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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / I want to export to ex...
Customer experience | Sales, Customer Insights,...
Suggested Answer

I want to export to excel all fields for customers

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Posted on by KF-12061558-0 4
For my selections I get 997 hits of customers. When I Export to excel, I get an Error. 
 
The selections are customers with customer number and created on 2020-01-01 or after, so nothing strange.
I added all columns.
 
See Error in attachment. What can I do to be able to export all columns for customers?
251204_Errors_Exp...
Categories:
Microsoft Dynamics CRM
I have the same question (1)
  • Daniyal Khaleel Profile Picture
    Daniyal Khaleel 760 Most Valuable Professional on at
    Certain column types commonly break Excel export:
    • Customer lookup fields with polymorphic lookups (e.g., Customer, Regarding)
    • Multi-select option sets
    • Party-list fields
    • Complex calculated/rollup fields
    • Fields with invalid characters in lookup names
    • Custom fields with malformed definition
  • Suggested answer
    #ManoVerse Profile Picture
    #ManoVerse 461 on at
    1. check for the Invalid Column Names , CRM uses display names for columns, and if any contain characters like /, \, ?, #, or start with a number, Excel flags them as invalid.
    2. exporting “All Columns” often includes metadata for columns that Excel cannot handle in worksheet. I would suggest to limit or remove the unneccasary columns. 
    3. Review all column headers in the view and check for any orange warning icons. These warnings indicate columns that were deleted from the underlying table but remain stuck in the view configuration.     
    to fix , rename problematic columns ,check for duplicate or invalid names in your view. Remove special characters from column display names in the view configuration.
  • Suggested answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 2,890 Super User 2025 Season 2 on at
    I'd bet that you have two columns with the exact same display name. This causes the exports to break, and I commonly see it when someone is exporting every column because there is some legacy field that someone never renamed or duplicated coming up.
     
    Check your field names, update the display name of any duplicates, and it should work.

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