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Microsoft Dynamics CRM (Archived)

Advanced Find exporting to Excel unable to read file.

Posted on by 140

Hi, I'm having this issue with exporting to an Excel file.

I do an advanced find, and then click on Export data to Excel, it works fine, the usual window pops up asking if I want to Open, Save or Cancel. I want to click on Open, but it returns an error saying "Unable to read file". It only works if I save the file first, but I've always able to just Open the file directly instead of saving it. 


Can anyone help me resolve this issue? I do a few number of these advanced find exports a day, so this would indeed solve me a lot of time from having to save each individual file and opening them manually.

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  • Suggested answer
    AntonC Profile Picture
    AntonC 175 on at
    RE: Advanced Find exporting to Excel unable to read file.

    Looked all over for help on this and finally found your post.  Problem fixed by unchecking the top two boxes in screen2!  Thank you so much!

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Advanced Find exporting to Excel unable to read file.

    Thanks so much for your reply. A big client of ours was having an issue where exporting to an Excel static worksheet would open in a blank Excel page with no cells. Unticked the options in picture 2 and it works fine now.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Advanced Find exporting to Excel unable to read file.

    Hi,

    I can't help, but wanted to add that I'm having this problem recently too. However, I find that if I try to export a couple of times and get this message, it will eventually work fine on the third or fourth try.

    No idea what's caused it. I am using IE11, CRM online 2015.

    Thanks.

  • Suggested answer
    IBreakCRM Profile Picture
    IBreakCRM 5 on at
    RE: Advanced Find exporting to Excel unable to read file.

    Make sure that the compatibility view is not enabled for your CRM URL. 

  • Ssizz Profile Picture
    Ssizz 140 on at
    RE: Advanced Find exporting to Excel unable to read file.

    Hi, thanks for the reply, but the Protected View settings were already disabled and the documents were already marked as trusted.

    I've also tried resetting IE settings but that still didn't help. Exporting Advanced Finds .xls files still won't open, gives a very very short "unable to read file" error.

  • Suggested answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,522 on at
    RE: Advanced Find exporting to Excel unable to read file.

    Hi Ssizz,

    Does it happen when you want to export a file from CRM that enable to re-import or any export to excel?

    Because if enable for re-reimport, it will give you .xml file.

    And when you get the file, what the extensions of the file that you cannot open?

    You might need to check your Excel office (if it is a default program to open the file [including .xml file if you download an XML file]), check the trust center.

    It is in, Open your Excel program, then  File --> Options --> Trust Center

    excel2.png

    Check the red square block list

    Make sure you Allow documents on a network to be trusted in the Trusted Documents.

    Then you make sure the Protected View tab settings:

    excel3.png

    And your excel didn't block any file extensions that you need.

    My client has this problem before, then we disable the Protected View setting.

    Hope this helps,

    Thanks!

  • Ssizz Profile Picture
    Ssizz 140 on at
    RE: Advanced Find exporting to Excel unable to read file.

    Thanks for your help Guido, but neither of the possible solutions resolved the issue. I'm not sure why this problem popped up as I haven't made any changes to my PC or settings to any of the programs,it just started occurring within the past few days. Please let me know if theres anything else I can try.

  • Ssizz Profile Picture
    Ssizz 140 on at
    RE: Advanced Find exporting to Excel unable to read file.

    Excel 2010, Outlook 2010, Dynamics CRM 2011 5.0.9690.4376 Rollup 18. There is only IE11 installed, happening only on my PC.

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