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Microsoft Dynamics CRM (Archived)

Exporting data to excel file in specific formatting.

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Posted on by 167

What are the possible and recommended ways to export data to excel file which needs to have some specific formatting?

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  • Suggested answer
    Community Member Profile Picture
    on at

    Hi,

    you can't change the export format: www.microsoft.com/.../export-data-to-excel.aspx

    What you can do after exporting the excel file is to convert is to the desired format(csv, txt,...)

  • Verified answer
    ashlega Profile Picture
    34,477 on at

    Maybe create an SSRS report - in which case you can format the output the way you need it. Once you run the report, you can save it as an excel file then..

    Or you might try creating a dynamics spreadsheet (in which case you can bring the data over to one worksheet and have it formatted in another right in excel). Or, instead of Dynamic spreadsheet, might use Power Query (which is included with Excel 2016)

  • bhupendra Profile Picture
    167 on at

    Thank you Guillaume and Alex.

    Actually, my requirement is to create excel file through custom button and then save it to the end user's machine. I was thinking of creating the file through plugin with the formatting.

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