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Microsoft Dynamics CRM (Archived)

Making exported Excel files editable immediately (not protected)

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By default, the Excel file that results from CRM's export to Excel function is set to be non-editable; you have to open it and click on "Enable Editing" before it can be used, for example, for certain imports or mailmerges. I think I remember finding a way to set CRM or Excel so that the file is not protected, but I do not remember it again and a search does not turn it up for me. Can anyone help out? Thanks in advance! 

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  • Community Member Profile Picture
    on at
    RE: Making exported Excel files editable immediately (not protected)

    Bear in mind that to achieve the objective here, you should only need to uncheck the first checkbox of the 3 Guido mentions (content originating from the internet). I would suggest to leave the others checked to reduce possible attack vectors (potentially unsafe locations and Outlook attachments).

  • Community Member Profile Picture
    on at
    RE: Making exported Excel files editable immediately (not protected)

    Thank you Guido

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