On a default Microsoft Dynamics CRM installation, before you export data to an Excel dynamic worksheet, make sure that:
Microsoft SQL Server server allows remote connections.
Windows Firewall allows remote SQL Server connections. See How to: Configure a Windows Firewall for Database Engine Access.
In any area with a list of records, on the <Record Type> tab, in the Share Data group, click the Export to Excel.
Click Dynamic worksheet.
By default, an exported worksheet includes the fields that are displayed in the list, using the same field order, sorting, and field widths.
Click OK, and then click Export.
view the file containing the dynamic worksheet:
i)- To view the worksheet, click Open.
ii)- If you are using Microsoft Office Excel 2007:
a)- You will see a message that says the file that you are trying to open is in a different format than specified by the file extension. Click Yes.
b)- If you see the security warning Data connections have been disabled, click Options, click Enable this content, and then click OK.
iii)- If you are using Microsoft Excel 2010:
a)- You will see a message that says the file that you are trying to open is in a different format than specified by the file extension. Click Yes.
b)- You will see a message that says that the file was opened from a potentially unsafe location. Click Enable Editing.
c)- If you see the security warning Data connections have been disabled, click Enable Content, and then click OK.
To refresh data in the file, on the Data tab in the Connections group, click Refresh All.
To save the exported data to a file, in Excel, on the File menu, click Save.
Note: Each time you open the file, you have the option to refresh data from the Microsoft Dynamics CRM database.
