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Microsoft Dynamics CRM (Archived)

Exporting more than 10,000 records to a dynamics Excel spreadsheet

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Posted on by

Hi,

I would like export more than 10,000 records to a dynamics Excel spreadsheet but I can only find unsupported changes via SQL for older versions of CRM. Does anybody know if this method is supported in CRM 2015 on-premise?

http://mehmetgunen.com/extend-10000-record-limit-when-exporting-to-excel-in-crm-2013/

Thanks,

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  • Verified answer
    Royal King Profile Picture
    27,686 on at
    RE: Exporting more than 10,000 records to a dynamics Excel spreadsheet

    All the changes updated through this tool is supported by microsoft. This tool uses CRM sdk message to update all the settings.

  • Verified answer
    Paige Cassada Profile Picture
    on at
    RE: Exporting more than 10,000 records to a dynamics Excel spreadsheet

    I understand your concern. A few points to consider...

    1. It uses "the CRM SDK as a reference and currently all changes and retrieval of settings are done via the CRM's OData Endpoint", that is using supported CRM functionality.

    2. The tool was created, used and recommended by the PFE team, Premier Field Engineers for Dynamics CRM.

    3. It is utilizing functionality that gets updated in most CRM rollups and definitely in major releases and the solution is simply a more user friendly wrapper.

    To all this, I would not go blindly into changing these settings. Check out the references to see what they effect. And if you have a test environment, try it out there first.

    Here is a link to the blog of the person who created the tool, it gives a little more background to how it was conceived and his process. Sean McNellis, Senior Premier Field Engineer.

    And one more thing, in CRM 2015 online, this restriction has been moved to 100,000. Now that does not help you right now but will possibly in the fall.

    Hope that helps and that this tool will be something that makes your day run more smoothly.

  • Community Member Profile Picture
    on at
    RE: Exporting more than 10,000 records to a dynamics Excel spreadsheet

    I think it depends on what Microsoft sees as "unsupported act". Is it changing entries in the databse at all (no matter which way you choose) or is it the way you do (directly via sql server management studio or via code/webservice)?

  • Community Member Profile Picture
    on at
    RE: Exporting more than 10,000 records to a dynamics Excel spreadsheet

    Thanks for this. The tool certainly looks good but as many of these settings are not typically available due to the potential impact on performance, could you confirm if the tool and any changes made with it are supported by Microsoft?

  • Suggested answer
    Royal King Profile Picture
    27,686 on at
    RE: Exporting more than 10,000 records to a dynamics Excel spreadsheet

    You can increase this value using OrgDBOrgSettings. This setting can be updated using power shell script by setting value to the field "MaxRecordsForExportToExcel". You can also use tool from the below url to update this value

    orgdborgsettings.codeplex.com

    import the solution into your org and double click on the row with name "MaxRecordsForExportToExcel" that will open new window where you can update this value.

    2015_2D00_08_2D00_28_5F00_1437.png

  • Paige Cassada Profile Picture
    on at
    RE: Exporting more than 10,000 records to a dynamics Excel spreadsheet

    If you are not comfortable using code, try using the http://orgdborgsettings.codeplex.com/ . This utility makes updating many organization entity attributes much easier than using command line or updating registry settings. It is a managed solution you will have to import into your organization but I have used it a few times with great success. The CRM PFE Team recommends this tool which is another reason I am comfortable using it. To see what they have to say, check out their great post on CRM versions and updates http://blogs.msdn.com/b/crminthefield/archive/2012/08/15/microsoft-dynamics-crm-4-0-and-2011-update-rollup-release-dates-build-numbers-and-collateral.aspx .

  • Community Member Profile Picture
    on at
    RE: Exporting more than 10,000 records to a dynamics Excel spreadsheet

    HI,

    There is a restriction on exporting records to Excel in Dynamics CRM. You can only export up to 10,000 records.

    To increase limit there are two ways to do :

    1. Unsupported Way :

    select OrganisationBase table in the CRM organisations database. Update the MaxRecordsForExportToExcel field to the required number of data to be exported.

    2. Supported Way :

    If you are on premise you can modify the registry to fix this, if you are using CRM Online (or don't want to touch the registry) you can use the following code to modify the Organization attribute "maxrecordsforexporttoexcel".

    public static void Main(string[] args)

           {

               OrganizationServiceProxy _serviceProxy = null;

               IOrganizationService _service;

               Uri crmURI = new Uri("https://{ORGANIZATION}.api.{crmregion}.dynamics.com/XRMServices/2011/Organization.svc");

               ClientCredentials clientCredentials = new ClientCredentials();

               clientCredentials.UserName.UserName = "username";

               clientCredentials.UserName.Password = "password";

               using (_serviceProxy = new OrganizationServiceProxy(crmURI, null, clientCredentials, null))

               {

                   QueryExpression query = new QueryExpression();

                   query.EntityName = "organization";

                   query.ColumnSet = new ColumnSet() { AllColumns = true };

                   _service = (IOrganizationService)_serviceProxy;

                   EntityCollection entities = _service.RetrieveMultiple(query);

                   if (entities.Entities.Count == 1)

                   {

                       if (entities.Entities[0].Attributes.Contains("maxrecordsforexporttoexcel"))

                       {

                           entities.Entities[0].Attributes["maxrecordsforexporttoexcel"] = 20000;

                           _service.Update(entities.Entities[0]);

                       }

                   }

               }

           }

    Hope this Helps !!

    Kamran

  • Suggested answer
    Aiden Kaskela Profile Picture
    19,696 on at
    RE: Exporting more than 10,000 records to a dynamics Excel spreadsheet

    Hi,

    I haven't tried it, but this looks like an easy way to do it. You would be updating an editable field through the SDK so I would expect that to be supported:

    community.dynamics.com/.../dynamics-crm-2013-extending-the-10000-record-limit-when-exporting-to-excel

    Thanks,

     Aiden

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