When trying to export data from CRM to a dynamic pivot table you receive the following message: “To view and refresh data, Microsoft Dynamics CRM for Outlook must be installed”, although the CRM Outlook client has already been installed and CRM is added to the Trusted Sites.


To resolve this issue follow the steps below.

  1. Click on the cell which contains the message “To view and…”
  2. Click on Connections

refresh data

  1. Click on Refresh

refresh data

Finally the data appears! That’s all for the blog today!

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Joe D365

Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.