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Print & Send to Excel Force Dialogue RRS feed

  • Question

  • We have a couple of pages in our CRM that behave in different ways when we Print & Send. One opens up the data directly into Excel and the other gives us an Export File dialog with option to Open, Save or Cancel. Because not all of our users have an E3 office license, those who are accessing the CRM through terminal services cannot use Excel there and thus need to be able to save the data to open on their own machines. If we uninstall Excel altogether the option to export goes away completely.

    Our developers tell us that there is nothing they can do about this as it depends on the Page Type - one is a List Page (that gives the dialog) and one is a Document Page (that does not) - is there anything we can do about this at all?

    Tuesday, August 9, 2016 4:21 PM