Tuesday, 31 January 2012

Increase the Maximum Records exported to Excel

There are two ways to achieve it.

Method 1: Use Dynamic Excel spreadsheet
1) Select the view list you want to export. For example: Active Contacts.

2) Click Excel from the list toolbar and select Dynamic Worksheet option

3) Open the excel workbook and enable Data Connection if required

4) On the excel workbook, right click the data area, select Edit Query

5) If there is a pop-up windows about "The query cannot be edited by the Query Wizard", click ok. Now you will see the Microsoft Query window.

6) From the Microsoft Query toolbar, click View and select SQL. A new pop-up Windows showing the actual SQL statement appears.

7) Remove Top 10000 from the SQL statement and click OK to exit the SQL statement window

8) From the Microsoft Query window toolbar, click File and select Return Data to Microsoft Office Excel

9) Refresh your excel worksheet if auto-refresh is not enabled and you should see all data from the select CRM view now

Ref: http://usingmscrm.blogspot.co.nz/2009/09/export-to-excel-only-showing-10-000.html

Method 2: Change settings in CRM SQL Database
Follow the steps below to make the change at the database level in CRM 4.0. Maybe CRM 2011 as well.

Open SQL Mangement Studio
Use the _MSCRM database
Open the OrganizationBase table
Locate the column – MaxRecordsForExportToExcel
Change the value to the new value

Ref: http://www.powerobjects.com/blog/2010/03/29/increase-the-maximum-records-exported-to-excel/

Credit to Elaiza Benitez

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