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Learning to export to Excel in CRM is pretty straightforward and easy! However, even if you’ve worked with exporting to Excel before, you might not be aware of two little-known options for exporting to Excel: Static Worksheet and Static Worksheet (Page only). In today’s blog, we will explain the differences between the two and show you how to use these options for exporting Static Worksheets in CRM. Let’s begin!

tips-and-tricks

Export to Excel

For our example today, we have set the records per page in any list of records to 250 in the Set Personal Options section.

Export to Excel

Scenario 1: Output in a Single Page

When the number of records displayed as the output of an Advanced Find are less than the Records Per Page personal setting, the Static Worksheet option will be grayed out and you will only be able to export the data using the Static Worksheet (Page only) option. In the screenshot below, the number of output records is six, which is less than the Records Per Page setting of 250. This is the reason why the Static Worksheet option is grayed out and you are only able to export the data using the Static Worksheet (Page only) option.

Export to Excel

When you click Static Worksheet (Page only), six records will be exported to Excel.

Export to Excel

Scenario 2: Output in Multiple Pages

When the number of records displayed as the output of an Advanced Find are more than the Records Per Page personal setting, both of the options to export data as static worksheets will be available. In the screenshot below, you can see that the number of output records is 5000+, which is more than the Records Per Page setting of 250. That is the reason why both options for exporting data in static worksheets are available.

Export to Excel

When you select Static Worksheet (Page only), 250 records will be exported to Excel.

Export to Excel

When you select Static Worksheet, more than 5,000 records (limited to 100,000) will be exported to Excel.

Export to Excel

That’s all for the blog today! We hope you learned something new to help you when working with CRM and Excel. To learn more about Dynamics CRM, why not register for one of our educational events? From webinars, to CRM boot camps, to customized trainings, PowerObjects’ education team is the best in the business when it comes to equipping you to get the most out of Dynamics CRM!

Happy CRM’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.