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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Excel only exports once
Microsoft Dynamics CRM (Archived)

Excel only exports once

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Posted on by Community Member Microsoft Employee

We have an on-premise CRM installation (version 8.1.0.409) and users can only export to Excel once before having to close the browser, and re-open it in order to export more records. 

 

This is the symptom:

  1. Open a View
  2. Export to Excel
  3. Window opens saying 'Exporting to Excel, We're about to generate your CRM data in an Excel file...'
  4. File exports fine
  5. User clicks on 'Export to Excel' again
  6. Window opens up saying 'Exporting to Excel...' (same as step 3) but only stays open for a couple seconds, disappears, and file does not export.

User then needs to totally close browser and reopen CRM in order to export more records.

Thanks in advance.

*This post is locked for comments

  • Inogic Profile Picture
    Inogic 24,094 on at
    RE: Excel only exports once

    Hi,

    We have a Microsoft preferred solution, known as Click2Export that can help you fulfill your requirements. Click2Export is a powerful solution to export Report/CRM Views/Document templates from Dynamics 365 in a single click.

    With this tool, perform actions such as Attach the exported file to a Note, Upload to SharePoint, Attach and auto-send in an email and Download for offline consumption.  
     
     Some key features of Click2Export are as follows –

    • Export Reports in multiple formats such as PDF, Word, CSV, TIFF and Excel format. 
    • Export CRM views data in a tabular format and add it to an email body.  
    • Automate the process of exporting the reports periodically.  

    You can explore Click2Export yourself, simply download and activate a fully working 15-days free trial. 

    Or to learn more about Click2Export view this demo video, check out online help files or simply book a consultation by emailing us on crm@inogic.com to connect with an expert and get a personalised demo of the solution.
     

    Hope this helps.

    Thanks!

  • SonnyAnderson Profile Picture
    SonnyAnderson 5 on at
    RE: Excel only exports once

    I know i'm late to the party but I have a user having the same exact issue. Under similar circumstances besides the version.

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