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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / "Refresh all"...
Microsoft Dynamics CRM (Archived)

"Refresh all" in a Dynamic Excel sheet does not work under ADFS

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Posted on by Christian Ulrich 120

Hi,

I have verified on two 2011 (Rollup 11) installations with ADFS, that the button "Refresh all" does not update the CRM data and recalculate.

You have to push the "Refresh from CRM" button to retrive the data from CRM at least once before the "Refresh all" again works as expected.

With AD authentication the sheet also updates automatically when opened.

Is anybody aware of a workaround, or is it a known bug under ADFS?

Best,

Christian

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  • Suggested answer
    jlattimer Profile Picture
    jlattimer 24,564 on at

    Have a look at this KB article: http://support.microsoft.com/kb/2556284

    You can workaround the requirement of using the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook client by going through the following:
    1. Export the Dynamic Worksheets and/or Dynamics Pivot Tables from Microsoft Dynamics CRM 2011.
    2. Open up the Dynamic Worksheets and/or Dynamics Pivot Tables with Excel.
    3. After the ADFS sign in page or the "Script is disabled" error shows in the worksheet, click on Data tab.
    4. Click on Connections.
    5. Within Workbook Connections, click on Properties.
    6. Within Connection Properties, click on Definition tab.
    7. Click on Edit Query button.
    8. Within the Edit Web Query, window you will need to do one of the following:
    - Using IFD Claims authentication, the Edit Web Query will redirect to ADFS login, enter in the user's credentials and click on Sign In.
    - Using Claims authentication, continue to step 9.
    9. After getting the Microsoft Dynamics CRM error, click on OK.
    10. Within Edit Web Query, click on Cancel.
    11. Within Connection Properties, click on Cancel.
    12. Within Workbook Connections, click on Close.
    13. Within Excel > Data tab, click on Refresh All.

  • Mohammad Atif Profile Picture
    Mohammad Atif on at

    Hi Christian Ulrich,

    Please mark this thread as answered if the above information is helpful.

    Thanks,  

  • Christian Ulrich Profile Picture
    Christian Ulrich 120 on at

    Sorry for the late reply!

    I saw this KB but we don't have any script error. And this workaround seems way bigger than just push Refresh from CRM and Refreh all.

    /Christian

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