Error when exporting dynamic marketing list members to Excel on CRM2015

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Posted on by Fabian SL

Hello,

I tested all out CRM 2015 deployments. It is not possible to Export a dynamic worksheet. I tested it also on crm 2011, 2013. It worked fine.

On CRM 2016 and CRM online it is not possible anymore to export dynamic worksheets.

CRM2015

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select the columns and click on Export, then this error occurs:

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nothing in the error log or someplace else.

CRM online

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could it be that Microsoft deprecated this funktionality on Marketing list?

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Community Member on at

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Hi,

Please check below.

crmtipoftheday.com/.../exporting-marketing-list-members-to-dynamic-spreadsheets

Mansoor

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Fabian SL on at

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thanks I also found this, but it is not telling me why I am getting an error when I try to export. It is the Workaround for CRM 2016 and CRM Online

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Hi,

I think they are deprecated it. I can export marketing list members to static work sheet without any issue

Mansoor

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Fabian SL on at

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In CRM2015 the button is still there and is throwing the error shown above. this is my problem.

I can also export static worksheets. this is not the issue.

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Sumeet_MSFT Microsoft Employee on at

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Hello Fabian,

Thank you for your query!

I was able to successfully exporting a Marketing list as Dynamics Worksheet in CRM 2016 On premise deployment.

Please let me know if I am missing something over here and also please share the exact repro steps.

Thanks & Regards,

Sumeet Deshmukh

Microsoft Dynamics™ CRM Support Engineer

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Fabian SL on at

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Hi,

how did you do this? because in our CRM2016 deployment there is no button for this.

Are you able to do the same in CRM2015?

Wishes

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Hello,

I've got the same issue using Dynamics CRM 2015 on-premise.

Is there any solution, yet?

Thx

Dennis

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Andreas Cieslik 9,267 on at

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This page:

www.microsoft.com/.../Microsoft_Dynamics_CRM_2015_CRM_Online_Readme.htm

states

For Excel export and import, Dynamic Worksheet and PivotTable requires CRM for Outlook (340877, 336562)

When you export CRM data using Export to Excel, if you choose Dynamic Worksheet or Dynamic PivotTable, you need to have CRM for Outlook installed on your computer. Otherwise, the PivotTable won’t be created and you won’t be able to refresh the data from CRM.

Have you installed and tried it with the Outlook CRM Addin installed, configured and activated?

Which version of 2015 are you using?

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