Error occurs when opening an XML formatted file downloaded from Microsoft Dynamics CRM 2011 in Excel 2010

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This article provides a resolution for the issue that you may receive an error when you try to open an XML formatted file that's downloaded from Microsoft Dynamics CRM 2011 in Microsoft Excel 2010.

Applies to:   Microsoft Dynamics CRM 2011
Original KB number:   2554009

Symptoms

You see an error when you try to open an XML formatted file downloaded from Microsoft Dynamics CRM 2011 in Excel 2010.

If it is a Dynamic Worksheet or Dynamic Pivot table:

Unable to open https://ORGNAME.crm.dynamics.com/_grid/print/print_data.aspx?tweener=1. Cannot download the information you requested.

If it is a static worksheet that you marked to be eligible for reimport:

The file is corrupt and cannot be opened.

Cause

Office 2010 has added additional security features that block files by default that are from another server. In this case, the additional server is the Microsoft Dynamics CRM Server. If you are using Microsoft Dynamics CRM Online, this Server is outside your domain and therefore, Excel believes you may not want to open the file.

Resolution

To open a Dynamic Worksheet:

  1. Right-click on the file that you have saved and select Properties.

  2. Select Unblock in the Security section on the General tab.

  3. Select Apply and OK to close the Properties window.

  4. Double-click the file to open it in Excel.

  5. You may see the message To view and refresh dynamic data, Microsoft Dynamics CRM for Outlook must be installed. If it is already installed and configured, select Refresh from CRM to sign in to Microsoft Dynamics CRM. If you do not want to be prompted again to sign in, select Save my e-mail address and password on the Sign In page.

    1. If you select Refresh All on the Data tab, you will still see the error that it was unable to open the page.
    2. Select Connections on the Data tab.
    3. Highlight the Connection and select Properties.
    4. Select the Definition tab and select Edit Query.
    5. Select Yes if you are prompted with an HTTPS warning.
    6. Sign in to Microsoft Dynamics CRM Online, or with your Domain Credentials if you have Claims and IFD enabled for Microsoft Dynamics CRM 2011 On Premise.
    7. You will see a generic error; select OK.
    8. Select Cancel in the Edit Web Query window.
    9. Select Ok to close the Connection Properties window.
    10. Select Close to close the Workbook Connections window.

  6. Select Refresh All and your data should now appear.

To open a Static worksheet that you have marked for reimporting:

  1. Right-click on the file that you saved, and select Properties.
  2. Select Unblock in the Security section of the General tab.
  3. Double-click the file to open it in Excel.