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"Refresh from Dynamics" will be deprecated, the followup Office Add-In doesn't work

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In my organization we use "Refresh from CRM" in Excel to download a weekly report from our CRM data as part of an automated workflow. The button depends on the Outlook add-in which will be deprecated.

The 'light' add-in doesn't seem to offer the same functionality.

I tried to work with the Dynamics Office-Plugin but it only states 'failed to retrieve the server config" without any further indication of what to do. Also not sure what the opportunities are to automate (macros / connections) with this plugin.

Any advice on how to proceed?


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