web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Problems sharing a Dynamic spreadsheet

(0) ShareShare
ReportReport
Posted on by

Hi everyone

I've created a Dynamic spreadsheet of data from a View that I own. The View has not been shared with other users. I then upload the spreadsheet to a Sharepoint folder, where I hoped that it could be viewed and downloaded by remote colleagues.

However, when my colleagues open the spreadsheet from Sharepoint, they don't get any data, but instead get the following message:

no-data.PNG

I appreciate that Web Queries don't work in the online version of Excel, which is why I've asked colleagues to download the spreadsheet first.

The strange is, I can download the file from the Sharepoint folder time and time again, and I always see the updated data.

Is this a Dynamics Role issue, a Sharepoint issue or something else? Also, is there another way (apart from Sharing the View) that would allow colleagues to download a Dynamic spreadsheet that I've created for them?

Many thanks
Jon

I have the same question (0)
  • Suggested answer
    Kokulan Profile Picture
    18,054 on at

    Hi

    That error message is being displayed because it could not pull data from the source.  It could be that when you open on your machine, your login session is cached and its able to pull the data. When other's try,  the external connection may have been blocked on their excel and they may have to sign in at least once.

    Please refer to the links below and see if these help.

    community.dynamics.com/.../874964

    docs.microsoft.com/.../export-excel-dynamic-worksheet

    www.crmug.com/.../viewthread

    And please note that if the user who is trying to open the excel file does not have access to those records, obviously they will not see any data or see different set of data than you do.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 81 Super User 2025 Season 2

#2
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 49 Most Valuable Professional

#3
#ManoVerse Profile Picture

#ManoVerse 40

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans