Hi,
Can you verify these points and let me know your progress:
• To refresh data in a dynamic Excel PivotTable or worksheet, you must have Microsoft Dynamics CRM for Outlook installed. More information: Install Microsoft Dynamics CRM for Outlook
This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions
Export data that is dynamic in nature to an Excel dynamic worksheet so that you can refresh the worksheet and get the most current data every time you open the worksheet.
• In Microsoft Dynamics CRM, money values are exported to Microsoft Office Excel as numbers. After you have completed the export, to format the data as currency, see the Excel Help topic titled “Display numbers as currency.”
• One possible workaround is to use the Data feature called "Text to Column" and convert the date column from text back to date. You should be able to highlight the column that you want to convert to numerical and
simply select Number to convert a text column to a number.
I hope it helps to resolve your issue. Moreover I would suggest to remove the duplicate threads, the issues may be critical but posting duplicate threads does not solves the purpose. Lets concentrate on one thread and take it forward.
Thanks & Regards,
Anubhav Bajpai
