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Suggested answer

Export to excel XRM Tools does not load entities

Posted on by 10

Hello, since I changed my computer for a new one, I cant use anymore the tool of export to excel simply cause it never shows any entity whatsover. 

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Has anybody had this problem before or know how to fix it? Its happening with another collegues that also changed their computer...

  • Harikrishnan23 Profile Picture
    Harikrishnan23 30 on at
    RE: Export to excel XRM Tools does not load entities

    Hi, Victor lobo

    Why because of

    Insufficient Permissions If you do not have sufficient permissions to access the entities, the export to Excel function will not work.

    Dynamics 365 must be configured properly for the export to Excel function to work. If there are any issues with the configuration, the export may not work.

    Kindly, get proper access from Dynamics 365 and try again.

    www.xrmtoolbox.com/.../

    If it is helped you mark it as Verified.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Export to excel XRM Tools does not load entities

    Here is the page of this plugin - www.xrmtoolbox.com/.../

    You could reach out to the person who developed it and try to get some help.

  • Victor Lobo Profile Picture
    Victor Lobo 10 on at
    RE: Export to excel XRM Tools does not load entities

    the XRM works fine except for this particular application called "Export to excel" that doesnw want to load the entities. The rest do it fine so I cant think what it can be.

  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,498 Super User 2024 Season 2 on at
    RE: Export to excel XRM Tools does not load entities

    Hi,

    Have you installed the updates of XRMTOOLBOX.

    Try to install all updates, then try again.

    If you cannot load entities, delete it and re-download the tool.

    Hope that's helpful for you.

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Export to excel XRM Tools does not load entities

    Hi Victor,

    Have you tried to reconnect to current environment to test again? 

    Or you can refer to the following link to reset XrmToolBox installation:

    https://www.xrmtoolbox.com/documentation/for-users/reset-xrmtoolbox-installation/ 

    First thing to understand is where XrmToolBox store its files. There are two locations:

    • Location where is XrmToolBox.exe file. This location contains only system files that don't change. That means that if something goes wrong suddenly (ie. not after an update), it seems unrelevant to check for a cause in this folder.
    • Location where XrmToolBox stores settings, tools, connections, etc. This location is by default C:\users\appData\your_login\Roaming\MscrmTools\XrmToolBox (see this page for changing default storage location)

    So, if your XrmToolBox application does not work anymore, I recommand to:

    • Backup your connections folder in C:\users\appData\your_login\Roaming\MscrmTools\XrmToolBox
    • Backup your settings folder in C:\users\appData\your_login\Roaming\MscrmTools\XrmToolBox
    • Delete content of folder C:\users\appData\your_login\Roaming\MscrmTools\XrmToolBox
    • Start XrmToolBox again. There shouldn't be error/problem anymore
    • Install tools from Tool Library
  • a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Export to excel XRM Tools does not load entities

    Hello,

    You should check the following guide - www.xrmtoolbox.com/.../

    Good luck.

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