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After exporting CRM Dynamic Pivot Tables/Spreadsheets users do not see the expected data in Excel

IssueAfter exporting Microsoft Dynamics CRM Dynamic Worksheets and/or Dynamic Pivot Tables using Claims Authentication, users do not see the expected data within the Excel worksheet Symptoms


Users may see one of two things within the Excel Worksheet:

1. When using IFD Claims Authentication, users will see the ADFS sign-in page.

 2. When using claims authentication, users will get a message stating: "Script is disabled. Click Submit to continue"

Cause

Cause 1.  Exporting the Dynamic Worksheet and/or Dynamic Pivot Table using Internet Explorer.
Cause 2.  After export the Dynamic Worksheet and/or Dynamic Pivot Table using the Microsoft Dynamics  for Microsoft Office Outlook client, users did not refresh the data.

ResolutionResolution 1.  

Dynamic Worksheets and/or Dynamics Pivot Tables require the use of the Excel addin which is part of the Microsoft Dynamics for Outlook. You can get this by clicking the settings and Add the App.

Resolution 2.  

After exporting the Dynamic Worksheets and/or Dynamics Pivot Tables refresh the data.

a. Export the Dynamic Worksheets and/or Dynamics Pivot Tables from Microsoft Dynamics CRM.

b. Open up the Dynamic Worksheets and/or Dynamics Pivot Tables with Excel.

c. Within Excel, click on Data tab.

d. Click on Refresh from CRM button.

More information

You can workaround the requirement of using the Microsoft Dynamics CRM for Microsoft Office Outlook client by going through the following:

1. Export the Dynamic Worksheets and/or Dynamics Pivot Tables from Microsoft Dynamics CRM

2. Open up the Dynamic Worksheets and/or Dynamics Pivot Tables with Excel.

3. After the ADFS sign in page or the "Script is disabled" error shows in the worksheet, click on Data tab.

4. Click on Connections.

5. Within Workbook Connections, click on Properties.

6. Within Connection Properties, click on Definition tab.

7. Click on Edit Query button.

8. Within the Edit Web Query, window you will need to do one of the following: - Using IFD Claims authentication, the Edit Web Query will redirect to ADFS login, enter in the user's credentials and click on Sign In. - Using Claims authentication, continue to step 9.

9. After getting the Microsoft Dynamics CRM error, click on OK.

10. Within Edit Web Query, click on Cancel.

11. Within Connection Properties, click on Cancel.

12. Within Workbook Connections, click on Close.

13. Within Excel > Data tab, click on Refresh All.


Note: These steps are required every time you close and re-open the Dynamic Worksheets and/or Dynamics Pivot Tables.

 

Source: Microsoft

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