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Microsoft Dynamics CRM (Archived)

Excel Crashes When Exporting a CRM report

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Posted on by

We recently had a few users report an issue exporting reports from CRM to Excel.  When they open the report in Excel, it immediately crashes.

The reports run and display fine in CRM, but they cannot export to Excel to customize it a bit for each customer.

We are on CRM 2011 On-Premise on UR17.  We use 32bit Office 2013.

Has anyone seen anything like this?

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  • Suggested answer
    Satish Tiwari - CRM Profile Picture
    on at

    Hello Jim,

    Can you check if users are able to export reports in other formats like PDF, Word, Text ? It will help us in narrowing down this issue whether issue is with excel only or exporting functionality.

  • Community Member Profile Picture
    on at

    Sorry about excluding that.  They can export to PDF and Word and they do not crash, just when going to Excel.  Again, not all users.

    This is happening to some sales staff.  All users were just upgraded to new Windows 8.1 laptops with Office 2013.   I have the exact same machine and set-up and it works fine on my machine.

    I have seen it on other machines though and they are following the same steps that I do.

  • Suggested answer
    Satish Tiwari - CRM Profile Picture
    on at

    If few users are able to reproduce this issue constantly than I will suggest to capture verbose traces and look for error/exception and what happened before error was thrown on same thread. To capture verbose traces, you can follow KB - support.microsoft.com/.../2862025

  • Community Member Profile Picture
    on at

    Can you open it in word. if so you then can convert it into Excel

    _damon

  • Phillip U. Profile Picture
    2 on at

    It should be noted that the exported file produced is not actually an Excel file.  It is an HTML file even though the extension is ".xls".  Excel can have problems working with such files if it can't parse data properly.

    Are you opening the same file that one of the affected staff members is trying to open or are you simply exporting your own file and trying to open it?  I wouldn't be surprised if you also cannot open the file they are exporting.  This is because it may be related to the data included in the export.

    It is not optimal, but you could open the file in an intermediate application and export it to a different format.  You could even open it in your browser (easiest if you change the extension) since it's really an HTML file and copy and paste it into Excel.

    I'm not sure why Microsoft's own application doesn't export to a native Excel file but it's been this way for years.

  • Community Member Profile Picture
    on at

    Thanks for the reply!

    I am running the same report on my machine and the performing the export directly off my machine and opening that file.

    On my machine it is fine, and many other users also, just some are having this issue.

    I do know about it being HTML instead of Excel.  While it may be possible to open it in an intermediate application, then save it, then import it to Excel, they would lose a lot of the formatting they get from an exported report.

    Hopefully someone else may have seen this or something like it.

  • Community Member Profile Picture
    on at

    We can, but the field sales reps and management want it as easy as they can.  Having them follow many steps to get to the report is not optiomal or productive.

    This used to work fine, it just seems to be recent, as far as I know.

  • Suggested answer
    Satish Tiwari - CRM Profile Picture
    on at

    Hi Jim,

    Just to confirm, Users are facing issue while exporting from IE or CRM client or both ?

    Also, as you are not able to repro the issue on your workstation, I will suggest to install all windows updates related to Office on affected workstations and then check if issue is still there. If yes, I will suggest capturing a trace will be good option to narrow down this further to find out why and where it is failing.

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