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Exporting to Dynamic Worksheet - opportunityid RRS feed

  • Question

  • Hi,

    I have a dynamic worksheet that looks at a query in CRM.  I then use the opportunityid for certain lookups within my spreadsheet. 
    Everything works fine on the first instance and if I update information within existing opportunites, BUT if new opportunites are added, they are added to the bottom of my spreadsheet (as i have it sorting on created on) but there is no opportunityid with them. 

    Why is this?

    If I rerun the query within CRM and export it again it shows the opportunityid, but will not in the existing spreadsheet.

    Please help.

    Thanks

    Nikki
    Wednesday, December 9, 2009 2:39 AM

Answers

  • Hi Nikki,

    This appears to be a by design issue.  The reason I think is that the id fields were exported in order to allow users to reimport an excel spreadsheet with updates.  However, this feature was pulled right before crm 4 was released.  Since it is a now 'non supported' feature i do not think we will see a fix until crm 5.
    Alex Fagundes - www.PowerObjects.com
    Tuesday, December 15, 2009 1:35 PM