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Advanced Find exporting to Excel unable to read file.

Microsoft Dynamics CRM Forum

Ssizz asked a question on 21 Oct 2014 11:03 PM

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Hi, I'm having this issue with exporting to an Excel file.

I do an advanced find, and then click on Export data to Excel, it works fine, the usual window pops up asking if I want to Open, Save or Cancel. I want to click on Open, but it returns an error saying "Unable to read file". It only works if I save the file first, but I've always able to just Open the file directly instead of saving it. 


Can anyone help me resolve this issue? I do a few number of these advanced find exports a day, so this would indeed solve me a lot of time from having to save each individual file and opening them manually.

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Guido Preite responded on 21 Oct 2014 11:26 PM
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Browser and version used? did you try another browser (if you are UR12+)? happens only in your PC on other PCs as well?

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Ssizz responded on 21 Oct 2014 11:35 PM

Excel 2010, Outlook 2010, Dynamics CRM 2011 5.0.9690.4376 Rollup 18. There is only IE11 installed, happening only on my PC.

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Guido Preite responded on 22 Oct 2014 12:06 AM
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Hi Ssizz,

looks like the problem is related to IE11, on MSDN I found these possible solutions:

1) resetting  the internet settings from internet options--> advanced tab--> click on reset button

or

2) Tools>Internet Options>Advanced tab, uncheck "Do not save encrypted files to disk"

Because it's happening only on your PC is not related to Dynamics CRM but to your PC configuration.

Hope it helps.

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Ssizz responded on 22 Oct 2014 12:25 AM

Thanks for your help Guido, but neither of the possible solutions resolved the issue. I'm not sure why this problem popped up as I haven't made any changes to my PC or settings to any of the programs,it just started occurring within the past few days. Please let me know if theres anything else I can try.

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Aileen Gusni responded on 22 Oct 2014 9:51 AM
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Hi Ssizz,

Does it happen when you want to export a file from CRM that enable to re-import or any export to excel?

Because if enable for re-reimport, it will give you .xml file.

And when you get the file, what the extensions of the file that you cannot open?

You might need to check your Excel office (if it is a default program to open the file [including .xml file if you download an XML file]), check the trust center.

It is in, Open your Excel program, then  File --> Options --> Trust Center

Check the red square block list

Make sure you Allow documents on a network to be trusted in the Trusted Documents.

Then you make sure the Protected View tab settings:

And your excel didn't block any file extensions that you need.

My client has this problem before, then we disable the Protected View setting.

Hope this helps,

Thanks!

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Ssizz responded on 26 Oct 2014 6:00 PM

Hi, thanks for the reply, but the Protected View settings were already disabled and the documents were already marked as trusted.

I've also tried resetting IE settings but that still didn't help. Exporting Advanced Finds .xls files still won't open, gives a very very short "unable to read file" error.

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IBreakCRM responded on 10 Mar 2015 3:16 PM
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Make sure that the compatibility view is not enabled for your CRM URL. 

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C Taylor responded on 22 Jul 2015 4:48 AM
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Hi,

I can't help, but wanted to add that I'm having this problem recently too. However, I find that if I try to export a couple of times and get this message, it will eventually work fine on the third or fourth try.

No idea what's caused it. I am using IE11, CRM online 2015.

Thanks.

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NoddyNZ responded on 20 Jul 2016 5:49 PM
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Thanks so much for your reply. A big client of ours was having an issue where exporting to an Excel static worksheet would open in a blank Excel page with no cells. Unticked the options in picture 2 and it works fine now.

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AntonC responded on 26 Jul 2016 9:59 AM
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Looked all over for help on this and finally found your post.  Problem fixed by unchecking the top two boxes in screen2!  Thank you so much!

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Guido Preite responded on 22 Oct 2014 12:06 AM
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Suggested Answer

Hi Ssizz,

looks like the problem is related to IE11, on MSDN I found these possible solutions:

1) resetting  the internet settings from internet options--> advanced tab--> click on reset button

or

2) Tools>Internet Options>Advanced tab, uncheck "Do not save encrypted files to disk"

Because it's happening only on your PC is not related to Dynamics CRM but to your PC configuration.

Hope it helps.

Reply
Aileen Gusni responded on 22 Oct 2014 9:51 AM
My Badges
Suggested Answer

Hi Ssizz,

Does it happen when you want to export a file from CRM that enable to re-import or any export to excel?

Because if enable for re-reimport, it will give you .xml file.

And when you get the file, what the extensions of the file that you cannot open?

You might need to check your Excel office (if it is a default program to open the file [including .xml file if you download an XML file]), check the trust center.

It is in, Open your Excel program, then  File --> Options --> Trust Center

Check the red square block list

Make sure you Allow documents on a network to be trusted in the Trusted Documents.

Then you make sure the Protected View tab settings:

And your excel didn't block any file extensions that you need.

My client has this problem before, then we disable the Protected View setting.

Hope this helps,

Thanks!

Reply
IBreakCRM responded on 10 Mar 2015 3:16 PM
Suggested Answer

Make sure that the compatibility view is not enabled for your CRM URL. 

Reply
NoddyNZ responded on 20 Jul 2016 5:49 PM
Suggested Answer

Thanks so much for your reply. A big client of ours was having an issue where exporting to an Excel static worksheet would open in a blank Excel page with no cells. Unticked the options in picture 2 and it works fine now.

Reply
AntonC responded on 26 Jul 2016 9:59 AM
My Badges
Suggested Answer

Looked all over for help on this and finally found your post.  Problem fixed by unchecking the top two boxes in screen2!  Thank you so much!

Reply

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