web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Dynamic worksheet data connection not working for new files (it did a few weeks ago)

(0) ShareShare
ReportReport
Posted on by 195

Hi Everyone

I am having some problems and I hope I can find some help here.

The problem:

Since a few days, When I create a dynamic worksheet from an advanced find in CRM it doesnt refresh the data from CRM. It does work with already existing files.

The cause:

The connection string is incorrect (some generic line of text while this should point to SQL) and the query is blank

connection string difference

Notes:

  • It did work until a few days ago
  • Existing files still work and refresh data
  • When opening a newly created file I get a warning in excel stating the data connections have been disable for security reasons, with the option to 'enable content' 
  • After enabling content, it still doesn't work.
  • When I change excel settings to always enable data connections, I don't get the warning, but it still doesnt work
  • I have the same problem for 2 completely separate CRM deployments and in both Test and Live (so 4 CRM enviroments total)
  • Not just me who has the problem, also other users

Software etc

  • We have an on-premise deployment of CRM 365 rollup 8.2
  • We have a CRM add-on for Outlook installed
  • We work on remote desktops/ terminal servers and the same problem occurs on multiple remote desktops
  • We do not have an online version of Office.

Any help would be very much appreciated

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    on at

    Hi Eric,

    I am facing the same issue, did you get any solution? if yes please share it, thanks.

    Best regards,

    Faisal

  • Navnit Profile Picture
    25 on at

    Hi Erik Coppens, did you find the solution? I'm facing the same. 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
AS-17030037-0 Profile Picture

AS-17030037-0 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans