Export to Excel with hyperlinks?

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Posted on by rmcanally65

Hello all:

Is there a way to export a View to Excel (I'm supposing it would have to be a Dynamic sheet) where the links for records are preserved? In my case, I want a view of Accounts in CRM; the view has the Account Name, Owner and other fields...I would like to have those links for the Account Name, etc. export in to CRM with the links active and clickable. I know Account Name is technically a text file, but could this be saved as an XML file or HTML file?

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Lucas Blackburn on at

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Create a report using the same view you use to export. After you run the report, you can save as an Excel spreadsheet. The account name should retain the hyperlink.

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rmcanally65 on at

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Lucas:

Thanks so much...I spend more time in Views that I completely forgot about the Reports.

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