Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Topic Field Export Error on Dynamics Worksheet

  • 1.  Topic Field Export Error on Dynamics Worksheet

    Posted Dec 11, 2018 01:56 PM
    Good Afternoon,

    I am currently on CRM 2016 On Prem and I have a custom AF Query created on the Leads Entity that i am trying to export to a Dynamic worksheet and for some reason the populated field we have for Lead Topic does not export on the sheet.  It does work for Static and Static one page, but the column is totally blank on the Dynamic sheet.  Does anyone have any ideas why this would be?

    Thanks much!

    Felicia T.

    ------------------------------
    Felicia Thomas
    First American Bank
    Elk Grove Village IL
    ------------------------------
    CRMUG Summit - Post


  • 2.  RE: Topic Field Export Error on Dynamics Worksheet

    TOP CONTRIBUTOR
    Posted Dec 12, 2018 02:58 AM
    Hi Felicia,
    what is Lead Topic for a field? I am thinking if it is a lookup or a calculated field it might lead to problems. I have not had the issue myself.

    ------------------------------
    Axel Girgensohn
    Dynamics CRM Specialist
    Aller Media AB
    ------------------------------

    CRMUG Summit - Post


  • 3.  RE: Topic Field Export Error on Dynamics Worksheet

    Posted Dec 12, 2018 08:23 AM
    Hi Alex,

    The lead "Topic" is simply the title of the lead record, it is not calculating anything, so I am not sure why that would not populate on a dynamic worksheet.  ​

    ------------------------------
    Felicia Thomas
    First American Bank
    Elk Grove Village IL
    ------------------------------

    CRMUG Summit - Post


  • 4.  RE: Topic Field Export Error on Dynamics Worksheet

    Posted Dec 13, 2018 10:43 AM
    I was able to export my view to excel dynamic worksheet and that worked just fine!  I didn't think to do that beforehand.  It appears the "Export Leads" feature within Advanced Find does not work.  I am not sure why but this will do.  Thx!

    ------------------------------
    Felicia Thomas
    First American Bank
    Elk Grove Village IL
    ------------------------------

    CRMUG Summit - Post


If you've found this thread useful, dive deeper into User Group community content by role