Dynamic Exports with CRM 2011 Online, W8, IE10

This question is not answered

This is somewhat of a repost as my original post did not thoroughly get resolved.  Here's the scenario:

1.  CRM Online 2011, UR12

2.  Windows 8, IE10

3.  Set WIF 3.5

4.  Set Compatibility View

5.  Added site to trusted sites

6.  Added site to exclude pop up blocker

7.  Unchecked Disable script debugging

8.  Outlook client installed

 

When trying to export a dynamic spreadsheet, given the open to Save or Save As.  Select Save and then given the option to Open.  I can save it and open directly from Excel but it's not how things used to be.  When I open, get the following:

<?xml version="1.0"?>
<?mso-application progid="Excel.Sheet"?>

<Workbook xmlns:html="http://www.w3.org/TR/REC-html40" xmlns:ss="urn:schemas-microsoft-com:office:spreadsheet" xmlns:dt="uuid:C2F41010-65B3-11d1-A29F-00AA00C14882" xmlns:x="urn:schemas-microsoft-com:office:excel" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns="urn:schemas-microsoft-com:office:spreadsheet"><DocumentProperties xmlns="urn:schemas-microsoft-com:office:office"><Author>Brenda Leon</Author><Created>2013-03-22T01:06:07Z</Created><Version>11.8132</Version></DocumentProperties><CustomDocumentProperties xmlns="urn:schemas-microsoft-com:office:office"><MSCRMCreatePivot dt:dt="float">0</MSCRMCreatePivot></CustomDocumentProperties><ExcelWorkbook xmlns="urn:schemas-microsoft-com:office:excel"><WindowHeight>9090</WindowHeight><WindowWidth>13260</WindowWidth><WindowTopX>480</WindowTopX><WindowTopY>45</WindowTopY><ProtectStructure>False</ProtectStructure><ProtectWindows>False</ProtectWindows></ExcelWorkbook> </Styles><Worksheet xmlns:ss="urn:schemas-microsoft-com:office:spreadsheet" ss:Name="Flagship Car Deals"><Names><NamedRange ss:Name="Query_from_Microsoft_CRM" ss:RefersTo="=R1C1:R2C1"/></Names>

<Table ss:ExpandedRowCount="2" ss:ExpandedColumnCount="1" ss:StyleID="s23" x:FullRows="1" x:FullColumns="1"><Column ss:StyleID="s23" ss:Width="227.25" ss:AutoFitWidth="0"/><Row><Cell ss:StyleID="s23"><Data ss:Type="String">To view and refresh dynamic data, Microsoft Dynamics CRM for Outlook must be installed. If it is already installed and configured, click "Refresh from CRM" to sign in to Microsoft Dynamics CRM.  If you do not want to be prompted again to sign in, click "Save my e-mail address and password" on the Sign In page.</Data><NamedCell ss:Name="Query_from_Microsoft_CRM"/></Cell></Row><Row><Cell ss:StyleID="s23"><Data ss:Type="String"></Data><NamedCell ss:Name="Query_from_Microsoft_CRM"/></Cell></Row></Table>

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All Replies
  • is this only happeing for Dynamic Export ot excel?

    is this happeing for any entity/ record?

    is this only happeing from Windows 8 achines ?

    Thanks,

  • Yes to all of your questions.

  • More information - from the Outlook client on the same view, when trying to perform dynamic export I get an error:

    <CrmScriptErrorReport>

     <ReportVersion>1.0</ReportVersion>

     <ScriptErrorDetails>

      <Message>Unable to get property 'performExcelExport' of undefined or null reference</Message>

      <Line>297</Line>

      <URL>/_grid/print/export_dlg.aspx?DuplicateColumnsPresent=0&PageRecordCount=56&TotalRecordCount=56&isFetchFinal=1&multipage=0&oid=&otc=3&viewid=%7b4A0C8AD2-A91C-E211-B070-78E7D1623F9D%7d&viewtype=4230</URL>

      <PageURL>/_grid/print/export_dlg.aspx?DuplicateColumnsPresent=0&PageRecordCount=56&TotalRecordCount=56&isFetchFinal=1&multipage=0&oid=&otc=3&viewid=%7b4A0C8AD2-A91C-E211-B070-78E7D1623F9D%7d&viewtype=4230</PageURL>

      <Function>Ok(e)</Function>

      <CallStack>

       <Function>Ok(e)</Function>

      </CallStack>

     </ScriptErrorDetails>

     <ClientInformation>

      <BrowserUserAgent>Mozilla/4.0 (compatible; MSIE 7.0; Windows NT 6.2; WOW64; Trident/6.0; .NET4.0E; .NET4.0C; .NET CLR 3.5.30729; .NET CLR 2.0.50727; .NET CLR 3.0.30729; Zune 4.7; InfoPath.3; Microsoft Outlook 15.0.4420; Microsoft Outlook 15.0.4420)</BrowserUserAgent>

      <BrowserLanguage>en-US</BrowserLanguage>

      <SystemLanguage>en-US</SystemLanguage>

      <UserLanguage>en-US</UserLanguage>

      <ScreenResolution>1440x900</ScreenResolution>

      <ClientName>Outlook Laptop - Online</ClientName>

      <ClientTime>2013-03-22T11:07:27</ClientTime>

     </ClientInformation>

     <ServerInformation>

       <OrgLanguage>1033</OrgLanguage>

       <OrgCulture>1033</OrgCulture>

       <UserLanguage>1033</UserLanguage>

       <UserCulture>1033</UserCulture>

       <OrgID>{1BCBC5AB-9C12-4D8E-891C-ACE492DF613B}</OrgID>

       <UserID>{55944824-C6F8-4F42-A9F1-4A58568B4C41}</UserID>

       <CRMVersion>5.0.9690.3339</CRMVersion>

     </ServerInformation>

    </CrmScriptErrorReport>

  • From IE > Please go to reports, select Account Summary OOB report, and then do a Export to Excel and let me know if that is working or not?

    Thanks,

  • Exporting the Account Summary report worked fine.

  • I am expecting this issue with the customization done on some entities. To verify this you may create a new test org and see if you are getting any error message for Export to Excel for that Org or not, if not then it will confirm that there is some customization that has been done into the org where you are facing this issue and it is nothing with Windows 8 or Outlook version here. I would suggest you to open a support case with us if it turn out to be a customization issue and we will look into this and more details to fix this issue.

    Thanks,

  • Thank you Mohammad.  Unfortunately it's happening with all of my dynamic spreadsheets created from CRM 2011 using another on-prem environment.  So it's not just happening with my online version.  And it only started happening when I upgraded to W8, IE10, Office 2013.  I'll keep playing around with it and open a ticket if need be.  

  • I just found a workaround that at least allows me to export and open dynamic spreadsheets directly from CRM as well as double clicking on them.

    I picked on of the files that had the IE icon and right clicked on it.

    Selected Open With...

    Selected Choose default program....

    Selected More Options (at the bottom)

    Select Look for More Apps on this PC

    Navigated to C:\Program Files\Microsoft Office 15\root\office15

    Selected excel.exe

    Once I did this on one of the files, all files with the IE symbol next to it changed to Excel.  When exporting from CRM, I get the option to Open or Save it (before I was only getting the option to Save).  When I open it, I have to enable content and hit the Refresh from CRM.  Not as easy as it was before, but at least it has gotten me to where I need to be.