Special view which can only be exported to a static worksheet (CRM 3.0 advanced find) RRS feed

  • Question

  • Hi,

    We make a lot of use of pulling data from our on-premises CRM 3.0 system into Excel (2007) files to produce reports, pivot tables, etc. I am trying now to build a spreadsheet for a sales manager that consolidates information on recent Appointments, Phone calls and Tasks. If I create an Advanced Find query for any of these entity types I do not get the option of exporting to a dynamic excel worksheet, which is what I need to make it simple for the sales manager to use on a weekly basis. The dialog box that comes up on clicking the Excel button says "This is a special view which can only be exported to a static worksheet". Seems to apply for all activity types, which is really annoying.

    Is there a simple way around this so that I can produce an Excel file that dynamically extracts one of the Activity entity types?

    Thanks in advance
    Wednesday, February 11, 2009 2:19 PM