Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Configurable when export out to Excel by Ordering RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    For CRM project, when we design the placement of fields, we normally pair it as left-to-right; 


    But when we export to template (using CRM default function), CRM put all the fields from the form (Section-by-Section) to Excel column from up-down; left-right.

    It is that the placement of columns is configurable when export out to Excel, and then we can change approach ?

    Elson

    Wednesday, January 2, 2013 2:09 AM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote

    I don't think you can override the order using any out of the box functionality. 

    Why not just export and then rearrange the columns into the desired order and then reuse the edited file for future imports?

    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Wednesday, January 2, 2013 4:22 AM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    Why you don't define a custom view for that entity and export from list? In a custom view you can define the columns you want, the order and width of columns.

    Hope this helps.
    If i answered your question, please mark the response as an answer and also vote as helpful.

    Pedro Azevedo Crm Specialist 4.0\2011

    • Proposed as answer by Azevedo PedroMVP Wednesday, January 2, 2013 9:50 AM
    • Marked as answer by Elson Iek Thursday, January 3, 2013 1:57 AM
    Wednesday, January 2, 2013 9:50 AM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    I don't think you can override the order using any out of the box functionality. 

    Why not just export and then rearrange the columns into the desired order and then reuse the edited file for future imports?

    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Wednesday, January 2, 2013 4:22 AM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    Why you don't define a custom view for that entity and export from list? In a custom view you can define the columns you want, the order and width of columns.

    Hope this helps.
    If i answered your question, please mark the response as an answer and also vote as helpful.

    Pedro Azevedo Crm Specialist 4.0\2011

    • Proposed as answer by Azevedo PedroMVP Wednesday, January 2, 2013 9:50 AM
    • Marked as answer by Elson Iek Thursday, January 3, 2013 1:57 AM
    Wednesday, January 2, 2013 9:50 AM
  • Question
    Sign in to vote
    0
    Sign in to vote
    Your way can work too. But sometime people keen to import by entity.

    Elson

    Thursday, January 3, 2013 1:57 AM