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Microsoft Dynamics CRM (Archived)

Export to excel issue

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when I perform export to excel dynamics spreadsheet in MS CRM 2013, an XML file is being opened. Also when export excel static option is being performed, there is the below error

"The file format and extension of file does not match" error

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  • Suggested answer
    Karth Profile Picture
    on at

    Do you have Excel installed on your machine?

  • Suggested answer
    Hosk Profile Picture
    on at

    Have you tried exporting and then saving the file before you open it.

  • Suggested answer
    Community Member Profile Picture
    on at

    You can't import excel file if you saved it as ( dynamics spreadsheet).

    Before export to excel you should mark it as (Make this data available for re-importing by including required column headings)

    Then add your data and import.

  • Community Member Profile Picture
    on at

    The error that I mentioned is being displayed when the excel is being saved.

  • Community Member Profile Picture
    on at

    First of all. CRM for Outlook should be installed.
     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 email address and password" on the Sign In page.

    Second:
    Export view should contain required fields... Problem could be in this way...

  • Verified answer
    Alan Smith Profile Picture
    on at

    Sree;

      I think perhaps the information below will resolve your issue. I think that I got it some time ago from these forums, but don't have a link back to that original information.

     Getting Rid of the CRM Export to Excel Warning Message

     Per Computer – You can easily get rid of this warning using a simple registry change on your computer.  The following instruction are for Excel 2010.  If you have 2007, the only change would be the location of the registry folder will be …\Microsoft\OFFICE\12.0\EXCEL\SECURITY.  Normal warnings apply—don’t modify your registry unless you know what you are doing.

       1. Open your Registry (Start -> Run -> regedit.exe)
       2. Navigate to HKEY_CURRENT_USER\SOFTWARE\MICROSOFT\OFFICE\14.0\EXCEL\SECURITY
       3. Right click in the right window and choose New -> DWORD
       4. Type “ExtensionHardening” as the name (without the quotes)
       5. Verify that the data has the value “0″

  • Community Member Profile Picture
    on at

    Thank you Alan. This post helped

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