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Customer experience | Sales, Customer Insights,...
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Problems opening Dynamic Worksheet produced from Dynamics 365 Online

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Hi everyone

I've output a Dynamics Worksheet from Dynamics 365 CRM (the data came via a Saved View).

I can open the spreadsheet in Excel for the first time, however when I click Refresh All, all the data disappears and I'm left with a blank Excel spreadsheet.

Does anyone know why this would happen?

Many thanks
Jon

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  • Suggested answer
    Tyson Bosse Profile Picture
    on at
    RE: Problems opening Dynamic Worksheet produced from Dynamics 365 Online

    My name is Tyson Bosse and I work with our Dynamics 365 Office Integration support team.

     

    This is the article you will need to go through:

     

    Troubleshoot export to Excel - Power Apps | Microsoft Docs

     

    The main issue here will be this url in step 3:

     pastedimage1614985317982v1.png

    We will want it to look like above with the "tweener" information. Sometimes, this will be showing a url for the error message you would get in step 5 below:

     pastedimage1614985350106v2.png

     

    The url gets corrupted if you hit "ok" on this page and then hit "import". The url then is replaced with this error message url instead. There is no way to change or fix this, so you would need to re-export the file to Excel, then when you are prompted for credentials and hit the above error page (this is a good thing). You instead will just close out this error window and then you should be able to refresh the data.

     

    Please run through this to see if it fixes your issue.

    Thanks,

    Tyson

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