Create Excel sheets on button click

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Posted on by Abhilash M abi

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Hello All,

We have a requirement in which there will be several marketing lists in the Campaign entity and with a button click the selected marketing list should be exported to excel.

Is it possible to export to Excel using plugin?

Any ideas / suggestions ?

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Tim Dutcher 2,100 on at

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RE: Create Excel sheets on button click

Take a look at the ClosedXml open source project. github.com/.../closedxml

You can combine ClosedXml's .NET assembly with a CRM plug-in DLL using ILMerge. You can then create an Excel file in memory within the plug-in and stream it out to a file, attachment within CRM, to SharePoint, etc.
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TheMarkChristie 10,328 on at

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RE: Create Excel sheets on button click

Hi

You could place a Button on the ribbon using the Ribbon Workbench and have it call a plugin that will get all records and export them, You would need a Dev to do this for you