Have you ever run into an issue when using the Export to Excel feature within Microsoft Dynamics CRM where the file successfully exports, but does not open in Excel? If so, today’s blog will show you two easy steps to fix this issue. Let’s dive in!
1. Manually remove the block on the downloaded file.
One possible cause may be that your browser is placing a “block” on the Excel file downloaded from CRM. The block can be manually removed by going into the file’s properties (right-click the file) and checking “Unblock” at the bottom of the General tab.
2. Add your CRM’s URL to the list of trusted sites.
Changing the Trusted Sites settings to include your CRM URL will allow you to save future files without a block. You can do this in Excel by going to File > Options > Trust Center > Trust Center Settings > Trusted Locations > Add new location, and then enter your CRM’s URL as a trusted file source.
These two quick troubleshooting tips should resolve any sudden changes to your ability to export to Excel from CRM. If you want to learn more about the Export to Excel feature, check out our blog on understanding the difference between Static Worksheet and Static Worksheet (Page Only).