Dynamic_Worksheet Excel Export not working with Outlook 2013 and ADFS

Issue:

When users will try to export e.g. Activities, Accounts etc. to the Export Data to Excel -> Dynamic worksheet the export process will be ended without issues.

During opening of the saved record in the Excel Ribbon we were able to see “SECURITY WARNING: External Data Connections have been disabled”. We will pressed Enable Content and below error will be thrown:

“Unable to open https://ADFS_CRM_Domain/ORG/_grid/print/print_data?aspx?tweener=1 . Cannot download the information you requested”

When we click OK, the dynamic worksheet will be not refreshed even if we will click

• When we will try to do it same scenario from the Outlook client:

· When customer will click Export to Excel button -> SCRIPT ERROR

An error has occurred in the script on this page

Line: 296

Char: 1

Error: Unable to get property 'performExcelExport' of undefined or null reference

Code: 0

URL: https://ADFS_CRM_Domain/_grid/print/export_dlg.aspx?DuplicateColumnsPresent=0&PagerRecordsCount=201&TotalRecouodCount=201&isFetchFinal=1&multipage=0&old=&otc=&view

· When customer will click export again -> Warning

Sorry, we couldn’t open https://ADFS_CRM_Domain/_grid/print/export_live.aspx

Resolution:

STEP1 -> change the settings in Internet Explorer or in the registry

o Registry key “HKEY_CURRENT_USER\SOFTWARE\Microsoft\Windows\CurrentVersion\Internet Settings\DisableCachingOfSSLpages” with DWORD value setup change from “1” to“0”

o Internet Explorer Options \ Advanced tab \ Security section \ UNCHECK the set “Do not save encrypted pages to disk”

NOTE: after the change reboot the workstation

• STEP2 - > if after above change following message will appear in the Excel: “Script is disabled. Click Submit to continue” use workaround from: https://support.microsoft.com/kb/2556284

You can workaround the requirement of using the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook client by going through the following:
1.  Export the Dynamic Worksheets and/or Dynamics Pivot Tables from Microsoft Dynamics CRM 2011.
2.  Open up the Dynamic Worksheets and/or Dynamics Pivot Tables with Excel.
3. After the ADFS sign in page or the "Script is disabled" error shows in the worksheet, click on Data tab.
4. Click on Connections.
5. Within Workbook Connections, click on Properties.
6. Within Connection Properties, click on Definition tab.
7. Click on Edit Query button.
8.  Within the Edit Web Query, window you will need to do one of the following:
     - Using IFD Claims authentication, the Edit Web Query will redirect to ADFS login, enter in the user's credentials and click on Sign In.
     - Using Claims authentication, continue to step 9.
9. After getting the Microsoft Dynamics CRM error, click on OK.
10. Within Edit Web Query, click on Cancel.
11. Within Connection Properties, click on Cancel.
12. Within Workbook Connections, click on Close.
13. Within Excel > Data tab, click on Refresh All.

Best Regards

Dynamics CRM Team