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Microsoft Dynamics CRM (Archived)

Cannot export to Excel because of same column header display names

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I am using CRM Dynamics 2013 on-prem version. I am struggling with exporting tables from an entity such as "contacts or accounts" because some column headers have the same name (as shown in the illustration):

0246.Capture.PNG 5327.Capture2.PNG

This makes it impossible to export as Excel a table with all the headers available. And yeas, I need all the headers to show in the Excel file.

Any advice would be much appreciated. Is it, for example, possible to change the name of the headers "Attendees Customer 1" "Attendees Customer 2"  "Attendees Customer 3" etc...?

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  • Suggested answer
    ajyendra Profile Picture
    1,738 on at
    RE: Cannot export to Excel because of same column header display names

    Hi,

    Change the Display Name of the Fields.

    pastedimage1568812635224v1.png

    Thanks

    Ajyendra

    If this answer is helpful.Please Mark as Verified.

  • Community Member Profile Picture
    on at
    RE: Cannot export to Excel because of same column header display names

    Hi Sharky,

    It is a good practice to have unique display names on entities. So my advice is (as Ajyendra said) to change the display name of the entities so they will be unique.

  • Suggested answer
    Anton Kazlouski Profile Picture
    140 on at
    RE: Cannot export to Excel because of same column header display names

    Its a common problem not only in CRM 2013.

    You have to change display name's of those attributes.

  • Community Member Profile Picture
    on at
    RE: Cannot export to Excel because of same column header display names

    I see. Thanks. How do you do that? I am not sure what view you are in here...

  • Suggested answer
    ajyendra Profile Picture
    1,738 on at
    RE: Cannot export to Excel because of same column header display names

    Hi,

    Please follow this steps:

    1. Go to Settings > Customizations.

    2. Select Customize the System.

    3. Under Components, expand Entities, and then expand the entity you want.

    4. Select Fields you want to change.

    5. Then open that field you can see the view which I already attach in previous reply.

    Thanks

    Ajyendra

    If this answer is helpful. Please Mark as Verified.

  • Community Member Profile Picture
    on at
    RE: Cannot export to Excel because of same column header display names

    For some reason, the "Display name" field is greyed out. So I checked the "Managed Properties", and the option "Display name can be modified" is checked. I am logged in as a system administrator so I am confused why I cannot edit the field.

    I Googled and found this doc (for 365 version though) which says:

    "The default solution is a special, unmanaged solution that shows you all solution components from any managed or unmanaged solutions. You can’t edit anything in the context of a managed solution; However, all the things you find there are in your default solution anyway, so you won’t need to."

    So how should I go about this if I cannot edit? I am on the default solution. To be honest I am new to CRM so I have not really understood what a "solution" is yet, but the important thing is that we do already have data in CRM and I do not want to mess it up. Except for the headers though

  • ajyendra Profile Picture
    1,738 on at
    RE: Cannot export to Excel because of same column header display names

    Hi @Sharky,

    Are you using Default Solution ? Can you share us which entity you are using?

    Thanks

    Ajyendra

  • Community Member Profile Picture
    on at
    RE: Cannot export to Excel because of same column header display names

    Yes it is the default solution. It is an entity called Governance Plans.

  • ajyendra Profile Picture
    1,738 on at
    RE: Cannot export to Excel because of same column header display names

    hi,

    Can you give us screenshot where you see that display field is Grey?

    Thanks

    Ajyendra

  • Community Member Profile Picture
    on at
    RE: Cannot export to Excel because of same column header display names

    Here is a screenshot

    Annotation-2019_2D00_09_2D00_19-085238.png

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