Export to Excel is a great feature in Dynamics CRM, but it has always come with two limitations
- Number of records that can be exported
- Format of the Excel file
Even though CRM says that it is exporting to Excel, what it is exporting to, is not xlsx format. This limitation has been addressed in CRM2015 Update 1. The number of records, you can export, has also been increased to 100,000. But if you still want to export the whole dataset, the easiest way I found, is to export it from the filterview in the MSCRM database. This is obviously not possible, if you are using CRM Online. Hence, I developed this tool, to do just that.
How to Use it
Download the tool from https://github.com/rajyraman/mscrmexporttoexcel/releases/latest
Export to Excel Too
- Download the zip file. Right click on it, choose Properties. Click Unblock.
- Extract the files into XrmToolBox’s Plugins folder
- Connect to an CRM instance
- Open Export to Excel tool in XrmToolBox
- Click on Load Entities. Select an entity you would like to export
- Click on any view that you would like to export. The view’s fetchxml is also displayed
- Click Export to Excel. Enter the filename that you would like to save this tool, or leave it to the default value
The tool displays the progress of the file export, while retrieving records from CRM. The total number of records retrieved is also displayed, upon successfully writing the data to the output file. Credits This tool uses code from Tanguy’s View Layout Replicator, for most of the UI and event handling logic.
