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Microsoft Dynamics CRM (Archived)

Export to Excel- Advanced Find

Posted on by Microsoft Employee

When "Exporting to Excel" a query performed via the "Advanced Find" -

Is there an option to control the default name of the file or the sheet in the exported excel file created ?

If so - how ?

Thanks

Dina

*This post is locked for comments

  • Suggested answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 on at
    RE: Export to Excel- Advanced Find

    Hi Dina

    There is no way to change this as a default, However if you have your View/Find Saved in CRM it will save it with the name of the view/find

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