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Tip #445: How to Excel in CRM like Captain Redlaces

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Captain Redlaces Sewell reports that there is an issue in CRM 2015 update 1 when exporting to Excel. If you open the file directly from CRM, the table will not be correctly formatted.

What you need to do is save the document, then open the document from the save location. But do not to use the ‘Save and Open’ option offered by the download – it’s a trap!


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