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Customer experience | Sales, Customer Insights,...
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Can't edit Web Query in Excel Dynamic Worksheet

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Posted on by

Hi,

We're having an issue when trying to edit the Web Query on an Excel Dynamic Worksheet with data from CRM 2016. This has worked in the past but has not recently. We follow the following steps.

  1. Navigate to an entity view in CRM
  2. Export as a Dynamic Worksheet to Excel
  3. Open the exported worksheet
  4. Click on the Data Tab - Connection
  5. Select the Workbook Connection
  6. Click on the Definition Tab
  7. The Connection type is Web Query, which cannot be changed
  8. Click on Edit Query
  9. We receive a standard Dynamics 365 error "Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community for solutions......."

Any help appreciated.

Thanks

  • Florisz Profile Picture
    Florisz 9 on at
    Can't edit Web Query in Excel Dynamic Worksheet
    Same problem. I did get an first export, but after refresh get this error.

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