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Problem in retrieve data using Dynamic Worksheet RRS feed

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    Hi,

    I am trying to create a Excel Report and facing the SQL Server Connection Problem.

    Steps followed to create report:

    1) Sales --> Opportunity --> from filtered view selected open opportunity

    Clicked on export to excel --> Selected Dynamic Worksheet radio button --> Clicked on Export

    File Download --> Clicked on Save --> Save --> Open -->It will show the Record in excel.

    But If I try to open that excel in another user's machine  I am getting the following error

    Connection failed:


    SQLState:'28000'

    sqlserver Error:18456

    [microsoft][odbc sql server Driver][sql server]login failed for user

    I dont have an idea were the problem is?




    Friday, August 1, 2014 4:04 AM

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    Hi Vijay

    DynamicWorsheets work as per the logged in users' access, probably you are trying to open the sheet on a machine that is not configured as a crm user or has some access restrictions for the particular records.

    You may try to export it as a static excel worksheet if you do not wish the records get fetched as per the logged in users' permissions

    Thanks,

    Karishma

    • Proposed as answer by Sreekanth P Thursday, November 13, 2014 12:12 PM
    Friday, August 1, 2014 8:20 AM
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    As said,

    Please recheck if you do have access to MS CRM application from your machine and current user is a valid CRM user.

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    Friday, August 1, 2014 8:58 AM
    Moderator