 online and Microsoft Excel 2007.
I created a dynamic spreadsheet from CRM data. I have saved it on a public folder on our network so other employees can access the report data.
My question is this: Is it possible to have the spreadsheet automatically refresh itself so that when others (including some non CRM users) access it, it has up to date data?
Under Connections-Properties in Excel, I have tried setting the "refresh every" to a few minutes to see if it works but it doesn't. I also tried selecting "Refresh" and "Refresh data when opening the file" but that doesn't seem to work either. It replaces the information with blank cells.
I am hoping to find a method that will avoid any manual refreshing and be able to set it on a weekly timer.
Any help would be greatly appreciated!