CRM 2013 contacts export to excel 2013 RRS feed

  • Question

  • We have been testing the CRM in our office. When a user wants to export his contacts to excel using IE there is an issue of the xml not opening in excel. On the Export Data to Excel page the user selects static worksheet with records from this page. and the also check the box Make this data available for re-importing by including required column. Now of course its recommended to save the file, but even when we save the file the xml does not open in excel rather we get this

    Now I can right click the file and hit Open with and then find and select excel. Someone please help if they ran into this before

    • Edited by bgj6302 Tuesday, July 15, 2014 10:09 PM
    Tuesday, July 15, 2014 10:09 PM

All replies

  • when you export as excel, the file still has .xml extension, in your system xml extension is associated to Internet Explorer (for this it opens the file in the browser as your screenshot)

    change the association for xml to excel, in this way it will open correctly.

    My blog: www.crmanswers.net - Rockstar 365 Profile

    Tuesday, July 15, 2014 10:19 PM
  • I thought about doing that, but was unsure. How will this affect other xml files? if I change this all xml files will be associated with excel


    • Edited by bgj6302 Tuesday, July 15, 2014 11:03 PM
    Tuesday, July 15, 2014 11:01 PM
  • if you don't want to associate all the xml files to excel your option is to choose "open with" for each single file you download.

    My blog: www.crmanswers.net - Rockstar 365 Profile

    Tuesday, July 15, 2014 11:14 PM
  • Hello,

    1. Open an empty excel file
    2. Open/Select your .xml file
    3. Complete the configuration to "change" the xml in excel file 

    Make your modification and save the excel file as a csv file (Supported by Dynamics)



    Blog: crmandme.blogspot.com Twitter: https://twitter.com/Ju_li3n "Working hard for something we don't care is called STRESS. Working hard for something we love is called PASSION"

    • Proposed as answer by Ju_li3nMVP Wednesday, July 16, 2014 9:18 AM
    Wednesday, July 16, 2014 8:49 AM
  • Thank you all for your help. 

    I think I found another fix for it. I had looked in my machine to see what my xml files open with. on my machine xml files use office xml handler. Their machines had some weird Microsoft virtual program to open xml files which made it open in IE. I'm going to change their settings to match mine. will report back with an update

    Wednesday, July 16, 2014 10:04 PM