Tip #983: Why Excel templates are better than dynamic spreadsheets

With the deprecation of the Outlook Client, some users are wondering about dynamic spreadsheets. If you are moving to the cloud or have IFD on premises, you need to run Dynamics 365 for Outlook (the Outlook client, not the new app) to use dynamic spreadsheets. I’ve had this conversation with multiple clients, and while they […]

Tip #908: How to add a missing field to Excel template

Missing piece

Have you ever created an Excel Template, with all of the necessary edits, pivot tables, charts, etc. that you need to report, only to realise the first time you use it that it’s missing a vital field from CRM? Typically, this means you have to redo all the work you did originally to include the […]

Tip #883: Exporting filtered lists to Excel from subgrids

In CRM 2013 – Dynamics 365, subgrids do not have the “Export to Excel” button, but you can click the “pop out” button on the subgrid to open the full associated view, from where you can export to Excel. However, what if your subgrid is filtered by a different view? Let’s say you have 20 […]

Tip #860: When export to Excel fails for no reason

Export Excellence Award

Dynamics 365 is a temperamental mistress – everything is fine until it is not. Export to Excel has been working for a customer like a clockwork but then one day, without any warning, attempts to export this view: started to generate this error: (Clicking Show technical details would give some useless generic error with the […]