Tip #307: Dynamic Excel Export Not Working

Dynamic Excel Export is not working?

Remember that you need to have the CRM Outlook Client installed to use the Dynamic PivotTable and Dynamic Worksheet export to Excel workbooks. No Outlook Client or, as it’s known by its full name, Microsoft Dynamics CRM 2015 for Microsoft Office Outlook (that was a mouthful!) – no worky! Don’t know where to find it? It’s right here. If you don’t actually want to use Outlook Client, configure the connection but turn off any syncronization and change user’s email settings in CRM to avoid Outlook.

Thanks to Jim “CRM Baker” Steger for the reminder!

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