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Hi NLuk,
I would recommend you use Export to Excel tool in XrmToolBox to export the excel.
Please refer to https://dreamingincrm.com/2015/05/30/new-xrmtoolbox-plugin-export-to-excel/
This is the download page of XrmToolBox: https://www.xrmtoolbox.com/
After downloading and decompressing it, open XrmToolBox. exe.
Install "Export to Excel" in the tool library.
Connect to your D365 organization.
Open "Export to Excel" to export Excel.
Hi Hao
Thanks for the prompt response.
The Excel file is being used by the business, they are not technical. The file contains a Pivot table, it is not a simple data extract. In the current setup, they can download the file with no issue. However, the user prefer to open the file in "Excel Online" within Dynamics to view and update the data directly within the Excel Online. That's where the error message display.
The size limit of the Excel online file is determined by the license.
Please refer to support.microsoft.com/.../file-size-limits-for-workbooks-in-sharepoint-9e5bc6f8-018f-415a-b890-5452687b325e
You could check your license.
I have mentioned in the original post that the file size is only 7 MB, it's not even close to the limit. What I'm really looking for is if there is any setting to control the integration between CE and SharePoint that could restrict the file limit.
The file can be download in CE via the Excel Templates with no issue.
The file can be open in SharePoint Online in browser with no issue
The only issue is if the file is being opened within CE using the Excel Templates > Excel Online
Hope this explained further on the issue.
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